All-in-One Modern Accounting & Digital Finance — Made Simple

#Education & Coaching

Teach and coach — not administrate

IDup gives trainers, coaches and education providers one platform for participants, bookings, invoicing, materials and communication — so the business side of teaching takes minutes instead of evenings.

Education businesses are administratively heavier than they look. Every course or coaching relationship produces enrolments, schedules, invoices, payment reminders, materials, certificates, cancellations, waiting lists and a stream of individual questions. Multiply that by a group and by a term, and the teaching starts to feel like the smaller half of the job.

IDup automates the half nobody trained for. Enrolments and enquiries land in one pipeline, invoices and instalments go out and chase themselves, recurring coaching packages bill automatically, materials and certificates live in an encrypted archive, and every message — email, WhatsApp, social — sits next to the participant it belongs to.

Trusted by 1,000+ teams worldwide

Everything in one login

Participants, courses, bookings, invoicing, materials and communication in one platform instead of a booking tool, a spreadsheet, a mailbox and an accounting package.

One record per participant means their enrolment, payments, attendance, documents and conversations are in the same place — including for someone who returns two years later.

One dashboard

Enrolments, unpaid invoices, upcoming sessions and open questions on one screen.

Cloud & mobile

Work from a training room, from home or on the road, on any device.

Let AI do the busywork

The AI chatbot answers standard questions on your website — dates, prices, prerequisites, how to book — around the clock and captures the contact details for you.

Receipts and supplier invoices are read and booked automatically, and IDup AI drafts replies and summaries so the inbox stops being an evening task.

AI-assisted

Enquiries captured and qualified, documents read and filed automatically.

Automated

Reminders for sessions, payments and follow-ups run themselves.

Connected end to end

An enquiry becomes a booking, the booking becomes an invoice or an instalment plan, and the payment books itself — with the participant record updated at every step.

Nothing has to be transferred between systems, so an enrolment that arrives at midnight is already a confirmed, invoiced participant by the morning.

GDPR-compliant

Participant data and documents encrypted on secure servers worldwide, with permissions.

Scales with you

From one-to-one coaching to full course programmes and a team of trainers.

Core Features

Bookings and enrolments

Enquiries and sign-ups from your website, chatbot or inbox land in one pipeline with a stage and a next step, so no participant is lost between interest and confirmation.

Invoices and instalments

Bill courses, packages and coaching retainers automatically — single payments, instalment plans or recurring cycles, with online payment and automatic reminders.

Materials and certificates

Course documents, worksheets and certificates stored encrypted and shared through the client portal, where participants can access them themselves.

One conversation history

Email, WhatsApp, SMS and social messages attached to the participant record, so any trainer can pick up a thread without asking a colleague.

More teaching, less paperwork

IDup automates the routine — invoicing, reminders, enrolment admin, filing — so your hours go into preparation and delivery.

In education the administrative load scales linearly with participants, which is why growth so often makes the work worse instead of better. Automating it breaks that link.

The result is that a larger cohort or a second course costs preparation time, not administration time — which is the only way a small provider grows without hiring an office.

Everything in view, anytime

Enrolments, revenue, unpaid invoices, upcoming sessions and messages — clearly in one place, on desktop and mobile.

You know which course is filling and which is not, who has paid and who has not, and which enquiry is still waiting — early enough to promote, reschedule or follow up.

Every figure traces back to the participant and the document behind it, so a question about a payment or a certificate is answered immediately.

Recurring revenue that collects itself

Coaching packages, memberships and multi-session programmes are the most stable revenue an education business can have — and the most administratively annoying, because each one needs to be billed on its own cycle and followed up when a payment fails.

Done manually, that means a monthly ritual of checking who owes what, sending invoices and writing polite reminders. Done badly, it means revenue quietly leaking from people who simply stopped paying and were never noticed.

IDup runs the cycle for you. Recurring invoices go out on schedule with online payment attached, failed or late payments trigger escalating reminders automatically, and everything books into your accounts as it settles — so predictable revenue actually behaves predictably.

Everything else is already included

You don’t pay extra for the rest of the platform. The same login gives you accounting with AI receipt capture, invoicing and online payments, tax filing, annual statements and financial reports, a full CRM with leads, estimates and contracts, projects, tickets, a client portal, employee and payroll management, permissions and multi-tenant workspaces.

It also gives you the growth layer: IDup AI as an assistant, an AI chatbot for your website, automated workflows, a social media agent, marketing campaigns and a shared inbox for WhatsApp, SMS, email and social.

So marketing your next course, delivering it and getting paid for it happen in one system — in 27 languages, in 20 currencies, GDPR-compliant, on secure servers worldwide, on desktop and in the mobile app.

14 Days Free Trial

Ready to teach more, administrate less?

idup

All-in-One Accounting, Payroll & Digital Finance — Simplified

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