Set the rules. Let the system enforce them.
Automated reminders, approval workflows, recurring billing, stage-based transitions, finance closing entries, and Zapier integration — so your team focuses on decisions, not repetitive tasks.
Rule engine
liveTrigger → Condition → Action → Notify
Trigger
Invoice overdue
Condition
Past due > 7 days
Action
Send reminder
Notify
Alert finance
Event stream
2,847 rules fired today
Trigger: Invoice overdue
15 hrs/week
Saved on follow-ups & approvals
40%
Faster invoice collection
100%
Process consistency across teams
1000+
Apps connected via Zapier
Rules beat reminders from humans
Escalations, approvals, and billing run on schedule — nobody has to remember.
One ERP engine, every module
Sales, procurement, finance, HR, inventory, and projects share the same automation layer.
Connect the rest of your stack
Zapier for 1000+ apps; API & webhooks when you need custom control.
Capabilities
Everything you can automate in Upbooks
Seven automation layers — from polite payment reminders to API webhooks.
Automated Reminders
Chase payments and renewals without writing the email.
Gentle → firm → final, sent on schedule.
Right message, right channel, every time.
INV-2041 · ₹1,24,000 outstanding
Gentle
Day 1
Firm
Day 7
Final
Day 14
Why it matters
“Gentle reminder” emails shouldn’t be written by humans. Automated reminders chase payments, flag renewals, and escalate overdue items — politely, consistently, and without anyone remembering to do it.
Approval Workflows
Policy-enforced sign-off — not Slack chasing.
- Expense approvals: Draft → Submitted → Approved → Paid
- Purchase order approvals before commitment to vendors
- Leave request approvals with policy-based routing
- Multi-level approval chains for high-value transactions
- Approvers notified automatically — no chasing for sign-off
Why it matters
Approvals without workflows mean Slack messages, email threads, and “I thought you approved it.” Structured approval chains enforce policy and create an auditable record.
Expense · EXP-882
₹48,200
Requester
Reviewing now…
Manager
Awaiting turn
Finance
Awaiting turn
CFO
Awaiting turn
Paid out
Recurring Invoices & Billing
Predictable revenue on autopilot.
1st
15th
Last
Retainer · Acme Co.
Debit ₹75,000 on the 15th
Enquiry
Proposal
Order
Invoice
Enquiry auto-created — linked, no re-keying
Why it matters
If you bill the same client the same amount every month, you shouldn’t be creating that invoice manually. Recurring billing and auto-debit turn predictable revenue into zero-touch collection.
Explore Auto Payment DebitWorkflow Creator (Stage Transitions)
Process consistency from rules — not training decks.
- Define how tasks move between stages in project boards
- Set rules for automatic status changes, notifications, and field updates
- Example: when a task moves to “Client Review,” auto-notify the client contact
- Example: when a PO is approved, auto-create an inward record
- Enforce process consistency: every team follows the same steps
Why it matters
Process consistency at scale comes from automation, not training. Workflow rules ensure every task, order, or request follows the same path — regardless of who handles it.
Stage transition rule
In Progress
Client Review
Finance Automation
Month-end close without the fire drill.
Unreconciled bank lines
Unapproved expenses
Missing attachments
Period locked
Trigger
invoice.overdue
Condition
days > 7
Action
send_reminder()
Why it matters
Month-end close is the most stressful time for finance. Automated closing entries and pre-close exception checks turn it from a fire drill into a repeatable process.
Zapier Integration (1000+ Apps)
Upbooks wired to the rest of your stack.
Zapier bridge
1000+ appsinvoice.created → Slack #finance
API & Webhooks
When Zapier isn’t enough — custom automation.
API & webhooks
Upbooks
REST · webhooks
Your stack
hooks.acme.io/finance
Why it matters
Zapier covers common workflows. The API handles everything else — custom dashboards, legacy system integration, and bespoke automation that matches exactly how your business works.
What you can automate across Upbooks
One engine, every module — sales to projects.
Sales
Invoice reminders, recurring invoices, lead assignment rules
Procurement
PO approval workflows, vendor payment reminders
Finance
Closing entries, period locks, pre-close checks
HR
Leave approval routing, payroll schedule, attendance alerts
Inventory
Low-stock alerts, reorder triggers, transfer notifications
Projects
Stage transition rules, deadline notifications, task auto-assignment
Who should use this
Built for the teams drowning in repetitive operational work.
Finance teams
Automated reminders, closing entries, and approval workflows
Operations teams
PO approvals, stock alerts, and stage-based workflows
Sales teams
Recurring billing, lead routing, and payment reminders
IT teams
API and webhook integrations for custom automation
Growing businesses
Replace manual processes before headcount scales
Automate the repetitive. Focus on the strategic.
Start enforcing your process rules today — reminders, approvals, billing, and integrations included.
Pricing Plans for Automation
Choose the plan that unlocks the automation rules your team needs.
*Prices are exclusive of GST
Free
Perfect for getting started
/ Month
- ✓Sales Order & Invoicing
- ✕Vendors & Purchase Orders
- ✓Expense Management
- ✕Finance & Accounting
- ✓Centralized Documents Repository
- ✕Advanced Reports
- ✕Automated Reminders
- ✕API Key
- ✓Invite upto 1 Teammates
- ✓0.5 GB Storage Included
- ✓Expense Tracking App
- ✕Projects Management App
- ✕Employee Connect App
- ✓Notekeepr By Upbooks™
- ✕Custom Domain
Basic
For small teams
/ Month (Billed annually)
Billed yearly- ✓Sales Order & Invoicing
- ✓Vendors & Purchase Orders
- ✓Expense Management
- ✓Finance & Accounting
- ✓Centralized Documents Repository
- ✕Advanced Reports
- ✓Automated Reminders
- ✓1 API Key Included
- ✓Invite upto 1 Teammates
- ✓2 GB Storage Included
- ✓Expense Tracking App
- ✕Projects Management App
- ✕Employee Connect App
- ✓Notekeepr By Upbooks™
- ✕Custom Domain
Startup
For growing teams
/ Month (Billed annually)
Billed yearly- ✓Everything in Basic
- ✓200 Leads & Enquiries
- ✓Inventory Management
- ✓20 HR & Payroll Suite
- ✓Add upto 20 Projects
- ✓Unlimited tasks
- ✓Dynamic Dashboards
- ✓2 Branches
- ✓3 API Key Included
- ✓1 Warehouse
- ✓5 Backups per Month
- ✓Invite upto 3 Teammates
- ✓Expense Tracking App
- ✓5 GB Storage Included
- ✓Projects Management App
- ✓Notekeepr By Upbooks™
- ✕Custom Domain
Growth
For enterprises
/ Month (Billed annually)
Billed yearly- ✓Everything in Startup
- ✓Unlimited Clients & Vendors
- ✓Unlimited Leads & Enquiries
- ✓20 HR & Payroll Suite
- ✓Unlimited Employees
- ✓Deals & Contracts
- ✓Employee Spends & Reimbursements
- ✓10 API Key Included
- ✓Email Rules & Tracking
- ✓Unlimited Branches
- ✓Unlimited Warehouses
- ✓30 Backups per Month
- ✓Invite upto 5 Teammates
- ✓Expense Tracking App
- ✓7 GB Storage Included
- ✓Employee Connect App
- ✓Notekeepr By Upbooks™
- ✓Custom Domain
Enterprise
For large organizations
Talk to our team for a tailored plan
Contact Sales