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Average Ratings 0 Ratings
Description
Upmind serves as a comprehensive business automation solution tailored for subscription and service-oriented enterprises, merging client management, invoicing, and service provisioning into a single, efficient, scalable, and highly customizable platform. Each customer record, transaction, and interaction is consolidated in one cohesive dashboard, featuring personalized fields, intelligent filters, and integrated workflows that streamline follow-ups and minimize manual intervention. Automated billing processes manage invoicing, renewals, reminders, and international tax calculations using custom templates, ensuring timely payment collection without the need to pursue clients actively. The service provisioning system activates as soon as an order is received, managing the activation, suspension, or renewal of services through robust integrations that align your billing with operational processes. With an API-first design, Upmind provides access to over 1,500 RESTful endpoints and webhooks, allowing developers to create tailored automations, design unique interfaces, or seamlessly integrate external applications. This flexibility empowers businesses to adapt their workflows to meet specific needs efficiently.
Description
Zoho Billing is an all-in-one billing and revenue management platform for the entire quote-to-cash process, serving businesses from startups to large global enterprises.
One platform, every billing model
It natively supports one-time invoices, recurring billing, subscription management, usage monetization and project billing. A single invoice can combine a subscription plan, project hours, a setup fee, and tracked usage — no manual collation needed.
Subscriptions and payments
The full subscription lifecycle is automated: free trials, upgrades and downgrades with proration, mid-cycle changes, renewals, grandfathering, and cancellation workflows. Dunning sequences retry failed payments via fallback methods to recover at-risk revenue. Real-time dashboards surface MRR, ARR, churn, and customer lifetime value. Zoho Billing connects with Stripe, PayPal, Razorpay, and more, supports multiple currencies, and includes PCI DSS-compliant checkout and a self-service customer portal.
Usage-based billing
It provides support for metered, pay-as-you-go, tiered, volume, and prepaid credit models let businesses charge for modern consumption types — inputs, messages, actions, and outcomes.
Automation, AI, and compliance
CPQ turns approved quotes into invoices without re-entry. Workflow automation handles invoice generation, approvals, and event-triggered communications. AI surfaces anomalies, forecasts revenue, and summarizes reports, alongside Zia, a conversational billing agent. GST, VAT, US sales tax, e-invoicing, and localized templates support compliance for global teams.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Arrivy
No
Avalara
No
Easyflow
No
Evernote
No
Evoltsoft
No
Kissflow
No
LeadMaster
No
Microsoft 365
No
Microsoft Outlook
No
PayPal
No
Integrations
Arrivy
Yes
Avalara
Yes
Easyflow
Yes
Evernote
Yes
Evoltsoft
Yes
Kissflow
Yes
LeadMaster
Yes
Microsoft 365
Yes
Microsoft Outlook
Yes
PayPal
Yes
Pricing Details
$25 per month
Free Trial
No
Free Version
Yes
Pricing Details
$25 per month
Standard - $25 per organization / per month (billed annually)
Premium - $59 per organization / per month (billed annually)
Enterprise - Custom
Premium - $59 per organization / per month (billed annually)
Enterprise - Custom
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Upmind
Founded
2018
Country
United Kingdom
Website
upmind.com
Vendor Details
Company Name
Zoho
Founded
1996
Country
India
Website
www.zoho.com/billing/
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
No
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
Recurring Billing
Customer Portal
Yes
Deferred Billing
Yes
Discount Management
Yes
Dunning Management
Yes
Invoice History
Yes
Multi-Currency
Yes
Multi-Period Recurring Billing
No
Payment Processing
Yes
Recurring Donations
Yes
Subscription Billing
Yes
Subscription Management
Cancellation Management
Yes
Discount / Coupon Management
Yes
Dunning Management
Yes
Enrollment Management
No
Product Catalog
Yes
Recurring Billing
Yes
Revenue Recognition
No
Revenue Recovery Tools
No
Self Service Portal
Yes
Subscription Plan Management
Yes
Tax Management
Yes
Trial Management
Yes
Usage Tracking/Analytics
Yes