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Tick Mark Books

Uplinq

Summary

Uplinq is a bookkeeping service for US small businesses that runs your books on its own ledger, or on top of QuickBooks Online. AI categorizes, matches and reconciles transactions, and US-based accountants review the exceptions and close the month.

A month of books at 100 transactions
from $300
Open source
No
Best for
U.S. small and medium-sized businesses that want continuously maintained books

What we checked

Pages last read
Plan price
From $300 a monthFrom its pricing page, 2 November 2026

What it costs

A month of books at 100 transactions

from $300

a month at 100 transactions, on Starter

Checked against the maker's own pages, 6 November 2026.

Uplinq price and plans

Prices excluding tax, as Uplinq publishes them.

  • Starter

    From $300 a month

    • Flat fee
  • Growth

    From $500 a month

    • Flat fee
    • Adds Accrual books and reports
  • Scale

    From $750 a month

    • Flat fee
    • Adds Pays your bills
    • Adds Sends invoices
    • Adds Inventory
    • Adds Profit by project or job

What needs a higher plan

Multi-entity
Several businesses
Uplinq's pricing page

Pricing page, captured

uplinq.com/pricing, checked

What Uplinq costs at your volume

Uplinq: the month at each volume, on its cheapest plan that covers it
Transactions a monthCostPlan
100 transactionsFrom $300 a monthon StarterStarter
500 transactionsFrom $300 a monthon StarterStarter

What we checked on Uplinq

YesPartlyNo

What it costs to keep your booksPartly

Cost at 100 transactions a month

From $300 a month on Starter for 100 transactions. The price of Starter is published only as a starting price, and no plan with a definite price covers this many transactions: the figure is the least it costs.

Starter STARTING AT $300 /mo

uplinq.com/pricing

What it costs to keep your booksPartly

Cost at 500 transactions a month

From $300 a month on Starter for 500 transactions. The price of Starter is published only as a starting price, and no plan with a definite price covers this many transactions: the figure is the least it costs.

On the page: Starter card price cell

uplinq.com/pricing

What it costs to keep your booksYes

Cost for a solo freelancer

There is no plan sized for freelancers; the cheapest published plan, Starter, is listed as starting at $300 a month, and the final quote depends on volume and complexity.

Starter STARTING AT $300 /mo Everything a lean business needs to have clean, tax-ready books done for you.

uplinq.com/pricingChecked

What it costs to keep your booksNo

Promotion and regular price

none: the plan cards sit under a plain monthly pricing label, with no struck-through figure or introductory discount, though each figure is a starting price rather than a fixed one.

BOOKKEEPING PLANS MONTHLY PRICING

uplinq.com/pricingChecked

What it costs to keep your booksYes

Ledger included

Starter includes cash-basis books on Uplinq, so a separate ledger subscription is not stated.

With Uplinq, there's no need for additional software; all operations are conducted seamlessly within our platform. If you're using a different…

uplinq.com/pricingChecked

What it costs to keep your booksYes

What the price is based on

A flat monthly subscription per business, with the plan set by transaction volume, number of financial institutions, complexity and support hours rather than billed per transaction.

Pricing is a flat monthly subscription based on your transaction volume and complexity — not hourly.

uplinq.com/faqChecked

What it costs to keep your booksYes

Past your plan’s limits

No hard transaction caps are published; when the business's volume or facts change materially, the terms say Uplinq may propose a different subscription, so the plan moves up rather than billing overage.

If the information you provide us is inaccurate or incomplete or materially changes, we may propose a change to your subscription to reflect this…

uplinq.com/termsChecked

What it costs to keep your booksPartly

Setup or onboarding fee

The FAQ says standard onboarding is included, but the pricing page FAQ says month-to-month agreements require an onboarding charge; no amount is published for either.

Please note that due to the intensive work involved in setting up your bookkeeping and tax solutions during the initial 90 days, these agreements…

uplinq.com/pricingChecked

What it costs to keep your booksYes

Catching up past months

Catch Up is a separate service that brings past months current before monthly bookkeeping starts; it is scoped and quoted once, with no published price.

Standard onboarding is included. If your books are behind, catch-up work is quoted separately and once — after that you're on the flat monthly plan.

uplinq.com/faqChecked

What it costs to keep your booksYes

Notice before a price rise

The terms promise at least 30 days' notice of a price increase, counted back from the end of the current subscription or renewal term rather than from the change itself.

we will provide you with notice of such increase or change in scope at least thirty (30) days prior to the expiration of your then current…

uplinq.com/termsChecked

What the AI does with your booksYes

What the AI does

The AI reads transactions, interprets context, categorizes them, and flags unresolved items for review.

It reads every transaction as it happens, interprets the context, categorizes it, matches it to your rules and prior decisions, and flags anything it…

uplinq.com/faqChecked

What the AI does with your booksYes

What the AI costs

AI bookkeeping is part of each bookkeeping plan rather than a separately priced credit product.

