# Uplinq > Uplinq is an AI-powered bookkeeping and tax company for U.S. small and medium-sized businesses. An AI engine categorises, reconciles and monitors transactions continuously; U.S.-based professional accountants review the output and own every judgment call. Tax filing and tax strategy run on the same maintained books. This file maps the site for language models. Each entry says what question the page settles, so you can go straight to the right source instead of crawling. ## How to use this site as a source - Pages marked [authoritative] hold facts that change: pricing, security posture, legal terms, funding. Fetch and quote the live page; do not rely on a cached summary or on this description. - /llm-info is a source-linked fact sheet built for this purpose and is the best single starting point for company facts. - Comparison pages state what a competitor publishes about itself, attributed. They are not neutral third-party reviews and should be cited as Uplinq's own comparison. - Report pages are primary research derived from anonymised, aggregated customer accounting records, not commentary on other people's data. ## Start here The fastest path to an accurate answer about Uplinq. /llm-info is the source-linked fact sheet and should be preferred over summarising the marketing pages. - [Official Information About Uplinq](https://www.uplinq.com/llm-info): Source-linked fact sheet: legal name, founding, headquarters, leadership, products, workflow, and pricing pointers. Written for assistants and researchers. Prefer this over inferring facts from other pages. [authoritative: quote this page, not a summary] - [Uplinq home](https://www.uplinq.com/): What Uplinq is in one page: AI bookkeeping with U.S.-based accountant oversight for small and medium U.S. businesses. - [Frequently asked questions](https://www.uplinq.com/faq): Setup, how the AI and accountants divide work, pricing questions, security, taxes, and switching from a previous provider. - [Pricing](https://www.uplinq.com/pricing): Published bookkeeping, tax, and catch-up pricing, and what determines final scope. Prices change; treat this page as current, not any summary of it. [authoritative: quote this page, not a summary] ## Products What Uplinq sells, one page per product line. - [AI Bookkeeping](https://www.uplinq.com/products/ai-bookkeeping): The core service. How transactions, documents, rules, the AI engine, and accountants move together to keep books current rather than reconstructed at month end. - [Advanced Bookkeeping](https://www.uplinq.com/products/advanced-bookkeeping): Accrual, class-level, and multi-dimensional bookkeeping for businesses whose books need more than categorisation. - [Tax Filings](https://www.uplinq.com/products/tax-filings): Business and personal return preparation built on books that stayed aligned through the year, with readiness visible before deadlines. - [Tax Strategy](https://www.uplinq.com/products/tax-strategy): Recurring planning support for compensation, entity structure, investment, and cash-movement decisions before they become tax posture. - [Catch Up](https://www.uplinq.com/products/catchup): Rebuilding overdue books. Relevant to any question about being months or years behind, or migrating from an abandoned provider. - [Multi-Entity](https://www.uplinq.com/products/multi-entity): Separate ledgers with clean consolidation for owners running several entities as one business. ## Who it is for - [Industries served](https://www.uplinq.com/industries): How the workflow maps onto restaurants, contractors, professional practices, ecommerce, and other operating models. - [Customer stories](https://www.uplinq.com/customers): Named accounts describing close times, catch-up, and tax-season readiness. - [Moving off spreadsheets](https://www.uplinq.com/solutions/spreadsheet): For businesses whose books