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Upbooks

AI-powered business productivity suite for small businesses and enterprises.

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Upbooks is an all-in-one business management platform that combines leads, invoicing, accounting, inventory, HR and payroll, projects, POS, and reporting in a single system, reducing the need to run separate tools for day-to-day operations.

Core modules include LeadTrackr for customer lifecycle management, QuikBilling for invoicing, UpLog for time tracking, Talent Flow for hiring and onboarding, and DineOS for restaurant POS. The platform offers Ask AI, which generates charts and graphs from business data through natural language queries, and an MCP server for connecting AI agents to its modules. Integrations cover Razorpay for payment processing and Zapier for connecting to external apps, alongside an API hub, role-based access control, and an automation engine for workflows such as auto-invoicing and purchase order generation.

Upbooks is positioned for small businesses and enterprises across industries including HR, construction, IT, healthcare, financial services, and sales. It is offered as a free plan with limited features, paid tiers billed annually (Basic, Startup, Growth, Growth Plus), and a custom-priced Enterprise edition. The MCP Server and Ask AI features are available in the Growth Plus tier. Additional users, storage, products, employee licenses, and branches can be added as platform add-ons.

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