Run Your Business on Autopilot

Stop juggling multiple tools. Upbooks™ automates everything—from sales and finance to operations and HR—so you can work smarter, not harder. Explore the features that power your growth.

1

Campaigns & Enquiries

Create campaigns, capture enquiries, and convert more leads with ease.

2

Leads Tracking & Segmentation

Organize and prioritize leads with AI-powered segmentation to boost conversions.

3

Proposals & Quotations

Create professional proposals in minutes and turn them into invoices with one click.

4

Smart Invoicing & Payments

Generate invoices instantly, automate recurring billing, and get paid faster.

5

Finance on Autopilot

Automate expense tracking, vendor management, and financial reporting in real-time.

6

Assets & Expense Management

Track business assets, monitor expenses, and control spending with real-time insights.

7

Project Boards & Workflows

Collaborate, assign tasks, and automate processes with an intuitive Kanban system.

8

HR & Workforce Management

Track applications, manage employee leaves, payroll, and expense claims effortlessly.

9

Custom Dashboards & Widgets

Get a 360° view of your business with personalized, interactive dashboards.

10

Launch Your eCommerce in Minutes

Start selling online with a fully integrated store—no coding required.

11

QuikBilling / POS

Lightning-fast billing and point-of-sale system for retail and service businesses.

12

Customizable to Fit Your Business

Every business is unique. Upbooks™ adapts to your needs with on-demand customizations, so you get the exact features required—nothing more, nothing less.

13

Indian GST Compliance

tay tax-ready with auto-generated GST reports.

14

Integrated with 5000+ Apps

Connect Upbooks™ with your favorite tools via Zapier.

15

Ask AI (Beta)

Get smart business insights with AI-driven automation (available on request).

W Why is Upbooks™ a preferred business management tool for your businesses?

  • Complete end-to-end project management
  • Tax Management
  • Document Sharing & Importing Excel Data with Ease
  • Sales & Client Management
  • Budget, Invoice, and Expense Management
  • Automation and Recurring Workflows
  • HR and Payroll management
  • Accounting and Financial Reporting
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Boost Business Efficiency with Upbooks™: Streamline Invoicing and Transactions

Digitize all day-to-day business transactions with Upbooks™. Create and print professional invoices with predefined templates, which are available in PDF format. There is no need to export the data directly from Excel; you can pick the template of your choice, and the invoice will be generated automatically. This is beneficial for retailers, wholesalers, and distributors because of the faster billing process. With Upbooks™ recurring invoices, you can stay ahead of the competition.

  • Clear Documentation
  • Flexible user interface
Our Plans

Plans for all kinds of businesses

Choose what's best for your organization and pay only for what you want to use.

 

Free

0 / Month (Billed annually)
  • Sales Order & Invoicing
  • Vendors & Purchase Orders
  • Expense Management
  • Finance & Accounting
  • Centralied Documents Repository
  • Advanced Reports
  • Automated Reminders
  • 1 API Key Included
  • Invite Teammates
  • 0.5 GB Storage Included
  • Expense Tracking App
  • Projects Management App
  • Employee Connect App
  • Notekeeper By Upbooks™
  • Custom Domain

Basic

750 / Month (Billed annually)
  • Sales Order & Invoicing
  • Vendors & Purchase Orders
  • Expense Management
  • Finance & Accounting
  • Centralied Documents Repository
  • Advanced Reports
  • Automated Reminders
  • 1 API Key Included
  • Invite Teammates
  • 2 GB Storage Included
  • Expense Tracking App
  • Projects Management App
  • Employee Connect App
  • Notekeeper By Upbooks™
  • Custom Domain

Startup

1667 / Month (Billed annually)
  • Everything in Basic
  • Leads & Enquiries
  • Inventory Management
  • HR & Payroll Suite
  • Add upto 50 Assets
  • Projects & Tasks
  • Dynamic Dashboards
  • 2 Branches
  • 1 Warehouse
  • 5 Backups per Month
  • Invite upto 3 Teammates
  • 5 GB Storage Included
  • Projects Management App
  • Notekeeper By Upbooks™
  • Custom Domain

Growth

2250 / Month (Billed annually)
  • Everything in Startup
  • Unlimited Clients & Vendors
  • Unlimited Leads & Enquiries
  • Unlimited Employees
  • Unlimited Assets
  • Deals & Contracts
  • Employee Spends & Reimbursements
  • Email Rules & Tracking
  • Unlimited Branches
  • Unlimited Warehouses
  • Invite upto 5 Teammates
  • 10 GB Storage Included
  • Employee Connect App
  • Notekeeper By Upbooks™
  • Custom Domain

Looking for something else? Choose a custom pricing model and pick the right products from our suite.

Upbooks™ provides on-demand customization options, allowing you to tailor the platform to your specific business needs. Contact our sales team to learn more about personalized solutions.

Additional Users and Storage
Platform Add Ons

Add Ons

Additional Users

₹599 per user per month

Additional Storage

₹100 per GB per month

OVERVIEW

Quick upbooks™ overview

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Contact Us

ADDRESS

2E/25, Jhandewalan Extension, Jhandewalan Near Metro Gate 1 New Delhi, Delhi 110055, India

CALL US

+91 703 703 00 26

SUPPORT

Email at [email protected]