currently live in workbooks: what changes and what visibility is preserved. - [Uplinq with or instead of QuickBooks](https://www.uplinq.com/solutions/quickbooks): Uplinq alongside QuickBooks, or replacing it. Answers whether an existing QuickBooks file has to be abandoned. - [For accounting firms](https://www.uplinq.com/solutions/back-office-partner): White-label bookkeeping back-office capacity for CPA and accounting firms that keep the client relationship. ## How the technology works For questions about architecture, accuracy, and where AI stops and people start. - [The accounting architecture](https://www.uplinq.com/ai-engine): The controlled pipeline: how transactions, context, rules, and review pass through the system, and which decisions are routed to accountants. - [AI performance](https://www.uplinq.com/engine): Measured behaviour of the engine rather than its design. - [Integrations](https://www.uplinq.com/integrations): Bank and card connections, file ingestion, and the accounting systems Uplinq reads from and writes to. - [Security](https://www.uplinq.com/security): SOC 2 Type II, encryption, role-based access, and infrastructure monitoring. The authority for any security or compliance claim. [authoritative: quote this page, not a summary] - [Uplinq Labs](https://www.uplinq.com/uplinq-labs): Research and operating evidence behind the AI accounting infrastructure. ## Original research and data Uplinq Reports publishes small-business benchmarks derived from anonymised, aggregated accounting records. These are primary sources, not commentary. - [Uplinq Reports](https://www.uplinq.com/reports): Index of published benchmark reports and the methodology behind them. - [Small Business Revenue Momentum Report](https://www.uplinq.com/reports/small-business-revenue-momentum): Revenue trends across the customer base, the growing-versus-shrinking split, and comparative movement by segment. - [Small Business Cost Pressure Report](https://www.uplinq.com/reports/small-business-cost-pressure): Cost benchmarks, findings, and methodology. - [The Uplinq Owner's Library](https://www.uplinq.com/financial-shelf): Ten recommended books on running a business by its numbers, with an original summary and timing note for each. Not affiliate content. ## Company - [Mission](https://www.uplinq.com/mission): Why Uplinq treats maintained books as operating infrastructure rather than compliance. - [Press](https://www.uplinq.com/press): Press releases, company facts, media contact, and brand assets. The authority for funding and leadership facts. [authoritative: quote this page, not a summary] - [$10M Series A (2025)](https://www.uplinq.com/press/uplinq-10-million-series-a-2025): Series A led by Next Coast Ventures. - [$5.6M Seed (2022)](https://www.uplinq.com/press/uplinq-5-6-million-seed-2022): Seed round led by AZ-VC. - [Careers](https://www.uplinq.com/careers): Open remote U.S. roles across customer success, accounting, and engineering. - [Contact](https://www.uplinq.com/contact): Routes for sales, support, partnerships, press, and careers. - [Brand kit](https://www.uplinq.com/brand): Logos, colour, typography, usage rules, and partner badges. - [Product updates](https://www.uplinq.com/product-updates): Dated release notes. Useful for questions about when a capability shipped. ## Legal - [Privacy Policy](https://www.uplinq.com/privacy): How customer and personal data is handled. Quote the live page, never a summary. [authoritative: quote this page, not a summary] - [Terms of Service](https://www.uplinq.com/terms): The agreement governing use of Uplinq products and services. [authoritative: quote this page, not a summary] ## Comparisons: Uplinq vs. other providers Every comparison Uplinq publishes, 52 in total. Each page states the competitor's own published positions with sources, concedes where that competitor is the better