AI powered business productivity suite

Upbooks™ makes it effortless
Lightweight Business ERP that can support any size of business and enterprise
Upbooks workflow - Streamline your business operations

Complete Business Management Suite

Not just an ERP, Modern day OS for business of any size

All-in-one platform to manage leads, finances, operations, and more—everything your business needs

Why businesses switch to Upbooks

The new age ERP which is AI ready

The new age ERP which is AI ready

Moving to AI only apps is the future. This is where you need to start. Move to Upbooks. AI enabled SaaS.

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AI powered business productivity suite

Not just an ERP—modern day OS for business of any size. Lightweight Business ERP that can support any size of business and enterprise.

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Tired of bulky and slow ERPs?

Try Upbooks Free. We'll setup everything at 0 upfront cost. No long contracts, no heavy implementations—just get started.

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Managed migration at half your annual ERP cost

Sidecar implementation with one-time investment—2 weeks Netsuite migration plan. Move without the usual ERP migration headaches.

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AI-powered forecast that doesn’t hit IT budgets

Bring your current IT costs down to as low as 45% from year 2. Smart insights and forecasts without the enterprise price tag.

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Modules made for you—not bulky bloat

You'll always use more than 80% of what you pay. No bulky implementations. We promise.

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Is your data AI ready? Let us evaluate this for free.

Solutions for every team. Powered by one platform.

AI powered business productivity suite

Transform how your team works with AI-powered business management solutions

Streamline HR Operations

Manage talent efficiently with complete HR management solutions for recruitment, payroll, and employee management.

  • Application tracking system
  • Leave management automation
  • Payroll processing
  • Employee expense claims
  • Performance management
95% faster recruitment process
Average improvement with Upbooks

"Upbooks transformed our HR operations, making everything from hiring to payroll seamless."

Sarah Johnson
HR Director

Everything Your Business Needs

Moving to AI only apps is future. This is where you need to start. Move to Upbooks. AI enabled SaaS.

Comprehensive business management solutions designed to make running your business effortless

Campaigns & Lead Management

Create campaigns, capture enquiries, and convert more leads with ease. Organize and prioritize leads with AI-powered segmentation to boost conversions.

  • AI-powered lead segmentation
  • Campaign creation and management
  • Lead scoring and prioritization
  • Conversion tracking and analytics
  • Multi-channel lead capture

Proposals & Invoicing

Create professional proposals in minutes and turn them into invoices with one click. Generate invoices instantly, automate recurring billing, and get paid faster.

  • Professional proposal templates
  • One-click invoice conversion
  • Recurring billing automation
  • Payment tracking and reminders
  • Multi-currency support

Expense & Vendor Management

Automate expense tracking, vendor management, and financial reporting in real-time. Track business assets, monitor expenses, and control spending with real-time insights.

  • Automated expense tracking
  • Vendor management portal
  • Asset tracking and depreciation
  • Real-time financial reporting
  • Budget control and alerts

Task Management & Kanban

Collaborate, assign tasks, and automate processes with an intuitive Kanban system. Streamline your workflow and boost team productivity.

  • Interactive Kanban boards
  • Task assignment and tracking
  • Process automation workflows
  • Team collaboration tools
  • Project timeline visualization

HR & Payroll Management

Track applications, manage employee leaves, payroll, and expense claims effortlessly. Complete HR management solution for your business.

  • Application tracking system
  • Leave management automation
  • Payroll processing
  • Expense claims management
  • Employee self-service portal

360° Business Dashboards

Get a 360° view of your business with personalized, interactive dashboards. Real-time insights at your fingertips.

  • Customizable dashboard widgets
  • Real-time data visualization
  • Multi-metric tracking
  • Performance analytics
  • Exportable reports

E-commerce Store

Start selling online with a fully integrated store—no coding required. Seamlessly integrated with your business operations.

  • Drag-and-drop store builder
  • Product catalog management
  • Order processing automation
  • Payment gateway integration
  • Shipping and fulfillment

Lightning-Fast POS

Billing and point-of-sale system for retail and service businesses. Process transactions quickly and efficiently.

  • Quick transaction processing
  • Retail and service support
  • Receipt generation
  • Barcode scanning
  • Offline mode support

On-Demand Customizations

Every business is unique. Upbooks™ adapts to your needs with on-demand customizations, so you get the exact features required—nothing more, nothing less.

  • Custom field creation
  • Workflow automation
  • API access for integrations
  • White-label options
  • Industry-specific modules

GST Reports & Tax Ready

Stay tax-ready with auto-generated GST reports. Simplify your tax compliance and reporting.

  • Auto-generated GST reports
  • Tax compliance tracking
  • Financial reporting suite
  • Audit trail maintenance
  • E-filing integration

Zapier Integration

Connect Upbooks™ with your favorite tools via Zapier. Integrate with 1000+ apps seamlessly.

  • 1000+ app integrations
  • Automated workflows
  • Data synchronization
  • Trigger-based actions
  • Custom zap creation

AI-Driven Automation

Get smart business insights with AI-driven automation. Automate repetitive tasks and make data-driven decisions.

  • AI-powered insights
  • Predictive analytics
  • Smart recommendations
  • Automated decision making
  • Machine learning models

Inventory Management

Complete inventory management solution. Track stock levels, manage warehouses, and optimize inventory costs.

