Company finances
Income and expenses, an operations journal, bank imports, and linking movements to projects — financial clarity next to sales, not in a disconnected spreadsheet.
Money on the owner’s radar
Without a regular cash picture, decisions rely on gut feel. The journal, filters by project and category show where margin goes.
Bank imports reduce manual typing and mistakes; sales and finance share the same customer links.
Connected to sales and tasks
When deals and projects live in one system, it is easier to understand total cost to serve: time, purchases, payments.
Owners can compare revenue and costs by direction without maintaining a separate “shadow” spreadsheet.
Security and access
Roles limit who sees financial data — critical for distributed teams.
API details and audit trails — in the docs and on the integrations page.
Before and after: money next to sales
| Before | After with Uptimo |
|---|---|
| Transactions live in spreadsheets and bank exports, unlinked to deals and projects | One ledger alongside CRM and projects |
| Every statement line typed in by hand | Import and matching where integrations are available |
| Owners get a monthly stitched-together summary | Filters by project and category without a separate pivot sheet |
| Sales and finance argue over different numbers | Shared links to customers and deal context |
Typical outcomes for finance and owners
- One view of movements by project and category without merging multiple sheets.
- Less manual entry when imports and matching are available for your banks.
- Easier conversations with the team and investors about margin — data sits next to CRM, not in a “shadow” file.
Legal and tax reporting remains your accountant’s domain; the module supports managerial transparency, not regulated bookkeeping replacement.
Frequently asked questions
- Do you support bank imports?
- Yes — import and matching flows are available (exact banks depend on your plan and enabled integrations). See the docs for the current list.
- Can I tie a payment to a project?
- Yes — linking operations to projects and deal context helps you see profitability by line of business.
- Is this a replacement for accounting software?
- Uptimo gives managerial transparency and operational ledger next to CRM; statutory books still follow your accountant’s process.
Pricing
Free
Для старта — базовая CRM/ERP и операционный контроль без оплаты
- 1 проект для старта
- 1 канбан-доска
- Базовая CRM-воронка и задачи
- Финансовый журнал вручную
- До 2 проверок сервисов
- История проверок 7 дней
- 1 страница статуса
- Без приглашения в команду
- Без виджетов Live Chat
- Без серверного агента
Pro
Для команд — CRM, проекты, чаты и расширенный операционный контроль
- Всё из Free, и ещё:
- До 50 проектов
- До 5 канбан-досок
- До 3 участников в команду
- До 5 виджетов Live Chat на сайт
- Расширенная CRM и командная работа
- Финансы по проектам и категориям
- До 50 проверок, SSL и домены
- 3 страницы статуса
- Серверный агент для 1 сервера
Team
Для бизнеса — больше проектов, ресурсов, команды и White Label
- Всё из Pro, и ещё:
- До 100 проектов
- До 20 канбан-досок
- До 20 участников в команду
- До 50 виджетов Live Chat на сайт
- Больше рабочих пространств для отделов
- До 500 проверок сервисов
- 20 страниц статуса и White Label
- История и инциденты 180 дней
- Мониторинг до 10 серверов
Запустите CRM/ERP за пару минут
Без контрактов и привязки карты. Создайте проекты, добавьте сделки, задачи и команду — так вы быстро оцените единый контур управления бизнесом.