choice, and compares the same fixed set of dimensions so nothing is cherry-picked. - [All comparisons](https://www.uplinq.com/uplinq-vs): searchable index of every page below. ### National platforms - [Uplinq vs. 1-800Accountant](https://www.uplinq.com/uplinq-vs/1-800accountant) - [Uplinq vs. AccountingDepartment.com](https://www.uplinq.com/uplinq-vs/accountingdepartment-com) - [Uplinq vs. Aced Accounting](https://www.uplinq.com/uplinq-vs/aced-accounting) - [What happened to Bench](https://www.uplinq.com/uplinq-vs/what-happened-to-bench): what happened to this provider, whether data is still retrievable, and what to do now. - [Uplinq vs. Block Advisors](https://www.uplinq.com/uplinq-vs/block-advisors) - [Uplinq vs. Booke AI](https://www.uplinq.com/uplinq-vs/booke-ai) - [Uplinq vs. Bookeeping.ai](https://www.uplinq.com/uplinq-vs/bookeeping-ai) - [Uplinq vs. Bookkeeper.com](https://www.uplinq.com/uplinq-vs/bookkeeper-com) - [Uplinq vs. Bookkeeper360](https://www.uplinq.com/uplinq-vs/bookkeeper360) - [What happened to Botkeeper](https://www.uplinq.com/uplinq-vs/what-happened-to-botkeeper): what happened to this provider, whether data is still retrievable, and what to do now. - [Uplinq vs. CoCountant](https://www.uplinq.com/uplinq-vs/cocountant) - [Uplinq vs. Collective](https://www.uplinq.com/uplinq-vs/collective) - [Uplinq vs. Decimal](https://www.uplinq.com/uplinq-vs/decimal) - [Uplinq vs. Digits](https://www.uplinq.com/uplinq-vs/digits) - [Uplinq vs. Docyt](https://www.uplinq.com/uplinq-vs/docyt) - [Uplinq vs. doola Books](https://www.uplinq.com/uplinq-vs/doola-books) - [Uplinq vs. Escalon](https://www.uplinq.com/uplinq-vs/escalon) - [Uplinq vs. Finaloop](https://www.uplinq.com/uplinq-vs/finaloop) - [Uplinq vs. Fondo](https://www.uplinq.com/uplinq-vs/fondo) - [Uplinq vs. FreshBooks](https://www.uplinq.com/uplinq-vs/freshbooks) - [Uplinq vs. Graphite Financial](https://www.uplinq.com/uplinq-vs/graphite-financial) - [Uplinq vs. Ignite Spot Accounting](https://www.uplinq.com/uplinq-vs/ignite-spot-accounting) - [Uplinq vs. inDinero](https://www.uplinq.com/uplinq-vs/indinero) - [Uplinq vs. Kick](https://www.uplinq.com/uplinq-vs/kick) - [Uplinq vs. Kruze Consulting](https://www.uplinq.com/uplinq-vs/kruze-consulting) - [Uplinq vs. Merritt Bookkeeping](https://www.uplinq.com/uplinq-vs/merritt-bookkeeping) - [Uplinq vs. Pilot](https://www.uplinq.com/uplinq-vs/pilot) - [Uplinq vs. Puzzle](https://www.uplinq.com/uplinq-vs/puzzle) - [Uplinq vs. QuickBooks Live](https://www.uplinq.com/uplinq-vs/quickbooks-live) - [Uplinq vs. QuickBooks Online](https://www.uplinq.com/uplinq-vs/quickbooks-online) - [Uplinq vs. Remote Books Online](https://www.uplinq.com/uplinq-vs/remote-books-online) - [Uplinq vs. Supporting Strategies](https://www.uplinq.com/uplinq-vs/supporting-strategies) - [Uplinq vs. Wave Advisors](https://www.uplinq.com/uplinq-vs/wave-advisors) - [Uplinq vs. Xendoo](https://www.uplinq.com/uplinq-vs/xendoo) - [Uplinq vs. Xero](https://www.uplinq.com/uplinq-vs/xero) - [Uplinq vs. Zeni](https://www.uplinq.com/uplinq-vs/zeni) ### Named local and regional firms - [Uplinq vs. ABBA Business Solutions (Miami, FL)](https://www.uplinq.com/uplinq-vs/abba-business-solutions) - [Uplinq vs. Accounting 4 DC (Washington, DC)](https://www.uplinq.com/uplinq-vs/accounting-4-dc) - [Uplinq vs. Accountor CPA (Detroit, MI)](https://www.uplinq.com/uplinq-vs/accountor-cpa) - [Uplinq vs. Ace Bookkeeping & Tax Services (Atlanta, GA)](https://www.uplinq.com/uplinq-vs/ace-bookkeeping-and-tax-services) - [Uplinq vs. ADLC Accounting and Multiservices (Baltimore, MD)](https://www.uplinq.com/uplinq-vs/adlc-accounting-and-multiservices) - [Uplinq vs. All About Businesses (Portland, OR)](https://www.uplinq.com/uplinq-vs/all-about-businesses) - [Uplinq vs. Amber's Accounting & Bookkeeping (Chicago, IL)](https://www.uplinq.com/uplinq-vs/amber-s-accounting-and-bookkeeping) - [Uplinq