Close books with confidence
Ledger, banking, GST, and reporting on one platform—connected to sales, procurement, and payroll so finance runs on live ERP data.
Finance command
00 DR Sales · ₹42,000
01 CR Bank · ₹1,20,000
02 DR GST · ₹12,600
03 CR AP · ₹55,000
04 DR Sales · ₹42,000
05 CR Bank · ₹1,20,000
06 DR GST · ₹12,600
07 CR AP · ₹55,000
Cash
₹18.2L
AR due
₹9.4L
GST
₹2.1L
1
Unified ledger
24/7
Bank sync ready
100%
GST audit trail
5min
Report refresh
Books tied to operations
Sales, procurement, and payroll post to one ledger.
Reconcile faster
Bank feeds matched line-by-line with exception queues.
Compliance from live data
GST and reports from the same posted entries.
Reconcile in minutes, not days
Bank feeds meet your ledger line by line.
Bank reconciliation
All lines matched · 0 exceptions
Month-close progress
75%
close ready
Compliance from the same books
GST outputs and management reports share one ledger—no exports between systems.
- GSTR drafts from posted entries
- Drill-down from report to voucher
- Exception queues before close
Reports leadership trusts
P&L, balance sheet, and GST—refreshed from live data.
P&L
Balance Sheet
GST Summary
Business benefits
Why choose Upbooks Accounting & Finance?
Practical outcomes your team gets from day one—not feature lists for their own sake.
Single source of financial truth
One ledger for AR, AP, banking, and statutory outputs.
Bank reconciliation in minutes
Match feeds to vouchers instead of rebuilding in sheets.
GST ready from posted entries
GSTR drafts built from books your team already trusts.
Real-time cash and AR visibility
Leadership sees position and dues without exports.
Faster, calmer month-end
Pre-close checks surface exceptions before you lock the period.
Drill-down to every voucher
From P&L or balance sheet down to the underlying transaction.
Connected to the ERP stack
Procurement, payroll, and sales flow in—no duplicate entry.
Audit-friendly history
Clear trail for reviewers, investors, and tax advisors.
Scales with transaction volume
More entities and branches without spreadsheet chaos.
Finance workflows that scale
Finance workspace lists exceptions by severity with owner assignments.
Close faster with fewer last-minute surprises.
Ready to run finance on live ERP data?
Connect banking, GST, and reporting in one workspace.
Pricing Plans for Accounting & Finance
Choose the plan that fits your finance operations and reporting needs.
*Prices are exclusive of GST
Free
Perfect for getting started
/ Month
- ✓Sales Order & Invoicing
- ✓Expense Management
- ✓Project Management
- ✕Finance & Accounting
- ✕Vendors & Purchase Orders
- ✕Reports
- ✕Automated Invoice Reminders
- ✓0.5 GB Storage Included
- ✓Notekeepr By Upbooks™
- ✕Quikbilling - POS™
- ✕Employee Connect App
- ✕TalentFlow App
- ✕Custom Domain
Basic
For small teams
/ Month (Billed annually)
Billed yearly- ✓Everything in Free
- ✓Vendors & Purchase Orders
- ✓Proposals & Invoice Reminders
- ✓Basic Finance Accounts
- ✓Basic Reports
- ✓Custom Reminders
- ✓File Imports
- ✓Time Tracking with UpLog
- ✕Inventory Management
- ✕Leads Management
- ✕HR & Payroll
- ✕Advanced Finance Automation
- ✕Activity Logs
- ✓Employee Connect App
- ✓1 API Key Included
- ✕Invite Teammates
- ✓2 GB Storage Included
- ✕Custom Domain
Startup
For growing teams
/ Month (Billed annually)
Billed yearly- ✓Everything in Basic
- ✓Service Bundles
- ✓Access to LeadTrackr
- ✓Inventory Management
- ✓HR & Payroll Suite
- ✕Deals & Contracts
- ✓Advanced Finance Automation
- ✓Customer Wallets & Membership Tiers
- ✓Time Tracking with Screenshots
- ✓Dynamic Dashboards & Widgets
- ✓2 Branches Included
- ✓1 Warehouse Included
- ✓5 Backups per Month
- ✓Invite upto 3 Teammates
- ✓5 GB Storage Included
- ✓Activity Logs
- ✓Launch your website
- ✕Custom Domain
Growth
For enterprises
/ Month (Billed annually)
Billed yearly- ✓Everything in Startup
- ✓Deals & Contracts
- ✓Form & Field Customizations
- ✓Upto 5 Sales Channels
- ✓Inward Shipments
- ✓Accounts Ledger & Audits
- ✓Employee Spends & Reimbursements
- ✓Recurring Tasks
- ✓Advanced Reports
- ✓Unlimited Branches
- ✓Unlimited Warehouses
- ✓Invite upto 5 Teammates
- ✓10 GB Storage Included
- ✓Unlimited Bookmarks
- ✓Advanced Audit Logs
- ✓Customer Portal
- ✕Custom Domain
Growth Plus
For advanced businesses
/ Month (Billed annually)
Billed yearly- ✓Everything in Growth
- ✓Product Bundles
- ✓Item Price Levels
- ✓Customer Groups & Hierarchy
- ✓Assets Management
- ✓Profit & Cost Centers
- ✓Custom Roles & Permissions
- ✓Template Customization
- ✓Recurring Tasks
- ✓MCP Server & Ask AI
- ✓10 GB Storage Included
- ✓Custom Domains
Enterprise
For large organizations
Talk to our team for a tailored plan
Contact Sales