Uplinq
AI bookkeeping and tax service for US small businesses, with every ledger reviewed by US-based accountants.
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About Uplinq
Uplinq is an AI-powered bookkeeping and tax service for US small businesses. Its automation categorises bank, card and payroll activity into a continuously maintained ledger, posting high-confidence entries automatically while routing judgement calls such as transfers and owner draws to US-based accountants for review.
The platform is SOC 2 Type II audited and every entry keeps its source evidence, confidence score and review history. It works alongside QuickBooks rather than forcing a migration, and offers catch-up cleanup, multi-entity consolidation and tax filing readiness from the same records.
Uplinq is positioned for small business owners who want their books done for them, and for CPA firms seeking back-office bookkeeping capacity for SMB clients.
Key Features
- Continuous AI bookkeeping with confidence scores and a full audit trail
- Catch-up service that restores months of backlogged books
- Multi-entity bookkeeping with a consolidated view
- Tax compliance and planning built from the same maintained ledger
Our in-depth review
Uplinq sits in the crowded done-for-you AI bookkeeping market, pairing an automation engine with US accountants who review its output. The pitch is a living ledger kept current daily rather than reconstructed at month end.
What it does well. The evidence-first design stands out: each entry carries its source document, a confidence score and an audit trail, and the company holds a SOC 2 Type II report. It works with QuickBooks and existing bank, card and payroll feeds instead of demanding a new ledger. The vendor claims high automation rates with expert review reserved for judgement calls; those figures are its own and are not independently benchmarked.
Where it falls short. Pricing is not published, so budgeting means sitting through a demo. As a managed service it suits owners handing books over, less so bookkeepers who want hands-on control of the file. Tax work is US federal and state only, which limits relevance for UK practices beyond their US-facing clients.
Best for. US small businesses that want books and taxes handled with human sign-off, and CPA firms outsourcing SMB bookkeeping capacity without hiring.
Verdict. A credible, evidence-minded AI bookkeeping service for US small businesses, provided demo-based pricing and a US-only tax scope suit you.
At a glance
- Category
- Bank reconciliation
- Best for
- 2–10 practice
- Editor's score
- 4.2 / 5
- Pricing
- Plan tiers are now published on the Uplinq pricing page, with bookkeeping reported from $250 a month and tax services from $150 a month. Catch-up, personal and multi-entity work is quoted as custom pricing, and final scope is confirmed with an advisor.
- Last verified
- 2026-09-23
A solid done-for-you AI bookkeeping option for US small businesses that want human accountants signing off.
Integrations
- QuickBooks Online
- Bank and card feeds
- Payroll feeds (Gusto)
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