Uplinq

Uplinq is a Scottsdale, Arizona-based provider of AI-driven bookkeeping and tax services for small and medium-sized businesses. Founded in 2020, the company combines automation, machine learning and AI agents with oversight from U.S.-based professional accountants. Its platform covers transaction categorization, reconciliation, reporting, predictive insights and tax compliance, with product lines spanning core and advanced (accrual, class-level) bookkeeping, tax compliance and tax planning, bookkeeping catch-up for businesses whose books are behind, and multi-entity consolidation with both per-entity and combined views.

The system ingests bank, card, payroll, document and messaging inputs into a single ledger, categorizes transactions as they occur, reconciles accounts, matches supporting documents to entries and attaches source, evidence, confidence score and review history to each posting. Items above a confidence threshold post automatically; lower-confidence items are routed to an accountant for review or returned to the business owner as plain-language questions. The company describes this as a source-to-close control plane intended to keep books continuously current rather than reconstructed at month-end, producing tax-ready ledgers, estimates and filings such as Form 1120-S. Uplinq can work alongside QuickBooks as the ledger of record or replace it, and integrates banks, cards and payroll feeds. It also markets back-office capacity to CPA firms.

As of the 2025 Series A, Uplinq served close to 1,000 SMBs across the United States in sectors including e-commerce, healthcare, logistics and hospitality, and was scaling engineering, go-to-market and customer success teams.

Founding story

Uplinq was founded in 2020 by Alex Glenn, Jacob Peplinski and Ethan Blak, following the team's earlier work on Haulynx, a company later acquired by U.S. Xpress and rebranded as Xpress Technologies. The stated founding aim was to bring more efficient bookkeeping and financial tooling to small and medium-sized businesses, which the company argues typically lack a current view of their own financial position.

Business model

Uplinq sells a managed bookkeeping and tax service delivered through its own software platform, pairing automated processing with a named team of U.S.-based accountants per account. Customers grant read-only access to bank, card and payroll accounts, and Uplinq imports and cleans historical books, offering a separately quoted one-time catch-up service where prior periods are behind. The company also positions an offering for CPA firms that provides outsourced back-office capacity.

Pricing is a flat monthly subscription set by transaction volume and business complexity rather than hourly billing, with plans that scale as volume and entity count grow. Standard onboarding is included; catch-up work for behind-schedule books is quoted separately as a one-time item. Plans are month-to-month without long-term lock-in, and customers can export full financials, journals and source data at any time.

Traction

Uplinq reported serving more than 1,000 businesses as of 2025, integrations with 10,000+ financial institutions, and disclosed funding of a $5.6M seed round (2022) and a $10M Series A (2025). Following the Series A, the Phoenix Business Journal reported the company planned to double its workforce. Company materials cite a goal of bringing 10,000 businesses out of operating without current books, with 3,418 reached at the time of publication.

Latest developments

In May 2025 Uplinq announced a $10M Series A led by Next Coast Ventures with participation from AZ-VC, Live Oak Ventures and existing investors, to be used for expansion, AI development, customer acquisition and infrastructure, alongside hiring in engineering, go-to-market and customer success. Legal advisers on the round were Holland & Hart (Uplinq) and Snell & Wilmer (Next Coast Ventures). Subsequent product materials describe an "AI Engine" and a source-to-close control plane architecture, and the company publishes periodic research reports.