Put your bookkeeping on autopilot

Embrace the Revolution in Bookkeeping

Uplinq integrates AI with dedicated accounting specialists to deliver unparalleled quality with minimal fuss. Keep your records current, translate data into actionable insights, and receive advanced financial intelligence at your fingertips.

Schedule a Demo
ESSENTIAL

$350

Per Month

Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.

Automated Bookkeeping

Cash Basis

Standard COA

Uplinq Accounting System

Year End Financial Docs

Dedicated Bookkeeper

Schedule a Demo
PEACE OF MIND

$500

Per Month

For medium size businesses with greater than $500k in revenue interested in optimizing their tax filing.

Everything in the Starter tier

Cash or Accrual Basis

Custom COA

QBO Accounting System

Free Tax Consultation

Quarterly Financial Review

Schedule a Demo
TAX STRATEGIST
POPULAR

$800

Per Month

For businesses focused on tax optimization strategies; our comprehensive audit targets maximum tax reduction.

Everything in the Growth tier

Complex Accrual support

Custom Financial Reporting

Other Feature

Other Feature

Monthly Financial Close

Schedule a Demo
PERSONAL

CUSTOM

For individuals with one or multiple businesses,
or who’d like the confidence of a professional managing their tax
filing.

Everything in the Scale tier

Transaction Classification

Job Costing

Multi-location support

Multi-entity support

Controller Services

Schedule a Demo

Kickstart with Easy Automated
Onboarding

Begin your bookkeeping journey without any hassles. Uplinq's automated onboarding smoothly integrates your financial accounts, reads and interprets any missing financial statements, and maps it to your chart of accounts, all using unique Machine Learning technology.

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How Uplinq Works

Step 1: Get set up and connect your accounts
Your journey to effortless bookkeeping begins here. Our onboarding process is simple and intuitive. We'll guide you step by step as you connect your various business accounts to Uplinq. Our platform integrates smoothly with your banks, credit cards, and other financial institutions, pulling in all your transactions in one secure location.
Step 2: Configure your business for success
Once your accounts are connected, it's time to tailor Uplinq to your business's unique needs. We'll help you set key financial parameters, establish budget plans, and customize your reports. Our goal is to make the platform work for you, not the other way around. With Uplinq, your financial structure is optimized for success from day one.
Step 3: Monitor your business at any time
With everything in place, you can now monitor your business's financial health on the go. Uplinq provides real-time insights and automatic updates. Track your cash flow, analyze spending, and compare revenue trends, all in one easy-to-navigate dashboard. We ensure you're never left in the dark about your business's performance.
Step 4: Make year-end a breeze
Dreaded year-end financial chores become a thing of the past with Uplinq. We prepare your tax-ready financials well in advance, enabling you to review and approve them with ease. And if you opt for our Premium plan, we'll even handle your tax filing for you. With Uplinq, you can close each year on a high note and start the new one with confidence.
Need historical bookkeeping?
Is your business backed by more than two years of historical bookkeeping that needs to be tidied up? The Uplinq team has got you covered. Take a look at how we’ll get you back on track.
What is automated bookkeeping?
Automated Categorization
Combined with Specialist Oversight
Uplinq combines AI-led transaction categorization with
the reassurance of a personal accounting expert,
providing a seamless bookkeeping experience.
Uplinq’s AI Evolves with Your Business,
Learning and Personalizing Over Time
The power of Uplinq lies in its learning ability—our AI
adapts and gets smarter with each transaction and exception,
offering you an increasingly tailored service.

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LLM Integration for Streamlined
Transaction Clarification
Uplinq uses ChatGPT integration to manage transaction
exceptions effectively, guiding you to provide
necessary details for absolute financial accuracy.

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What You Get

One-on-one expert support
Our state-of-the-art automation simplifies your bookkeeping processes, while our dedicated experts provide unrivaled support. Say goodbye to guesswork and hello to streamlined accounting.
Learn More
Tax season, minus the stress
Our state-of-the-art automation simplifies your bookkeeping processes, while our dedicated experts provide unrivaled support. Say goodbye to guesswork and hello to streamlined accounting.
Learn More
Smart Solutions Tailored to Your Needs

Discover Your Business
Potential With Uplinq

We craft authentic creative solutions, with a core mission in building strong and provocative relationships between brands and customers

Uplinq does all the things you need

Uplinq has been built by entrepreneurs just like you to provide a better accounting solution for small businesses. We’re blend expert people and state-of-the-art technology to providing superior outcomes to our clients, and are dedicated to the success of the businesses on our platform.

