From day one: invoicing, expenses, and reports so you can focus on building.
Create proposals and invoices quickly, track leads and deals, and record expenses and payments in one place. No spreadsheets for core finance.
UpBooks helps startups look professional and stay compliant from the start. Finance dashboard and P&L show runway and burn. Chart of accounts stays simple but structured for when you grow. Tax configuration and GST/tax reports keep you ready for audits and investors.
Capabilities
- Proposals and invoices so you bill and get paid from day one
- Leads and deals so sales pipeline is visible
- Expenses and payments for burn and runway visibility
- Finance dashboard and P&L for investor and founder clarity
- Simple but proper chart of accounts and tax setup
- Room to add products, projects, and team as you scale
Outcomes
Lower operational cost
Faster growth
Investment-ready reporting
Why Upbooks
Unified platform
One workspace to run cross‑team workflows and analytics.
Fast implementation
Start quickly with templates and standardised best practices.
Automations
Reduce manual hand‑offs with rules, approvals, and alerts.
Integrations & API
Connect your stack and keep data in sync with Upbooks.
Ready to explore Startup?
Talk to our team or start with a demo tailored to your needs.