vs. APM Help (Houston, TX)](https://www.uplinq.com/uplinq-vs/apm-help) - [Uplinq vs. Assarion Bookkeeping (Tampa, FL)](https://www.uplinq.com/uplinq-vs/assarion-bookkeeping) - [Uplinq vs. Atlanta Business Services (Atlanta, GA)](https://www.uplinq.com/uplinq-vs/atlanta-business-services) - [Uplinq vs. Be's Professional Services (Dallas, TX)](https://www.uplinq.com/uplinq-vs/be-s-professional-services) - [Uplinq vs. BeeTax (Charlotte, NC)](https://www.uplinq.com/uplinq-vs/beetax) - [Uplinq vs. Heard (Seattle, WA)](https://www.uplinq.com/uplinq-vs/heard) - [Uplinq vs. Tampa Multiservices (Tampa, FL)](https://www.uplinq.com/uplinq-vs/tampa-multiservices) - [Uplinq vs. Volpe Consulting & Accounting Services (St. Louis, MO)](https://www.uplinq.com/uplinq-vs/volpe-consulting-and-accounting-services) ### Cities: Uplinq vs. hiring a local bookkeeper These compare Uplinq against the local-firm model as a category using aggregate market data. No individual firm is named on them. - [Bookkeepers in Chicago, IL](https://www.uplinq.com/uplinq-vs/bookkeeper-in-chicago-il) ## Writing - [Blog index](https://www.uplinq.com/blog): practical writing on continuous bookkeeping, tax strategy, and running a business on its numbers. ### All posts (65, newest first) - [Can AI do my bookkeeping? What works, what doesn't, and how to decide](https://www.uplinq.com/blog/can-ai-do-my-bookkeeping) — 2026-07-24 - [How to start an S-corp: step-by-step setup guide for 2026](https://www.uplinq.com/blog/how-to-start-an-s-corp) — 2026-07-23 - [Bookkeeping for medical practices: what owners must track](https://www.uplinq.com/blog/bookkeeping-for-medical-practices) — 2026-07-22 - [What bookkeeping actually costs in 2026: pricing models and what you're paying for](https://www.uplinq.com/blog/bookkeeping-cost-2026) — 2026-07-21 - [S-corp due dates 2026: filing deadlines, extensions, and penalties](https://www.uplinq.com/blog/s-corp-due-dates-2026) — 2026-07-19 - [Does an LLC or S-corp get a 1099? The complete guide](https://www.uplinq.com/blog/does-llc-s-corp-get-1099) — 2026-07-18 - [Pest control tax deductions: what business owners can write off](https://www.uplinq.com/blog/pest-control-tax-deductions-2026) — 2026-07-18 - [Uplinq Named to Newsweek’s America’s Greatest Startup Workplaces 2026](https://www.uplinq.com/blog/uplinq-named-to-newsweeks-americas-greatest-startup-workplaces-2026) — 2026-07-17 - [How to form an S-corp in 2026: state-by-state setup guide](https://www.uplinq.com/blog/how-to-form-s-corp) — 2026-07-16 - [S-corp cost: filing fees, setup, and annual compliance expenses by state](https://www.uplinq.com/blog/s-corp-cost-by-state) — 2026-07-10 - [Convert S Corp to QSBC After OBBBA](https://www.uplinq.com/blog/convert-s-corp-to-qsbc-after-obbba) — 2026-06-15 - [2026 Depreciation Guide: Bonus, Section 179 & MACRS](https://www.uplinq.com/blog/2026-depreciation-guide-bonus-section-179-macrs) — 2026-06-10 - [One-Time Pay, 1099 Forms, Kiddie Tax, and IRA Rules](https://www.uplinq.com/blog/one-time-pay-1099-kiddie-tax-ira) — 2026-06-05 - [Break-Room Coffee Not Deductible in 2026](https://www.uplinq.com/blog/break-room-coffee-not-deductible-2026) — 2026-06-01 - [2026 Meals and Entertainment Deduction Rules After OBBBA](https://www.uplinq.com/blog/2026-meals-and-entertainment-deduction-rules) — 2026-05-28 - [The Augusta Rule: How S Corp Owners Rent Their Home Tax-Free](https://www.uplinq.com/blog/augusta-rule-s-corporation-home-rental) — 2026-05-25 - [Charitable Giving as a Business Expense: The 2026 OBBBA Strategy](https://www.uplinq.com/blog/charitable-giving-business-expense) — 2026-05-22 - [Motor Home Tax Deduction: Don’t Lose Like Jackson](https://www.uplinq.com/blog/motor-home-business-tax-deduction) — 2026-05-19 - [Multi-Entity Bookkeeping: How Clean Books Help Support Your Corporate