Bookkeeping

Our state-of-the-art automation simplifies your bookkeeping processes, while our dedicated experts provide unrivaled support. Say goodbye to guesswork and hello to streamlined accounting.

Learn More

Tax

Uplinq’s experienced team of Tax Advisors will facilitate the preparation, review and filing of your income tax return on time, every time. We also provided bespoke consulting services to ensure you’re maximizing your business filings.

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Catch Up

Need months or years' worth of bookkeeping? Starting from scratch? We're here to clean it up for you. Regardless of your bookkeeping status, Uplinq can assist you in getting your financials cleaned up.

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Real Time Reporting

The Uplinq system has been built from the ground up to make viewing, analyzing, and consolidating financial data a breeze. Dig into your P&L and learn what’s driving your performance.

Learn More

Need tax help as well?

When you’re ready to take your tax needs to the next level, our all-in-one platform scales to fit your needs. You can ad tax filing, as well as more comprehensive tax solutions, to any bookkeeping plan. Want to start with Tax? Don’t worry, we support that too.

Take a look at Tax

Frequently Asked Questions

How does Uplinq complete bookkeeping in real time?
Do you offer bookkeeping in my state?
Do you offer bookkeeping in my state?
Do you offer bookkeeping in my state?
Do you offer bookkeeping in my state?
Do you offer bookkeeping in my state?
Add commonly asked questions here
FINANCIAL REPORTING

Financials that move your business forward

Take a look at how we're implementing this at scale

Dig into the numbers

From transactions to annual statements, every piece of financial data in the Uplinq solution is interconnected. Dig into your P&L and learn what’s driving your performance.

On-Demand Financials

At Uplinq, we believe bookkeeping is only as useful as its output, so we’ve spent time ensure transaction categorizations hit your books real time.

Multi-entity support

The Uplinq system has been built from the ground up to make viewing, analyzing, and consolidating multi-entity organizations a breeze. Kiss financial consolidation troubles goodbye.

FINANCIAL REPORTING

One tidy Year End Financial Package

Tax time can be chaotic. But fret not, our comprehensive Year-End Financial Package integrates all for you - ensuring a smooth tax season.

Make year-end comprehensive

The Year-End Financial Package includes precise notes and a broad view of your business details. Here’s what you’ll get:

- Income Statement

- Income Statement

- Income Statement

- Income Statement

- Income Statement

You can access your Year-End Financial Package in-app or download it as an Excel file. Curious about its format? Download a template now.

Blazing fast review
We can complete years bookkeeping in days - not weeks or months. When we need your input, our state of the art platform makes it easy to help.
Automated quality checks
Pulling together historical data is never easy, but our technology makes this easy. We’ll monitor your accounts for missing data and work with you to resolve any issues.
Automated quality checks
Pulling together historical data is never easy, but our technology makes this easy. We’ll monitor your accounts for missing data and work with you to resolve any issues.

Welcome to Catch Up Pro .

The smartest way to get your accounting back on track.

Catch Up Pro

The Uplinq solution to one or more years of unfiled tax returns.

Fast.
Simple.
Easy.

Schedule a Demo

Things our Clients Say

How Uplinq Works

Step 1: Get set up and connect your accounts
Your journey to effortless bookkeeping begins here. Our onboarding process is simple and intuitive. We'll guide you step by step as you connect your various business accounts to Uplinq. Our platform integrates smoothly with your banks, credit cards, and other financial institutions, pulling in all your transactions in one secure location.
Step 2: Configure your business for success
Once your accounts are connected, it's time to tailor Uplinq to your business's unique needs. We'll help you set key financial parameters, establish budget plans, and customize your reports. Our goal is to make the platform work for you, not the other way around. With Uplinq, your financial structure is optimized for success from day one.
Step 3: Monitor your business at any time
With everything in place, you can now monitor your business's financial health on the go. Uplinq provides real-time insights and automatic updates. Track your cash flow, analyze spending, and compare revenue trends, all in one easy-to-navigate dashboard. We ensure you're never left in the dark about your business's performance.
Step 4: Make year-end a breeze
Dreaded year-end financial chores become a thing of the past with Uplinq. We prepare your tax-ready financials well in advance, enabling you to review and approve them with ease. And if you opt for our Premium plan, we'll even handle your tax filing for you. With Uplinq, you can close each year on a high note and start the new one with confidence.
Need historical bookkeeping?
Is your business backed by more than two years of historical bookkeeping that needs to be tidied up? The Uplinq team has got you covered. Take a look at how we’ll get you back on track.

