My Honest Review of OneUp For Accounting

My Honest Review of OneUp For Accounting | Accounting Smarts
Charles Hall

Last updated by

Charles Hall

on

September 9, 2021

If you are searching for a small business accounting software that provides a wide range of features, OneUp is one of the best available options for you.

If you are searching for a small business accounting software that provides a wide range of features, OneUp is one of the best available options for you.

OneUp is an online ai banking solution with reliable accounting software for members to use. They provide a business assistant and other banking support for small businesses. Other key accounting features include invoicing, CRM, double-entry ledger, and inventory tracking to handle all your needs.

OneUp is one of the best options for businesses, with very few disadvantages. There is no payroll, but they make up for it with a very reliable CRM to store all important customer data. It does not provide a wide range of integrations, but overall has everything you need.

Helping businesses scale has been something we succeeded in over the years and it always starts with properly managing finances. This is why we review accounting software because we understand the most important features needed for small businesses. Keep reading to learn more about why OneUp is so great.  

ShowHide

Table of contents

What Is OneUp?

OneUp is the ideal choice for small businesses because it provides full accounting support. It ranks as one of the best options available with plenty of reliable features to help you improve the financial accounting processes within your business.

OneUp aims to be a one-stop accounting software for small businesses. It provides small businesses with the tools they need to create and manage their finances.

If you’re a small business owner, you’re probably busy enough without worrying about the complexities of accountancy. Unfortunately, it can be a time-consuming and stressful job. Fortunately, the OneUp accounting software simplifies this task and can be used in a myriad of ways.

To help small businesses with this task, OneUp provides a set of features to help them manage financial accounting processes along with their business as a whole too. With this software, you can easily track all your finances using intuitive charts and graphs to keep better track of the transactions that your business makes.

This means that you can start to see where you’re losing money and where your business is making money. As an owner, you can then make strategic decisions and start implementing these changes into your business.

OneUp makes it easy for small businesses to maintain and monitor their books. From financial statements to business reporting, this software has all the necessary accounting tools that are essential for businesses.

OneUp Features

OneUp offers an easy-to-use interface and can have multiple users on it at one time, but it lacks some features to compete with its competitors such as Intuit QuickBooks and Sage 50 Accounts Professional. However, what OneUp does have is a very affordable price.

OneUp does focus on serving a different market though. They completely aim to satisfy small business owners looking to compile their resources into one platform. And they do so extremely well. Below are some of the most notable features OneUp has to offer.

Invoicing

OneUp is the perfect invoicing tool for small businesses that want to send their invoices to their clients and have it automatically paid by the client. It helps make the process of sending out invoices and receiving payments much easier.

It not only includes invoices but also purchase orders, sales orders, and much more. You can even automate the system to automatically create an invoice based on the generation of a specific sales order or purchase order to save you time on repetitive tasks.

The tool is highly customizable too so you can perfectly tailor invoices to match your business or brand with logo, company name, colors, and much more. There are plenty of templates available for use too.

Invoices can also be emailed directly from the software with one click. All of your customer data is stored so you can simply choose the recipient and click send.  

Accounting

OneUp is a modern accounting software that automates all of the boring and time-consuming accounting work. It's focused on simplifying your life with its wide range of features, advanced analytics, and easy user interface.

This software has been designed for ease of use and is perfect for both small business owners as well as freelancers who want to save time on their accounting work.

OneUp software will automatically create your financial statement as soon as you input your data, no matter what type of account you are using. It also provides flexibility in terms of calculating your payroll, managing timesheets, and keeping track of expenses.

You can also set it up to automatically sync your bank to properly categorize all new transactions. This makes it much faster when you need to reconcile your account and manage cash flow or profits.

CRM

OneUp is also a CRM tool that is designed with knowledge management at the core. It uses technology to provide its users with a more efficient and comprehensive customer engagement experience.

OneUp’s software integrated features make it possible for businesses to enhance their customer interactions. Whether it be by providing greater insights or being able to connect with customers in real-time, OneUp has the capabilities of making businesses more productive and easier to manage.

The benefits for the companies using OneUp are clear - time saved from having to manually input data, increased productivity due to automation and fewer errors on invoices, boost in sales thanks to automated quotes, increased client retention rate due to better communication.

With all of your data in one place, it becomes much easier to run your business with one central tool like OneUp compared to using multiple tools to complete the same tasks.

Inventory

The OneUp platform allows users to view all of their inventory in one place on an easy-to-use interface. It also provides them with information such as purchase orders, order status updates, and much more. The software helps in processing stock quickly and efficiently while giving businesses peace of mind that they are compliant with all current regulations.

Inventory tracking and management are the most complex tasks in any business as they require highly detailed data entries. This calls for a robust tool that can handle these needs and provide accurate information in real-time. OneUp is such a tool that provides businesses with the ability to track inventory items with ease.

This helps companies maintain and track their inventory. OneUp also helps users to organize their storage space and makes it easier for them to find the items they need in the shortest amount of time.

