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OneUp

Try OneUp free
  • Free plan available
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What is OneUp?

OneUp is a business banking and accounting platform designed for small and medium-sized businesses. It combines banking functionality with financial management tools, including cash flow forecasting powered by artificial intelligence, invoicing, and expense tracking. The platform aims to reduce time spent on administrative and accounting tasks, allowing business owners and finance teams to focus on growth and strategic decisions. The tool integrates banking features directly into a single dashboard alongside accounting capabilities. This integration is intended to simplify workflows that normally require switching between multiple systems. OneUp is particularly suited to businesses looking to consolidate their financial management and banking operations in one place, rather than managing separate tools for each function.

Key features

AI cash flow forecasting

Predicts future cash positions based on historical data and business patterns

Invoice management

Create, send, and track invoices within the platform

Banking integration

View bank accounts and transactions directly in the dashboard

Expense tracking

Record and categorise business expenses automatically

Dashboard reporting

Centralised view of financial health and key metrics

Multi-user access

Allow team members to access relevant financial information

Pros & cons

Advantages

  • Combines banking and accounting in one interface, reducing context switching
  • AI-powered cash flow forecasting helps with financial planning and decision-making
  • Freemium model allows small businesses to start without initial investment
  • Designed specifically for SMB needs rather than enterprise-focused platforms

Limitations

  • Integration capabilities with third-party accounting software may be limited
  • Availability of banking integration depends on your financial institution
  • Free tier likely has restricted features or user limits

Use cases

Small business owners wanting to monitor cash flow and plan for seasonal fluctuations

Freelancers and consultants managing invoicing and business banking in one place

Growing SMBs looking to consolidate multiple financial tools into a single system

Finance teams in small companies needing better visibility into company spending and income

Businesses seeking to reduce time spent on manual accounting data entry

Ready to try OneUp?

Try OneUp free

Pricing

Free

Free

Basic banking and invoicing features; likely limited to essential tools for getting started

Paid Plans

Contact for pricing

Full access to AI cash flow forecasting, advanced reporting, multiple users, and enhanced banking integration

Get started with OneUp

Click through to OneUp and start using it now.

Try OneUp free
  • Free plan available
  • No credit card