UpmetricsAI-powered business planning software that generates business plans, financial forecasts, and pitch decks with guided, step-by-step assistance,

4.6 (5)

审阅者 Daniel Nikulshyn·更新 2026年7月

Business Planning AI Assistant Financial Forecasting Pitch Decks Startups SMB Guided Workflow

概览

Upmetrics 是一个 AI 商业规划平台，帮助创始人创建可融资的计划、财务预测和路演演示文稿，并提供引导式帮助。平台包括计划构建器、交互式财务仪表盘以及多款专业设计的封面页。平台还提供商业模型模板，如 BMC、Lean Canvas 和 SWOT 分析。 Upmetrics 通过让用户回答几个关于其业务的问题，生成计划、预测和演示文稿的初稿，以供审阅和编辑。平台还支持与合作伙伴和顾问实时协作。此外，Upmetrics 可与 QuickBooks、Xero 等会计软件集成，实现实际数据的实时同步。 Upmetrics 旨在为任何业务规划场景和团队规模提供友好易用的体验。它提供 15 天退款保证，已被超过 110,000 名创业者用于获得融资、启动创业项目，并掌握业务规划的基础。平台提供六种语言：英语、法语、德语、西班牙语、意大利语和葡萄牙语。适用于寻求安全融资、贷款和补助的企业，也适合用作顾问或咨询师的用户。Upmetrics 同时服务于孵化器和加速器、学生与学习者、商学院及教育工作者，以及希望验证商业创意或编制商业计划以支持 E2 签证的人员。总体而言，Upmetrics 致力于让全球创业者轻松且便捷地进行商业计划制定。凭借其 AI 驱动的方式、交互式财务仪表盘以及协作功能，Upmetrics 成为一款高效的工具，帮助打造稳健的商业计划，吸引投资者并推动业务成功增长。

主要功能

计划建造器提供指导性协助
交互式财务仪表板
协作空间
商业模式模板
与 QuickBooks 和 Xero 结合使用
实时实际信息和计划 vs 实际信息

价格

模型: Freemium
分类: Finance AI Agents
评分: 4.6 / 5 (5)

使用场景

生成一份初创企业商业计划

创始人可以通过 AI 指导的逐步提示创建一份综合商业计划，节省时间用来组织和撰写

创建财务预测

企业家生产财务预测和财务状况，来模拟收入、成本和增长假设

创建投融资pitch deck

用户可以生成 pitch deck，来向投资者和他人展示公司理念、财务以及商业战略

规划小规模企业启动

小企业所有人可以使用指导性协助，来概括营运、营销以及财务信息

优点 & 缺点

优点

通过 AI 功能生成财务预测和pitch deck
提供指导性一步步的帮助
协作工作空间为团队成员和合作伙伴提供便利
交互式财务仪表板
与 QuickBooks 和 Xero 的整合实时实际信息
对初创企业等创业团队提供融资支持

缺点

生成的计划有所限制在自定义选项
依赖 AI 有可能导致不确实或偏差
需要用户提供公司详细信息

评测

4.6

5 个评分的平均值。

登录以留下评测。

Diego Fernández

Apr 26, 2026

Compared a few options

Evaluated this against two competitors. Where it wins: the API and it saves real time. Where it lags: the mobile experience lags. On balance the feature set — especially the dashboard — justifies the 5 stars for our use case.

Carlos Mendoza

Mar 31, 2026

Years in this space

I've evaluated a lot of these over the years. What stands out here is the dashboard — handled better than most — and support is responsive. Worth the time if this is your use case.

Elena Rossi

Mar 12, 2026

Years in this space

I've evaluated a lot of these over the years. What stands out here is the integrations — handled better than most — and it saves real time. The docs could be deeper is my one real gripe. Worth the time if this is your use case.

Pierre Dubois

Sep 5, 2025

Compared a few options

Evaluated this against two competitors. Where it wins: the dashboard and the value for money is strong. On balance the feature set — especially the automation — justifies the 5 stars for our use case.

Rina Desai

Jun 8, 2025

Use it every day

Honestly didn't expect to like it this much. The onboarding is exactly what I needed, and it saves real time. I do wish a few rough edges remain, but I reach for it almost every day now and it just clicks.

问答

Can I use Upmetrics to prepare investor-ready pitch decks?

Yes. Pitch deck creation is one of Upmetrics' core outputs, alongside business plans and financial forecasts, allowing you to build investor-facing materials within the same AI-powered workflow.

What can Upmetrics actually create for my business?

Upmetrics generates business plans, financial forecasts, and pitch decks. It guides you through each deliverable step-by-step with AI assistance, making it suitable for founders preparing documents for investors, lenders, or internal planning.

Is Upmetrics a good fit for first-time entrepreneurs without finance experience?

Yes. The platform is designed around guided, step-by-step AI assistance, so users who are new to business planning or financial modeling can produce structured plans and forecasts without needing prior expertise in those areas.