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Business Plan Software

upmetrics

Cloud business plan software with templates, financial projections and team collaboration

By upmetrics

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TrustList summary

Upmetrics is cloud-based software for producing business plans. It supplies tailored templates and tools for building financial projections, so a plan can be put in front of investors with supporting numbers.

Main features

  • Plan templates: layouts suited to different kinds of business.
  • Financial projections: forecasts to support an investor-ready plan.
  • Business model canvases: a way to rethink how an organisation works.
  • Progress tracking: shows how far planning has advanced.
  • Team collaboration: colleagues can be invited to contribute.
  • Sharing and export: plans can be shared online with investors and colleagues, or downloaded and printed.

Who it serves

Founders, managers and teams who need a written business plan with numbers behind it, to show investors or colleagues.

Key facts

  • Deployment: cloud-based

Summary written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

upmetrics is ranked on 1 TrustList ranking at #4.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. upmetrics has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Business plan software · 1 ranking

  • #4of 8
    Business plan templates

    It is the only one of the 8 here listing data source connectors and data visualization.

    Of the 8 here, 7 also cover financial templates and 7 also cover dashboard.

    Behind Enloop, ahead of Business Planner.

As of 2026-11-05. Organic ranks only; sponsored placements are never ranks. How TrustList ranks

What the business tells TrustList

Delivery
SaaS (cloud) evidence sent

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