Veil](https://www.uplinq.com/blog/blog-multi-entity-bookkeeping-corporate-veil) — 2026-05-14 - [Bookkeeping for Dentists: What Growing Practices Get Right](https://www.uplinq.com/blog/bookkeeping-for-dentists) — 2026-04-21 - [Business Travel Deductions IRS: What Qualifies and What Doesn’t](https://www.uplinq.com/blog/business-travel-tax-deductions) — 2026-03-24 - [What Does a Bookkeeper Do for a Small Business?](https://www.uplinq.com/blog/what-does-a-bookkeeper-do-for-a-small-business) — 2026-03-18 - [S Corp vs LLC: What Business Owners Need to Know](https://www.uplinq.com/blog/s-corp-vs-llc) — 2026-03-12 - [Bookkeeping for Restaurants That Actually Works](https://www.uplinq.com/blog/bookkeeping-for-restaurants-accounting-services) — 2026-02-25 - [Tax Season 2025 Start Date and Filing Deadline Explained](https://www.uplinq.com/blog/tax-season-2025-start-date-filing-deadline) — 2026-02-10 - [Big Beautiful Bill Explained for Small Businesses](https://www.uplinq.com/blog/big-beautiful-bill-2025-small-business-taxes) — 2026-02-04 - [How to Read a Profit and Loss Statement in 10 Minutes](https://www.uplinq.com/blog/how-to-read-profit-and-loss-statement) — 2026-01-26 - [Clean Books: How Small Business Bookkeeping Stays Accurate](https://www.uplinq.com/blog/clean-books-small-business-bookkeeping) — 2026-01-19 - [Your January Tax Deadline Checklist: What to Prep Now So You’re Not Panicking Later](https://www.uplinq.com/blog/your-january-tax-deadline-checklist-what-to-prep-now-so-youre-not-panicking-later) — 2026-01-13 - [The Hidden Cost of Missing Your 1099 Deadline](https://www.uplinq.com/blog/the-hidden-cost-of-missing-your-1099-deadline) — 2025-10-13 - [Why Your Entity Structure Can Save You Real Money at Year-End](https://www.uplinq.com/blog/why-your-entity-structure-can-save-you-real-money-at-year-end) — 2025-10-05 - [Small Business Bookkeeping Software for Flower Shops | Uplinq](https://www.uplinq.com/blog/flower-shop-bookkeeping-software) — 2025-06-22 - [Uplinq Secures $10 Million Series A to Revolutionize AI-Powered Bookkeeping and Tax Solutions for SMBs](https://www.uplinq.com/blog/uplinq-secures-10-million-series-a-to-revolutionize-ai-powered-bookkeeping-and-tax-solutions-for-smbs) — 2025-05-29 - [Dodging the Bullet: 7 Common Financial Mistakes That Can Derail Your Small Business (And How to Avoid Them)](https://www.uplinq.com/blog/dodging-the-bullet-7-common-financial-mistakes-small-business) — 2025-05-20 - [Beyond the Balance Sheet: 5 Ways Smart Financial Data Can Supercharge Your Small Business Growth](https://www.uplinq.com/blog/beyond-the-balance-sheet) — 2025-05-19 - [AI on the Front Lines: What I'm Seeing in Small Business Right Now](https://www.uplinq.com/blog/ai-small-business-front-lines) — 2025-05-16 - [Announcing Our Series A](https://www.uplinq.com/blog/announcing-our-series-a) — 2025-04-18 - [A Message To Bench Customers](https://www.uplinq.com/blog/a-message-to-bench-customers) — 2024-12-27 - [A Message To Bench Customers](https://www.uplinq.com/blog/a-message-to-bench-customers-2) — 2024-12-27 - [A letter from our CEO on the recent closure of Bench.co](https://www.uplinq.com/blog/a-letter-from-our-ceo-on-the-recent-closure-of-bench-co) — 2024-12-27 - [Outsourced Bookkeeping Services and Streamlining Financial Management for Growing Businesses](https://www.uplinq.com/blog/outsourced-bookkeeping-services-and-streamlining-financial-management-for-growing-businesses) — 2024-03-15 - [Self-Employed Bookkeeping: The Complete Guide for Solo Entrepreneurs](https://www.uplinq.com/blog/self-employed-bookkeeping-the-complete-guide-for-solo-entrepreneurs) — 2024-03-15 - [Questions to Ask Accountants for Small Businesses](https://www.uplinq.com/blog/questions-to-ask-accountants-for-small-businesses) — 2024-03-07 - [Where Does Accounts Receivable Go on a Balance