Frequent quest– ions




  • How Uplinq works

  • Pricing

  • Integrations

How Uplinq works

Is support included? Can I ask questions?

Every solution at Uplinq includes complementary support. You have a dedicated Account Manager assigned to you at onboarding who will support every area of your experience. We aim to respond to all inquiries within one business day.

Will you send invoices to my customers and help pay my bills?

At this time, we do not offer Accounts Payable services.

What’s the difference between accrual and cash bookkeeping?

Cash bookkeeping is the process of tracking the money entering or leaving a bank account. Accrual bookkeeping is focused on tracking all money earned or owed. Larger companies typically implement accrual accounting, and the translation from cash to accrual can be painful. Because of this, Uplinq provides accrual bookkeeping from the start. Don’t worry if you’re used to looking at cash bookkeeping, as we will include the key cash accounts for you as well.

What types of companies can Uplinq serve?

Currently, we work with customers in Technology, Insurance, Dental, Veterinary, and Real Estate. Reach out to us today to see if we can add your business to our growing list of supported business types.

Do you support international companies?

As long your accounts are with institutions supported by our extensive network of integrations, then we can work with you.

How does bookkeeping help my business?

Bookkeeping is the task of gathering, organizing, and categorizing your financial transactions so that they can be properly accounted for. Accurate bookkeeping allows you to better understand the financial position of your business and it is essential to file accurate tax returns.

What does Uplinq do? (and what will I still need to do?)

Uplinq gathers, organizes, and categorizes you financial transactions, then provides you with accurate financial statements and metrics in near real time. Uplinq connects directly to the source of these transactions to make this process effortless.
Occasionally, we will encounter a transaction that we don’t understand. In these rare instances, we will need your input to accurately categorize the transaction. When we do, we’ll use the most convenient channel for you. If you have any questions, just let us know.

How long does it take to do my bookkeeping each month? When can I expect it to be completed?

Because we have a live connection to your accounts, our automated bookkeeping solution categorizes transactions in real-time. Accuracy is critical, so we’ve implement a sophisticated review that delivers all of your financials on a weekly basis.

I’m behind on my books. Can you get me caught up?

Yes. Many of Uplinq’s customers need assistance getting their books up-to-date. Your Account Manager can provide you with a custom quote based on your unique circumstances.

How long does it take to get my historical bookkeeping caught up?

Every business is different, but our automated process can usually get you caught up in a suprisingly short time. Reach out to your Account Manager to learn more.

What if I’m not using an accounting software now?

Uplinq can provide complete and accurate financail statements even if you are not using an accounting software.


How does pricing work?

Our automated bookkeeping and financial intelligence plans are based on monthly subscriptions with pricing based on your expense levels and business needs. See our Pricing Page for more details.

Do you offer discounts for pre-revenue companies?

We’re a young company, and are passionate about making the best tools available to other companies like us. If you’re a company that is pre-revenue, we offer special discount pricing. Contact us to learn more.

How do prices change as I grow?


Why do you price based on expenses?


How should I calculate my monthly expenses? What does that include?

Our pricing is based on cash accounting, and includes all business expenses incurred in a given month.x

Can I cancel at any time?

Our pricing is on a monthly basis, so If you ever decide to go in a different direction, we’ll make it easy on you by providing all of your financial data as you leave.


What Banks do you connect with?

We have partnered with Plaid to provide best-in-class access to financial institutions. We connect to nearly every financial institution in the US.

What Credit Cards do you connect with?

We have partnered with Plaid to provide best-in-class access to financial institutions. We connect to nearly every financial institution in the US.

What Accounting Software do you connect with?

We have partnered with CODAT to provide best-in-class access to Accounting providers. To see if your provider is on the list, click here.

What Payroll & HR providers do you connect with?

We have partnered with Finch to provide best-in-class access to Payroll and HR providers. To see if your provider is on the list, click here.