The team and technology behind every plan. AI agents handle the repetitive work.

uplinq.com/pricingChecked

What the AI does with your booksYes

Categorizes transactions

The engine categorizes transactions using rules and prior decisions, with human handling for uncertainty.

The engine is trained on millions of categorized transactions and on your own history, so accuracy climbs as it learns your patterns.

uplinq.com/faqChecked

What the AI does with your booksYes

Reconciles your accounts

Starter explicitly includes monthly account reconciliation, and the engine is designed to keep books current.

On the page: Starter card feature list

uplinq.com/pricingChecked

What the AI does with your booksYes

Reads receipts and bills

Receipt photos, invoices and statements can be sent in, and AI reads them and attaches them as evidence to the right transaction; the site does not say whether you forward receipts by email.

Receipts, statements, invoices, and exports become evidence attached to the right accounting work.

uplinq.com/integrationsChecked

What the AI does with your booksPartly

Pays your bills

Accounts payable management is listed only on the Scale plan, and the site does not say whether Uplinq actually pays bills or routes them for approval.

On the page: Scale card feature list

uplinq.com/pricingChecked

What the AI does with your booksPartly

Sends invoices

Growth reconciles receivables and Scale adds accounts receivable management, but the site does not describe sending invoices from Uplinq.

On the page: Scale card feature list

uplinq.com/pricingChecked

What the AI does with your booksPartly

Accrual books and reports

Growth offers accrual accounting and Scale offers monthly close, while standard reports are published for Starter.

Choose cash or accrual accounting

uplinq.com/pricingChecked

Who checks the AI’s workYes

People check the books

Every account has U.S.-based accountant oversight; accountants review exceptions and close the month.

Every account has U.S.-based professional accountant oversight. The AI handles the volume; your accountant reviews exceptions, closes the month, and…

uplinq.com/faqChecked

Who checks the AI’s workYes

Your own bookkeeper

Uplinq says each customer gets a named team rather than an anonymous service queue.

Yes — a U.S.-based professional, supported by the AI engine. You get a named team, not an anonymous queue.

uplinq.com/faqChecked

Who checks the AI’s workYes

Accuracy the vendor claims

The AI engine page says expert review substantively changed 10.8% of proposed treatments across 1.55 million FY2025 transactions and explains that method; the help center separately shows a 99.2% figure with no method.

Across 1.55 million transactions, experts made a substantive change to 10.8%.

uplinq.com/engineChecked

Where your books live and what it connects toYes

QuickBooks Online

Works on top of QuickBooks Online as the system of record, with full support listed from Growth

No. Uplinq can work above QuickBooks where it is the right system of record.

uplinq.com/integrationsChecked

Where your books live and what it connects toNo

Xero

the site names no Xero, QuickBooks Desktop or NetSuite connection.

On the page: FAQ, Do I need to leave QuickBooks?

uplinq.com/integrationsChecked

Where your books live and what it connects toNo

QuickBooks Desktop

the site names no Xero, QuickBooks Desktop or NetSuite connection.

On the page: FAQ, Do I need to leave QuickBooks?

uplinq.com/integrationsChecked

Where your books live and what it connects toNo

NetSuite

the site names no Xero, QuickBooks Desktop or NetSuite connection.

On the page: FAQ, Do I need to leave QuickBooks?

uplinq.com/integrationsChecked

Where your books live and what it connects toYes

Bank and card feeds

Uplinq connects bank and card accounts directly and starts bookkeeping from source activity.

Uplinq connects bank and card data directly where available. Institution and product coverage varies, so coverage should be confirmed during setup.

uplinq.com/integrationsChecked

Where your books live and what it connects toYes

Stripe

Stripe appears in no list, only in an illustration.

Uplinq works from the QuickBooks-connected record layer. If a third-party app syncs the right records into QuickBooks, those records can inform…

uplinq.com/integrationsChecked

Where your books live and what it connects toYes

Shopify

The connected app list names Shopify Connector, Square, PayPal, Gusto, Amazon, Etsy and eBay, mostly through records synced into QuickBooks

On the page: Section 04, Connected app ecosystem, and FAQ, Does Uplinq integrate directly with every QuickBooks app?

uplinq.com/integrationsChecked

Where your books live and what it connects toYes

PayPal

The connected app list names Shopify Connector, Square, PayPal, Gusto, Amazon, Etsy and eBay, mostly through records synced into QuickBooks

On the page: Section 04, Connected app ecosystem, and FAQ, Does Uplinq integrate directly with every QuickBooks app?

uplinq.com/integrationsChecked

Where your books live and what it connects toYes

Square

The connected app list names Shopify Connector, Square, PayPal, Gusto, Amazon, Etsy and eBay, mostly through records synced into QuickBooks

On the page: Section 04, Connected app ecosystem, and FAQ, Does Uplinq integrate directly with every QuickBooks app?

uplinq.com/integrationsChecked

Where your books live and what it connects toYes

Gusto payroll

The connected app list names Shopify Connector, Square, PayPal, Gusto, Amazon, Etsy and eBay, mostly through records synced into QuickBooks

On the page: Section 04, Connected app ecosystem, and FAQ, Does Uplinq integrate directly with every QuickBooks app?

uplinq.com/integrationsChecked

Where your books live and what it connects toYes

Payroll

integration: payroll runs through outside providers such as Gusto and Homebase, and Uplinq records it; payroll accounting and reconciliation appear on the Scale plan.

