AI Business Plan Generator - Upmetrics

AI Business Plan Generator Get your professional Business Plan ready in Minutes 4.9+ rating on 110K+ Users Trusted by over 110K+ startups and small business owners See how it works Go from free draft to investor-ready plan in four clear steps with Upmetrics AI. 1 Generate Your Free Plan Draft Answer a few prompts and get a structured AI-powered plan to clarify your idea and business model instantly. 2 Review & Refine Your Plan Edit sections, improve clarity, and unlock full customization and guided planning tools in your workspace (premium). 3 Add Financials & Visuals Build financial forecasts, then add charts, visuals, formatting, and a professional cover page. 4 Finalize & Share w/ Confidence Polish your plan, validate assumptions, and export or share it with investors, lenders, or collaborators. More than a generic AI plan generator Unlike generic plan builders, Upmetrics is built around a structured planning workflow. You control inputs and edits while the system helps draft and refine a complete business plan. Simplest way to start writing your plan No blank page to begin with Start with guided questions instead of an empty document. The platform walks you through key business details so you never feel stuck. AI-assisted plan questionnaire Prompts help you think through your business model, value proposition, and finances, including areas you may not have fully considered yet. Outline before drafting begins An organized outline is generated from your responses, which you can review, modify, or approve before turning it into a complete first draft. Try Upmetrics Customize every part of your plan Flexible length and structure Choose the depth of your plan, from short summaries to detailed versions, and adjust sections without losing alignment across the document. Edit any section anytime Update content, refine assumptions, or reorganize sections without breaking formatting, ensuring your plan evolves naturally Visual and layout controls Add charts, visuals, and cover pages using built-in blocks, and customize fonts and formatting to present a professional, audience-ready plan. Try Upmetrics Writing help whenever you need it Rewrite and refine instantly Improve clarity, adjust phrasing, or restructure content without manual rewriting. Preserving the meaning and intent of your original input. Adapt tone and audience Modify tone to suit investors, lenders, partners, or internal teams, ensuring your message aligns with the expectations of different readers. Expand, shorten, or translate Control section length, add depth where needed, or translate your plan while maintaining consistent meaning and structure. Try Upmetrics Financials you can explain & defend AI-powered revenue and expense suggestions Get relevant revenue, cost, and expense suggestions based on your business model to structure financial inputs more completely. Automated financial statements Generate all the required financial statements automatically, with calculations handled and assumptions remaining transparent. Intuitive visual dashboard Present financial data through structured dashboards and charts that make your forecasts easier to review and explain. Try Upmetrics Built for shared & collaborative planning Invite team members easily Share access with partners and team members, so they can contribute insights and stay aligned throughout the planning process. Comment and review workflow Enable feedback through shared comments, keeping communication centralized instead of scattered across multiple documents or emails. Plan together in real time Collaborate on revisions and improvements within a shared workspace, ensuring everyone works from the latest version of your business plan. Try Upmetrics Every AI planning feature you need Auto write/rewrite Generate new sections instantly or rewrite existing content to improve clarity, structure, and flow without starting over. Shorten/Expand Adjust the length of any section by condensing key points or expanding ideas while keeping structure and meaning intact. Tone & style options Switch writing tone or style to match investors, lenders, or internal audiences without rewriting content manually. Audience specific options Adapt sections to specific audiences by adjusting messaging focus, level of detail, and presentation style. Revenue/expense suggestions Get AI-powered suggestions for relevant revenue streams and expense categories based on your business model. Financial Q&A support Ask finance-related questions and get explanations about projections and financial statements within your plan. Plan analysis & guidance Get structured guidance on plan sections, clarity, and logical consistency to strengthen your overall business narrative. Plan reviewer Review your completed plan to identify gaps, unclear sections, and areas that need refinement or stronger justification. Market research Access contextual market insights and trends relevant to your industry to support positioning and strategy. Industry research reports Request AI-built industry research reports that provide background data and context to strengthen your business case. Compliance analysis Identify common