Upmetrics: Isofthiwe ye-AI yokubhala uhlelo lwebhizinisi enezimali ezizenzakalelayo

Ukuhlelwa kwebhizinisi kuhlangana nokuzishintshayo kwe-AI ukuze kutholakale uxhaso ngokushesha

Ipulatifomu yokuhlela ibhizinisi konke-kokukodwa enokubhala kwe-AI nokuzishintshayo kwezezimali

Upmetrics iyisoftware yokuhlela ibhizinisi ehlanganisa usizo lokubhala oluqhutshwa yi-AI, ukubikezela kwezezimali okuzenzakalelayo, nokwakha i-pitch deck kupulatifomu eyodwa. Isofthiwe ibhekana nenselelo eyisisekelo osomabhizinisi abahlangabezana nayo: ukuchitha amasonto noma izinyanga benza amasu ebhizinisi kuyilapho belwa nokubikezela kwezezimali okuyinkimbinkimbi kanye nokuvinjwa wukubhala. Ngokungafani namathemplethi endabuko noma ama-spreadsheet, Upmetrics inikeza umsizi we-AI okhiqiza okusalungiswa okuphelele kwamapulani ebhizinisi kusuka emibuzweni elula, iqede ngokuphelele inkinga yekhasi elingenalutho.

Ipulatifomu isebenza njengendawo yokusebenza yokuhlela ebanzi lapho abasebenzisi bengakha amasu ebhizinisi alungele abatshalizimali, babikezele izimali kuze kufike eminyakeni eyi-10 ngaphandle kokuthinta amafomula, futhi bakhiqize ama-pitch deck ngokuchofoza okukodwa. Enhliziyweni yayo, Upmetrics ixazulula amaphuzu amathathu obuhlungu abalulekile: ubude besikhathi sokubhala isu lebhizinisi, ubunzima bokumodela kwezezimali, kanye nenselelo yokudala izethulo zobungcweti ezithinta abatshalizimali nababolekisi.

Yakhelwe abeluleki bokuhlela abaqonda ubunzima babasunguli

Upmetrics yakhiwa ithimba labeluleki bokuhlela ababona mathupha ubunzima osomabhizinisi abahlangabezana nabo lapho bethuthukisa amasu ebhizinisi. Inkampani iqasha ochwepheshe bokuhlela okuhlanganisa Kaylee njengomeluleki ohola kanye no-Ajay Jagtap, abanegalelo kokuqukethwe kwabo okufundisayo.

Ipulatifomu ehlanganisa amasu ebhizinisi e-AI nezimali ezingenamafomula

Upmetrics izihlukanisa ngokugxila kwayo ku-ukuzishintshayo kwe-AI kuyo yonke inqubo yokuhlela, hhayi kumathemplethi kuphela. Lapho i-LivePlan noma i-Bizplan kugxila kakhulu kumathemplethi ahlelekile, kanti i-ChatGPT ingenazo izakhiwo zokuhlela ibhizinisi, Upmetrics ivala leli gebe ngokunikeza i-AI eqonda umongo wokuhlela ibhizinisi. I-engeli ehlukile yepulatifomu isekelwe ezintweni ezintathu eziyinhloko ezihlukanisayo:

• Ukubikezela kwezezimali okuzenzakalelayo okudinga ama-Excel formulas angu-zero noma ulwazi lwama-spreadsheet
• I-AI ekhiqiza okusalungiswa kokuqala okuphelele kusuka ezinhlelweni ze-Q&A kunokuthi kuqalwe kusukela ekuqaleni
• Umakhi we-pitch deck ohlanganisiwe okhipha idatha ngokuzenzakalelayo kusuka kusu lebhizinisi

Abasizi be-AI baphatha ukubhala kuyilapho izibali ezizenzakalelayo ziphatha izinombolo

Khiqiza amasu aphelele, bikazele iminyaka eyi-10 ezayo, dala ama-pitch deck ngokushesha

Amandla ayinhloko epulatifomu agxile kumamojula amathathu axhumene. I-AI Business Plan Generator idala okusalungiswa okuphelele kusuka emibuzweni ehlelelwe wena, kuyilapho inikeza umhlahlandlela wesinyathelo ngesinyathelo nokufinyelela ku-amasampula amasu angaphezu kuka-400 aqondene nezimboni. Ukubikezela kwezezimali kunwebeka kuze kufike eminyakeni eyi-10 ngokubalwa okuzenzakalelayo kokugeleza kwemali, izitatimende zenzuzo/ukulahlekelwa, namabhilansi.

