Close books with confidence
Ledger, banking, GST, and reporting on one platform—connected to sales, procurement, and payroll so finance runs on live ERP data.
Finance command
00 DR Sales · ₹42,000
01 CR Bank · ₹1,20,000
02 DR GST · ₹12,600
03 CR AP · ₹55,000
04 DR Sales · ₹42,000
05 CR Bank · ₹1,20,000
06 DR GST · ₹12,600
07 CR AP · ₹55,000
Cash
₹18.2L
AR due
₹9.4L
GST
₹2.1L
1
Unified ledger
24/7
Bank sync ready
100%
GST audit trail
5min
Report refresh
Books tied to operations
Sales, procurement, and payroll post to one ledger.
Reconcile faster
Bank feeds matched line-by-line with exception queues.
Compliance from live data
GST and reports from the same posted entries.
Reconcile in minutes, not days
Bank feeds meet your ledger line by line.
Bank reconciliation
All lines matched · 0 exceptions
Month-close progress
75%
close ready
Compliance from the same books
GST outputs and management reports share one ledger—no exports between systems.
- GSTR drafts from posted entries
- Drill-down from report to voucher
- Exception queues before close
Reports leadership trusts
P&L, balance sheet, and GST—refreshed from live data.
P&L
Balance Sheet
GST Summary
Business benefits
Why choose Upbooks Accounting & Finance?
Practical outcomes your team gets from day one—not feature lists for their own sake.
Single source of financial truth
One ledger for AR, AP, banking, and statutory outputs.
Bank reconciliation in minutes
Match feeds to vouchers instead of rebuilding in sheets.
GST ready from posted entries
GSTR drafts built from books your team already trusts.
Real-time cash and AR visibility
Leadership sees position and dues without exports.
Faster, calmer month-end
Pre-close checks surface exceptions before you lock the period.
Drill-down to every voucher
From P&L or balance sheet down to the underlying transaction.
Connected to the ERP stack
Procurement, payroll, and sales flow in—no duplicate entry.
Audit-friendly history
Clear trail for reviewers, investors, and tax advisors.
Scales with transaction volume
More entities and branches without spreadsheet chaos.
Finance workflows that scale
Finance workspace lists exceptions by severity with owner assignments.
Close faster with fewer last-minute surprises.
Ready to run finance on live ERP data?
Connect banking, GST, and reporting in one workspace.
Pricing Plans for Accounting & Finance
Choose the plan that fits your finance operations and reporting needs.
*Prices are exclusive of GST
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 upto 1 Teammates
- ✓0.5 GB Storage Included
- ✓Expense Tracking App
- ✕Projects Management App
- ✕Employee Connect App
- ✓Notekeepr By Upbooks™
- ✕Custom Domain
Basic
For small teams
/ Month (Billed annually)
Billed yearly- ✓Sales Order & Invoicing
- ✓Vendors & Purchase Orders
- ✓Expense Management
- ✓Finance & Accounting
- ✓Centralized Documents Repository
- ✕Advanced Reports
- ✓Automated Reminders
- ✓1 API Key Included
- ✓Invite upto 1 Teammates
- ✓2 GB Storage Included
- ✓Expense Tracking App
- ✕Projects Management App
- ✕Employee Connect App
- ✓Notekeepr By Upbooks™
- ✕Custom Domain
Startup
For growing teams
/ Month (Billed annually)
Billed yearly- ✓Everything in Basic
- ✓200 Leads & Enquiries
- ✓Inventory Management
- ✓20 HR & Payroll Suite
- ✓Add upto 20 Projects
- ✓Unlimited tasks
- ✓Dynamic Dashboards
- ✓2 Branches
- ✓3 API Key Included
- ✓1 Warehouse
- ✓5 Backups per Month
- ✓Invite upto 3 Teammates
- ✓Expense Tracking App
- ✓5 GB Storage Included
- ✓Projects Management App
- ✓Notekeepr By Upbooks™
- ✕Custom Domain
Growth
For enterprises
/ Month (Billed annually)
Billed yearly- ✓Everything in Startup
- ✓Unlimited Clients & Vendors
- ✓Unlimited Leads & Enquiries
- ✓20 HR & Payroll Suite
- ✓Unlimited Employees
- ✓Deals & Contracts
- ✓Employee Spends & Reimbursements
- ✓10 API Key Included
- ✓Email Rules & Tracking
- ✓Unlimited Branches
- ✓Unlimited Warehouses
- ✓30 Backups per Month
- ✓Invite upto 5 Teammates
- ✓Expense Tracking App
- ✓7 GB Storage Included
- ✓Employee Connect App
- ✓Notekeepr By Upbooks™
- ✓Custom Domain
Enterprise
For large organizations
Talk to our team for a tailored plan
Contact Sales