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What is ONE UP?

AI expertly transforms bank feeds into precise accounting records with an impressive accuracy rate of 95%, a benchmark acknowledged by Forbes. This fully automated solution can be customized to meet the unique requirements of each client, leading to usage rates that far exceed those of conventional banking systems. Notably, an impressive 85% of users engage with their accounts on a monthly basis, underscoring the platform’s efficacy. The emergence of open banking, spurred by neobanks like Google, Intuit, PayPal, and Square, introduces new challenges that can impact your business banking revenue, particularly in the realms of deposits, loans, and payment processing. To bolster your net banking revenue, it is essential to capitalize on real-time cross-selling opportunities and fully harness the potential of your current small business customers through Smart Advices™ by OneUp. The OneUp platform utilizes an API framework, ensuring rapid integration while allowing for the customization and flexibility needed for your strategies. With the advanced data processing capabilities of OneUp AI, it accurately translates bank feeds into detailed accounting entries, clearly displaying income, expenses, and overall profitability for designated periods and selected currencies. This groundbreaking method not only simplifies financial management but also equips businesses with the insights required to make strategic, data-driven decisions in real time, ultimately fostering growth and efficiency.

What is Cashboard?

Our platform allows both your team members and clients to easily utilize features for time tracking, task management, and invoice processing from virtually anywhere. We have crafted an exceptional solution designed to enhance your organizational efficiency. Cashboard harmoniously combines all aspects of your business operations, giving you the ability to oversee everything—from client proposal approvals to unpaid invoices. Developed with a focus on addressing your specific organizational hurdles, Cashboard is tailored to meet your needs. Our commitment to boosting productivity empowers you to achieve outstanding results. Many so-called "user-friendly" options tend to fall short as your requirements change, leaving you reliant on inadequate tools. In contrast, we focus on delivering unparalleled flexibility and robust functionality while ensuring a user-friendly experience for both your employees and clients, fostering a holistic environment that evolves alongside your business. With Cashboard, you will not only keep pace with the competition; you will surpass it and set new standards in your industry. Your organization's growth will be supported by a comprehensive system that evolves with you.

Media

Media

Integrations Supported

Google Workspace
Square Appointments
Square POS
Square Payments
Square Payroll
Square for Retail

Integrations Supported

MerchantPlus

API Availability

API Availability

Pricing Information

$9 per month

Pricing Information

$8.25 per user per month

Supported Platforms

SaaS
Android

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

ONE UP

Date Founded

2011

Company Location

United States

Company Website

www.oneup.com

Company Facts

Organization Name

Casa Curren, LLC

Company Website

cashboardapp.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
General Ledger
Nonprofits
Purchase Orders

Accounts Receivable

Not specified

Billing and Invoicing

Billing Portal
Contact Database
Customizable Invoices
Dunning Management
Invoice History
Multi-Currency
Online Invoicing
Payment Processing
Project Billing
Tax Calculator

CRM

Not specified

Expense Report

Not specified

Inventory Management

Alerts/Notifications
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Reporting/Analytics
Retail Inventory Management

Open Banking

Not specified

Open Finance

Not specified

Time and Expense

Not specified

Time Tracking

Timesheet Management

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Dunning Management
Invoice History
Online Payments
Payment Processing
Tax Calculator

Time and Expense

Billable Hours Tracking
Invoice Processing
Project Tracking
Time Tracking by Client
Time Tracking by Project

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