licenses, permits, and regulatory considerations relevant to your business type and location. Competitor analysis Analyze competitor offerings, positioning, and differentiation opportunities to refine your market strategy. Simplify business planning with our AI-assisted workflow Start Planning Upmetrics vs. Other AI Plan Generators Other Generators Structured planning workflow Advanced financial forecasting Plan review & analysis features AI industry research reports Collaboration & shared access Customization flexibility Investor/lender focus Demo/ customer support Start My Business Plan Planning Tool for Every Kind of Entrepreneur First-Time Founders Turn your idea into a structured plan with guided inputs and AI-assisted financial forecasting. Fundraising Startups Create investor-ready plans with clear assumptions and realistic, defensible financial projections. Small Business Owners Plan growth, expansion, or operational changes with structured strategy and forecasting tools. Consultants & Advisors Work with clients in a shared workspace to draft, review, and deliver professional business plans. Loved by forward-thinking entrepreneurs and business owners Check out what our customers have to say about their experience with Upmetrics. I had a wonderful experience, I was able to cut down the time it takes me to write a business plan because the layout was already done and the AI feature was also really helpful. Athena R. Mobile Notary and Paralegal Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better. Jason Lorje Founder & CEO at Agmondo Hands down, the best business planning software I have ever used. It is extremely easy to use, it's intuitive, incorporates AI, guides you through it step by step and it's extremely easy for others to collaborate. Cindy Kennedy CEO at Metabolic Terrain Omics Great. I quickly onboarded and enjoyed the experience. I was provided a platform that took my business plan 10x better than what I could have done on my own, or even more so! Aaron Schifman Technical Product Marketing Manager at AppDynamics 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. Vaibhav Kamble Founder at CloudOptimo I had a wonderful experience, I was able to cut down the time it takes me to write a business plan because the layout was already done and the AI feature was also really helpful. Athena R. Mobile Notary and Paralegal Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better. Jason Lorje Founder & CEO at Agmondo Hands down, the best business planning software I have ever used. It is extremely easy to use, it's intuitive, incorporates AI, guides you through it step by step and it's extremely easy for others to collaborate. Cindy Kennedy CEO at Metabolic Terrain Omics Great. I quickly onboarded and enjoyed the experience. I was provided a platform that took my business plan 10x better than what I could have done on my own, or even more so! Aaron Schifman Technical Product Marketing Manager at AppDynamics 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. Vaibhav Kamble Founder at CloudOptimo Top-Rated for Simplicity and Ease of Use Highly Recommeded on Capterra & GetApp 110K+ Business Plans Created 4.8 Rated on Capterra 195+ Countries Served Worldwide Frequently Asked Questions Will investors and banks accept an AI-generated business plan? Investors and banks care more about the quality and structure of your business plan than whether it’s AI-generated. As long as your plan is realistic, well-presented, and answers the key questions investors and lenders have, you’re fine. Is my business idea and data private and secure? Absolutely. At Upmetrics, we take user security and data privacy very seriously. All business and financial data is encrypted, both during storage and transmission. Rest assured, we do not share your data with any third-party vendors. Can I edit the business plan after it’s generated? Yes! You can make changes to your plan after it’s generated. While the free version generates a basic, lean plan, the premium version lets you edit and improve it with compelling visuals, charts, and detailed financial projections. What makes this AI business plan generator different from others? Unlike most of the basic AI business plan generators that offer generic, uneditable text, Upmetrics provides a fully editable plan. You can customize your plan, improve its design, and add detailed financial forecasts. This is what makes Upmetrics truly different from the rest. Does it create industry-specific business plans? Yes, you can create a business plan tailored to any industry. The tool is flexible and adaptable to various business models. Can I export my business plan in different formats? Yes, you can export your plan in PDF format, making it easy to share or print. Is the AI business plan generator free? Yes, the basic version is free. However, if you need a more detailed business plan with compelling visuals and advanced forecasts, you can choose our paid plan. How long does it take to generate a business plan? It takes about 5-10 minutes to answer the prompted questions, and the basic plan is generated in 1-2 minutes. If you decide to expand it into a detailed, investor-ready plan, with visuals and