Uplinq

Uplinq

AI-driven SMB bookkeeping and tax automation

Overview

Uplinq offers an AI-powered platform that automates bookkeeping and tax tasks for US SMBs. It uses proprietary AI and large language models to classify expenses, manage transactions, and generate financial reports like P&L, while human experts finalize statements and tax strategies. The system connects to tools such as QuickBooks and links to more than 10,000 banks, reducing manual data entry. By pairing automation with human oversight and broad integrations across industries, it aims to help SMBs run finances more accurately and efficiently while expanding its AI capabilities and client base.

Significant Headcount Growth

About Uplinq

Simplify's Rating
Why Uplinq is rated
C+
Rated C on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Fintech

Financial Services

Company Size

51-200

Company Stage

Series A

Total Funding

$17.3M

Headquarters

Tempe, Arizona

Founded

2020

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Simplify's Take

What believers are saying

  • Uplinq closed a $10M Series A on May 29, 2025.
  • Uplinq reported SOC 2 Type II audited controls in 2026.
  • Newsweek named Uplinq one of America’s Greatest Startup Workplaces 2026.

What critics are saying

  • Intuit QuickBooks now ships AI agents for categorization, reconciliation, and forecasting.
  • Botkeeper and similar firms sell purpose-built bookkeeping automation with high accuracy claims.
  • Human review keeps Uplinq labor-intensive; if Intuit bundles away demand, standalone margins collapse.

What makes Uplinq unique

  • Uplinq combines AI automation with U.S. expert review, not pure self-serve software.
  • It processes 12M+ transactions across 38 industries and 1,000+ businesses.
  • Its stack integrates with QuickBooks and 10,000+ financial institutions.

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Funding

Total Funding

$17.3M

Below

Industry Average

Funded Over

3 Rounds

Series A funding typically happens when a startup has a product and some customers, and now needs funding to scale. This money is usually used to grow the team, expand marketing, and improve the product. Venture capital firms are frequently the main investors here.
Series A Funding Comparison
Below Average

Industry standards

$15M
$8.2M
Discord
$10M
Uplinq
$15M
Canva
$30M
Kalshi

Benefits

Competitive Equity

Performance Bonus

Stock Options

Growth & Insights and Company News

Headcount

6 month growth

↓ -1%

1 year growth

↑ 8%

2 year growth

↑ 10%
Business Wire
May 30th, 2025
Uplinq Secures $10 Million Series A to Revolutionize AI-Powered Bookkeeping and Tax Solutions for SMBs

Uplinq raises $10M Series A to scale AI-powered bookkeeping and tax automation for small businesses across the U.S., led by Next Coast Ventures.

Morningstar
May 29th, 2025
Uplinq Secures $10M for AI Bookkeeping

Uplinq has secured a $10 million Series A funding round led by Next Coast Ventures, with participation from AZ-VC Live Oak Ventures and existing investors. This funding will enhance Uplinq's AI capabilities, scale customer acquisition, and strengthen infrastructure for SMB financial management. Uplinq's AI-driven platform automates bookkeeping and tax workflows, improving accuracy and efficiency for nearly 1,000 SMBs across various industries in the U.S.

Yahoo Finance
Mar 29th, 2025
Mark Cuban’S Ai Advice: How Small Businesses Can Use It To Beat The Competition

Business entrepreneur Mark Cuban recently addressed an SXSW conference in Austin, Texas, telling the crowd that when it comes to any industry, AI is merely a tool of the trade, not the overall magical solution, according to TechCrunch. For You: Mark Cuban Wants To Reshape Healthcare — 5 Ways His Approach Could Save Americans Money Find Out: 8 Common Mistakes Retirees Make With Their Social Security Checks That includes small businesses, which usually struggle to get their footing in the early years, though with Cuban’s advice, might be able to harness AI to beat their competitors. GOBankingRates reached out to business experts to see if they agreed with Cuban’s advice and found out how small businesses can use AI to edge out their competitors. “AI can be a valuable tool for small businesses, particularly those with limited resources,” explained CEO of Abrigo, Jay Blandford. “In addition to serving small businesses, many community banks and credit unions are small businesses themselves.” Blandford pointed to survey data from Abrigo, which revealed that among banks and credit unions with fewer than 500 employees, 19% are excited about AI, while 76% are either excited or open but cautious. “This suggests that most of these small businesses are receptive to using AI,” Blandford concluded

Crowdfund Insider
Dec 9th, 2022
Uplinq Raises $5.6 Million In Seed Funding, Aims To Improve SME Financial Intelligence, Bookkeeping | Crowdfund Insider

Uplinq has raised $5.6 million in seed funding in a funding round led by AZ-VC, the Arizona-focused venture capital fund. The round included a strategic

PR Newswire
Dec 8th, 2022
Uplinq Secures $5.6 Million in Seed Funding to Revolutionize Automated Bookkeeping and Financial Intelligence for SMBs

/PRNewswire/ -- Uplinq, the tech-powered company that provides advanced bookkeeping solutions through data automation and machine learning, today announced it...

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