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What is Upmind?

Upmind is an all-in-one business automation platform specifically designed for subscription-based and service-focused companies, integrating client management, invoicing, and service provisioning into a user-friendly, scalable, and highly adaptable system. The platform centralizes every customer record, transaction, and interaction within a unified dashboard that includes customizable fields, smart filters, and automated workflows that enhance follow-ups while reducing the need for manual tasks. Its automated billing features efficiently handle invoicing, renewals, reminders, and international tax calculations using personalized templates, ensuring prompt payment collection without necessitating direct client outreach. As soon as an order is placed, the service provisioning framework activates, overseeing the activation, suspension, or renewal of services through strong integrations that synchronize billing with operational procedures. With its API-first architecture, Upmind allows access to more than 1,500 RESTful endpoints and webhooks, enabling developers to craft unique automations, create custom interfaces, or integrate external applications effortlessly. This level of adaptability not only streamlines processes but also equips businesses with the tools necessary to evolve their workflows in response to specific requirements effectively. Ultimately, Upmind positions itself as a vital ally for businesses looking to enhance operational efficiency and improve overall service delivery.

What is Handl?

Handl is a financial operations platform designed with freelancers and small agencies, typically comprising 1 to 10 team members, in mind. This AI-driven tool integrates quoting, invoicing, payment collection, and project management into a single workspace, thus eliminating the complications associated with juggling multiple applications. Key features include: - Professional quotes and invoices that offer easy one-click payment options - Automated reminders for payments sent both before and after invoice due dates - Real-time monitoring of scope changes to prevent billing disputes - AI-enhanced follow-up messages that maintain a professional yet friendly tone - A detailed dashboard that showcases insights into outstanding invoices, payment statuses, and overall cash flow Developed by an agency founder with over two decades of experience in client services, Handl directly addresses the operational hurdles that often consume valuable time in small service businesses, with a particular emphasis on balancing payment collection with maintaining strong client relationships. This cutting-edge platform not only simplifies financial management but also boosts overall operational efficiency for small enterprises, enabling them to focus more on their core services and less on administrative burdens.

Media

Media

No images available

Integrations Supported

ConnectReseller

Integrations Supported

ConnectReseller

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per month
Free Trial Offered?
Free Version

Pricing Information

$29/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Upmind

Date Founded

2018

Company Location

United Kingdom

Company Website

upmind.com

Company Facts

Organization Name

Dazlab

Date Founded

2018

Company Location

Australia

Company Website

handl.works/

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Categories and Features

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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