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Uplinq

5.5/10

AI-driven bookkeeping and tax service for U.S. small businesses, pairing automated categorization and reconciliation with review by U.S.-based accountants.

Data last updated November 2026 · Our methodology

Overview

Uplinq is a Scottsdale, Arizona company founded in 2020 that sells bookkeeping and tax as a managed service rather than as self-serve accounting software. Software agents categorize transactions, reconcile accounts, extract data from documents, flag anomalies, and draft cash flow and reporting outputs. A named U.S.-based accountant then reviews the exceptions and talks with the client in a shared workspace tied to specific transactions. Its services include core and advanced bookkeeping (accrual, inventory, multiple locations), catch-up cleanup for books that have fallen behind, tax filing, tax strategy, and multi-entity bookkeeping. It suits owner-operated U.S. small businesses that want their books done for them and don't want to run an accounting package themselves. Uplinq connects to bank and card accounts through read-only aggregators. Clients can keep QuickBooks as their ledger of record or use Uplinq's own ledger. Uplinq's site publishes no prices and sends buyers to a demo. It describes a flat monthly fee based on transaction volume and complexity, with catch-up work quoted as a one-time fee. A competitor comparison dated October 2026 lists tiers from about 300, 500 and 750 US dollars per month, plus a C-Corp tax filing add-on. The main limitation is that it is a service, not a full finance platform. There is no invoicing, bill pay, payroll, or cards, and independent reviews are few and mixed, with several negative Trustpilot reports about delivery.

Our Rating

5.5
out of 10

Finance Software5.6/10

Scalability
4
Analytics
5
Compliance
6
Integration
5
Security
7
Support
6
Cost
5
Customization
4
Ease of Use
7

AI Software5.3/10

Integration
5
Analytics
5
Customization
4
Ease of Use
7
Support
6
Cost
5
Scalability
4
Security
7

Who Uplinq is best for

Best software for Small Business

Good fit

  • Uplinq is built for owner-operated U.S. small businesses that want their bookkeeping done for them.

Less suited

  • It suits early companies that need books and tax handled, but a competitor review says it has no CFO-style answers on burn or runway.

  • It is a small-business service with no enterprise tooling.

Pros & Cons

Pros

  • A named U.S.-based accountant reviews the AI's work, and you communicate with them in a shared workspace tied to specific transactions.
  • You can keep QuickBooks as your ledger of record or use Uplinq's own ledger.
  • The vendor FAQ says there is no long-term contract, plans run month to month, and you can export your full books at any time.
  • Bookkeeping, catch-up, tax filing, tax strategy, and multi-entity work are all available from one provider.
  • The vendor reports encryption in transit and at rest, read-only bank connections, and a SOC 2 Type II badge.

Cons

  • Uplinq's site publishes no prices, so you have to book a demo to get a quote.
  • It has no invoicing, bill pay, payroll, or corporate cards, so you need separate tools for these.
  • Independent reviews are scarce, and the detailed Trustpilot reviews are negative about delivery.
  • According to a competitor comparison, accrual books start on the middle tier, and monthly close and AP management only on the top tier.
  • It serves U.S. businesses only.

Key Features

Accountant Access
Financial Reporting
Inventory Accounting
Multi-entity Consolidation
General Ledger
Tax Compliance
Bank Reconciliation

Uplinq Pricing

Starter

$300/mo
  • No bill pay
  • Cash-basis books
  • Monthly reconciliation
  • Starting price reported by a third party (Zeni, October 2026)
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Growth

$500/mo
  • Accrual books
  • Quarterly financial review
  • Starting price reported by a third party (Zeni, October 2026)
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Scale

$750/mo
  • Monthly close
  • Accounts payable management
  • Starting price reported by a third party (Zeni, October 2026)
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Custom (multi-entity or complex)

Contact for pricing
  • Custom pricing through sales
  • Multi-entity or complex setups
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Open interactive pricing calculatorGet a tailored cost breakdown for your team size, billing cycle, and add‑ons.

Frequently Asked Questions

Uplinq's FAQ says plans are month to month with no long-term contract, and you can export your complete books at any time. A Zeni comparison says both monthly and annual options exist.

Uplinq doesn't publish prices. It charges a flat monthly fee based on transaction volume and complexity. A Zeni comparison from October 2026 lists plans from about 300, 500 and 750 US dollars per month, with custom pricing for complex or multi-entity setups.

No. Uplinq can work alongside QuickBooks as your ledger of record or replace it.

Uplinq's FAQ doesn't mention a free trial. The only way to sign up is to book a demo.

Uplinq says data is encrypted in transit and at rest, bank connections are read-only, access is logged, and data is stored in U.S.-based cloud infrastructure. Its site shows a SOC 2 Type II badge.

Uplinq says most businesses are live within a few days and that standard onboarding is included. Catch-up work for backlogged books is quoted as a separate one-time fee.

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