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85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

OneUp logo
Accounting Software

4.3 26 user ratings

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85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Firm360 logo
Accounting Software

5 23 user ratings

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Overview

Description OneUp is a multi-functional platform developed specifically for small businesses in order to reduce their cost and increase their revenue. It is an accounting software, an inventory management software, a CRM software, and a billing and invoicing software, all in one. It provides smart tools to the users to manage their financial accounts, inventory, expenses and CRM, and their invoices and bills- everything in a single platform. The platform enables creation, customization and sending of invoices with just a few clicks. It also assists the user in monitoring their inventory level, managing their opportunities and leads, and in setting reminders for timely planned follow ups. The platform’s accounting features include bank reconciliation, cash management, expense tracking, collections, purchase management, and tax management. Its inventory management features include multi-location access, inventory overview, purchase order management, and shipping management. Users can enjoy its CRM features as well that include contact management, call logging, list management, and marketing automation. Other than that, the platform also offers invoicing and billing features like customizable invoices, mobile payments, and online invoicing. The platform further allows multi-currency usage for easy operation and handling. Users additionally get a free trial version for testing its features before buying the premium plans. Read more Firm360 is an all in one firm management solution for accountants and CPA businesses. The software can be used to monitor workflows, track time and communicate with clients in real-time. Firms get to manage sensitive documents using the software besides facilitating active collaboration between members within a particular team. It also ensures that the documents get transferred in a secure way. An automated workflow monitoring mechanism offered by Firm360, facilitates greater levels of control besides enhanced efficiency. Enterprises get to monitor the present condition of an ongoing project and send timely notifications to the dedicated staff. Advanced scheduling features offered by the software facilitates better time tracking and multiple project monitoring in a simultaneous manner. A friendly user interface offered by the particular enables greater scalability and flexibilities as well. Firm360 is hosted on Amazon AWS infrastructure and ensures that the data in transit is encrypted using SSL. Data stored within the particular gets backed up in separate regions of the US and can be recovered as per users’ business needs. Read more
Pricing Options
  • Free Trial Available
  • Starts at $9.00.
  • Free Trial Not Available
  • Starts at $49.00.
SW Score & Breakdown

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    92%
  • Reviews
    72%
  • Momentum
    62%
  • Popularity
    74%

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    93%
  • Reviews
    73%
  • Momentum
    63%
  • Popularity
    73%

Features

Total Features
12 Features
14 Features
Common Features for All
    Accounts Payable Handling the money owed by a business to its suppliers.
    Accounts Receivable Handling the money the client owes to the company.
    Bank Reconciliation Matching the balances of an entity's accounting records with the corresponding information on a bank statement.
    Billing and Invoicing This feature helps in issuing and handling the invoice and bills.
    CPA Firms Offers collaboration with a professional expert for financial and consulting services.
    Cash Management Collection and management of cash.
    Collections Recovery of cash from a business or individual.
    Expense Tracking Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.
    General Ledger Maintaining and recording all the accounting related transactions.
    Multi-Currency Enables payment and collection in multiple currencies.
    Payroll Handling the salary payable to the employees
    Project Accounting Creation of financial reports specifically designed to track the financial progress of projects
    Purchasing Acquiring goods or services required for the business at minimal cost
    Revenue Recognition Determining the specific conditions under which revenue is recognized or accounted for
    Spend Management Managing the expenditure of a business in order to build its product or services
    Tax Management Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time
  • + 9 More - Show Less
    • Accounts Payable Handling the money owed by a business to its suppliers.
      Accounts Receivable Handling the money the client owes to the company.
      Bank Reconciliation Matching the balances of an entity's accounting records with the corresponding information on a bank statement.
      Billing and Invoicing This feature helps in issuing and handling the invoice and bills.
      CPA Firms Offers collaboration with a professional expert for financial and consulting services.
      Cash Management Collection and management of cash.
      Collections Recovery of cash from a business or individual.
      Expense Tracking Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.
      General Ledger Maintaining and recording all the accounting related transactions.
      Multi-Currency Enables payment and collection in multiple currencies.
      Payroll Handling the salary payable to the employees
      Project Accounting Creation of financial reports specifically designed to track the financial progress of projects
      Purchasing Acquiring goods or services required for the business at minimal cost
      Revenue Recognition Determining the specific conditions under which revenue is recognized or accounted for
      Spend Management Managing the expenditure of a business in order to build its product or services
      Tax Management Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time
  • + 11 More - Show Less
  • Technical Details

    Organization Types Supported
    • Medium Business
    • Small Business
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • NA

    Reviews & Ratings

    User Rating
    4.3/5 26 user ratings
    5/5 23 user ratings
    Rating Distribution
    • Excellent

      46.2%
    • Very Good

      34.6%
    • Average

      19.2%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      95.7%
    • Very Good

      4.3%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $9.00.
    • Free Trial Not Available
    • Starts at $49.00.
    Pricing Plans
    Monthly Plans Annual Plans

    Self $9.00 $9.00 per month

    Pro $19.00 $19.00 per month

    Plus $29.00 $29.00 per month

    Team $69.00 $69.00 per month

    Unlimited $169.00 $169.00 per month

    Basic $49.00 $49.00 per month

    Standard $79.00 $79.00 per month

    Premium $99.00 $99.00 per month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots screenshots
    + 8 More
    Dashboard

    Vendor information

    Company Details Located in: San Francisco, CA - 94117 Located in: Raleigh, North Carolina Founded in: 2019
    Contact Details

    Not available

    https://www.oneup.com/

    Not available

    https://www.myfirm360.com/

    Social Media Handles

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