  • Real-time stock tracking
  • Multi-warehouse management
  • Inventory cost optimization
  • Low stock alerts
  • Barcode and QR code support

Trusted by leading companies

Join thousands of businesses using Upbooks to streamline their operations

AW Rostamani
JS Hayes
UK Parts
Casablanco
Parentune
Veg Ease
Globibo
AW Rostamani
JS Hayes
UK Parts
Casablanco
Parentune
Veg Ease
Globibo

What Our Customers Say

Lightweight Business ERP that can support any size of business and enterprise

Join thousands of businesses already using Upbooks™ to streamline operations and grow effortlessly

👨‍💼

Rajesh Kumar

Business Owner, TechSolutions

"Upbooks has transformed how we manage our business. From tracking leads to generating invoices, everything is seamless. The AI-powered lead segmentation has boosted our conversions significantly."

👩‍💼

Sarah Mitchell

CFO, Northgate Industries

"We switched from three different tools to Upbooks. Invoicing, expenses, and CRM in one place—exactly what our team needed. Support has been brilliant."

👨‍💼

Oliver Thompson

Director, Thames Consulting

"Brilliant platform for UK SMEs. VAT handling and multi-currency made our life so much easier. Would recommend to any British business."

👩‍💼

Priya Sharma

Finance Manager, RetailPro

"The expense tracking and vendor management features are incredible. We can now monitor expenses in real-time and get paid faster with automated invoicing. It's made our financial operations effortless."

👨‍💻

James Wilson

Founder, Austin Ventures

"Clean UI, powerful features, and it actually scales with us. Our team loves the dashboard and the fact that everything is in one place."

👩‍💻

Emma Clarke

Operations Manager, Bristol & Co

"We've tried several tools; Upbooks is the one that stuck. Simple onboarding, great reporting, and the support team actually responds."

👨‍💻

Amit Patel

Operations Head, StartupHub

"The Kanban system and task management have revolutionized our workflow. Combined with the 360° dashboard, we now have complete visibility into our business operations."

👩‍💼

Jennifer Martinez

Head of Finance, Pacific Digital

"Real-time expense tracking and automated reminders have cut our admin time in half. The reporting dashboards are exactly what we needed."

👨‍💼

David Harrison

MD, Harrison & Sons Ltd

"As a UK-based firm we needed proper invoicing and expense tracking. Upbooks delivered from day one. Very impressed with the product."

👩‍💻

Kavita Nair

Co-founder, Bengaluru Labs

"From lead capture to invoice to payment—all in one flow. Our conversion rate improved and we finally have a single source of truth for finances."

👨‍💼

Marcus Johnson

VP Operations, Chicago Growth

"We needed something that could handle US and international clients. Upbooks does both well. The team actually listens to feature requests."

👩‍💼

Sophie Williams

Finance Lead, Cardiff Solutions

"Best decision we made this year. Reporting is clear, invoicing is fast, and we've had zero issues with compliance. Highly recommend."

👨‍💼

Rajesh Kumar

Business Owner, TechSolutions

"Upbooks has transformed how we manage our business. From tracking leads to generating invoices, everything is seamless. The AI-powered lead segmentation has boosted our conversions significantly."

👩‍💼

Sarah Mitchell

CFO, Northgate Industries

"We switched from three different tools to Upbooks. Invoicing, expenses, and CRM in one place—exactly what our team needed. Support has been brilliant."

👨‍💼

Oliver Thompson

Director, Thames Consulting

"Brilliant platform for UK SMEs. VAT handling and multi-currency made our life so much easier. Would recommend to any British business."

👩‍💼

Priya Sharma

Finance Manager, RetailPro

"The expense tracking and vendor management features are incredible. We can now monitor expenses in real-time and get paid faster with automated invoicing. It's made our financial operations effortless."

👨‍💻

James Wilson

Founder, Austin Ventures

"Clean UI, powerful features, and it actually scales with us. Our team loves the dashboard and the fact that everything is in one place."

👩‍💻

Emma Clarke

Operations Manager, Bristol & Co

"We've tried several tools; Upbooks is the one that stuck. Simple onboarding, great reporting, and the support team actually responds."

👨‍💻

Amit Patel

Operations Head, StartupHub

"The Kanban system and task management have revolutionized our workflow. Combined with the 360° dashboard, we now have complete visibility into our business operations."

👩‍💼

Jennifer Martinez

Head of Finance, Pacific Digital

"Real-time expense tracking and automated reminders have cut our admin time in half. The reporting dashboards are exactly what we needed."

👨‍💼

David Harrison

MD, Harrison & Sons Ltd

"As a UK-based firm we needed proper invoicing and expense tracking. Upbooks delivered from day one. Very impressed with the product."

👩‍💻

Kavita Nair

Co-founder, Bengaluru Labs

"From lead capture to invoice to payment—all in one flow. Our conversion rate improved and we finally have a single source of truth for finances."

👨‍💼

Marcus Johnson

VP Operations, Chicago Growth

"We needed something that could handle US and international clients. Upbooks does both well. The team actually listens to feature requests."

👩‍💼

Sophie Williams

Finance Lead, Cardiff Solutions

"Best decision we made this year. Reporting is clear, invoicing is fast, and we've had zero issues with compliance. Highly recommend."