forecasts, it may take a few hours. What information do I need to start? You don’t need a lot of information to begin with. If you have your business basics clear—like your business model, product/service offerings, and revenue streams—you’re good to go. Just answer the questions, and the plan will be generated for you. --- Create a plan that will turn your idea into a reality 15-Day Money-Back Guarantee Change Plans Anytime Cancel Anytime Pay monthly Pay yearly Up to 25% off on Yearly PlansSave up to 25%Price in USD Premium For individuals and businesses needing advanced planning tools and AI features. $19/moBilled monthly$19$14/moBilled annually (Save up to 25%) Includes: 1 Workspace Centralize your planning with a dedicated workspace for all your strategic needs. AI Plan Writing & Assistance Empower your business plan creation with AI—craft a comprehensive plan, refine sections, adjust length, set language tone, or translate content effortlessly. AI Industry Research Reports AI-assisted industry research reports based on publicly available sources, with expert review for clarity and structure. Up to 7-Year Financial Forecast Extend your financial outlook with an in-depth seven-year forecasting capability with AI sales forecasting suggestions. AI pitch deck builder Generate a professional, investor-ready pitch deck with AI, aligned with your business plan and financial forecasts for a compelling presentation. Strategic Planning Tools Utilize advanced tools to formulate and align your long-term business strategy. Up to 5 Team Members Collaborate efficiently by bringing up to five team members into your planning workspace. Multi-Versioning Track changes with multi-versioning Exports to PDF/DOC/PPT Easily export your documents to PDF, PPT or WORD for versatile sharing options. Exports to Excel Export detailed financial data and reports directly to Excel for further analysis. Connect to QuickBooks Online & XERO Seamlessly integrate Upmetrics with QuickBooks Online and XERO to import actual financial data for precise forecasting and analysis. Multilingual Support Upmetrics supports English, French, German, Spanish, Italian, and Portuguese. Start Planning Professional For organizations, consultants, and teams managing multiple clients and plans. $49/moBilled monthly$49$37/moBilled annually (Save up to 25%) Includes everything in Premium, plus: 3 Workspaces Includes three dedicated workspaces, allowing users to organize and manage multiple business projects. Up to 10-Year Financial Forecast Extend your financial outlook with an in-depth 10-year forecasting capability with AI sales forecasting suggestions. Custom Templates Enables users to create and save custom business plan templates that can be reused across multiple client projects. Manage Clients Provides robust tools for client management, including the ability to invite clients to collaborate, assign specific permissions, and set up dedicated workspaces for each client. Transfer Workspaces Enables the easy transfer of workspace ownership, allowing users to hand off complete control of a workspace to another team member or client. Start Planning Add-ons for enhanced planning Pay monthly Pay yearly Additional Workspaces If you need to plan for multiple businesses, you can buy addon workspaces with additional cost. Seamlessly manage business planning for multiple projects $7 $5/mo $7/mo Team Members If you need to invite more team members, you can buy addon members with additional cost.Add more team members to enhance collaborative efforts $5 $3/mo $5/mo White-label Opt for our white-label solution to personalize and brand your planning platform, making it uniquely yours.Make your planning experience more personalized and branded $249 $185/mo $249/mo Compare all features Have questions on pricing plans? Want a personalized demo? Contact Us 15 Day Money Back Guarantee Save up to 25% on yearly subscription Upgrade & downgrade plans easily No hidden fees No contracts Loved by forward-thinking entrepreneurs and business owners Check out what our customers have to say about their experience with Upmetrics. Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time. Deepak Dhanak Founder at DocuX I created a fantastic business plan in 1/4 the time with much more professionalism than without Upmetrics. I especially liked the templates I could work from. Tom Brune President at Ventures Lending Technologies 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. Vaibhav Kamble Founder at CloudOptimo The great USP here is the AI feature I used, where I can write my idea in simple terms, and I use AI to reformulate it in a more persuasive way where I saw the difference in the pitching level. Abdelraouf Hammoud Solutions Design Manager at DHL Supply Chain Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better. Jason Lorje Founder & CEO at Agmondo The Upmetrics platform is perfect for someone looking to start a business and has a range of tools to assist with planning from financial forecasting to AI-assisted business plans. Strongly recommend. Jarred Bouffier BDM at Mandoe Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time. Deepak Dhanak Founder at DocuX I created a fantastic