Transaction tools
AI categorizes bank feeds into accounting records.
Business finance software provides accounting tools, financial reports, cash flow forecasts, invoicing, bill payment, and VAT filing. Its Business Assistant categorizes bank transactions and displays income, spending, and profitability. Users can generate customizable cash flow forecasts, track sales tax through invoicing, scan bills, and pay them online. The platform is API-based and can be embedded in or connected to a bank's online portal, with features selected and customized for small business customers. OneUp also offers online VAT filing directly with HMRC for UK customers using Making Tax Digital. The business is based in San Francisco, and its website describes software for banks and small businesses rather than in-person tax services.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of OneUp and not provided by the business.
AI categorizes bank feeds into accounting records.
Automated forecasts can be customized for each client.
Online HMRC filing for UK customers using Making Tax Digital.
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