Bookkeeping, Simplified

Bookkeeping, Simplified

With Uplinq Automated Bookkeeping, our experienced team and purpose-built technology will keep your bookkeeping up-to-date, and provide actionable reports at the touch of a button.

Save time and money, only with Uplinq.

AI powered automation
40 hours
Average time saved per year with Uplinq's bookkeeping and tax automations.
Visibility with ROI
+$7k
Average customer savings through better financial visibility powered by Uplinq's real-time financials.
Savings that matter
30%
Average total cost reduction for combined bookkeeping costs for Uplinq customers.

Save time and money, only with Uplinq.

AI powered automation
40 hours
Average time saved per year with Uplinq's bookkeeping and tax automations.
Visibility with ROI
+$7k
Average customer savings through better financial visibility powered by Uplinq's real-time financials.
Savings that matters
30%
Average total cost reduction for combined bookkeeping costs for Uplinq customers.

How Uplinq Works

With Uplinq, you’re paired with a professional bookkeeper who can walk you through onboarding and make sure we get you the support your business needs. Our technology works behind the scenes to process and clean your data, and provide you with actionable insights.

Say hello to peace of mind.

Connect Your Data

Automate Your Bookkeeping

Grow Your Business

Schedule a Demo

Tired of being behind on your books?
We heard you.

We're Catch Up Experts

With +1000 Tax Returns filed, we've optimized our team and solution to meet your needs.

Catching

3x faster
Catch Up than traditional accounting firms

Catch Up Pro

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

Schedule a Demo

Real-Time Bookkeeping

Our advanced Uplinq AI processes transactions the second they hit our system, allowing us to categorize transactions and reconcile accounts with incredible speed and accuracy.

Actionable Financial Intelligence at Your Fingertips

The Uplinq platform's real-time bookkeeping means your financial statements are always up to date for whatever you need.

Expert Support with Dedicated Accountants

Uplinq’s dedicated Accounting Team will be there to support your business along the way. For a one-stop experience, Uplinq can handle all of your business and personal tax needs as well.

Real-Time Bookkeeping

Our advanced Uplinq AI processes transactions the second they hit our system, allowing us to categorize transactions and reconcile accounts with incredible speed and accuracy.

Actionable Financial Intelligence at Your Fingertips

The Uplinq platform's real-time bookkeeping means your financial statements are always up to date for whatever you need.

Expert Support with Dedicated Accountants

Uplinq’s experienced Accounting Team will be there to support your business along the way. For a one-stop experience, Uplinq can handle all of your business and personal tax needs as well.

Our numbers speak for themselves.

90%
Reduction in Bookkeeper Questions Post Onboarding
~5min
Avg. Time To Transaction Categorization
30x
Faster Financial Reporting
4.5x
Higher Accuracy vs. Traditional Bookkeepers

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

Finally, a simple way to manage your business.

John A. Smith / CEO

I was overwhelmed by mountains of data and filings, but Uplinq  offered a streamlined process that cut through the chaos. Getting this solved  has been a game-changer for my business and a weight off my shoulders.

Dr. Casey Lynn / Owner

Dealing with multiple businesses across different systems seemed insurmountable, but Uplinq made it look easy. Their professionalism and swift process turned potential headaches into a hassle-free experience.

Max Johnson / Founder

After multiple years of unfiled tax returns, I was certain I'd be stuck in a paperwork nightmare. Uplinq changed all that with a clean set of financial statements — they were fantastic to work with, and their technology made the process a breeze.

Introducing Uplinq

The financial platform of the future

HOW IT WORKS
We Setup your Business
Uplinq processes your bank statement and bank connection data in real-time, meaning data capture happens in minutes. Our AI means less time on the mundane, and more on what matters.
We Complete your Financials
Our expert team works with you to understand your business activity and update your accounts - providing you with reviewable financial statements seamlessly.
We Finalize your Return
Our team specializes in processing years of tax returns. We'll work with you to gather all the data you need to complete your returns.

Introducing Uplinq

The financial platform of the future

Tailored SOlutions For your unique business

Discover the
Future with our
Cutting-Edge Web Platform

Uplinq is the evolution in small business accounting solutions - pairing the latest technology with bookkeeping and tax experts.

Experience real-time bookkeeping and impactful tax savings with Uplinq.

Paid Annually
Paid Monthly
STARTER

$300

Per Month & Up

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
GROWTH

$450

Per Month & Up

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

Schedule a Demo
SCALE
POPULAR

$700

Per Month & Up

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

Job Costing Support

AR/AP Support

Property Costing Support

Monthly Financial Close

Schedule a Demo
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

Custom Transaction Classification

Manual Data Entry

Multi-Location Support

Multi-Entity Support

Controller Services

Schedule a Demo
Paid Annually
Paid Monthly
STARTER

$300

Per Month

Suitable for solo entrepreneurs or small businesses with simple bookkeeping needs.

Automated Bookkeeping

Cash Basis

Standard COA

Uplinq Accounting System

Year End Financial Docs

Dedicated Bookkeeper

Schedule A Demo
GROWTH
POPULAR

$500

Per Month

For growing businesses with an increasing accounting complexity.