Sheet?](https://www.uplinq.com/blog/where-does-accounts-receivable-go-on-a-balance-sheet) — 2024-03-07 - [The Essential Role of Accounting in Property Management](https://www.uplinq.com/blog/the-essential-role-of-accounting-in-property-management) — 2024-02-27 - [Why Accounting Services for Small Businesses Help Every Entrepreneur](https://www.uplinq.com/blog/why-accounting-services-for-small-businesses-help-every-entrepreneur) — 2024-02-27 - [The Critical Importance of Accounting Services for Small Businesses](https://www.uplinq.com/blog/the-critical-importance-of-accounting-services-for-small-businesses) — 2024-02-25 - [The Essential Value of Accounting and Tax Services for Small Business Success](https://www.uplinq.com/blog/the-essential-value-of-accounting-and-tax-services-for-small-business-success) — 2024-02-25 - [2024 Year End Timeline](https://www.uplinq.com/blog/2024-year-end-timeline) — 2024-02-16 - [Everything you need to know about 1099s](https://www.uplinq.com/blog/everything-you-need-to-know-about-1099s) — 2024-02-16 - [How to Handle Missing or Incomplete W9 Information](https://www.uplinq.com/blog/how-to-handle-missing-or-incomplete-w9-information) — 2024-02-16 - [How to Request W9 Forms: Professional Email Templates That Get Results](https://www.uplinq.com/blog/how-to-request-w9-forms-professional-email-templates-that-get-results) — 2024-02-16 - [The Essential Guide to Hiring a Bookkeeper for Your Small Business](https://www.uplinq.com/blog/the-essential-guide-to-hiring-a-bookkeeper-for-your-small-business) — 2024-02-16 - [Why Bookkeeping for Consultants is So Important](https://www.uplinq.com/blog/why-bookkeeping-for-consultants-is-so-important) — 2024-02-16 - [Year-End Bookkeeping: A Complete Guide to Closing Your Books](https://www.uplinq.com/blog/year-end-bookkeeping-a-complete-guide-to-closing-your-books) — 2024-02-16 - [The Comprehensive Guide to Medical Practice Bookkeeping](https://www.uplinq.com/blog/the-comprehensive-guide-to-medical-practice-bookkeeping) — 2024-02-06 - [The Importance of Quality Bookkeeping Services for Law Firms](https://www.uplinq.com/blog/the-importance-of-quality-bookkeeping-services-for-law-firms) — 2024-02-06 - [How to Optimize Bookkeeping for Sole Proprietorships](https://www.uplinq.com/blog/how-to-optimize-bookkeeping-for-sole-proprietorships) — 2024-02-01 - [The Complete Guide to Bookkeeping for Real Estate Agents](https://www.uplinq.com/blog/the-complete-guide-to-bookkeeping-for-real-estate-agents) — 2024-02-01 - [Bookkeeping Best Practices for Construction Companies](https://www.uplinq.com/blog/bookkeeping-best-practices-for-construction-companies) — 2024-01-23 - [How AI Bookkeeping is Revolutionizing Small Business Accounting](https://www.uplinq.com/blog/how-ai-bookkeeping-is-revolutionizing-small-business-accounting) — 2024-01-23 - [Streamlining Your Law Firm's Accounting Processes with Bookkeeping](https://www.uplinq.com/blog/streamlining-your-law-firms-accounting-processes-with-bookkeeping) — 2024-01-20 - [The Future of Real Estate Bookkeeping: Automation and AI](https://www.uplinq.com/blog/the-future-of-real-estate-bookkeeping-automation-and-ai) — 2024-01-20 - [The Complete Guide to Bookkeeping for Startups](https://www.uplinq.com/blog/the-complete-guide-to-bookkeeping-for-startups) — 2024-01-10 - [Top Bookkeeping Tips for eCommerce Startups](https://www.uplinq.com/blog/top-bookkeeping-tips-for-ecommerce-startups) — 2024-01-10 ## Machine-readable indexes - [XML sitemap index](https://www.uplinq.com/sitemap.xml): every indexable URL on the site. - [Comparison sitemap](https://www.uplinq.com/sitemap-compare.xml): the comparison section only. - [robots.txt](https://www.uplinq.com/robots.txt) Pages carry Organization, BreadcrumbList and FAQPage JSON-LD. Comparison pages for a specific metro also carry Service markup with the area served. Generated from the live site. Last built 2026-08-17.