2024 Year End Timeline | Uplinq

NEW - SMALL BUSINESS REVENUE MOMENTUM REPORT Read it

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Bookkeeping

Core Bookkeeping Books maintained continuously Advanced Bookkeeping Accrual and class-level depth

Tax

Tax Compliance Returns from aligned books Tax Strategy Plan the year, not just file it

Platform

Bookkeeping Catch Up Months behind, made current Multi-Entity Many entities, one connected view

The product line

01 Bookkeeping 02 Tax 03 Platform

Every product runs on the same living ledger.

Continuous bookkeeping

01 Received 02 Categorized 03 Current

Books kept current.

Accrual and class context

01 Accrual 02 Class 03 Reviewed

Depth without the overhead.

Filing readiness

01 Books aligned 02 Packet ready 03 Expert review

Ready for expert filing review.

Planning checkpoints

01 Options 02 Review 03 Plan

Plan before filing.

Catch Up workflow

01 Backlog 02 Review 03 Current

Behind becomes current.

Connected entity context

01 Entity A 02 Entity B 03 Consolidated

Separate books. One view.

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Who we serve

Industries Find the operating model behind your books

Switch from

Spreadsheets Replace fragile workbooks QuickBooks Works with QuickBooks Uplinq vs. Compare Uplinq side by side

Partners

For CPA Firms Back-office capacity for firms

Starting points

01 Industries 02 Tools 03 Partners

Wherever your books live today, there’s a path in.

Industry operating context

01 Operating pattern 02 Accounting context 03 Uplinq system

The right model behind the books.

Workbook to ledger

01 Cells 02 Checks 03 Ledger

Traceable books replace fragile cells.

QuickBooks context

01 QuickBooks 02 Uplinq context 03 Current books

Uplinq works with QuickBooks.

Side-by-side comparisons

01 Their model 02 Our model 03 Honest fit

See where each provider actually fits.

Firm-ready workflow

01 Books received 02 Expert review 03 Firm ready

Capacity without a new back office.

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System

How Uplinq Works From activity to current books AI Technology Evidence behind the accounting engine AI Engine New The accounting engine, measured Integrations Banks, files, apps, and QuickBooks context

AI + experts

01 AI 02 Experts 03 Current books

AI does the work. U.S. experts review it.

The Uplinq system

01 Sources 02 System + experts 03 Current books

Activity becomes current books.

Evidence-led accounting

01 Evidence 02 Confidence 03 Review

AI output with review context.

Measured accounting engine

01 Signals 02 Expert review 03 Measured output

See how the accounting engine performs.

Connected source layer

01 Banks 02 Files + apps 03 Accounting context

Every source adds accounting context.

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Explore

Blog Notes on books, tax, and AI Reports Original research and financial insight Product Updates What changed in Uplinq

Learn & support

Learning Center Practical accounting guidance Help Center Product help and answers FAQ Answers, plainly

The library

01 Notes 02 Research 03 Answers

Notes, research and answers — in plain language.

01 Bookkeeping 02 Tax 03 AI

Practical thinking for better books.

Uplinq research

01 Sources 02 Method 03 Finding

Source-backed insight, clearly presented.

Product changelog

01 Shipped 02 Available 03 Documented

See what is newly available.

Practical guidance

01 Question 02 Lesson 03 Next step

Move from question to next step.

01 Topic 02 Answer 03 Resolved

Find the right answer quickly.

Frequently asked

01 Question 02 Plain answer 03 Next step

Plain answers to common questions.

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About

Mission Why we built the living ledger

Proof & trust

Customer Stories How owners use Uplinq Security How financial data is protected

Connect

Careers Hiring Join the team Press Newsroom and media assets Contact Talk with Uplinq Brand Kit Logos and guidelines

Uplinq

01 Mission 02 Proof 03 Connect

Building the system small businesses run on.

01 Problem 02 Principle 03 Living ledger

A better system for small business.

01 Owner context 02 Uplinq work 03 Outcome

See Uplinq in the owner's context.

Protection chain

01 Access 02 Review 03 Audit

Controls around financial context.

01 Team 02 Role 03 Mission

Build the living ledger with us.

Uplinq newsroom

01 Newsroom 02 Assets 03 Media contact

Company news and media resources.

01 Message 02 Right team 03 Response

Reach the right team.

Brand resources

01 Mark 02 Clear space 03 Assets

Approved Uplinq assets, ready to use.

ESC

Pages

01 Core Bookkeeping Page 02 Advanced Bookkeeping Page 03 Tax Compliance Page 04 Tax Strategy Page 05 Bookkeeping Catch Up Page 06 Multi-Entity Page 07 Industries Page 08 Spreadsheets Page 09 QuickBooks Page 10 Uplinq vs. Page 11 For CPA Firms Page 12 How Uplinq Works Page 13 AI Technology Page 14 AI Engine Page 15 Integrations Page 16 Pricing Page 17 Blog Page 18 Reports Page 19 Product Updates Page 20 Learning Center Page 21 Help Center Page 22 FAQ Page 23 Mission Page 24 Customer Stories Page 25 Security Page 26 Careers Page 27 Press Page 28 Contact Page 29 Brand Kit Page

Actions

30 Book a demo Action 31 Log in Action 32 Contact support Action 33 Download brand kit Action

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+ +

Bookkeeping

Core Bookkeeping Books maintained continuously Advanced Bookkeeping Accrual and class-level depth

Tax

Tax Compliance Returns from aligned books Tax Strategy Plan the year, not just file it

Platform

Bookkeeping Catch Up Months behind, made current Multi-Entity Many entities, one connected view

Who we serve

Industries Find the operating model behind your books

Switch from

Spreadsheets Replace fragile workbooks QuickBooks Works with QuickBooks Uplinq vs. Compare Uplinq side by side

Partners

For CPA Firms Back-office capacity for firms

System

How Uplinq Works From activity to current books AI Technology Evidence behind the accounting engine AI Engine New The accounting engine, measured Integrations Banks, files, apps, and QuickBooks context

Explore

Blog Notes on books, tax, and AI Reports Original research and financial insight Product Updates What changed in Uplinq

Learn & support

Learning Center Practical accounting guidance Help Center Product help and answers FAQ Answers, plainly

About

Mission Why we built the living ledger

Proof & trust

Customer Stories How owners use Uplinq Security How financial data is protected

Connect

Careers Hiring Join the team Press Newsroom and media assets Contact Talk with Uplinq Brand Kit Logos and guidelines

Book a demo Log in

Uplinq article

2024 Year End Timeline

Preparing the latest Uplinq field note.

Preparing Uplinq

AI-powered bookkeeping & tax for modern small businesses.

7014 East Camelback Road
Scottsdale, AZ 85251

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Product

AI Bookkeeping
Catch Up
Advanced Bookkeeping
Tax Filings
Tax Strategy
Multi-Entity
Pricing

Solutions

Industries
vs. Spreadsheets
vs. QuickBooks
Uplinq vs.

Partners

For CPA Firms

Resources

Owner's Library
Reports
Help Center
Learning Center
Product Updates
Blog
FAQ

Company

Customer Stories
AI Technology
AI Engine
Integrations
AI Architecture
Mission
Careers
Security
Contact
Press
Brand Kit

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