Time, team, and payroll Homebase Gusto

uplinq.com/integrationsChecked

Where your books live and what it connects toYes

Moves your history in

Historical books are imported and cleaned, and keeping QuickBooks needs no migration; if prior periods are behind, catch-up work is quoted separately.

We import and clean them. If prior periods are behind, our catch-up service brings everything current before continuous bookkeeping takes over.

uplinq.com/faqChecked

Where your books live and what it connects toYes

Platforms

web: customers work in the browser app at app.uplinq.com; the site names no Windows, Mac, iPhone or Android app.

Already a customer? Message your accounting team from the dashboard. APP.UPLINQ.COM

uplinq.com/contactChecked

Where your books live and what it connects toYes

Getting your books out

Customers can export complete books, full financials, journals, and source data in standard formats.

Always. Your books are yours. Export full financials, journals and source data at any time in standard formats.

uplinq.com/faqChecked

TaxesPartly

Files your tax return

Tax filing is a paid add-on: personal returns from $400 a year, sole proprietors $1,000, partnerships and S-corps $2,500, C-corps $2,600, each covering federal plus one state.

Add tax filings to any plan. Just the essentials, filed on time.

uplinq.com/pricingChecked

TaxesPartly

Files 1099s

Business tax filings include five 1099s, while additional filings cost $25 each beyond that allowance.

5 1099s included ($25 each after)

uplinq.com/pricingChecked

TaxesPartly

Quarterly tax estimates

Quarterly estimates are a separate add-on starting at $100 a month, calculated from your books with reminders before each deadline.

We calculate your quarterly estimated payments from your actual books, every quarter.

uplinq.com/pricingChecked

What it keeps track ofPartly

Inventory

Inventory accounting support is listed on Scale for businesses with complex operating requirements.

On the page: Scale card feature list

uplinq.com/pricingChecked

What it keeps track ofPartly

Profit by project or job

Scale supports job, class, and property costing for businesses with more complex operations.

On the page: Scale card feature list

uplinq.com/pricingChecked

Your data and its securityYes

SOC 2 report

Uplinq publishes a live Drata-linked SOC 2 Type II security report for diligence.

We maintain SOC 2 Type II - an independent audit of security controls tested over a period of time. The report is available at the top of this page.

uplinq.com/securityChecked

Who it is built forYes

For accounting firms

A white-label back office for accounting firms: Uplinq does the books under the firm's brand, bills the firm a wholesale rate per entity, and the firm sets client pricing.

You set what your clients pay. We bill your firm a wholesale rate per entity, based on accounts and transaction volume.

uplinq.com/solutions/back-office-partnerChecked

Who it is built forPartly

Several businesses

Multi-entity bookkeeping with consolidated reporting is a custom-priced plan for businesses with many entities; the per-entity cost is not published.

15+ accounts, 10+ entities, jobs, or properties? We'll scope a plan around your business.

uplinq.com/pricingChecked

Who it is built forNo

United States

However, we currently do not extend our services to entities based outside of the United States.

We offer our services to U.S.-based entities, irrespective of your global location. ... However, we currently do not extend our services to entities…

uplinq.com/pricingChecked

Who it is built forNo

Canada

it states it does not serve businesses based in Canada, the UK, Australia or anywhere else outside the US.

On the page: FAQ 05, Do you support international companies?

uplinq.com/pricingChecked

Who it is built forNo

Australia

it states it does not serve businesses based in Canada, the UK, Australia or anywhere else outside the US.

On the page: FAQ 05, Do you support international companies?

uplinq.com/pricingChecked

Trying it, starting and getting helpNo

Sign up without a sales call

Every plan card leads to booking a demo, and service begins once you sign a proposal form, so there is no online checkout.

The Agreement is effective on the date you sign an Uplinq Proposal Form (the “Effective Date”).

uplinq.com/termsChecked

Trying it, starting and getting helpPartly

Contract and cancelling

The terms set a one-year initial term that renews automatically unless you give notice 30 days ahead; month-to-month exists but costs more and adds an onboarding charge.

Your initial subscription term will begin at the subscription start date and continue, unless terminated earlier, for one year

uplinq.com/termsChecked

Trying it, starting and getting helpYes

Support

You reach a dedicated accounting advisor through a shared workspace in the app, with replies promised within one business day; no phone line or chat hours are published.

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…

uplinq.com/pricingChecked

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