Every number. Real-time. Zero guesswork.
Accurate books, automated compliance, instant insights — all in one financial operating system.
Upbooks Accounting delivers enterprise-grade financial automation for SMBs and large organizations. Handle invoicing, tax, reconciliation, profitability analysis and financial forecasting — effortlessly.
✓ GST-ready • Automated reconciliation • Real-time reports
Trusted by India’s fastest-growing businesses
Accounting automation that works at scale
Powerful tools for finance teams, CFOs, and founders
Automated Bookkeeping & Audit Trails
- Real-time ledger updates
- Auto-categorized entries
- GST-ready audit logs
- Multi-entity support
Invoices, Billing Cycles & Credit Control
- Recurring invoices
- Payment reminders
- e-Invoicing (IRP-ready)
- Customer credit limits
Regulatory Compliance & Tax Automation
- Automated GST calculations
- TDS/TCS handling
- e-Way bill integrations
- Regulatory deadline alerts
Bank Sync & Reconciliation
- ICICI/HDFC/Axis integrations
- 1-click reconciliation
- Duplicate detection
- Real-time cash balance
Profitability & Margin Analytics
- Project-wise profitability
- Margin analysis
- Cost center reporting
- Variance analysis
CFO Dashboards & Drill-down Reporting
- Multi-dimensional reports
- Drill-down to transaction
- Forecasting models
- Custom dashboards
See it in action: Finance Team Use Case
A finance team managing 10,000+ monthly transactions uses Upbooks to automate reconciliation, invoicing, GST filing, and forecasting — reducing manual work by 80%.
Forecasts, invoice approvals, and reconciliation at a glance
Results that transform finance operations
Month-end close completed 40% faster.
Reduction in manual finance tasks.
Reconciliation accuracy for precise books.
Finance workflow in Upbooks
Plans built for finance teams
Finance leaders trust Upbooks
Our month-end close dropped from 10 to 6 days. Forecasting accuracy is the best we have seen.
Automated reconciliation and GST handling saved countless hours for our finance team.
We process ₹50+ crore annually with Upbooks. The drill-down dashboards are a game changer.
See how Upbooks automates finance
From bank sync to GST filing and forecasting
Frequently asked questions
Is Upbooks GST-ready?▾
Yes, automated GST calculations, TDS/TCS handling, and e-Way bill integrations are supported.
How does reconciliation work?▾
Connect your bank and use 1-click reconciliation with duplicate detection and cash balance tracking.
Do you support e-Invoicing (IRP)?▾
Yes, we support IRP-ready invoicing and integrations with compliant providers.
What about security and compliance?▾
Enterprise-grade security with audit logs, RBAC, ISO 27001 and SOC 2 compliant practices.
Can we forecast cash flow?▾
Yes, you can build projections with data from ledgers and invoices and monitor variance.
Ready for real-time accounting?
Join 5,000+ teams using Upbooks
✓ No credit card required • Full access • Setup in 5 minutes