Uplinq

About Uplinq

Uplinq operates as a financial technology firm, offering an AI-powered platform for bookkeeping and tax automation tailored to small and medium-sized businesses (SMBs). Founded in 2020 by Alex Glenn, Jacob Peplinski, and Ethan Blak, the company is headquartered in Scottsdale, Arizona. The founding team's prior experience includes a venture in the trucking industry called Haulynx, which was later acquired. This background provided them with firsthand insight into the financial management challenges faced by business owners, leading to the creation of Uplinq.

The company's core offering is a software platform that automates financial operations for SMBs. It employs proprietary AI and large language models to streamline tasks like expense categorization, transaction management, and the generation of financial reports such as P&L statements. This automation aims to reduce manual data entry, with some customers reporting reductions of up to 80%. While the system is largely automated, Uplinq incorporates human oversight for critical functions like finalizing financial statements and optimizing tax strategies. The platform integrates with existing financial systems and tools, including QuickBooks, and offers connectivity to over 10,000 banks. Uplinq's services are available to U.S.-based entities.

Uplinq's business model caters to a diverse client base across industries such as e-commerce, healthcare, logistics, and hospitality, supporting nearly 1,000 businesses across the U.S. Revenue is generated through tiered subscription plans designed for businesses of different sizes, from solo entrepreneurs to large enterprises with significant transaction volumes. The company has secured a total of $18.1 million in funding over three rounds, including a $10 million Series A round in May 2025 led by Next Coast Ventures. This capital is intended to enhance its AI capabilities, expand customer acquisition, and strengthen its infrastructure.

There appears to be another, separate company also operating under the name Uplinq Financial Technologies, founded in 2021 by Ron Benegbi and Patrick Reily. This Toronto-based firm focuses on providing a global credit assessment and scoring platform for small business lenders, utilizing AI to analyze thousands of data sources to help lenders make more informed credit decisions. Its mission is to facilitate fairer credit access for underserved, unbanked, minority, and immigrant-owned small businesses.