business plan in 1/4 the time with much more professionalism than without Upmetrics. I especially liked the templates I could work from. Tom Brune President at Ventures Lending Technologies 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. Vaibhav Kamble Founder at CloudOptimo The great USP here is the AI feature I used, where I can write my idea in simple terms, and I use AI to reformulate it in a more persuasive way where I saw the difference in the pitching level. Abdelraouf Hammoud Solutions Design Manager at DHL Supply Chain Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better. Jason Lorje Founder & CEO at Agmondo The Upmetrics platform is perfect for someone looking to start a business and has a range of tools to assist with planning from financial forecasting to AI-assisted business plans. Strongly recommend. Jarred Bouffier BDM at Mandoe Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time. Deepak Dhanak Founder at DocuX I created a fantastic business plan in 1/4 the time with much more professionalism than without Upmetrics. I especially liked the templates I could work from. Tom Brune President at Ventures Lending Technologies 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. Vaibhav Kamble Founder at CloudOptimo 123456 Compare Plans Features Get Started Pay monthly Pay yearly Premium $19 /mo $14 /mo Professional $49 /mo $37 /mo The Basics Active Workspace Your comprehensive business planning hub, featuring all the essential tools for a thorough strategy, including financial forecasts and collaborative options for full team engagement.1 3 Team members Enhance your business planning by inviting team members to collaborate. Utilize diverse insights and expertise to refine and perfect your business strategy together.5 / Workspace 5 / Workspace Guest Access Effortlessly share your business plans and reports with stakeholders by granting them view access. Ensure informed decision-making with transparent communication.Unlimited Unlimited Languages Supported Upmetrics supports English, French, German, Spanish, Italian, and Portuguese. Upmetrics AI AI Assistant Tap into the power of AI for on-demand business consulting. Ask any question and let our AI delve into research, providing you with insightful, data-driven advice. Writing Assistant From concept to full-fledged business plan, our AI Writing Assistant crafts professional, investor-ready plan sections, streamlining your planning process. Translation Assistance Break language barriers with our AI-powered Translation Assistance, enabling you to communicate your business plan effectively in multiple languages. Content Refinement Elevate your business narrative with AI-driven Content Refinement, ensuring your plan's tone, style, and grammar are impeccable and impactful. Forecasting Guidance Our AI offers tailored suggestions for forecasting sales, expenses, and salaries and other financial components. AI Industry Research AI-assisted industry research reports based on publicly available sources, with expert review for clarity and structure. Features 400+ Sample Plans Jumpstart your planning with over 400 professionally crafted business plans. Find inspiration and best practices for your industry. Step-By-Step Instructions Upmetrics simplifies business planning with clear, step-by-step instructions, ensuring a smooth planning experience from start to finish. Automated Forecast Builder Effortlessly project your finances with our automated forecast builder, simplifying the creation of accurate financial forecasts for informed decision-making. Forecasting Years Choose your required forecasting period and generate accurate financial forecasts tailored to your business needs, ensuring informed decision-making and strategic planning.Up to 7-Year Up to 10-Year What-If Scenario Planning Future-proof your financials with dynamic scenario planning. Adjust key variables and immediately see the potential impact on your business's financial health. Lender-Ready Reports Prepare for success with our comprehensive suite of lender-approved reports, including break-even analysis, profit & loss, balance sheets, cashflow and more. 100+ Country Currency Formatting Pitchdeck Builder Effortlessly create compelling, investor-ready pitch decks with our AI-enhanced builder, designed to capture attention and funding. Strategic Planning Unlock your business's potential with our suite of strategic planning tools, including business model canvas, lean canvas, and more, for in-depth strategy development. Export Plan Share your vision with the world. Export your business plan as a PDF or Doc, or present it online for immediate stakeholder access.PDF/DOC PDF/DOC Export Pitch Turn investors' heads with polished pitches, exportable as PDFs or PPTs for convenient sharing, or present directly online for instant impact.PDF/DOC/PPT PDF/DOC/PPT Export to Excel Take command of your financial data with seamless Excel exports, making analysis and presentations straightforward and effective. Consultants / Incubators Custom Templates Enables users to create and save custom business plan templates that can be reused across multiple client projects. Transfer Workspaces Enables the easy transfer