Setting up your Upscale account

Get your business up and running on Upscale in a few steps.

Create your organization

Sign up, then add your business name, tax ID and base currency. Your organization is the container for everything: customers, items, invoices and team members.

Choose your products

Start with Upscale ERP, Upscale Billing, or both. You can add the other product anytime from settings; your customers and catalogue are shared.

Invite your team

Add teammates by email and assign location-level permissions so each person sees only what they need.

Still stuck? Reach out from the contact page and we'll help you get set up.