App features

Our innovative platform offers a range of features designed to streamline your financial management processes. From invoicing to recording expenses, receipts, payments, bills, purchases, and generating comprehensive financial reports, Upbooks™ empowers you to embrace the technological era and optimize your business operations.

1

Manage clients

Manage all your clients at one place, including business and individual clients

2

Create Proposals & Quotations

Craft compelling proposals and quotations with our app, capturing clients' attention while effectively addressing their pain points and delivering tailored solutions.

3

Orders and Invoice

Setting up invoicing is a simple process in Upbooks™. Recurring invoices also save you time and you can use that time to focus on growth.

4

Track Your Expenses

Expense Tracking is an important part of managing a budget for your business.

5

Managing Vendors and Purchase

Manage your vendors, send them purchase orders, track payments, all with just a few clicks.

6

Automated Workflows

There is no need to chase customers for payments, or send them the same invoice again. Upbooks™ will manage everything for you.

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™ offers various whitelable options so you can purchase license and pay additional for customizations to craft your very own ERP solution that is only available to you. To learn more about license fee or customizations, please contact our sales team.

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]