Your whole business in your pocket. The IDup app puts accounting, invoicing, CRM, projects and messaging on your phone — so you can approve, bill, capture and respond from anywhere, on iOS and Android.
Most business software treats mobile as a viewer: a dashboard you can look at, with the real work waiting until you are back at a desk. That is exactly the wrong way round for the people who need it most. Trades, consultants, agencies, field sales and anyone who runs a business between appointments do the majority of their revenue-generating work away from a screen — and then spend their evenings catching up on the administration it created.
The IDup app is built for that reality. Photograph a receipt the moment you pay and it is read, coded and booked. Send the invoice from the client’s car park while the job is still fresh. Approve a supplier bill between two appointments. Answer a WhatsApp enquiry with the customer’s full history in front of you. The evening backlog disappears because the work was already done in the gaps of the day.
Your dashboard, invoices, customers, projects and documents on mobile — not a cut-down summary. The same data and the same permissions as on desktop, updated live in both directions.
Photograph an expense and the AI reads vendor, amount, net, VAT rate and date and books it with the document attached. The paper can go in the bin immediately — the evidence is already archived.
Payments, approvals, new enquiries and customer messages in real time, so you act while it still matters. Turn off what you don’t need — notifications are configurable per type, not all or nothing.
Native apps for both platforms, plus the full web version in any browser. Your team uses whatever devices they already own, with no additional licences and nothing to administer.
Approve, invoice and respond to clients wherever you are — no desk required, no remote desktop, no waiting until Friday. The things that block a business are usually small decisions that need one person: a quote to confirm, a payment to release, a question to answer.
When those can be handled in ninety seconds from a phone, the whole company moves faster. Work is not queued behind your return to the office, and colleagues stop being blocked by an approval that takes you a moment and them a day.
It also changes cash flow in a way that is easy to underestimate. An invoice sent the same day as the job is finished is paid, on average, considerably sooner than one sent when the paperwork gets done at the weekend.
Snap a receipt the moment you get it and it is booked before you are back in the car. Fuel, materials, parking, a client lunch — each one photographed at the counter, read by the AI and posted with the document attached.
The gain is not only time. It is the expenses you currently lose entirely: the faded receipt in a jacket pocket, the one that went through the wash, the one nobody could identify three months later. Every one of those is deductible money you paid for and never claimed.
Hours, mileage, photos of site work and notes can be captured the same way, so the record of what happened is created where it happens rather than reconstructed later from memory.
Push notifications keep you on top of payments, approvals, enquiries and messages — the events where reacting quickly is worth real money, filtered so the important ones are not buried in noise.
A new enquiry arriving on a Friday evening can be acknowledged in a moment instead of on Monday, which is often the entire difference between winning and losing that job.
And because the app is the same platform, not a companion tool, whatever you do on the phone is immediately correct everywhere: booked in accounting, visible to your team, attached to the customer, and reflected in your figures.
For most owner-run businesses the working day has two shifts. The first is the paid one: clients, sites, calls, delivery. The second starts after dinner and consists entirely of the administration the first shift produced — receipts, invoices, quotes, replies.
The second shift exists only because the work and the recording of the work happen in different places at different times. Remove that gap and the shift disappears.
That is what the app is for. The receipt is booked at the counter, the invoice is sent from the driveway, the enquiry is answered between two appointments, and the time is logged when the job ends. By the time you get home, the administration has already happened — and the evening belongs to you again.
The mobile app is one part of IDup, not the whole product — and you don’t pay extra for it or for the rest. The same login gives you accounting with AI receipt capture, invoicing and online payments, tax filing and annual statements, financial reports, a complete CRM with leads, estimates, contracts and projects, a helpdesk, a client portal, employee and payroll management, permissions and multi-tenant workspaces.
It also gives you the modern layer most business apps simply don’t have: IDup AI as an assistant across the whole platform, an AI chatbot for your website, automated workflows that run recurring work for you, a social media agent, marketing campaigns, and a shared inbox that brings WhatsApp, SMS, email and social conversations into one place.
The practical effect is that mobile is not a compromise. Whatever you do on the phone is the same record everyone else works with — GDPR-compliant, on secure servers worldwide, in 27 languages, with no prior knowledge required.
Claire T.
I used to wait until I got back to the office to check reports and approve payroll. Now I do it all from my phone, even when I’m traveling. The app is smooth, fast, and easy to use.
Raj P.
Creating and sending invoices from the app has saved me hours each week. Clients get them instantly, and I get paid faster. The instant notifications are a big plus too!
Aisha M.
I was skeptical about using a mobile app for sensitive financial data, but the security features are top-notch. I feel confident accessing reports and documents anywhere.
Daniel R.
Our team works across multiple sites, and the mobile app keeps everyone synced. Whether it’s approving leave requests or checking project updates, it’s all at our fingertips.
IDup unifies accounting, invoicing and payments, AI receipt capture, tax filing, annual statements and financial reports with a full CRM — leads, estimates and contracts, projects, tickets, calendar and a client portal. On top of that sit IDup AI, an AI chatbot, automation and a social media agent, a shared inbox for WhatsApp, SMS, email and social, marketing campaigns, employee and payroll management, permissions, multi-tenant workspaces, a document vault, cloud access and a mobile app for iOS and Android.
The app is not a separate product — it is the same platform and the same database on a smaller screen, for one price under one login.
Yes. The mobile apps for iOS and Android are included in every plan, for every user, with no additional licence or per-device fee.
Your team can install it on the phones they already own, and access is governed by the same roles and permissions as on desktop — so a field employee sees their tickets and time, not your price list or your salaries.
Practically everything you need away from a desk: view your dashboard and figures, create and send invoices, capture receipts and expenses, look up customers and their full history, manage leads, projects, tasks and tickets, track time, approve documents and payments, and answer messages from the shared inbox.
Deep configuration work — setting up roles, designing automations, closing the year — is more comfortable on a larger screen, but nothing is locked away from you.
Good enough to replace typing. Photograph the receipt and the AI extracts vendor, amount, net, VAT rate and date, proposes the correct account and books it with the image attached as proof.
Anything unclear is flagged rather than guessed, so you confirm a short list instead of checking everything. Crumpled paper, thermal receipts and foreign-language documents are handled — and the physical copy becomes optional immediately.
Receipts, photos and notes can be captured without a connection and upload automatically as soon as you are back online, which covers the situations that matter most — a basement, a building site, a train.
Live data such as figures and customer records requires a connection, as it does on the web. Nothing is lost either way: your capture queue is preserved on the device until it has been uploaded.
Yes. Connections are encrypted, data is stored on secure servers worldwide, and access follows the same granular permissions as on desktop. A lost phone is a device problem, not a data problem — you revoke that user’s access in one action.
Every action performed in the app appears in the same audit trail as work done on the web, so mobile use does not create a blind spot in your records.
No. The app is built for people who are standing up, in a hurry, with one hand free. The main actions — capture, send, approve, reply — are one tap from the start screen.
IDup AI is available in the app too, so you can simply ask for a customer, an invoice or a figure instead of navigating to it.
Minutes. Download the app for iOS or Android, log in with your IDup account and you are working — there is nothing to configure and no separate mobile setup.
Most people book their first receipt from a phone on the same day they install it, which is usually the moment the platform starts paying for itself.
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