Work Management
Every task tracked. Every deadline met. Every team aligned.
Talent Flow
Modern talent operations across hiring pipelines, onboarding workflows and performance check-ins.
Upbooks Uplog
Accurate time tracking for projects, payroll and compliance — connected to your work OS.
Accounting & Finance
Real-time books, billing, compliance and forecasting from one OS.
POS & Sales
Sell anywhere with real-time sync to inventory & accounts.
Inventory & Supply Chain
Total visibility across warehouses & supplier network.
HR Management
Automate attendance, payroll, compliance & employee ops.
CRM & Lead Tracking
Unified customer lifecycle automation.
Customer Portal
Self-service ordering + tracking for clients.
Procurement
Optimize purchasing with approvals and vendor governance.
Reporting & Analytics
ERP BI Dashboards & Reports.
Website Builder
Launch commerce websites directly connected to ERP.
User Access Control
Role-Based Access ERP Security.
Automation Engine
ERP Workflow Automation.
Integrations & API
ERP Integrations & API Hub.
Salon Pro
Booking, billing, and client management for salons.
Quick Billing
Fast invoicing and payment tracking for service businesses.
Notekeepr
Smart note-taking with password protection, cloud sync, and powerful organization features.
Expense Tracker
Record expenses, bills, receipts, and payments. Create custom categories, generate reports, and simplify financial tracking on mobile devices.
Integrations
Connect Upbooks with your favorite tools and services. Integrate with popular communication, CRM, marketing, payment, e-commerce, and productivity tools using Zapier.
Razorpay
Payment Gateway
Seamlessly accept payments online and automatically sync transactions with your Upbooks account. Real-time payment reconciliation and instant invoice updates.
- ✓Automatic payment recording
- ✓Real-time reconciliation
- ✓Invoice status updates
Zapier
Workflow Automation
Connect Upbooks with 5000+ apps through Zapier. Automate workflows and eliminate manual data entry between your favorite business tools.
- ✓Connect to 5000+ apps
- ✓Automated workflows
- ✓No coding required
Automation
Streamline your business operations with intelligent automation features that save time and reduce errors.
Auto Invoice Sent
Automatically send invoices to customers via email when they are generated or approved.
Time Alerts
Set up smart alerts for deadlines, payment due dates, and important milestones.
Auto Payment Debit
Automatically process recurring payments and debit customer accounts on schedule.
Auto Email Feature
Send automated emails for order confirmations, shipping updates, and follow-ups.
Auto Purchase Order
Automatically generate purchase orders when inventory falls below threshold levels.
Ask AI - Your Intelligent Assistant
Our AI chatbot can generate graphical visualizations of your business data instantly. Ask questions and get visual insights powered by AI.
Visual Data Insights
Generate charts and graphs from your data with simple natural language queries.
Top Selling Products Analysis
Ask "Show me my top 5 selling products" and get instant graphical representation.
Real-time Analytics
Get instant answers about sales trends, revenue patterns, and business performance.
You: Show me my top 5 selling products
AI: Here's your top 5 selling products visualization:
Analytics & Reports
Track every business flow with dashboards, graphs, and charts—sales performance, GST compliance, and financial health.
Sales Report
GST Reports
Financial Report
Is your data AI ready? Let us evaluate this for free.
The new age ERP which is AI ready. Moving to AI only apps is the future. Move to Upbooks. AI enabled SaaS. Choose the product that fits your needs and start your free trial today.