of workspace ownership, allowing users to hand off complete control of a workspace to another team member or client. Manage Clients Provides robust tools for client management, including the ability to invite clients to collaborate, assign specific permissions, and set up dedicated workspaces for each client. Integrations QuickBooks Online Easy integration with QuickBooks Online to sync financial data in real-time and compare actual results with forecasts. XERO Easy integration with XERO to sync financial data in real-time and compare actual results with forecasts. Support Email Dedicated email support from Monday to Saturday. Reach out with any questions and expect a helpful response within 24 hours. Self-Service Knowledge Base Instantly find answers with our extensive help guide articles, enabling you to resolve issues quickly and keep moving forward. Money-Back Guarantee We stand behind our service with a 15-day money-back guarantee. If you're not satisfied, we're committed to making it right. Start Planning Start Planning 15-day money-back guarantee Start Planning Start Planning 15-day money-back guarantee We have a special discount for Students & non-profits Whether you’re earning while learning or simply trying to make the world a better place, we are here to help. Upmetrics offers a special 30% off for all eligible students and registered nonprofits. Check Eligibility AI Assistance Your go-to business mentor for better write-ups, accurate forecasts, and more. AI Industry Research AI-assisted industry research reports based on publicly available sources. Custom Branding Impress your investors and stakeholders with a branded cover page. Pitch Deck Creator Build a stellar business pitch to present to investors and get funding. Financial Planning Simply input your numerical data and get instant tables, charts, and reports. Strategic Planning Set your business for long-term success with an actionable strategic plan. Frequently Asked Questions Should I sign up for the monthly plan or the annual plan? You have both the options available, either choose monthly billing or go for annual. You may just select preferred billing option by toggle button. But we highly encourage our users to sign up for an annual plan. This is because you get the best value pricing on our business plan tools by saving up to 25% yearly. Will Upmetrics work for my industry? Of course. Upmetrics covers the most extensive market space to suit people from different industries such as SaaS, agriculture, beauty, transport, medicine, real estate, food, etc. Choose from ready-to-use and customizable 400+ sample plan templates. Why should I consider the Premium package? Upmetrics premium plan offers resourceful additions like AI assistance, strategic planning, plan analysis, and advanced file download and export feature, empowering you to make a well-researched and well-structured business plan. Moreover, a premium plan offers financial forecasting for up to 7 years.For a fixed subscription, a premium plan proves to be a worthy investment for anyone wanting to craft a well-structured, and actionable business plan. How does the 15-day Money-back Guarantee work? Upmetrics is an intuitive and actionable business plan tool. Still, if you are not satisfied with the service, we offer a 15-day money-back guarantee with no questions asked. Simply, contact us within 15 days of purchase to get your refund. Learn more about our money-back guarantee. Can I change or cancel my plan after signing up? Yes. Upmetrics service policy allows you to cancel, upgrade or downgrade your subscription anytime. Cancel the subscription to stop the next renewal and enjoy the services until the end of the current billing cycle.Upmetrics does not bind you to any annoying contracts. Can I upgrade to a premium plan later? Yes. Upmetrics allows you to upgrade your existing plan at any given time. Upgrade with a single click from within the app or simply contact our support, and someone from our team will assist you with the process. How much AI Assistance credits I get? What is overage? We provide Unlimited AI usage per Workspace to our Premium plan users every month. There is no usage cap. What payment methods do you accept? We accept payment through all major credit cards, including Visa, MasterCard, American Express, and Discover Credit cards.We also accept payments via PayPal. In case you have trouble subscribing to Upmetrics, contact us and someone from our team will guide you. What is workspace? A workspace holds all essential planning tools under one tab. Find everything you need to make an attractive and informative business plan in a workspace.It includes tools like pitch deck creator, financial planner, canvas modeling, progress tracker, and much more. Learn more about the workspace here. Can I work on more than one business plan? Yes, you can work on multiple business plans with the Upmetrics business planning tool.Go to add-ons and buy additional workspace at just $5 per month. Will my data be safe and private? Your security and confidentiality of data is of utmost importance to us. No user can access your business plan without your permission.Upmetrics is committed to