Uplinq provides AI-driven bookkeeping and tax solutions that automate transaction categorization, reconciliation, predictive insights, and tax compliance for SMBs. Its platform uses intelligent AI agents to reduce manual intervention and deliver real-time financial insights. Uplinq serves nearly 1,000 small and mid-sized businesses across the U.S. and customers report up to an 80% reduction in manual data entry. The company grew 3x in 2024 and integrates with existing financial systems to ensure compliance and forecasting. Uplinq plans to use new funding to accelerate growth, enhance AI capabilities, scale customer acquisition, strengthen infrastructure, and expand engineering, go-to-market, and customer success teams. Founded in 2020, the company operates with a hybrid HQ in Phoenix and remote talent across the U.S. Uplinq provides advanced bookkeeping solutions driven by data automation and machine learning. Led by CEO Alex Glenn, the company offers monthly subscriptions with pricing tailored to business needs across industries including technology, construction, healthcare and real estate. The platform integrates with over 10,000 financial institutions and with tools such as QuickBooks, ADP and BambooHR, plus most payroll, accounting, point-of-sale and HR vendors. Uplinq positions itself in a vastly underserved bookkeeping fintech market and recently reinforced its financial position through seed financings. The company plans to use new funds to scale marketing efficiency, sales, engineering and customer delivery to support demand for its solution.

Total raised

$16M

Funding rounds

2

Latest round

Series A

Latest activity

May 2025