NEW - SMALL BUSINESS REVENUE MOMENTUM REPORT Read it
10,457,273 Transactions aligned
Book a demo

AI Powered.
Bookkeeper Backed.

Bookkeeping that is actually done for you. Uplinq pairs AI-powered automation with real experts to keep your books accurate, your reporting current, and your taxes on track.

Book a demo
UPLINQ ACCOUNTING INTELLIGENCE
Financial overview Books current · Jul 2026
REVENUE · THIS MONTH
$248,120
↗ 12.4% vs last month
EXPENSES · THIS MONTH
$186,400
↘ 3.2% vs last month
PROFIT · THIS MONTH
$61,720
↗ 9.8% vs last month
CASH ON HAND
$87,091
across 6 accounts
CASH FLOW · LAST 12 MONTHS +34%
JUL '25 OCT JAN '26 APR JUN
TOP EXPENSES · THIS MONTH
Payroll$84,200
Rent & utilities$24,000
Materials & supplies$18,640
Insurance$6,420
RECENT TRANSACTIONS ✓ AUTO-CATEGORIZED
JUL 10 Shopify payout Sales +$4,210.55
JUL 9 Gusto payroll Payroll −$18,640.00
JUL 9 Home Depot Supplies −$482.19
JUL 8 Square deposit Sales +$1,894.30
STATUS
Bookkeeping UP TO DATE
Taxes ON TRACK
Upcoming bills $12,400
Unpaid invoices $9,850
Needs your review 2 ITEMS
Financial overview Books current
REVENUE · MTD
$248,120
↗ 12.4%
EXPENSES · MTD
$186,400
↘ 3.2%
PROFIT · MTD
$61,720
↗ 9.8%
CASH ON HAND
$87,091
6 accounts
CASH FLOW · 12 MONTHS +34%
BookkeepingUP TO DATE
TaxesON TRACK
Upcoming bills$12,400
Unpaid invoices$9,850
Needs your review2 ITEMS
AUDITED
SOC 2 Type II
Independently audited controls protecting your financial data and business information.
REVIEWED
U.S. accountant oversight
Accounting professionals oversee the AI, review the output, and help ensure quality.
CONNECTED
Works with your tools
QuickBooks, banks, cards, and payroll feeds are directly integrated.
REPORTED
Read Our Latest Tech Report
Small Business Cost Pressure Report
THE SYSTEM AT WORK

How AI keeps your books current.

Bluebird Coffee Co. 3 ENTITIES JUNE 2026
{{ statusText }}

{{ phaseWhy }}

BANKChase ••4821 · 24 transactions
CARD7 new charges
PAYROLLGusto · 6 employees
DOCS4 receipts & invoices
MSG2 owner questions
RECEIVING
Uplinq
One system of record
CARD · 06/28 SaaSCo Software $148.00
ENTITY
Bluebird Coffee LLC
VENDOR
SaaSCo · new vendor
RECEIPT
receipt_office.pdf ✓
HISTORY
11 similar transactions
CONFIDENCE
72%
Categorize transactions24 / 24
Reconcile accounts3 / 4
Match documents to entries4 / 5
Tax readinessadvancing
EVERY ENTRY POSTED WITH AUDIT TRAIL
9 ITEMS THIS WEEK
5
POSTED QUIETLY
High confidence, full audit trail
2
EXPERT REVIEW
A U.S. accountant decides
2
YOUR INPUT
One plain-language request
REQUEST "Can you upload the May statement for savings ••9203?"
BOOKS CURRENT
JUN 30
JUNE PROFIT
+$6,204
Q2 TAX PACKET
READY
Owner decisions waiting 2
Decisions in the moment, not in hindsight.
AUDIT TRAIL {{ a.label }}
THE SYSTEM AT WORK

How AI keeps your books current.

Bluebird Coffee Co. {{ statusText }}

{{ phaseWhy }}

BANK24 transactions
PAYROLLGusto · 6 employees
DOCS4 receipts & invoices
RECEIVING
Uplinq · one system of record
CARD SaaSCo Software $148.00
ENTITY
Bluebird Coffee LLC
VENDOR
SaaSCo · new
RECEIPT
matched ✓
HISTORY
11 similar
CONFIDENCE
72%
Categorize transactions24 / 24
Reconcile accounts3 / 4
Match documents4 / 5
EVERY ENTRY POSTED WITH AUDIT TRAIL
9 ITEMS THIS WEEK
Posted quietly5
Expert review2
Your input2
BOOKS CURRENTJUN 30
JUNE PROFIT+$6,204
Q2 TAX PACKETREADY
Owner decisions waiting2
Decisions in the moment, not in hindsight.

AI does the repeatable work. Experts own the judgment calls.

WORK QUEUES
AUTO-RESOLVED
Recurring vendors · matched receipts · reconciled feeds · posted with audit trail
EXPERT REVIEW
Tax treatment · unclear transfers · entity boundaries · owner draws · unusual vendors
OWNER INPUT
Missing statements · receipt requests · plain-language questions, tracked to done
TAX REVIEW
Elections · filings · estimates reviewed before anything is claimed
EVERY ENTRY KEEPS source evidence confidence review history
ONE SYSTEM, MULTIPLE FUNCTIONS

Solutions customized to your needs.

Every business has different accounting needs. Uplinq brings bookkeeping, tax, reporting, cleanup, and financial operations together in one system built around you.

{{ modeName }}
{{ modeStatus }}
BOOKS · LIVEreconciled daily
2026 · MONTHS RESTORED
JAN
✓
FEB
✓
MAR
✓
APR
✓
MAY
···
JUN
·
FORM 1120-S
READY
DECISIONS SURFACE BEFORE THE DEADLINE
Q2 REVIEWED DECIDE NOW APR 15
CASH
$42,318
PROFIT
+$6,204
ACTIONS
2
OWNER
"Can I expense the truck repair?"
YOUR ACCOUNTANT
Yes, posted to repairs & maintenance.
COFFEE LLC
ROASTERY LLC
HOLDINGS
ONE OPERATING VIEW
QuickBooks
14 MO HISTORY
ALIGNED
Uplinq
MAINTAINED
A1
B1
C1
240
=SUM
86
1,204
412
98
LEDGER

{{ modeHeadline }}

Reads and writes the same maintained ledger. Learn more ↗
REAL COMPLEXITY

Built for the parts that make small-business accounting hard.

01
Multi-entity, multi-location
Separate books per entity. Transfers checked at the boundary.
02
Catch-up cleanup
Months of backlog interpreted, documented, reconciled.
03
Missing statements
Blocked reconciliations become plain-language requests.
04
Payroll & card feeds
Runs and charges mapped to the right accounts.
05
Transfers & owner draws
Own-money movement classified, not guessed.
06
Receipts & source documents
Evidence attaches to the entry it supports.
07
Tax deadlines
Readiness visible months before the date.
08
QuickBooks history
Years of context read, kept, and used.
09
Spreadsheet logic
Owner workbooks mapped into the ledger.
10
CPA handoff
Clean records your accountant can pick up.

Experience what bookkeeping should feel like.

30 minutes, one-on-one with an Uplinq specialist. No prep needed.

Book my demo

30 minVideo call1-on-1
Date & timeYour details
Loading live availabilityChecking Cal.com for the next open times.