Uplinq’s AI connects to your bank, credit-card, and commerce platforms, then takes over the grunt work—pulling every transaction in real time, auto-categorizing it to the right GL account, flagging duplicates, matching receipts and invoices, reconciling daily, and surfacing ready-to-file tax insights. You wake up to books that are already done.

Yes. Whether you’re six weeks or six years behind, our catch-up engine ingests historical statements, runs them through the same AI pipeline, and has a human reviewer sign off before we close each past period.

You can, but you don’t have to. Our licensed CPAs review your books and can handle filings end-to-end. If you already love your external CPA, we’ll sync clean, ready-to-go books to them. Many customers, however, switch to our in-house tax team because it’s faster, cheaper, and everything lives under one roof.

Absolutely. We use 256-bit AES encryption and TLS 1.3 (the same protocols trusted by top banks), operate on read-only financial connections, hold SOC 2 Type II certification, and undergo continuous penetration testing. Your credentials are tokenized and never stored in plain text—Fort Knox for your finances.

Any small business owner who wants iron-clad books, real-time insights, and a full-service accounting team without adding headcount.