For your team/Role 03/Finance

Show me the source.

Every rupee you book was earned on a job you never saw. So every number starts with the same question.
Priya Nair · Accounts & collections KAVACH PEST SOLUTIONS · 212 AMC CLIENTS Answers to Rahul GSTR-1 by the 11th Tally, every day
Close this month with Priya · 5 jobs ↓
JOB 1 OF 5 · FOLLOW THE RUPEE · INV-2291Sunrise Foods · ₹5,664
2/6 links you can check yourself. The other four live in someone’s memory, inbox or phone.
JOB 2 OF 5 · TICK, THEN CUT

Tick everything you said or felt this month.

Be honest. Nobody from ops can see this page.
0/11 YOU TICKED
Four days to close and nothing has come in. Tick what’s happened to you. PRIYA, ACCOUNTS · SHE TICKED ALL 11
Saysout loud, at your desk
Thinksbut doesn’t say
Doeson Monday
Feelsby 9 pm
Tap anything that sounds like your month.
JOB 3 OF 5 · CLEAR HER WAITING LIST

Month-end drags because six of your nine jobs wait on someone else.

Closed the month on the 2nd. First time.
— Priya · finance
Your board, as it looks on the 1st. Switch to UPGEAR and watch the cards move across.
6 Waiting on someone else Ops, sales, customers, a technician’s phone.
01 List the visits done this month WAITINGOps · four WhatsApp groups
02 Check each one against the agreed rate WAITINGSales · which quote version?
03 Find work done but never billed WAITINGOps · VLOOKUP across two sheets
05 Match bank credits to bills WAITINGCustomer · “what is this for?”
06 Answer “the visit wasn’t done” WAITINGTechnician · his phone, his gallery
09 Hand over to the CA for GSTR-1 WAITINGCA · sorts invoices by hand
3 In your hands Yours to do, once the others reply.
04 Raise invoices and get IRNs HERSELFGST portal, one by one
07 Enter everything into Tally HERSELFBy hand, a second time
08 Build the ageing for the owner HERSELFIn Excel, again
THE REAL PRODUCT · PRIYA’S TWO SCREENS

Two screens carry most of your month-end.

Ready to bill, and every row has its proof.Waiting rows name what is missing.
REAL UPGEAR SCREENS · DEMO WORKSPACE · SAMPLE DATA · /SERVICEVISITSFORBILLING/INDEX
JOB 4 OF 5 · PUT IN YOUR NUMBERS

Print a receipt for the money you never billed.

Fill in five numbers from your own month. The receipt shows every step of the sum.
YOUR MONTH, IN ONE PARAGRAPHtap − and +
My team closes 600 visits a month. An average bill comes to ₹3,200 . Out of every 100 visits, 15 get billed late, by about 21 days. And 2 never get billed at all.
Don’t know exactly? Guess. The receipt updates as you change a number.
UNBILLED WORK · RECEIPT PRINTED FOR YOU · YOUR ESTIMATES VISITS CLOSED / MONTH600NEVER BILLED (2%)12 visits× AVERAGE BILL₹3,200= LOST THIS MONTH₹38,400× 12 MONTHS NEVER BILLED / YEAR₹4,60,800 BILLED LATE (15%)90 visits× AVERAGE BILL₹3,200× 21 DAYS LATE ÷ 300.7 months CASH STUCK, ANY DAY₹2,01,600 The sums are yours. Check every line.
EACH COIN = ₹1 LAKH A YEAR5 COINS
₹₹₹₹₹
WHAT UPGEAR DOES ABOUT ITA visit closed with proof lands in the ready-to-bill queue and stays there, with its age showing, until someone bills it.
WHAT WE WON’T PROMISEA percentage back. That depends on your team working the queue, and your next quarter will show it better than this page.
JOB 5 OF 5 · FIND MONEY THAT’S ALREADY YOURS

Six overdue bills. Who’s really sitting on them?

Chased the right person. Paid in two days.
— Deepa · accounts
Tap a bill. A string runs to whoever is holding it up. Some of them lead back to your own office.
The customer ₹0 0 OF 3 BILLS · CHASE THESE
Your own office ₹0 0 OF 3 BILLS · FIX THESE TODAY
INV-2261 · WHAT THE RECORD SAYSHELD BY ? Kalher Warehousing · ₹42,480 Nine days late. The first reminder went out on the due date. The next follows on schedule. NEXTLet the reminder schedule run.
FOUND ON YOUR OWN DESK · 0 OF 3 Three of these six are held up inside your own office. Tap the bills on the board to find them.
THE FINE PRINT, AS A GAME

UPGEAR or Tally? Sort nine things and see who keeps what.

Guess for each card. Wrong guesses are useful too. They’re the questions your CA will ask.
Contract rates, every version
Visit photos and signatures
Invoices with their IRN
Receipts and TDS per bill
Payment reminders
Who changed what, and when
Ledgers
P&L and balance sheet
Filing GSTR-1
UPGEAR keepsthe work Sorted cards land here
Tally & your CA keepthe books Sorted cards land here
EVERY NIGHT
SALESRECEIPTSCREDIT NOTES
Sales, receipts and credit notes go across as a Tally XML file.
0 of 9 sorted
TWO THINGS WE HAVEN’T BUILT YET · TAP TO OPEN
“I see which jobs closed so I can bill them. I don’t need to know where anyone is.”PRIYA’S ACCESS · RATES AND BILLING SCHEDULES READ-ONLY · NO LIVE MAP See how roles work →
PASS IT ON

Your owner will ask one thing: will the numbers stay right?

1 · TO YOUR OWNER · PICK WHAT MATTERS
Rahul sir Sir, I checked UPGEAR from the accounts side. For us: •Every bill traces to a visit with proof•Tally stays. UPGEAR exports to it.•Payments match exact bills, TDS included Can we see it on our own contracts before we decide? – Priya ✓✓ Send to my owner ↗
2 · BEFORE RAHUL ASKS THE CA Rahul will ask the CA before he signs. Ask first.Before Rahul signs, he’ll want his CA’s nod. These are the three things a CA checks.
“Will Tally still match?”Sales, receipts and credit notes arrive as native Tally XML. Nothing is typed twice.“Will GSTR-1 take longer?”Each invoice is already tagged B2B, B2CL or B2CS.“What happens to short payments?”TDS is booked as receivable against the bill, ready to match with Form 26AS.
Ask our CA to check ↗
Or trace one of your own bills with us. Book a 1-hour demo →
Is this youTick what you felt this month.Suresh · Owner