protecting your data. Stay assured of your business plan security when you join hands with us. Is there any one-time purchase option available? Upmetrics generally works on a subscription based pricing model, but you have the flexibility to cancel at any time. You can choose to purchase Upmetrics for a month, year, or however long you want to use. Can I create my own custom business plan template on Upmetrics? Yes! Upmetrics allows you to design your own customized business plan templates. You can tailor a template to your specific needs and share it with others, enabling them to leverage your template to create their own detailed business plans. Please note, this feature is exclusively available with the Professional plan. My question isn’t mentioned here. Have more queries? Contact us and someone from our team will reach out to you shortly. Featured In Business planning has never been easier Grow your business with precise planning & forecasting with Upmetrics. Get Started --- Change starts with a single idea At Upmetrics, We help entrepreneurs, startups, and small businesses enhance their decision-making capabilities. Our top-tier business and financial planning tools foster strategic growth and drive operational excellence.Our core philosophy is to help people transform their business ideas into numbers. We believe that creating a promising business plan requires no special qualifications, nor a degree in finance—we make business planning accessible and understandable.We also think that a business plan should not be something you create once and put away gathering dust. They are outdated the moment they get printed. We believe effective planning involves running a business model that changes and evolves over time. And Upmetrics is the way to do it!Not to brag, but we have helped over 110K individuals get off on their entrepreneurial journey.Was it the story ever since? No. We started as a small and self-funded business, so we know what it’s like to start from square one. But that’s one connecting thread doing wonders for us, we must admit. 15-Day Money Back Guarantee 4.9 4.9 Helping small businesses is our thing! We are a small business resource center aiming to serve small business owners as trusted allies, offering timely guidance and expertise to help them navigate business complexities.Upmetrics is the most extensive collection of small business guides and sample business plans. We are timely publishing in-depth guides and practical advice on business planning, financial planning, and starting & running a business.We’ve placed free software into the hands of college instructors, Small Business Development Centers, and SCORE volunteers in the United States arming them with the tools to guide the next generation of business professionals. Simultaneously, we’ve offered low-cost business planning solutions to students & nonprofits, ensuring accessibility to quality resources and fostering the spirit of entrepreneurship in young minds.Our founders, Vinay and Paresh—fellow engineering grads—gained expertise in marketing, business planning, and financial forecasting under the mentorship of Gene D Wolf — SCORE.One of our major wins came after the COVID-19 pandemic when Hampton University chose Upmetrics for their VWIEC program’s 3000+ participants. Upmetrics turned out to be an X-factor in their success. — Read more in our case study. Our mission We aim to empower small business owners with intuitive and efficient business planning resources and tools. Our ultimate goal is to spark business growth, create jobs, enrich the product and service landscape, and foster personal fulfillment and wealth. Indeed, we are helping individual businesses, but looking at the bigger picture, we’re contributing to a thriving community for a better world. Be part of our mission We’re looking for passionate people to join us on our mission. We value flat hierarchies, clear communication, and full ownership and responsibility. Current Job Openings Benefits include Quality-driven environment Healthy work-life balance Parent-friendly company culture Remote-friendly environment Competitive compensation Flexible hours and vacation Top-of-the-line equipment Open positions in Sales SaaS Sales Executive2 positions Apply now Open positions in Marketing Sr. Content Writer2 positions Apply now SEO Executive (Intern/Fresher)4 positions Apply now SEO Executive 2 positions Apply now Content Writer (Jr/Fresher)1 positions Apply now Open positions in Development Jr. MEAN Stack Developer2 positions Apply now Sr. MEAN Stack Developer2 positions Apply now If you want to learn more about us, just drop us a line at info@upmetrics.co --- Upmetrics Affiliate Program Get 30% Recurring Commission on Every Customer You Refer Become an Upmetrics affiliate and get paid for sharing the fastest-growing business plan software. Join for free. First Name *This field is required. Last Name *This field is required. What is your registered email address at upmetrics? *This field is required. If you haven't yet registered, please signup here Paypal Id *This field is required. Company Name *This field is required. By submitting the application, you are agreeing on our Terms and