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What is Upmetrics?

Upmetrics is a powerful software designed to assist entrepreneurs and business owners in crafting flawless business plans with ease. Featuring over 200 customizable templates, users can select their specific industry and begin developing their plans immediately. Our financial forecasting tool enables the creation of precise financial documents tailored for both businesses and startups. Additionally, users can access a variety of free resources, including templates for partnership agreements and customer analysis, among others. With its excellent offerings and budget-friendly pricing, Upmetrics stands out as a premier choice for business planning. With Upmetrics, entrepreneurs can confidently navigate the complexities of business planning and set themselves up for success.

What is Empiraa?

Professional services have long struggled with a common challenge: strategy often gets stuck in static documents, disconnected tools, or forgotten follow-up emails. Empiraa replaces those outdated workflows with a centralized, interactive platform that brings strategic planning and execution into one real-time environment. Whether you're managing five clients or fifty, Empiraa gives you the structure and visibility needed to keep everyone on track—without adding more admin or headcount. What sets Empiraa apart is its ability to streamline strategy delivery while elevating your brand. The platform is fully white-labeled, allowing firms to present a polished, branded experience that clients log into as if it’s your own proprietary software. From logos and color schemes to custom domains, Empiraa helps you show up professionally and consistently across every client touchpoint. Inside the platform, users can build out strategic plans using pre-built or custom templates, create linked objectives, assign responsibilities, and connect key business data for live tracking. Empiraa integrates with tools like Xero, Google Sheets, and HubSpot to provide real-time visibility into performance, enabling your clients to stay accountable and proactive—without chasing updates or navigating spreadsheets. Empiraa also solves one of the biggest pain points for growing firms: scalability. With multi-client management built in, you can view and control all client strategies from one dashboard, giving your team the capacity to take on more clients without compromising service quality. You can tailor user access, automate workflows, and replicate your best processes—turning your advisory service into a scalable, repeatable product.

Media

Media

Integrations Supported

Discord
Eventbrite
Google Calendar
Hootsuite
HubSpot CRM
HubSpot Customer Platform
Jotform
LinkedIn
MYOB
Microsoft Power Automate
Microsoft Teams
PayPal
Shopify
Slack
Stripe
SurveyMonkey
WordPress
Workato
monday.com
myHR

Integrations Supported

Discord
Eventbrite
Google Calendar
Hootsuite
HubSpot CRM
HubSpot Customer Platform
Jotform
LinkedIn
MYOB
Microsoft Power Automate
Microsoft Teams
PayPal
Shopify
Slack
Stripe
SurveyMonkey
WordPress
Workato
monday.com
myHR

API Availability

Has API

API Availability

Has API

Pricing Information

$12/month
Free Trial Offered?
Free Version

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Upmetrics

Date Founded

2019

Company Location

United States

Company Website

www.upmetrics.co

Company Facts

Organization Name

Empiraa

Date Founded

2021

Company Location

Australia

Company Website

www.empiraa.com

Categories and Features

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Categories and Features

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

OKR

Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning

Productivity

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

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