Everything in the Starter tier

Cash or Accrual Basis

Custom COA

QBO Accounting Support

Free Tax Consultation

Quarterly Financial Review

Schedule A Demo
SCALE

$750

Per Month

For large businesses with significant transaction volume and extensive accounting needs.

Everything in the Growth tier

Complex Accrual support

Job Costing Support

AR/AP Support

Property Costing Support

Manual Data Entry

Schedule A Demo
MULTI–ENTITY & SCALE

CUSTOM

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

Everything in the Enterprise tier

Multi-Entity Management

Customized Integrations

Bespoke Financial Reporting

CFO Services

Controller Services

Schedule A Demo
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 Annually
Paid Monthly
ESSENTIAL

$150

Per Month & Up

Suitable for small businesses with basic tax filing needs. No focus on tax reductions - just the basics.

Federal & 1 State Filing

5 1099’s (priced @ $6 after)

Financial Diligence Review

COA Compliance Review

Year End Financial Package

Schedule a Demo
PEACE OF MIND

$250

Per Month & Up

For growing businesses interested in decreasing tax liability. This package is blends savings with cost and includes tax filing services.

Everything in Essential tier

Tax Planning

Fixed Asset Gain/Loss Support

Depreciation Support

Free Tax Consultation

Schedule a Demo
TAX STRATEGIST
POPULAR

$500

Per Month & Up

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

Everything in Peace of Mind tier

Annual Tax Strategy

Estimated Tax Vouchers

Reasonable Comp Report

IRS Notice Support*

Schedule a Demo
PERSONAL

CUSTOM

Per Month & Up

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

Everything in the Piece of Mind tier

Mulit-Entity support

Personal Federal Fiing

Personal State Filing

Personal Tax Planning

Schedule a Demo
Paid Monthly
Paid Annually
-15% OFF
STARTER

$350

Per Month

Suitable for solo entrepreneurs or small businesses with simple bookkeeping needs.

Automated Bookkeeping

Cash Basis

Standard COA

Uplinq Accounting System

Year End Financial Docs

Dedicated Bookkeeper

Sign Up
GROWTH
POPULAR

$500

Per Month

For growing businesses with an increasing accounting complexity.


Everything in the Starter tier

Cash or Accrual Basis

Custom COA

QBO Accounting Support

Free Tax Consultation

Quarterly Financial Review

Sign Up
SCALE

$800

Per Month

For large businesses with significant transaction volume and extensive accounting needs.

Everything in the Growth tier

Complex Accrual support

Job Costing Support

AR/AP Support

Property Costing Support

Manual Data Entry

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 Enterprise tier

Multi-Entity Management

Customized Integrations

Bespoke Financial Reporting

CFO Services

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
CATCH UP

CUSTOM

Per Month of Catch Up

Best for businesses that are behind on their filings and want clean books, but don’t need assistance with personal or business tax filings.

Income Statement

Balance Sheet

Trial Balance

Journal Entry Summary

General Ledger

Schedule a Demo
CATCH UP & FILE
POPULAR

+$1,200

Per Year of Filing

For business that need to catch up on their books, and would also like the convenience of their tax filing’s completed

Everything in the Catch Up tier

Federal & 1 State Filing

Financial Diligence Review

COA Compliance Review

Free Tax Strategy Consultation

Schedule A Demo
Paid Monthly
Paid Annually
-15% OFF
STARTER

$350

Per Month

Suitable for solo entrepreneurs or small businesses with simple bookkeeping needs.

Automated Bookkeeping

Cash Basis

Standard COA

Uplinq Accounting System

Year End Financial Docs

Dedicated Bookkeeper

Sign Up
GROWTH
POPULAR

$500

Per Month

For growing businesses with an increasing accounting complexity.


Everything in the Starter tier

Cash or Accrual Basis

Custom COA

QBO Accounting Support

Free Tax Consultation

Quarterly Financial Review

Sign Up
SCALE

$800

Per Month

For large businesses with significant transaction volume and extensive accounting needs.

Everything in the Growth tier

Complex Accrual support

Job Costing Support

AR/AP Support

Property Costing Support

Manual Data Entry

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 Enterprise tier

Multi-Entity Management

Customized Integrations

Bespoke Financial Reporting

CFO Services

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

Frequently Asked Questions

What is Uplinq? Are you a service or just a software tool?
Why is Uplinq bookkeeping special?
How can I work with my Uplinq bookkeeper?
How often will my bookkeeping be updated?
What makes Uplinq Tax special?
Is the accuracy of my books verified?
How do I get started with Uplinq?
Can you clean up my books from previous years?

The Accounting Solution For Every Need

Historical Catch Up & Filings
Real-Time Bookkeeping
Tax Compliance & Strategy

See what Uplinq can do for you.

Get a step ahead with automated bookkeeping and tax solutions redesigned for the modern business owner. Welcome to Accounting made for the 21st century.

Schedule a Demo