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Customizable Invoicing: Create and send professional, branded invoices quickly. Automate recurring invoices and payment reminders to improve cash flow.
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Automated Accounting: Sync with bank accounts to automate 95% of bookkeeping tasks. Categorize transactions and perform double-entry accounting for accurate financial records.
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Inventory Management: Track stock levels across multiple locations. Automatically adjust based on sales/purchases and provide reorder notifications to prevent shortages.
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CRM Integration: Manage customer data, leads, and sales opportunities. Gain insights into behavior and communication history to enhance customer relationships.
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Multi-Currency Support: Handle transactions in multiple currencies with real-time exchange rate updates. Ideal for businesses with international clients or suppliers.
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Financial Reporting: Generate comprehensive reports like profit and loss statements and balance sheets. Gain real-time insights for informed decision-making.
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Bank Reconciliation: Automatically import and match bank transactions with recorded expenses and payments. Streamline reconciliation and reduce errors.
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Purchase Order Management: Create and track purchase orders. Manage supplier details and integrate with inventory for efficient procurement and vendor management.
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Mobile Accessibility: Access a mobile app with full feature access. Manage invoicing, accounting, and CRM on the go.
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Tax Management: Support various tax codes and automate sales tax calculations. Ensure compliance and simplify tax preparation.
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Expense Tracking: Automatically categorize expenses and provide real-time monitoring. Manage budgets and identify cost-saving opportunities.
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Workflow Automation: Set triggers for routine tasks like sending invoices or updating inventory. Reduce manual effort and minimize errors.
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E-commerce Integration: Connect with platforms like Shopify and payment processors like Square. Streamline online sales and inventory tracking.
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Document Management: Attach and manage financial documents (PDF, XLS, DOC, JPG, PNG) up to 10MB. Organize transaction-related files.
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Scalability: Adapt to growing businesses, supporting freelancers to large enterprises with features tailored to varying operational needs.
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Data Security: Use SSL encryption (128-bit VeriSign with 1024-bit RSA key), data isolation, and backups to protect sensitive financial information.
OneUp
OneUp automates accounting, invoicing, inventory, and CRM for small businesses.
Updated July 27, 2026
OneUp Overview
OneUp is a cloud-based, all-in-one business management software designed for small businesses. It streamlines accounting, invoicing, inventory, and CRM tasks with powerful automation, syncing with bank accounts to eliminate 95% of manual bookkeeping.
Features include customizable invoicing, real-time inventory tracking, and CRM for lead management. Accessible on mobile and desktop, OneUp supports multi-currency transactions and offers a user-friendly interface to enhance efficiency and financial oversight.
Key Features
Pricing
OneUp does not publish plan tiers or prices on its official website. The company now offers its small business accounting product two ways: directly, through a signup at app.oneup.com with a free 30 day trial, and as a white label Business Assistant embedded in the online banking portals of partner banks such as Lloyds Banking Group and BNP Paribas. In both cases pricing is provided on request rather than listed publicly.
| How you get OneUp | Pricing |
|---|---|
| Direct signup (small businesses) | Free 30 day trial; pricing on request |
| Through a partner bank | Set by the bank; institutions contact OneUp for terms |
Pricing source: https://www.oneup.com/
Pros
| Competitor | Pros of OneUp |
|---|---|
| QuickBooks Online | OneUp bundles accounting, invoicing, inventory, and CRM in a single platform, cutting down on the separate tools a small business needs, while QuickBooks Online (plans from $38/month) concentrates on core accounting. OneUp syncs with bank accounts to automate routine bookkeeping, and its multi currency support and real time inventory tracking appeal to businesses with international or inventory heavy operations. |
| Xero Accounting | Compared with Xero (plans from $25 to $90/month), OneUp folds CRM and inventory management into the same product instead of focusing on accounting alone. Automated bank reconciliation and a simple interface make it approachable for non accountants, and mobile access covers owners who work away from a desk. |
| Zoho Books | OneUp covers accounting, CRM, and inventory together, a broader footprint than Zoho Books’ accounting centric plans (from $20/month, or $15 billed annually). Real time inventory tracking and multi currency support give OneUp an edge for businesses juggling stock and overseas customers. |
| FreshBooks | OneUp includes CRM and inventory management, which FreshBooks (Lite from $23/month) does not offer, making it the more complete pick for businesses that sell physical products. Automated bookkeeping and multi currency support also serve companies with international transactions. |
| TallyPrime | OneUp is fully cloud based, while TallyPrime is desktop software licensed in North America at $342 for a 12 month single user rental or $855 for a lifetime seat. OneUp’s integrated CRM, inventory, and automation go beyond TallyPrime’s accounting focus, and browser plus mobile access suits teams that are not tied to one PC. |
Cons
| Competitor | Cons of OneUp |
|---|---|
| QuickBooks Online | OneUp’s user interface is less intuitive and outdated compared to QuickBooks Online’s modern, streamlined design, potentially leading to a steeper learning curve. Its reporting features are less robust, offering fewer customization options than QuickBooks Online’s advanced analytics. OneUp’s multi-currency support is limited, which may not suffice for businesses with extensive international operations, where QuickBooks Online excels. Customer support is also less responsive, lacking the 24/7 availability of QuickBooks Online. |
| Xero Accounting | OneUp’s interface is less polished than Xero’s, which offers a more intuitive experience and better dashboard customization. OneUp’s reporting tools lack the depth and flexibility of Xero’s advanced financial analytics, limiting insights for complex businesses. Its automation in inventory management requires manual intervention for advanced tasks, unlike Xero’s seamless integrations. OneUp’s customer support is less comprehensive, with slower response times compared to Xero’s robust support system. |
| Zoho Books | OneUp’s outdated interface and limited dashboard customization lag behind Zoho Books’ sleek, user-friendly design. Its reporting capabilities are basic, lacking the detailed financial analysis tools Zoho Books provides. OneUp’s automation, particularly in inventory management, is less advanced, requiring more manual effort than Zoho Books’ streamlined processes. Customer support is also less responsive, with fewer resources compared to Zoho Books’ extensive help options. |
| FreshBooks | OneUp’s interface is less modern and intuitive than FreshBooks’, which is tailored for ease of use, especially for freelancers. Its reporting tools offer limited customization compared to FreshBooks’ robust analytics. OneUp’s customer support is less accessible, with slower response times than FreshBooks’ dedicated assistance. Additionally, its multi-currency support is less comprehensive, posing challenges for businesses with complex international transactions. |
| TallyPrime | OneUp’s cloud-based platform lacks the offline capabilities of TallyPrime, which may be a drawback for businesses in areas with unreliable internet. Its interface is less intuitive, and reporting features are less customizable than TallyPrime’s detailed tools. OneUp’s automation in inventory management is not as advanced, requiring manual adjustments, and its customer support is less responsive compared to TallyPrime’s reliable assistance. |
Reviews
- Capterra Review (Rating: 3.7/5): Across a small pool of six reviews, ONE UP scores best on ease of use at 4.5/5, with features at 3.7 and customer service at 3.8. Value for money lands at 3.8, while the likelihood to recommend sits lower at 3.3 out of 10, so early impressions run friendlier than long term loyalty.
- G2 Review (Rating: 4.1/5): The ONE UP for G Suite listing, which covers the OneUp accounting product for small business owners and accountants, holds 4.1/5 across 20 reviews, with 55% of reviewers giving five stars and another 35% giving four.