Condition. Also read more about our Privacy Policy. Become an Affiliate 15-Day Money Back Guarantee 4.9 4.9 Why become an Upmetrics affiliate? Upmetrics is a modern and easy-to-use business planning tool that helps entrepreneurs, consultants, and educators simplify business plan creation. With multiple solutions and use cases, Upmetrics is a renowned solution in the market. You can promote Upmetrics among different groups and earn a 30% recurring revenue for up to one year. More reasons to join Upmetrics include: 30% Recurring Commissions Earn a 30% monthly recurring commission on each customer you refer to Upmetrics. No minimum commitments or signup fees. 90-Day Cookie DurationWe provide you with a fair chance to get a commission on each sale that you influence through your unique referral links. Promotion SimplifiedWe help you with various creative banners and promotional content, reducing your promotional efforts. Less effort, more leads. Dedicated Support TeamWe have a dedicated team that manages our affiliate program. Our team is here to assist whenever you get stuck. Incentive OpportunitiesYou will receive an additional performance bonus, as well as the opportunity to win challenges and extra incentives. Get Paid Via PaypalSecure payments securely and hassle-free via Paypal. Easy fund management and transparent transaction history. Apply Now How to Get Started Join Upmetrics’ Affiliate ProgramBecoming an Upmetrics affiliate enables you to earn a generous 30% recurring commission for every customer you refer to Upmetrics. No signup fee exists, so you don’t need to make an initial payment to join. Recommend and Promote Upmetrics Sign in to the Upmetrics dashboard and navigate to the affiliate page. And, get access to various marketing materials and an affiliate link so you can promote Upmetrics across multiple platforms. Track Rewards and EarningsTracking rewards and referral earnings is super easy with Upmetrics. Head to the affiliate page within the dashboard. You can access the complete list of referrals and the commission earned through each transaction. Apply Now Provide Branded Business Planning Experience with White Labels Expand your offerings with our white-labeled business planning solutions. Provide top-tier planning experience under your brand name, creating a unified and personalized user experience.Co-branding with Upmetrics (eligible users)Collaborative workspacesDedicated customer support Get paid for helping others create better business plans. Earn a 30% recurring commission for every customer who creates a business plan using Upmetrics, from your referral. Apply Now Frequently Asked Questions How much will I be paid? You will earn a 30% referral commission on each customer you refer to Upmetrics. This commission is recurring, so you will receive a monthly payment until the referred user becomes an active Upmetrics subscriber.The earned referral commission will be reversed if a customer opts for a refund. We can change this standard rate for any affiliate while setting up a deal with an affiliate partner. Furthermore, we also hold the right to change this standard commission or stop this program at any time. How is my referral attributed? Your referred customer is assigned a cookie following your affiliate link. Please note that the referred customer must sign up using the same browser they followed the link on, where the cookie still exists. The default cookie life for the referral link is 90 days, but we can change it to any value.If visitors sign up within 30 days after the first visit following a referral link, their sales will be tracked as affiliate sales, and commissions/rewards will be attributed. Once the customer signs up, your attribution is locked in, and any future payments they make will be credited to you. Is there a limit on the number of people I can refer? There is no limit on the number of people you can refer to Upmetrics. You can refer Upmetrics to your friends, colleagues, users, and existing customers or promote it on social media.You can write product reviews and keep updating posts with up-to-date screenshots, videos, pricing information, or banner ads. Since there is no maximum commission limit, promote as much as you can and earn as much as you can. How do I get paid? Since we can only transfer payouts above $50, you need to have referred at least five customers to get paid. Your referral amount transactions will be listed on the affiliate page of your Upmetrics account.We usually process payouts in the first week of every month. However, we have a money-back guarantee program running. Because of that, your current month’s referral amount will be added to your payout in the first week of the next to next month. Your January referral amount will be transferred to you in the first week of March.In exceptional cases, we can process a refund anytime, even after 3-4 months. Your debt amount will be deducted from new referral transactions in those cases. You’ll be paid via PayPal. Does it cost anything to be an affiliate? Not at all! The Upmetrics affiliate program is completely free and that makes it an awesome opportunity. Please check our affiliate policy for more information