Uplinq Automate your bookkeeping and tax for a better bottom line, in less time.

What is Uplinq?

Uplinq offers an automated financial management solution designed to streamline accounting operations for businesses. It utilizes proprietary AI, incorporating advanced Large Language Model capabilities, to gain an immediate understanding of a business's financial landscape. This technology automates daily tasks such as expense categorization, transaction management, and the generation of financial reports, significantly reducing manual workload.

The platform integrates directly with financial accounts and other business tools, including QuickBooks, ensuring seamless data synchronization. While automation handles routine tasks, Uplinq incorporates human oversight for critical functions like finalizing financial statements and optimizing tax strategies. This hybrid approach aims to provide both efficiency and accuracy, offering businesses real-time access to crucial financial data like P&L statements and transaction reports whenever needed.

Features

Automated Bookkeeping: Automates daily tasks like expense categorization and transaction management.
Real-time Reporting: Provides on-demand access to financial reports like P&L statements.
Tax Compliance & Strategy: Ensures books are compliant and uses AI plus human expertise to optimize tax outcomes.
Catch-up Pro Service: Brings outdated books (weeks, months, or years behind) up to date quickly.
Seamless Integrations: Syncs directly with financial accounts and tools like QuickBooks.
Proprietary AI Technology: Leverages LLMs and large datasets for understanding business financials and automation.
Human Oversight: Infuses human expertise for critical tasks like tax strategy and statement finalization.

Use Cases

Automating daily bookkeeping tasks for small to medium-sized businesses.
Ensuring real-time tax compliance throughout the year.
Optimizing tax strategies for better financial outcomes.
Catching up on overdue or outdated financial books.
Generating on-demand financial reports (P&L, transactions).
Managing finances for businesses with multiple entities.
Streamlining accounting for entrepreneurs and startups.

FAQs

Is support provided with Uplinq? Will I be able to talk to my bookkeeper?

Yes, support is included in your subscription. You will have direct access to a specialized accounting advisor, with a response time goal of within one business day.
Who can benefit from Uplinq’s services?

Uplinq serves a diverse range of clients, including construction firms, real-estate companies, e-commerce platforms, professional service providers, and non-profits, supporting various business sizes.
How does Uplinq complete bookkeeping?

Uplinq uses its proprietary software for bookkeeping. While no additional software is needed, they can maintain your existing QuickBooks Online (QBO) account for an additional fee. Reports can be exported to Excel.
Do you offer both accrual and cash bookkeeping?

Yes, Uplinq supports both cash and accrual bookkeeping methods. Accrual is often recommended for growing businesses.
Do you support international companies?

Uplinq services U.S.-based entities, even if globally located. They can provide consolidated financial reporting for U.S. companies with foreign subsidiaries but do not currently service entities based outside the United States.
Do you support entrepreneurs with multiple businesses?

Yes, the platform is designed to handle multi-entity management effectively, catering to clients who manage multiple businesses.