Uplinq
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About
Uplinq is an AI-powered accounting solution for small businesses. It automates bookkeeping and tax processes, providing real-time financial reporting and insights. Uplinq offers various plans for bookkeeping, tax, and catch-up services. It uses proprietary AI and integrates with existing financial tools. Features include transaction categorization, financial statement generation, tax optimization strategies, and support for multiple entities.
Platform
Features
• ai-powered automation
• real-time reporting
• automated bookkeeping
• easy integrations
• tax compliance
• catch-up pro
• tax strategy
• human oversight
FAQs
What is Uplinq? Are you a service or a software tool?
Uplinq is both a software and a service, providing you with the best of both worlds. Our cutting-edge technology platform is powered by the world's most advanced automation, and it's complemented by personalized services from industry experts.
Is support provided with Uplinq? Will I be able to talk to my bookkeeper?
Absolutely, support is an integral part of your subscription package. You will have direct access to a specialized accounting advisor who is available to resolve any questions or concerns you may have. We aim to respond to all inquiries within one business day.
Who can benefit from Uplinq’s services?
Our client base is diverse, including over 500 organizations across various sizes and sectors. We excel in supporting high-growth tech startups, e-commerce platforms, professional service providers, and non-profit organizations, among others.
How does Uplinq complete bookkeeping?
We rely on our in-house, proprietary software to manage your bookkeeping tasks. With Uplinq, there's no need for additional software; all operations are conducted seamlessly within our platform.
Do you offer both accrual and cash bookkeeping? What’s the distinction?
We support both accrual and cash-based bookkeeping methods. Cash bookkeeping records financial events based solely on actual cash transactions. In contrast, accrual bookkeeping provides a more comprehensive view, recording transactions when revenue is earned or expenses are incurred.
Do you support international companies?
We offer our services to U.S.-based entities, irrespective of your global location. If your U.S. company has foreign subsidiaries, we can also provide consolidated financial reporting.
Do you support entrepreneurs with multiple businesses?
Absolutely. In fact, over 30% of our clients manage multiple businesses through the Uplinq platform. We've engineered our platform to excel in multi-entity management.
How is pricing structured?
We prioritize clarity and transparency in our pricing model. After evaluating various approaches, we've developed a system based on a combination of your business size and the specific services required.
Do you provide discounts for pre-revenue startups?
Yes, we understand the financial constraints of pre-revenue companies and offer special pricing to support your growth journey.
What is the cancellation policy? What happens if I’ve prepaid annually?
Your subscription remains active until the end of your current billing cycle. If you choose not to renew your annual subscription, simply inform us 30 days before it expires, and we will cease billing for the subsequent cycle.
Can I opt for a month-to-month agreement?
Yes, Uplinq does provide the option for month-to-month agreements. Please note that due to the intensive work involved in setting up your bookkeeping and tax solutions during the initial 90 days, these agreements come with higher monthly fees and require an onboarding charge.
Why is Uplinq bookkeeping special?
Uplinq's bookkeeping service is exceptional due to its real-time data updating, which ensures you always have the most current financial insights at your fingertips.
How can I work with my Uplinq bookkeeper?
Your bookkeeper focuses on ensuring the integrity and accuracy of your financial records. This includes reconciling accounts, categorizing transactions, and maintaining updated financial statements.
How often will my bookkeeping be updated?
If you're using Uplinq for your bookkeeping, your records are updated in real-time. As we obtain transaction data from your financial institutions, these transactions are immediately categorized.
Is the accuracy of my books verified?
At Uplinq, we employ advanced algorithms designed to continuously monitor the integrity of your accounting data. Any discrepancies trigger specific action plans, allowing us to address common issues with a high level of precision.
Pricing Plans
Starter
$300.00 / Per Month• Automated Bookkeeping
• Cash Basis
• Standard COA
• Uplinq Accounting System
• Year End Financial Docs
• Dedicated Bookkeeper
Growth
$500.00 / Per Month• Everything in the Starter Tier
• Cash or Accrual Basis
• Custom COA
• QBO Accounting System
• Free Tax Consultation
• Quarterly Financial Review
Scale
$750.00 / Per Month• Everything in the Growth Tier
• Complex Accrual Support
• Job Costing Support
• AR/AP Support
• Property Costing Support
• Monthly Financial Close
Multi–entity & Scale
Unknown Price• Everything in the Scale Tier
• Custom Transaction Classification
• Manual Data Entry
• Multi-Location Support
• Multi-Entity Support
• Controller Services
Essential
$125.00 / Per Month• Federal & 1 State Filing
• 5 1099’s (priced @ $15 after)
• Deduction Monitoring
• COA Compliance Review
• Year End Financial Package
Peace of Mind
$300.00 / Per Month• Everything in Essential Tier
• Annual Tax Planning Meeting
• Fixed Asset Gain/Loss Support
• Depreciation Deduction Maximization
• 5 Year Return Backup
Tax Strategist
$600.00 / Per Month• Everything in Peace of Mind Tier
• Quarterly Strategy Meetings w/ Ongoing Support
• Deduction Monitoring
• Quarterly Estimated Tax Calculations
• IRS Notice Support
Personal
Unknown Price• Everything in Peace of Mind Tier
• Mulit-Entity support
• Personal Federal Fiing
• Personal State Filing
• Personal Tax Planning
Catchup Pro
Unknown Price• Income Statement
• Balance Sheet
• Trial Balance
• Journal Entry Summary
• General Ledger
Catch Up & File
+$1400.00 / Per Year of Filing• Everything in the Catch Up tier
• Federal & 1 State Filing
• Financial Diligence Review
• COA Compliance Review
• Free Tax Strategy Consultation
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
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