Uplinq Raises $10M to Revolutionize SMB Bookkeeping with AI

Uplinq, a fast-growing provider of AI-powered bookkeeping and tax automation for small and medium-sized businesses (SMBs), has secured $10 million in a Series A funding round. This round, led by Next Coast Ventures with backing from AZ-VC, Live Oak Ventures, and other investors, is set to accelerate the company’s growth trajectory while expanding its AI capabilities and scaling its market reach.

Why Uplinq Matters in the SMB Space

Addressing a Pain Point in Financial Management

• Many SMBs still rely on outdated, manual bookkeeping and tax workflows.
• These traditional processes are inefficient, error-prone, and resource-intensive.
• Uplinq eliminates these hurdles by deploying intelligent AI to automate financial operations.

AI-Powered Financial Automation

• Uplinq’s platform uses advanced AI Agents to:
  • Categorize transactions
  • Reconcile accounts
  • Offer predictive financial insights
  • Ensure tax compliance
• The result is improved speed, accuracy, and strategic decision-making for SMBs.

Series A Funding and Growth Plans

Funding Breakdown

• $10M Series A led by Next Coast Ventures.
• Additional support from AZ-VC, Live Oak Ventures, and existing investors.

Planned Investment Areas

• Further development of AI-driven product features.
• Scaling customer acquisition efforts.
• Enhancing infrastructure for seamless, automated service delivery.
• Growing the team across engineering, go-to-market, and customer success roles.

Customer Impact and Market Reach

Tangible Business Benefits

• Uplinq customers report:
  • Up to 80% reduction in manual data entry.
  • Greater tax compliance accuracy.
  • More precise financial forecasting.

Diverse Industry Coverage

• Supporting nearly 1,000 SMBs in sectors like:
  • Ecommerce
  • Healthcare
  • Logistics
  • Hospitality

Client Testimonial

“Uplinq turned hours of frustrating bookkeeping tasks into a few clicks. This is a game-changer for a busy business owner.”

Mission-Driven Team and Hiring Push

Team Expansion

• Rapid team growth with a hybrid HQ in Phoenix, Arizona.
• Actively hiring nationwide for:
  • Engineering
  • Sales & Marketing
  • Customer Success
• Visit: uplinq.com/careers

Investor Confidence and Strategic Vision

Next Coast Ventures – Thomas Ball

• “Uplinq is transforming how SMBs manage finances.”
• Emphasized strong market demand and scalable innovation.

AZ-VC – Brad Kotansky

• Highlighted Uplinq’s alignment with their mission to empower SMB ecosystems.

Uplinq CEO – Alex Glenn

• “We’re creating more than a platform—we’re building a smarter, more intuitive way for SMBs to manage finances.”

With this $10 million funding round, Uplinq is poised to redefine financial management for SMBs. By fusing intelligent automation with user-centric design, the company is closing the gap between enterprise-grade financial capabilities and small business accessibility. Uplinq’s mission to simplify, streamline, and empower the real economy through AI is gaining serious momentum—and reshaping how small businesses think about bookkeeping and taxes.