Enter bank credentials to let OneUp ACCOUNTING retrieve daily bank transactions, or upload a CSV file.
TEACH One UP
categorizE bank entries
Teach ONE UP to match bank entries. If ‘CB Office Depot ’ is on the uploaded bank entry, create a New Expense creating ‘Office Depot’ and select the ‘Office Supplies expense category’.
The next time you connect with your bank, OneUp ACCOUNTING remembers your choice.
RECONCILE IN NO TIME
VALIDATE SUGGESTIONs
After a few days of learning your behavior, you’ll see green buttons prompting you to validate or refuse OneUp’s suggestions. OneUp ACCOUNTING is so smart it matches a bank transaction with existing overdue invoices, vendor bills, or bank transfers or creates a new one if needed.
STAY IN CONTROL EVERY DAY
OF CASHflow and PRofit
OneUp delivers cashflow and profit information daily. Stay on the top of your finances and be informed instantly.
OneUp calculates sales tax for every period so you know exactly what needs to be paid.
DONE AND DONE!
BOOKS ARE CLOSED IN a MINUTE
When year-end closing comes, be ready in a snap. Your accountant can log in to OneUp ACCOUNTING to audit your books or export all the financial records to their preferred software.