Okunye ukuzishintshayo kufaka ukukhiqizwa kwe-pitch deck nge-AI, amakanvasi okuhlela amasu (Business Model, Value Proposition, Lean Canvas), izindawo zokusebenza zokubambisana ezinokulawulwa kwezinguqulo, nezinketho zokuthekelisa ezibanzi ku-PDF, Word, PowerPoint, ne-Excel. Ipulatifomu ihlanganiswa ne-QuickBooks Online ne-Xero ukuze kungeniswe idatha yangempela yezezimali ukuze iqhathaniswe nezibikezelo, isekela amabhizinisi kusukela ekuhleleni kokuqala kuya ekulandeleleni ukusebenza okuqhubekayo.

Imibiko yocwaningo lwezimboni ye-AI kanye nenketho ye-white-label yabeluleki

Imibiko yocwaningo lwezimboni esizwa yi-AI eqoqwe emithonjeni kahulumeni yenza i-Upmetrics ihluke — isici esingavamile ukutholakala kumapulatifomu ancintisanayo. Isofthiwe isebenzisa abasizi abaningi be-AI abakhethekile:

1. Plan Analyst ukuze inikeze umhlahlandlela wamasu
2. Financial Analyst ukuze iqinisekise izibikezelo
3. Compliance Analyst ukuze ibhekane nezidingo zokulawulwa
4. Market Research Assistant ukuze inikeze ukuqonda kwezimboni

I-white-label solution ivumela abeluleki ukuthi babhrende ipulatifomu yonke njengengeyabo ngo-$249/ngenyanga. Izethulo eziku-inthanethi ngokuchofoza okukodwa zisusa isidingo sesofthiwe ehlukile yokwethula, kuyilapho ukwesekwa kwe-izilimi ezingaphezu kuka-90 okuhlanganisa isiShayina, isiThai, nesiRashiya kunweba ukufinyelela ngale kwamapulatifomu ajwayelekile agxile esiNgisini kuphela.

Ucwaningo lwezimboni lulinganiselwe kumabhizinisi ase-US, akukho modi yokungaxhunyiwe ku-inthanethi

Imikhawulo eminingana ebalulekile ivimbela usizo lwepulatifomu. Imibiko yocwaningo lwezimboni isebenza kuphela kumabhizinisi ase-US, ikhipha osomabhizinisi bamazwe ngamazwe esicini esibalulekile. Isofthiwe ayinakho ukusebenza ngaphandle kwe-inthanethi, idinga ukufinyelela ku-inthanethi njalo. Izibikezelo zezezimali ziphelela eminyakeni eyi-10, okungenzeka kunganele emisebenzini yengqalasizinda noma ye-biotech edinga izikhathi ezinde.

Alukho uhlelo lokusebenza lweselula, okunciphisa ukufinyelela lapho usohambeni. Uhlelo lwe-Professional lukhawulela abasebenzisi ku-izindawo zokusebenza ezi-3 kuphela, kuphoqa abeluleki abanamakhasimende amaningi ukuthi bathenge okungeziwe. Ipulatifomu ayinakho ukufanisa abatshalizimali, ukuhlanganiswa kwe-crowdfunding, noma izici zemakethe yoxhaso ezinikezwa abanye abancintisana nabo. Ukufinyelela kwe-API kubonakala kungatholakali, kuvimbela ukuhlanganiswa okwenziwe ngokwezifiso noma ukugeleza komsebenzi okuzenzakalelayo ngaphezu kokuxhumana okunikeziwe kwe-QuickBooks/Xero.

QuickBooks Online ne-Xero zokungenisa idatha yangempela yezezimali

Amandla okuhlanganisa ahlala elinganiselwe kodwa egxilile. Ukuxhumana kwe-QuickBooks Online ne-Xero kwenza ukungenisa okuzenzakalelayo kwedatha yangempela yezezimali ukuze kuhlaziywe umehluko. Amafomethi ajwayelekile okuthekelisa (PDF, Word, PowerPoint, Excel) enza kube lula ukwabelana nababambiqhaza abakhetha amadokhumenti endabuko.

Akubonakali kukhona ukuhlanganiswa ne-Zapier, i-REST API, noma ukwesekwa kwama-webhook, okunciphisa amathuba okuzishintshayo. Ipulatifomu ayinakho ukuhlanganiswa ne-CRM, ukuxhumana namathuluzi okuphatha amaphrojekthi, noma izixhumanisi zamapulatifomu okuxhumana okungavumela ukuhlanganiswa okujulile kokugeleza komsebenzi. Lokhu kubeka i-Upmetrics njengethuluzi lokuhlela elizimele kunokuba ibe yingxenye yesitaki esihlanganisiwe sokusebenza kwebhizinisi.

