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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 Deltek Vision?

Effortlessly manage client connections, monitor opportunities, estimate project expenses, and cultivate client relationships. By enhancing customer satisfaction and minimizing project risks, timely and budget-friendly project delivery becomes achievable. Accelerated reporting enables the provision of role-specific metrics to decision-makers, while project managers encounter significant hurdles in ensuring that projects are completed on time and yield maximum profitability. A clear vision is essential for their achievements. - Access to real-time data allows for the early identification of issues, facilitating prompt corrective measures. - Utilize tools designed to oversee project status and employee utilization effectively. Furthermore, all financial, project, and resource planning information can be consolidated within a single comprehensive system, ensuring streamlined operations and enhanced oversight.

Media

Media

Integrations Supported

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

Integrations Supported

Blackbox Connector
Bottomline Paymode
Emburse Expense Enterprise
FMIS Asset Management
Longview Tax
Manufacturo
Sourcing Force

API Availability

API Availability

Pricing Information

$9 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

ONE UP

Date Founded

2011

Company Location

United States

Company Website

www.oneup.com

Company Facts

Organization Name

Deltek

Date Founded

1989

Company Location

United States

Company Website

www.deltek.com/en/products/project-erp/vision

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

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
Fixed Asset Management
General Ledger
Multi-Currency
Nonprofits
Project Accounting
Purchase Orders

Billing and Invoicing

Billing Portal
Contact Database
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Multi-Currency
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator

Budgeting

Asset Planning
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Version Control

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Profitability Analysis
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Enterprise Asset Management
Financial Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Time Tracking
Workflow Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Nurturing
Lead Segmentation
Pipeline Management
Source Tracking

Payroll

Reporting/Analytics

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Task Management
Templates

Reconciliation

Not specified

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Time Tracking

Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

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