Does your small business need automated accounting software? Well, you needn’t look much further than OneUp, the solution for SMBs that syncs up with your bank and handles about 95% of all your accounting needs.
A great feature of OneUp is that it allows you to connect your bank account and categorize statements and transactions. What’s more, the next time you sign in with your bank, the software remembers your categories and helps you automate. Not only that, but OneUp is quite groundbreaking in its ability to match bank transactions with past invoices, vendor bills, or bank transfers.
You can also get your profit information daily as OneUp provides you with cashflow information any time you ask for it. It can also calculate sales tax to save you the headache of doing it manually.
This software also helps you with your inventory needs as well. You can monitor your product stock, set up automated inventory ordering, receive automated updates on order statuses, and create purchase and sales orders.
OneUp can even help you generate leads and monitor your customer relationships. Keep track of leads, upcoming calls, monthly opportunities, and your personalized quotes. You also have the opportunity to mark your quotes as “won” if things go through, which means you can easily turn it into an invoice and earn yourself a new customer.
The CRM feature also comes with its own dashboard. What this means for business owners is that it’s now easier than ever to look at how much time was spent with one customer, how many opportunities became new clients, and where you can improve your methodology.
After a 30-day free trial, you have five different packages to choose from. The first, Self, is only $9.00 a month and comes with all the features. You don’t get any additional support, however. Pro, Plus, Team, and Unlimited all come with one-on-one support and a chance to add more users.
- Self costs $9/month
- Pro costs $19/month
- Plus costs $29/month
- Team costs $69/month
- Unlimited costs $169/month
- Cloud, SaaS,Web
- Business Hours