Yakhelwe abasunguli abaqala okokuqala abafuna uxhaso noma izikweletu

Osomabhizinisi, abeluleki, nabafake izicelo ze-visa ye-E2 abangenalo ulwazi lwezezimali

Upmetrics iqondiswe ku-osomabhizinisi abaqala okokuqala abadinga amasu alungele abatshalizimali, abeluleki bamabhizinisi abaphatha amakhasimende amaningi, ama-incubator nama-accelerator ama-startup, kanye nabafake izicelo ze-visa ye-E2 abadinga amasu ebhizinisi ahambisana nemithetho. Ipulatifomu ikakhulukazi ihlinzeka abasebenzisi abangenalo ulwazi lwezezimali — ukubuyekezwa okuvela kuma-notary eselula, abasunguli be-biotech, abanikazi bezitolo, nabafundi kukhombisa ukufinyeleleka kwayo kuwo wonke amazinga amakhono. Amandla e-isu lebhizinisi le-visa ye-E2 abhekana nemakethe encane kodwa enenzuzo yokuhlela ibhizinisi okuhlobene nokufuduka.

Ukuqoqa uxhaso lwe-seed, ukuthola izikweletu zasebhange, izicelo ze-visa ye-E2

• Ukuqoqa uxhaso lwe-seed: Abasebenzisi abaningi babika impumelelo yokuthola uxhaso ngemva kokusebenzisa amasu e-Upmetrics
• Ukuthola izikweletu zasebhange: Nav Jutthi ukhuluma ngokukhethekile ngokugunyazwa kwebhange ukuze kutholakale uxhaso
• Izicelo ze-visa ye-E2: Izici ezizinikele zezidingo zokuhambisana nemithetho yokufuduka
• Ukuphathwa kwamakhasimende komeluleki: Inketho ye-white-label ivumela ukulethwa kwesevisi enebhrendi
• Izicelo ze-SBA loan: Ifomethwe ukuze ihlangabezane nezidingo zezikweletu zamabhizinisi amancane
• Ukuhlelwa kwamasu kwangaphakathi: Ukuphathwa kokugeleza kwemali kumabhizinisi asebenzayo
• Ukufundisa ubusomabhizinisi: Othisha bayisebenzisa ezifundweni zokuhlela ibhizinisi ezisebenzayo

Amabhizinisi amakhulu adinga ukumodela okuyinkimbinkimbi noma ucwaningo lwemakethe olungeyona i-US

Amabhizinisi amakhulu adinga ukumodela kwezezimali okuyinkimbinkimbi okudlula imikhawulo yeminyaka eyi-10 azothola i-Upmetrics inganele. Izinkampani ezingaphandle kwe-US azikwazi ukufinyelela izici zocwaningo lwezimboni lwe-AI, okunciphisa kakhulu inani. Amabhizinisi adinga ukuhlanganiswa okujulile kwe-API, ukuthuthukiswa okwenziwe ngokwezifiso, noma ukufinyelela ngaphandle kwe-inthanethi kufanele abheke kwenye indawo.

Abasebenzisi abafuna ukuxhumana nabatshalizimali, amathuluzi e-crowdfunding, noma izici zokufanisa izibonelelo ngeke bazithole lapha. Ipulatifomu ayifanele izinkampani ezidinga ukuhambisana okuthile okuqondene nezimboni ngaphezu kwemihlahlandlela ejwayelekile yokuhlela ibhizinisi, noma lezo ezidinga ukuhlanganiswa nezinhlelo ezikhona ze-enterprise resource planning.

Umhlahlandlela wesinyathelo ngesinyathelo wenza ukuhlelwa okuyinkimbinkimbi kufinyeleleke kwabaqalayo

Ukukhiqiza kungakapheli imizuzu ngemibuzo ye-AI nezibonelo ezingaphezu kuka-400

Abasebenzisi bangaba nokukhiqiza kungakapheli imizuzu ngokusho kokubuyekezwa okuningi. Athena R. ukhuluma ngokukhethekile ngokuthi isici se-AI nesakhiwo esakhelwe ngaphambilini sinciphise kakhulu isikhathi sokuhlela. Ipulatifomu iqala ngemibuzo elula ngebhizinisi, bese iqondisa abasebenzisi kuyo yonke ingxenye ngemiyalelo nezibonelo. I-AI generator iqeda inkinga yekhasi elingenalutho ngokudala okusalungiswa kokuqala abasebenzisi abangakucwenga kunokubhala kusukela ekuqaleni. Ukufinyelela kumasu esampula angaphezu kuka-400 kunikeza amaphuzu okukhomba ngokushesha kunoma iyiphi imboni.

