# Upmetrics Ai

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/upmetrics-ai
- **Dataset:** https://optimly.ai/brand/upmetrics-ai.json
- **Markdown:** https://optimly.ai/brand/upmetrics-ai/llms.txt
- **Official website:** https://upmetrics.co
- **Slug:** upmetrics-ai
- **Categories:** collaboration-productivity, design-creative-software, finance-accounting-software

## Overview

- **Tagline:** AI-powered platform for drafting, forecasting, and pitching business plans; real-time collaboration; interactive financial dashboards; direct integration with QuickBooks and Xero for live plan-vs-actuals tracking; and professional templates.
Source: Brand's website (https://upmetrics.co) · 2026-10-04

- **Description:** Upmetrics is the AI business planning platform to draft, forecast, and pitch, built for the way modern teams actually plan.
Source: Brand's website (https://upmetrics.co) · 2026-10-04

## Offerings

- **Core capabilities:**
  - AI Plan Generator
  - Financial Forecasting
  - AI Pitch Deck Generator
  - Strategic Planning
  - Collaborative Workspaces
  - Interactive Financial Dashboards
  - Business Model Templates (BMC
  - Lean Canvas
  - SWOT)
  - Integrations with QuickBooks and Xero.
Source: Brand's website (https://upmetrics.co) · 2026-10-04

- **Pricing:** Subscription-based with Premium and Professional tiers, offering monthly and annual billing.
Source: Brand's website (https://upmetrics.co) · 2026-10-04

## Audience

- **Target industry:** Founders, startups, businesses seeking funding, business consultants & advisors, incubators & accelerators, business schools & educators, students, E2 Visa applicants.
Source: Brand's website (https://upmetrics.co) · 2026-10-04

## Landscape

- **Competitors:**
  - LivePlan
Source: Brand's website (https://upmetrics.co) · 2026-10-04

Page last updated 2026-10-17.