Solutions by Size
A solopreneur, a fifty-person growth company, and a multi-entity enterprise do not need the same rollout. Solutions by size highlight which Upbooks modules, automations, and support models fit your stage — from lightweight billing and invoicing to consolidated reporting and advanced governance.
Multi-entity structure, RBAC, Prism FP&A, full audit logs, API sandbox, multi-jurisdiction tax, UpDocs, and dedicated onboarding.
Multi-branch inventory, procurement with 3-way matching, HR & payroll, expense approvals with spend policies, bank reconciliation, and QuikBilling POS & ecommerce.
Invoicing, LeadTrackr, UpLog, clients, expenses, catalogue, basic books, finance automation, and reminders — all on the free plan.
Create proposals and invoices quickly, track leads and deals, and record expenses and payments in one place. No spreadsheets for core finance.