Umakhi wokudonsa-nokudedela onamathemplethi abonakalayo nokufometha ngokuchofoza okukodwa

Isixhumi esibonakalayo sithola ukunconywa okuqhubekayo ngokuba "kulula kakhulu ukusebenzisa" futhi "kunobuhlakani" ngokusho komsebenzisi uCindy Kennedy. Izinto eziyinhloko zokuklama zifaka:

• Umakhi wamasu ebhizinisi wokudonsa-nokudedela ukuze kuhlelwe kabusha kalula
• Amakanvasi okuhlela amasu abonakalayo athatha indawo yezigaba ezisindayo ngombhalo
• Amathemplethi ekhava aklanywe kusengaphambili agcina ukubukeka kobungcweti
• Ukufometha ngokuchofoza okukodwa okuqeda umsebenzi wokuklama ngesandla
• Imibiko yezezimali ecacile ebonakalayo ethatha indawo yama-spreadsheet ayinkimbinkimbi

Umklamo wesimanje, ohlanzekile ugxila ekudaleni okuqukethwe kunokucindezela abasebenzisi ngezinketho eziningi.

Ukufinyelela okuqondile ethimbeni lokweseka kanye ne-AI copilot yosizo olusheshayo

Ingqalasizinda yokweseka ibonakala iqinile ngokuthi kukhona ukufinyelela okuqondile ethimbeni lokweseka, ithola ukunconywa okukhethekile kuLarry Meek ngokuba "nobubele kakhulu." I-AI Business Co-pilot inikeza izimpendulo ngokushesha ngaphakathi kwepulatifomu. Imibhalo ebanzi ifaka ukuvakasha kwamavidiyo, imiyalelo yesinyathelo ngesinyathelo eyakhelwe ngaphakathi kuyo yonke ingxenye, kanye nesizinda solwazi esibanzi. Nokho, awukho umphakathi wabasebenzisi noma iforamu yokwesekwa kontanga, okunciphisa amathuba okufunda ngokubambisana ngaphezu kweziteshi zokweseka ezisemthethweni.

Isekela izilimi ezingaphezu kuka-90 okuhlanganisa iSpanishi, isiFulentshi, isiJalimane, isiShayina

Ukwesekwa kwezilimi kuhlanganisa ngokumangalisayo izilimi ezingaphezu kuka-90 okuhlanganisa isiNgisi, isiFulentshi, isiJalimane, iSpanishi, isi-Italian, isiPutukezi, isiDashi, isiRashiya, isiThai, nesiShayina. I-AI ingahumusha okuqukethwe phakathi kwezilimi, ivumele ukuhlelwa kwebhizinisi kwamazwe ngamazwe.

Njengoba iyipulatifomu esekelwe kuwebhu, isebenza kuwo wonke amadivayisi anokufinyelela ku-inthanethi. Izici zokubambisana ngesikhathi sangempela ziqinisekisa ukufinyeleleka kumadivayisi amaningi.

Alukho uhlelo lokusebenza lweselula oluzinikele, nakuba isixhumi sewebhu sisasebenza kumabhrawuza eselula.

Azikho izici ezithile zokufinyeleleka kubasebenzisi abakhubazekile ezishiwo.

Ukuhlelwa kwe-AI okusezingeni eliphezulu kusuka ku-$14/ngenyanga kudlula ukuqasha abeluleki abangu-$10,000

Kusekelwe ekubhaliseni ngenyanga noma ngonyaka, akukho tier yamahhala

Upmetrics isebenza ku-imodeli yokubhalisa emsulwa engenayo i-tier yamahhala — kunezinketho ezikhokhelwayo zanyanga zonke noma zonyaka kuphela. Abasebenzisi bakhetha phakathi kokukhokha nyanga zonke noma izinhlelo zonyaka ezinikeza isaphulelo esingafika ku-25%. Zonke izinhlelo zifaka isiqinisekiso sokubuyiselwa imali sezinsuku eziyi-15 esisebenza njengenkathi yokuzama engenabungozi. Izindawo zokusebenza ezengeziwe zibiza u-$7/ngenyanga, amalungu eqembu u-$5/ngenyanga, kanti ukusebenza kwe-white-label kubiza kakhulu ngo-$249/ngenyanga. Azikho izinketho zokuthenga kanye noma izivumelwano zempilo yonke.

