Have tried many business plan tools, but Upmetrics worked best for us.

2 Highlights for me:

1. AI tools that helps me to easy create the business plan and write things quickly.

2. They have an incredible support team. They are quick and to the point in responding. Review collected by and hosted on G2.com.

Would have loved, if they would integrate from Quickbooks to pickup our financial data and create accurate forecasting plans. Review collected by and hosted on G2.com.

For us, Upmetrics stands out for their AI-powered business plan assistance. They are helping us simplifying the planning. Support is their big plus, its one of the best I've come across Review collected by and hosted on G2.com.

AI Assistant is exclusive only to the premium users Review collected by and hosted on G2.com.

Upmetrics has make our business plan very easy and trackable. we have been using upmetric for business plan tracking and managing. its easy to implement and financial forcasting is great. additions to AI tools is great plus point for us. Review collected by and hosted on G2.com.

it took us some time to learn platform but it been great once you learn it. adding tutorial on dashboard can help person to learn faster. Review collected by and hosted on G2.com.

Upmetrics offers advanced financial forecasting and it has significantly improved our planning process. We're able to make more confident decisions based on the accurate insights and data we get via Upmetrics.

The neatly visualized and automated reports are just another reason for us to use this tool consistently and say goodbye to chaotic spreadsheets. Review collected by and hosted on G2.com.

Every capability is thoughtfully designed and adopting the tool was easy. The support is prompt and we frequently share our feedback with the team. Review collected by and hosted on G2.com.

I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me. Review collected by and hosted on G2.com.

It would have been great if they added a few more strategic planning templates. Review collected by and hosted on G2.com.

The AI makes it extremely simple to put together an organization's method or budgets without the need for switching between spreadsheets. Review collected by and hosted on G2.com.

So far, nothing noteworthy; I only wish they would offer more templates in the future. I'd also want to see additional documentation. Review collected by and hosted on G2.com.

Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports are things that takes up a lot of a founders' time.

Upmetrics simplifies all of it, making the journey to fundraising super easy. Review collected by and hosted on G2.com.

In talks with them to integrate our current accounting software, so data can flow quickly into Upmetrics—it's already in the pipeline. Customer support is stellar—they are always open to suggestions. Review collected by and hosted on G2.com.

Upmetrics make it easy to create documents that are mandatory but tedioous to prepare. I like how you can simply answer a bunch of questions quickly, or use AI for it, and get your business plan ready in no time. Review collected by and hosted on G2.com.

I wish they could fetch numbers from my Xero account and put them where needed. They said they will add it soon so I am keeping my fingers crossed. Review collected by and hosted on G2.com.

I've always been hesitant about drafting a business plan, often pushing it to the back burner. But with Upmetrics, the process became surprisingly straightforward. The platform's pre-designed templates were a boon, allowing me to get started without any fuss. The best part? I can effortlessly share my plan with investors, my team, or clients. It's versatile and fits businesses of all sizes, regardless of the industry. If you've been delaying your financial planning, I'd say give Upmetrics a shot. It's been a revelation for me Review collected by and hosted on G2.com.

Due to complexity sometime you need help of support staff. Fortunatly they are good at customer support. Review collected by and hosted on G2.com.

Writing an effective business plan is a challenging task, Upmetrics is a wonderful time-saving tool that makes this task quite simple. The AI assistance is the star. It helps write clear concise plans and even helps in automatic forecasting without spending time on number crunching. Review collected by and hosted on G2.com.

Need more integrations with accounting software. Review collected by and hosted on G2.com.