Scope it, deliver it, bill it — in one platform
Send proposals and convert to invoices without re-typing, track billable hours with UpLog, manage client deliverables on custom boards, control expenses, and see profitability per client and project.
Agency command view
Live sync
Billable today
22.4h
Active boards
9
Overdue A/R
₹3.2L
Proposals
UpLog
Boards
Billing
Client P&L
Client delivery pulse
Agency stack
Nine capabilities. One client delivery platform.
Proposals, UpLog timesheets, project boards, contracts, expenses, HR, and client P&L — with live product screenshots throughout.
Proposals → Orders → Invoices
Quote to invoice to payment — including recurring billing and collections
- Create professional proposals with services from your catalogue — hourly, project, or retainer
- Convert approved proposals to orders and invoices in one step — scope and pricing carry over
- Each document gets a unique reference for a clear audit trail
- Credit notes and debit notes for adjustments linked to the original invoice
- Recurring invoices for retainers and subscriptions — schedules generate and send automatically
- Automated email reminders for overdue invoices — configurable frequency and escalation
- Razorpay integration lets clients pay directly from invoice links — payments reconcile to the ledger
- Customer portal: clients see due balances across invoices and pay them together in one checkout
- Payment recording with method, reference, and date — client balance updates in real time
Agencies live on proposals and retainers. When billing, reminders, and online payments run in one flow, you collect faster without chasing every invoice manually.
UpLog — Billable Hours & Timesheets
Every hour connected to a task and project
- Log hours per task and project — billable and non-billable tracked separately
- Screenshot-based time tracking for remote and distributed teams
- Daily statistics: hours logged, tasks completed, utilisation per team member
- Time reports by project, client, or team — export for invoicing or capacity reviews
- Connect time data to project budgets for real-time delivery cost visibility
Time is what agencies sell. UpLog connects every hour to a task and project so you bill accurately, spot under-utilisation early, and justify every line on the invoice.
Project Boards & Deliverables
Match your workflow to each client engagement
- Custom boards per client engagement: Discovery → Design → Development → Review → Delivered
- Tasks with assignees, due dates, priorities, and dependencies
- Multiple boards per project: sprint board, client review board, internal checklist
- Timeline (Gantt) view for multi-phase engagements and resource planning
- Custom fields per board: client approval status, deliverable type, sprint number
- Import/export tasks via CSV for onboarding or reporting
Every client engagement has its own rhythm. Custom boards let you match your workflow to each client without forcing everyone onto one template.
Services & Products Catalogue
One source of truth for rates and descriptions
- Define each service once: consulting, design, development, retainer, support — hourly or fixed
- Categories let you report by service line (Strategy, Creative, Tech, etc.)
- Same names and rates across all proposals and invoices — no inconsistencies
- New staff quote and bill correctly from day one using the shared catalogue
Agencies with inconsistent pricing lose trust. One catalogue ensures every proposal and invoice uses the same rates and descriptions.
Clients, Ledger & Profitability
Know which clients pay and which are profitable
- One record per client with full history: proposals, orders, invoices, payments, and notes
- Client ledger shows billed, paid, and overdue per client with ageing (30/60/90 days)
- Sales by client: revenue per customer for relationship reviews and account planning
- Connect time data + expenses to client projects for true profitability per engagement
- Customer portal for self-service: view invoices, track deliverables, make payments
Knowing which clients are profitable and which drain resources changes how you allocate teams and negotiate renewals.
Contracts & Retainers
Link billing to contract value and renewal dates
- Store contracts with party, dates, value, type (project, retainer, SoW), and renewal terms
- Link invoices to contracts — see total billed vs. contract value
- Attach signed documents and amendments
- Automated reminders before contract expiry for renewal conversations
Agencies juggle dozens of contracts. Linking billing to contract value ensures you never overbill or miss a renewal window.
Expense Management
Track delivery costs, recurring spend, and vendor bills per client
- Log project and overhead expenses with category, client, and supporting documents
- Approval workflow: Draft → Submitted → Approved → Paid
- Recurring expense profiles for rent, subscriptions, and retainers — captured automatically on schedule
- Vendor bills for supplier invoices — link to POs, track payables, and post to the general ledger
- Filter expenses by client, project, or category for profitability analysis
- Expenses post to the general ledger — project-level P&L stays accurate
Agency margins are thin. Tracking one-off expenses, recurring costs, and vendor bills per client and project shows the real cost of delivery — not just the revenue.
HR & Team Management
Capacity planning with real leave and attendance data
- Employee profiles, departments, and reporting structure
- Leave management: apply, approve, track balances
- Attendance tracking with clock-in/clock-out
- Payroll processing with statutory compliance
- Works alongside UpLog for a complete picture of capacity and utilisation
Agencies are their people. Managing leave, attendance, and payroll in the same system as timesheets means capacity planning uses real data.
Finance & Reports
Answer “are we profitable?” and “who owes us?” fast
- Chart of accounts and general ledger — connected to invoicing, expenses, and payroll
- P&L, balance sheet, and trial balance from live data
- Sales by product, client, and period for performance reviews
- Automated email reminders for overdue invoices
- Bank reconciliation and GST/VAT compliance
Agency finance needs to answer two questions fast: “are we profitable?” and “who owes us money?” Live reports and automated reminders answer both.
Deliver great work. Bill it right. Know your numbers.
Proposals, timesheets, deliverables, and client profitability — connected in one agency stack.