What you get with Uplinq Bookkeeping

Live bookkeeping backed by experts
Our state-of-the-art automation simplifies your bookkeeping processes, while our dedicated experts provide unrivaled support. Say goodbye to guesswork and hello to streamlined accounting.
Learn More
Financial reporting that matters
Gain deep insights into your business' past performance and present status with our comprehensive financial reports. Leverage this data to optimize your spending and fuel intelligent business decisions.
Learn More
Effortless year-end management
With our services, tax-ready financial reports are a given. Need assistance with your tax filing? Include Tax in your plan and let us handle it for you, ensuring a hassle-free year-end experience.
Learn More
Paid Monthly
Paid Annually
-15% OFF
STARTER

$350

Per Month

Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.

Automated Bookkeeping

Cash Basis

Standard COA

Uplinq Accounting System

Year End Financial Docs

Dedicated Bookkeeper

Sign Up
GROWTH

$500

Per Month

For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.

Everything in the Starter tier

Cash or Accrual Basis

Custom COA

QBO Accounting System

Free Tax Consultation

Quarterly Financial Review

Sign Up
SCALE
POPULAR

$800

Per Month

For large businesses with a large transaction volume. Up to 50,000 transactions or $10m per year in revenue.

Everything in the Growth tier

Complex Accrual support

Custom Financial Reporting

Other Feature

Other Feature

Monthly Financial Close

Sign Up
MULTI–ENTITY & SCALE

CUSTOM

For organizations or individuals with multiple businesses, or more transactions and revenue than supported by Enterprise.

Everything in the Scale tier

Transaction Classification

Job Costing

Multi-location support

Multi-entity support

Controller Services

Sign Up
Paid Monthly
Paid Annually
-15% OFF
STARTER

$350

Per Month

Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.

Automated Bookkeeping

Cash Basis

Standard COA

Uplinq Accounting System

Year End Financial Docs

Dedicated Bookkeeper

Sign Up
GROWTH

$500

Per Month

For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.

Everything in the Starter tier

Cash or Accrual Basis

Custom COA

QBO Accounting System

Free Tax Consultation

Quarterly Financial Review

Sign Up
SCALE
POPULAR

$800

Per Month

For large businesses with a large transaction volume. Up to 50,000 transactions or $10m per year in revenue.

Everything in the Growth tier

Complex Accrual support

Custom Financial Reporting

Other Feature

Other Feature

Monthly Financial Close

Sign Up
MULTI–ENTITY & SCALE

CUSTOM

For organizations or individuals with multiple businesses, or more transactions and revenue than supported by Enterprise.

Everything in the Scale tier

Transaction Classification

Job Costing

Multi-location support

Multi-entity support

Controller Services

Sign Up
Paid Monthly
Paid Annually
-15% OFF
STARTER

$350

Per Month

Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.

Automated Bookkeeping

Cash Basis

Standard COA

Uplinq Accounting System

Year End Financial Docs

Dedicated Bookkeeper

Sign Up
GROWTH

$500

Per Month

For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.

Everything in the Starter tier

Cash or Accrual Basis

Custom COA

QBO Accounting System

Free Tax Consultation

Quarterly Financial Review

Sign Up
SCALE
POPULAR

$800

Per Month

For large businesses with a large transaction volume. Up to 50,000 transactions or $10m per year in revenue.

Everything in the Growth tier

Complex Accrual support

Custom Financial Reporting

Other Feature

Other Feature

Monthly Financial Close

Sign Up
MULTI–ENTITY & SCALE

CUSTOM

For organizations or individuals with multiple businesses, or more transactions and revenue than supported by Enterprise.

Everything in the Scale tier

Transaction Classification

Job Costing

Multi-location support

Multi-entity support

Controller Services

Sign Up