Izinhlelo ezimbili eziyinhloko: Premium ngo-$14/ngenyanga kanye ne-Professional ngo-$37/ngenyanga uma kukhokhwa ngonyaka

Premium Plan: $19/ngenyanga (nyanga zonke) noma $14/ngenyanga (ngonyaka) kufaka indawo yokusebenza eyi-1, zonke izici ze-AI, izibikezelo zeminyaka eyi-7, amalungu eqembu ayi-5, ukuhlanganiswa kwe-QuickBooks/Xero, kanye namandla aphelele okuthekelisa.

Professional Plan: $49/ngenyanga (nyanga zonke) noma $37/ngenyanga (ngonyaka) yengeza izindawo zokusebenza ezi-3, izibikezelo zeminyaka eyi-10, amathemplethi enziwe ngokwezifiso, izici zokuphatha amakhasimende, kanye namandla okudlulisa indawo yokusebenza.

Zombili izinhlelo zifaka abasizi be-AI, umakhi we-pitch deck, amathuluzi okuhlela amasu, kanye nokwesekwa kwezilimi eziningi. Isiqinisekiso sokubuyiselwa imali sezinsuku eziyi-15 sithatha indawo yokuzama yamahhala yendabuko.

Ukuzishintshayo kwe-AI kusindisa amasonto kuyilapho kugcinwa ikhwalithi yobungcweti

• Kuqeda ubunzima bama-spreadsheet ngokubalwa kwezezimali okuzenzakalelayo
• I-AI ikhiqiza okusalungiswa kokuqala okuphelele, ixazulula ukuvinjwa wukubhala
• Izibonelo zamapulani ebhizinisi angaphezu kuka-400 zinikeza umhlahlandlela oqondene nezimboni
• Imiphumela eqinisekisiwe ngokuthi abasebenzisi babika uxhaso oluphumelele
• Ithimba lokweseka elihle kakhulu elinconywa kuwo wonke ukubuyekezwa
• Ipulatifomu konke-kokukodwa ethatha indawo yamathuluzi amaningi
• I-ROI eqinile uma iqhathaniswa nezimali zabeluleki ezingu-$2,000-$10,000
• Ukuthuthukiswa okuqhubekayo ngezibuyekezo zepulatifomu ezivamile

Alukho uhlelo lwamahhala futhi izici ezigxile e-US zinciphisa ukufinyeleleka emhlabeni

Ubuthakathaka obumbalwa bunciphisa ukukhanga kwepulatifomu. Alukho uhlelo lwamahhala luvimbela ukuzama ngaphambi kokuzibophezela kwezezimali. Ucwaningo lwezimboni luhlala luse-US kuphela, lukhipha abasebenzisi bamazwe ngamazwe ezicini ezibalulekile. Ngo-$168/ngonyaka okungenani, intengo ingase idikibalise osomabhizinisi abazixhasayo bodwa. Ukungabikho kokusebenza ngaphandle kwe-inthanethi, izinhlelo zokusebenza zeselula, izici zokuxhumanisa abatshalizimali, kanye nokufinyelela kwe-API kunciphisa izimo zokusebenzisa. Ngisho nezinhlelo ze-Professional zikhawulela abasebenzisi ezindaweni zokusebenza ezi-3, kuphoqa okungeziwe okubizayo. Intengo ye-white-label engu-$249/ngenyanga ibeka izici zabeluleki kude namafemu amancane kakhulu.

Kuphelele kosomabhizinisi abazimisele abakulungele ukutshala imali ekuhleleni kobungcweti

Upmetrics ifanele osomabhizinisi abazimisele abakulungele ukutshala u-$14+ ngenyanga kumathuluzi okuhlela obungcweti. Abasebenzisi abafanele bahlanganisa abasunguli abaphishekela uxhaso, abeluleki abaphatha amasu amakhasimende amaningi, abafake izicelo ze-visa ye-E2 abadinga amadokhumenti ahambisanayo, kanye namabhizinisi amancane afuna izikweletu. Ipulatifomu ikakhulukazi izuzisa labo ababalula ukonga isikhathi kunokunye kwamahhala.

Bheka kwenye indawo uma ufuna amathuluzi amahhala, udinga ukumodela okuyinkimbinkimbi kwe-enterprise, ufuna izici zokufanisa abatshalizimali, udinga ukuhlanganiswa okubanzi kwe-API, noma usebenza ikakhulukazi ngaphandle kwemakethe yase-US. Izinkampani ezidinga ukufinyelela ngaphandle kwe-inthanethi noma lezo ezingafuni ukuzibophezela ekubhaliseni kufanele zicabangele ezinye izindlela ezifana nesofthiwe yokuthenga kanye noma amathemplethi amahhala.