Business Assistant

OneUp’s Business Assistant is a smart software that will help your business stay connected and on top of what is happening in the digital world. OneUp uses artificial intelligence to create a digital employee for your business that will send you important reminders, business updates, and data metrics at your request.

Not only will it send updates, but it can track all of your financials and create future projections based on current performance. You can also send documents like invoices using the Business Assistant to save time and automate the process even more.

OneUp states that the Business Assistant provides 95% accuracy with all financial tracking and the tool is readily available whenever you need it to help you with critical aspects of your business finances.

Why Is OneUp Good For Accounting?

OneUp aims to be the leading accounting software for small businesses. Its ease of use and flexible finance modules provide small business owners with a way to stay on top of their money. This means that they can improve their cash flow and obtain full control over their finances.

OneUp comes with a wide range of options and features to improve your small business financial management processes. However, this isn’t what it does best. The main reason it ranks as one of the best accounting software for small businesses is its full accounting support.

The finance modules help you record transactions, calculate monthly statements and track other important data. They can also provide you with cash flow, income, business, and expenses information. This gives small businesses a full range of tools for their accounting needs.

OneUp is perfect for businesses that are just starting out because it makes the process of getting set up with accounting software easier and faster than ever before. Their prices are also affordable so there's no need to worry about how much it will cost you.

OneUp has been able to make accounting more accessible than ever before through its intuitive platform and smart features such as CRM, inventory, easy invoicing, and more.

OneUp Plans and Pricing

OneUp provides many different plans and pricing tiers to accommodate a wide range of business owners and even freelancers. They are primarily targeting small businesses with many of their features but it is possible to grow quickly using the OneUp software.

Free Trial

The free trial is perfect because it gives users the maximum amount of users and permissions for free to test out the software for 30 days. It would be like paying for the top-tiered plan, except it is free for a full month.

This allows users to get a full glimpse into what OneUp is all about and see how each feature works within your business.

Self

Pricing for the Self plan begins at $9/mo per user and it is primarily designed for independent contractors, sole proprietors, and freelancers needing a basic plan to manage all personal finances.

This plan includes all features but there is no support available to learn the software better from a OneUp professional.

Pro

OneUp is unique because each plan includes all of the features, but pricing varies based on the level of customer support and the number of users needed. This plan is priced at $19/mo and includes licenses for two users.

You also get access to one on one customer support for any issues along with thorough training to learn the software for more efficiency.

Plus

The Plus plan is made for bigger businesses with bookkeepers, office managers, or sales reps who need access. It is priced at $29/mo and comes with 3 licenses for your entire team.

There are no hidden costs here and you can even get in touch with a OneUp professional to learn more about the software.

Team

The team plan is for businesses growing quickly and looking to scale. This plan is priced at $69/mo and comes with 7 licenses so you can onboard plenty of team members to handle all of your accounting requirements.

Unlimited

The unlimited plan is the most cost-effective, especially if you plan to grow quickly. It can be had for only $169/mo and it includes all available features and unlimited user licenses so your entire office team can get access to critical financial information when needed.

OneUp Pros and Cons

Pros

  • Intuitive invoicing tool
  • Reliable CRM integration
  • Low-cost pricing tiers
  • Made to help businesses scale
  • One-on-One customer support

Cons

  • No payroll

OneUp Alternatives

If you are not sold on OneUp, we consider these two options to be the most similar in terms of available features and pricing. Both Zoho Books and Kashoo are perfectly built to assist small business owners with all accounting.

Zoho Books

Zoho Books is a cloud-based accounting software that offers a variety of features. It helps businesses to manage accounts and finances in an easy way. It was created with small to medium-sized businesses in mind.

The software aims to help people be more productive by connecting all their data across multiple platforms like the desktop, mobile device, online platform, etc.

This is an easy-to-use accounting software that helps the average user keep track of their income, expenses, budgets, accounts payable, vendors, customers, etc. It also has some advanced features like creating custom reports for an extended analysis of your business performance.

It can be accessed from anywhere with a computer or mobile device and it even works offline. The UI is user-friendly for those who are new to using this type of software, while those who are experienced will appreciate the advanced features such as customizable reports with filters and breakdowns.

Zoho Books also integrates with the entire Zoho suite of tools so you can get a CRM similar to the way you can by using OneUp for accounting.

Kashoo

Kashoo is a professional accounting software designed for small businesses. It's also one of the most popular accounting software in the United States.

Kashoo also includes a comprehensive business intelligence feature that helps users create dynamic dashboards and scorecards to monitor their financial performance at any time and for any purpose.

This is a web-based personal finance software that helps you keep track of your expenses, income, and debt. It is also a tax preparation and filing software that can assist you in preparing for taxes with state-specific information from the IRS. The reviews focus on features such as how easy it is to create reports and the variety of reports available for different purposes

Kashoo is a low-cost option that aims to provide excellent accounting software and services to small businesses and freelancers, making it one of the top competitors to OneUp.

Charles Hall

Charles Hall

Charles has spent 25 plus years in the world of accounting and business. His experience includes working as a CPA/Auditor international accounting firms. He has worked as a controller and as a COO for small to medium sized companies.

Learn more about Charles Hall