Play Store App Store

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
Get Free Trial
Thumb
illustration

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.

 

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
Choose Plan

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
Choose Plan

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
Choose Plan

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.

contact upbooks
Contact Sales
Additional Users and Storage
Platform Add Ons

Add Ons

Additional Users

Additional Storage

OVERVIEW

Quick upbooks overview

01

Our Products

Effortlessly manage your products with our intuitive product management page. Streamline inventory, update descriptions, and showcase your offerings with ease. Take control of your product catalog and optimize your online store for maximum efficiency.

Read More
Dashbaord
01

Expenses Management

Take charge of your expenses with our user-friendly expense management system. Streamline and organize your financial transactions, effortlessly track and categorize expenses, and generate detailed reports for better financial visibility. Gain control over your budget and make informed decisions with our powerful expense management solution.

Read More
Dashbaord
01

Activity Log

Our comprehensive admin activity logs enable efficient tracking and monitoring of all administrative actions, providing valuable insights and enhancing transparency within your organization. Stay informed and in control with detailed logs of user activities and system changes.

Read More
Dashbaord
02

Secure Centralised Document Repository

Safeguard your documents with our secure, centralized repository, ensuring data integrity and easy access for authorized users. Enjoy peace of mind knowing that your valuable files are protected in a robust and reliable document storage solution.

Read More
Dashbaord
Shape
Contact Us

ADDRESS

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

CALL US

+91 703 703 00 26

EMAIL US

info@upbooks.io

SUPPORT

Email at support@upbooks.io