Expert Bookkeepers and Powerful Tools on Your Side

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.

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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.
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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.
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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.
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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.
EXPERT BOOKKEEPING

Real-time bookkeeping and expert support

Bookkeeping - up to the minute

Our team is constantly monitor our automation, ensure your books are up to date when you need them, error free.

Regular updates and prompt responses

Expect routine contact from us with the latest on your bookkeeping status. Got an urgent question? Rest assured, you’ll get a response within one business day.

Year round support

Our in-house research team is available all year long, providing expert advice tailored to your small business — and this comprehensive support comes at no extra charge.

FINANCIAL REPORTING

Financials that move your business forward

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

Financials that move your business forward

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.

SIMPLE YEAR END

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

Balance Sheet

Trial Balance

Journal Entry Summary

General Ledger

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.

Download Template

Frequently Asked Questions

Why is Uplinq bookkeeping special?
How can I work with my Uplinq bookkeeper?
How often will my bookkeeping be updated?
Is the accuracy of my books verified?
Can I use Uplinq if my business uses additional tools like Payroll, Invoicing, or Billing Management?
How do I get started with Uplinq?
Can you clean up my books from previous years?
How long will it take to complete my Catch Up?

Ready to get started?

Bookkeeping is painful. It doesn’t have to be. Uplinq is focused on providing a better solution: global connectivity, simple onboarding, weekly financial updates, and a constant focus on providing businesses with value - not additional friction. Welcome to bookkeeping made simple.

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