Pricing that scales with your team
Start free and upgrade anytime. No credit card required.
*Prices are exclusive of taxes
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 Teammates
- ✓0.5 GB Storage Included
- ✓Expense Tracking App
- ✓Projects Management App
- ✓Employee Connect App
- ✓Notekeeper By Upbooks™
- ✓Custom Domain
Basic
For small teams
/ Month (Billed annually)
Billed yearlyMonthly: $12 / seat • Yearly: $10 / seat
- ✓Sales Order & Invoicing
- ✓Vendors & Purchase Orders
- ✓Expense Management
- ✓Finance & Accounting
- ✓Centralized Documents Repository
- ✓Advanced Reports
- ✓Automated Reminders
- ✓1 API Key Included
- ✓Invite Teammates
- ✓2 GB Storage Included
- ✓Expense Tracking App
- ✓Projects Management App
- ✓Employee Connect App
- ✓Notekeeper By Upbooks™
- ✓Custom Domain
Startup
For growing teams
/ Month (Billed annually)
Billed yearlyMonthly: $24 / seat • Yearly: $20 / seat
- ✓Everything in Basic
- ✓Leads & Enquiries
- ✓Inventory Management
- ✓HR & Payroll Suite
- ✓Add upto 50 Assets
- ✓Projects & Tasks
- ✓Dynamic Dashboards
- ✓2 Branches
- ✓1 Warehouse
- ✓5 Backups per Month
- ✓Invite upto 3 Teammates
- ✓5 GB Storage Included
- ✓Projects Management App
- ✓Notekeeper By Upbooks™
- ✓Custom Domain
Growth
For enterprises
/ Month (Billed annually)
Billed yearlyMonthly: $37 / seat • Yearly: $31 / seat
- ✓Everything in Startup
- ✓Unlimited Clients & Vendors
- ✓Unlimited Leads & Enquiries
- ✓Unlimited Employees
- ✓Unlimited Assets
- ✓Deals & Contracts
- ✓Employee Spends & Reimbursements
- ✓Email Rules & Tracking
- ✓Unlimited Branches
- ✓Unlimited Warehouses
- ✓Invite upto 5 Teammates
- ✓10 GB Storage Included
- ✓Employee Connect App
- ✓Notekeeper By Upbooks™
- ✓Custom Domain
Platform Add Ons
Additional Users
$9 per user per month
Additional Storage
$2 per GB per month
Let Upbooks™ manage your book-keeping
We understand small-business constraints. Get expert help to keep books current and tax-ready—without breaking the budget.
- • Fix Past books — bring accounts up-to-date
- • Personalize — tailor your Upbooks™ setup
- • Get ready for tax time — accurate, on time
26K
Transactions reconciled last quarter
Platform Plan Feature Comparison
Explore feature by feature
| Feature | Free | Basic | Startup | Growth |
|---|---|---|---|---|
| Products / Services Management | 10 products 5 services | 50 products 15 services | ✓ | ✓ |
| Leads & Enquiries | — | — | 200 leads monthly 200 enquiries monthly | ✓ |
| Segments & Campaigns | — | — | 20 segments 5 campaigns monthly | ✓ |
| Sales Order & Invoicing | 10 clients monthly 15 sales orders monthly 15 invoices monthly 5 discount coupons | 50 clients monthly 100 proposals monthly 100 sales orders monthly 200 invoices monthly 200 credit notes monthly 10 discount coupons | 200 clients monthly | ✓ |
| Deals & Contracts | — | — | — | ✓ |
| Vendors & Purchase Orders | — | 50 vendors monthly 100 purchase orders monthly 200 debit notes monthly | 200 vendors monthly | ✓ |
| Expense Management | ✓ | ✓ | ✓ | ✓ |
| Inventory Management | — | — | ✓ | ✓ |
| Finance & Accounting | ✓ | ✓ | ✓ | ✓ |
| Assets Management | — | — | 100 assets | ✓ |
| Employees Management | — | — | 50 employees | ✓ |
| Payroll Suite | — | — | 50 payroll monthly | ✓ |
| Employee Leaves Tracking | — | — | ✓ | ✓ |
| Employee Spends & Reimbursements | — | — | — | ✓ |
| Projects & Tasks | — | — | 20 projects unlimited tasks | ✓ |
| Centralized Documents Repository | 0.5GB storage | 2GB storage | 5GB storage | 10GB storage |
| Advanced Reports | ✓ | ✓ | ✓ | ✓ |
| Dynamic Dashboards | — | — | ✓ | ✓ |
| Branches & Warehouse | — | — | 2 branches 1 warehouse | ✓ |
| Activity & Audit Logs | — | — | ✓ | ✓ |
| Automated Reminders | — | 3 reminders | 15 reminders | ✓ |
| Email Rules & Tracking | — | — | — | 5 email rules |
| Organization & Data Backups | — | — | 5 backups monthly | 30 backups monthly |
| API Keys & Developer Portal | — | 1 API Key | 3 API keys | 10 API keys |
| Invite Teammates | — | — | 3 users | 5 users |
| Expense Tracking App | ✓ | ✓ | ✓ | ✓ |
| Projects Management App | — | — | ✓ | ✓ |
| Employee Connect App | — | — | — | ✓ |
| Notekeeper by Upbooks™ | ✓ | ✓ | ✓ | ✓ |
| Custom Domain | — | — | — | ✓ |
| Customer Portal | — | — | ✓ | ✓ |
Trusted by 500+ teams worldwide
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately.
Do you offer discounts for annual plans?
Yes! Save 25% when you pay annually instead of monthly.
Is there a free trial?
Yes, all plans include a 14-day free trial with no credit card required.
What payment methods do you accept?
We accept all major credit cards, PayPal, and wire transfers for enterprise.
Can I add more seats later?
Absolutely! Add or remove seats anytime from your account settings.
What happens if I exceed storage?
We'll notify you and you can upgrade to a larger plan instantly.
Do you offer refunds?
We offer a 30-day money-back guarantee if you're not satisfied.
Is there enterprise pricing?
Yes! Contact our sales team for custom enterprise plans.
Need enterprise features?
Get unlimited seats, custom integrations, and dedicated support.
- ✓Dedicated success manager
- ✓SSO, audit logs, governance
- ✓Custom integrations & SLAs