Every number. Real-time. Zero guesswork.
A single dashboard shows your most important finance information at a glance — upcoming tax dates, account balances, recent transfers, and activity. Keep your books organized with a clear chart of accounts, ledgers, and reports — all in one place.
Why Choose the Finance Module?
Everything you need to manage accounts, transfers, taxes and reports in one place — dashboard, chart of accounts, ledgers, adjustments, bank accounts and GST-ready reports.
Finance Overview (Dashboard)
A single screen with upcoming tax dates, account balances, recent transfers and activity. Saves time and keeps you on top of cash flow and deadlines.
Chart of Accounts
List of all places your business keeps or spends money. See every account with balance and category; filter and search to find any account quickly.
Account Details & History
For each account, see balance, category and full list of transactions. Clear history for reconciling or auditing.
Account Ledger
Detailed list of all transactions with dates, amounts and references. Filter by date range, year or account. Trace every movement of money.
Account Transfers
Record and view money moved between accounts. From, to, date and amount in one place — no confusion about where money is.
Account Adjustments
Add or correct entries: corrections, opening balances, one-off adjustments. Fix issues without redoing entire documents.
Taxes (Configuration)
Define and manage tax rates (GST, VAT, sales tax) in one list. Invoices and documents use the right tax automatically.
Bank Accounts
Store bank account details in the app. Attach the correct bank to invoices, payments and transfers; customers see where to pay.
Finance Reports
General Ledger, P&L, P&L Horizontal, Trial Balance, Balance Sheet, EBITDA, Currency Rates — one place to verify and report.
GST / Tax Reports
Taxes by month and GST Summary. Easier monthly compliance and one place to see GST position for returns and audits.
Finance Overview (Dashboard)
At a glance
- Single screen with the most important finance information
- See upcoming tax dates and account balances
- Recent account transfers and recent activity
- No need to open multiple screens
Why it matters
Saves time and helps you stay on top of cash flow and deadlines.
Chart of Accounts
All accounts in one place
- List of all places your business keeps or spends money
- Bank accounts, receivables, payables, expenses by type
- Current balance and category per account
- Filter and search to find any account quickly
Why it matters
Keeps your books organized and makes it easier to explain your finances to your team or accountant.
Account Details & History
Full transaction list
- Open any account to see balance, category and full list of transactions
- Clear history of what happened in that account
- Answer "where did this balance come from?" easily
Why it matters
Useful for reconciling or auditing.
Account Ledger
Trace every movement
- Detailed list of all transactions across one or more accounts
- Dates, amounts and references
- Filter by date range, year or account
Why it matters
Trace every movement of money and check that nothing is missing or wrong. Supports accurate record-keeping and makes it easier to prepare for tax or audits.
Account Transfers
Internal movements
- Record and view money moved from one account to another
- From one bank to another, or from cash to bank
- From, to, date and amount in one place
Why it matters
You keep track of internal movements and avoid confusion about where money actually is.
Account Adjustments
Corrections and opening balances
- Add or correct entries in an account
- Corrections, opening balances or one-off adjustments
- Fix issues without redoing entire documents
Why it matters
Your books stay accurate and consistent.
Taxes (Configuration)
One list for all tax rates
- Define and manage the tax rates your business uses
- GST, VAT, sales tax in one list
- Invoices and documents use the right tax automatically
Why it matters
You avoid wrong tax on quotes and bills and stay aligned with local tax rules.
Bank Accounts
Store and attach bank details
- Store company bank account details in the app
- Name, currency, account number, bank name
- Attach the correct bank to invoices, payments and transfers
Why it matters
Customers see where to pay, and you keep payment and reconciliation clear.
Finance Reports
General Ledger to Balance Sheet
- General Ledger — every transaction and balance by account
- Profit & Loss and P&L (Horizontal) — compare periods
- Trial Balance — debits and credits in balance
- Balance Sheet — assets, liabilities, equity
- EBITDA Report and Currency Rates
Why it matters
One place to verify that all entries are correct and complete; understand profitability and financial position.
GST / Tax Reports
Compliance and filing
- Taxes by month — tax collected and paid by month
- GST Summary — overview of GST in and out
- Easier monthly tax compliance and filing
Why it matters
One place to see GST position for returns and audits.
Your finance workflow, simplified
From accounts and ledgers to reports and tax filing
Chart of Accounts
Set up and view all accounts in one place — bank accounts, receivables, payables, expenses — with balance and category.
Ledger & Transfers
Record transactions, view account history and ledger, and record transfers between accounts with from, to, date and amount.
Adjustments & Tax
Add corrections or opening balances; define tax rates (GST, VAT) so invoices and documents use the right tax automatically.
Reports & Compliance
Run General Ledger, P&L, Trial Balance, Balance Sheet and GST reports. Stay compliant and audit-ready.
Results that matter
Measurable impact on your finance operations
Close Cycle
Month-end close completed 40% faster with organized ledgers and reports.
Finance Operations
Reduction in manual finance tasks with dashboard and automated tax config.
Reconciliation Accuracy
Precise books with clear account history, transfers and adjustments.
Business benefits
How the Finance Module helps your organization
One dashboard
See tax dates, balances, recent transfers and activity without opening multiple screens.
Organized books
Chart of accounts with filter and search; every account with balance and category.
Full audit trail
Account details, ledger and history so you can trace every movement of money.
Clear transfers
Record from, to, date and amount in one place; no confusion about where money is.
Correct tax
Define tax rates once; invoices and documents use the right tax automatically.
Reports & GST
General Ledger, P&L, Trial Balance, Balance Sheet and GST reports in one place.
Who Should Use the Finance Module?
Ideal for
SMBs that want clear books
Dashboard, chart of accounts, ledgers and reports without spreadsheets or guesswork.
Teams that need one source of truth
Every account, transaction and transfer in one place for you and your accountant.
Businesses preparing for tax and audits
Full history, adjustments and GST/tax reports so you stay compliant and audit-ready.
Companies with multiple accounts and banks
Track balances, transfers and movements across accounts and banks clearly.
Organizations that want P&L and Balance Sheet
General Ledger, Profit & Loss, Trial Balance, Balance Sheet and EBITDA in one module.
One platform. Clear books. Complete finance visibility.
The Finance Module gives you a dashboard, chart of accounts, ledgers, transfers, adjustments, tax configuration, bank accounts, and reports — including General Ledger, P&L, Trial Balance, Balance Sheet and GST — all in one place.
Pricing Plans for Accounting & Finance
Choose the plan that fits your business needs.
*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
- ✓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 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
- ✓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
- ✓Notekeepr By Upbooks™
- ✕Custom Domain
Growth
For enterprises
/ Month (Billed annually)
Billed yearly- ✓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
- ✓Notekeepr By Upbooks™
- ✓Custom Domain
Enterprise
For large organizations
Talk to our team for a tailored plan
Contact Sales