Proposals, time-based billing, and client profitability in one platform.
Send proposals and convert them to orders and invoices. Use services and products for hourly, project, or retainer billing. Track projects and tasks for delivery and resourcing.
UpBooks is built for agencies and service businesses. Client ledger and sales-by-client show who pays on time and who's profitable. Contracts and campaigns support retainer and project governance. P&L and reports give a clear view of revenue and margin by client or project.
Plan and assign work with statuses, SLAs, and client visibility.
Capabilities
- Proposals, orders, and invoices in one client-focused flow
- Services and products for flexible billing (hourly, project, retainer)
- Projects and tasks for delivery and capacity
- Client ledger and sales-by-client for collections and profitability
- Contracts and campaigns for retainer and project terms
- P&L and finance reports for margin and business health
Outcomes
Better margins
Speed of delivery
Higher client retention
Why Upbooks
Unified platform
One workspace to run cross‑team workflows and analytics.
Fast implementation
Start quickly with templates and standardised best practices.
Automations
Reduce manual hand‑offs with rules, approvals, and alerts.
Integrations & API
Connect your stack and keep data in sync with Upbooks.
Ready to explore Services & Agencies?
Talk to our team or start with a demo tailored to your needs.