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Entrepreneurs, small businesses, educators, students, and business consultants use Upmetrics to create business and financial projections, pitch decks, and strategic plans for their unique needs.
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The software is great, visually impressive in all aspect of it if the right data are inputted. Background colours, insertion of company logos or photos make it look great after it is completed.
Right now, you have to copy & paste in order to move content around (no drag + drop).
The are visually impressive and can easily be understood. What I like most is how it is able to give the breakeven analysis straight from the inputing the right data.
Dashboard is missing, software needs more inbuilt templates, add some investors information module if possible.
I have used it in the past and it has provided amazing output and outcomes desirous for my business and writing visibility.
There were some limitations on the financial forecasting (no inflation, not tax calculations etc.) that meant I have to return to my financial reporting software.
Super useful tool as a business owner, I've used it to plan two business approaches to date. Great results & easy to showcase all facets of the business in one place.
New clients or team members sometimes struggle a bit with the interface, but they usually get used to it after a couple of sessions.
They are great people with soft heart and passion to help small business and professionals like me to grow.
Sometimes the AI becomes repetitive. It begins to repeat the same points due to lack of anything further to speak of.
Super clean and easy to use interface - The quality of outputs and the attention to details.
Also, the team was limited to 5 persons, when in our case we had 7.
I just love how it help me easily create a great Business Plan with financial. Simply answer some questions and fill in a little detail and ProAI does its magic.
It is a bit hard to cover all of the niche areas that may be part of a business.
Invaluable in the stage of my business development I am currently operating in. ProAI has given me a boost of confidence in my own abilities and feels like "one of the team.
Also restricts the investor list for the country the company is registered in.
Upmetrics
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