Uplinq Secures $12 Million Series A to Revolutionize AI-Powered Bookkeeping and Tax Solutions for SMBs

Phoenix, AZ — Today, Uplinq announced it has secured a $10 million in Series A financing to significantly expand its AI-driven bookkeeping and tax solutions designed specifically for small and medium-sized businesses (SMBs). This funding will accelerate Uplinq's growth, enhance its AI capabilities, scale customer acquisition efforts, and strengthen infrastructure to deliver seamless, automated financial management.

The funding round was led by Next Coast Ventures, and includes participation from notable venture capital firms AZ-VC and Live Oak Ventures, as well as commitments from existing investors.A New Era in SMB Financial AutomationSmall and medium-sized businesses continue to face substantial challenges in managing their financial operations efficiently. Traditional bookkeeping methods and legacy tax solutions are time-consuming, error-prone, and ill-equipped to scale with business growth. Recognizing these gaps, Uplinq is pioneering a new approach by leveraging advanced artificial intelligence to automate complex bookkeeping and tax workflows, offering unprecedented accuracy, speed, and scalability.

Uplinq has been at the forefront of developing an entirely new architecture for automating bookkeeping processes using advanced AI Agents. These intelligent Agents now manage every aspect of bookkeeping—from transaction categorization and reconciliation to predictive insights and tax compliance—streamlining workflows and reducing manual intervention. This cutting-edge automation not only enhances accuracy and operational efficiency but also empowers SMBs to leverage financial insights in real-time, driving strategic decision-making and business growth.

Uplinq’s platform seamlessly integrates with existing financial systems, automatically categorizing transactions, optimizing tax strategies, and generating real-time financial insights. Through continuous investment in AI and automation, Uplinq is committed to fundamentally transforming how SMBs approach financial management—empowering business owners to focus on growth, innovation, and customer success.