Graphite Financial is a US-based accounting, tax, finance, payroll and HR firm serving venture-backed startups, positioned as a coordinated back-office team rather than software. It was acquired by KiwiTech, announced March 2021. It states its sweet spot is well-capitalized startups that have found product-market fit.

A funded, post-product-market-fit company preparing for a raise or board scrutiny that needs FP&A, board reporting, R&D credit capture, multi-state payroll and HR from one senior team is well served here. Graphite states this is its sweet spot, and its stated model gives every client CFO access and a dedicated US-based team working with only a handful of clients at a time, built for depth rather than volume.

Their pricing page states all engagements are custom and built to scale, with no rate card. Their own materials put fractional CFO plans and general engagements starting at $1,250/month. They describe their center of gravity as well-capitalized, venture-backed startups with product-market fit, and books are kept accrual and GAAP only, with no published cash-basis option.

Details are drawn from Graphite Financial's own public materials as of 2026-07-28 and may have changed since retrieval.

Graphite Financial does not publish a rate card. Their pricing page states that, born out of a VC fund, they serve startups for accounting, CFO and tax, and that all of their engagements are custom and built to scale. Their service and industry pages repeat that pricing is custom and route buyers to a quote request. Two figures do appear in their own materials: their blog states fractional CFO plans start at $1,250 per month and scale into more comprehensive tiers, and a service page states engagements start at $1,250 per month and grow based on a startup's goals and needs. No tier table, volume bands, onboarding fee, or add-on rates are published on their site.

Yes. Business and personal tax filings are available on every Uplinq plan, and tax strategy packages are available for businesses that want proactive planning. Because the same system holds your books and prepares your filings, year end is a handoff, not a project.

Tax is one of five named service lines Graphite sells alongside accounting, finance, payroll, and HR, rather than a feature bundled automatically into every plan. Their tax page states they manage federal and state filings, advise on tax considerations as decisions take shape, keep compliance clean, and identify opportunities such as R&D tax credits, including preparing documentation and managing the filings to claim eligible credits, and navigating multi-state nexus and registrations. Their team page describes fully managed in-house tax compliance and filing support, and a legacy page confirms they handle sales tax. Whether filing is included in a specific client's monthly engagement is not published, since engagements are custom-scoped.

Both, deliberately. Uplinq's AI engine categorizes, reconciles, and monitors your transactions continuously. U.S.-based professional accountants review what the system produces and own every judgment call. You get the speed of technology with a real team accountable for the result.

Graphite states it provides GAAP-compliant, accrual-based infrastructure and owns the full-cycle ledger for clients. Their accounting service page states they manage daily bookkeeping, monthly close, general ledger, and GAAP financial statements, running a structured month-end close on a consistent, repeatable pattern so leadership knows when to expect finalized numbers each month. They state they work inside a client's existing systems, such as QuickBooks, Xero, or NetSuite. No specific close-day deadline and no cash-basis option are published on their site.

That's common, and it's a solved problem. Uplinq's Catch Up service rebuilds past months or years of books as part of onboarding, scoped to how far behind you are and the state of your records. You start clean, not from wherever your last provider left off.

No. Uplinq offers month-to-month agreements as well as annual plans, which carry a discount. If you prepay annually and choose not to renew, you simply give notice 30 days before the term ends.