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Integrations | Uplinq
Integrations

All your financial sources, one accounting layer.

Uplinq connects bank and card data directly, reads the files your business already produces, and works from QuickBooks-connected app records so accounting context is not trapped across systems.

SOURCES
UPLINQ
OUTPUT
BANK & CARD DATA
Chase ••4821 · deposit+$8,240.17
Amex ••3009 · charge−$1,240.00
Navy Federal · balancesynced
FILES + DOCUMENTS
receipt_0412.jpgread
june_statement.pdf214 rows
payroll_jun.pdfto review
QUICKBOOKS APP RECORDS
Shopify payout · synced09:41
Gusto payroll runjournal
SR-1042 sales receiptlinked
uplinq
ACCOUNTING CONTEXT LAYER
source lineage attached · 3 records
fields extracted, merchant · period · fees
prior treatment · 11 similar items
confidence 0.97 → AI path
1 exception → expert review
AUDIT TRAIL RECORDING
Books current
Dashboard updated
Tax context attached
Review routed
SOURCE → CONTEXT → ACCOUNTING TREATMENT → REVIEW BOUNDARY → OUTPUT
01 · Every source your books run on

Find your banks, files, and apps.

Bank and card accounts, the files you already generate, and the records your connected apps create · Uplinq works from all three. Search the directory or browse by category.

/
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CATEGORY
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COVERAGE CONFIRMED
DURING ONBOARDING
{{ resultCount }} REPRESENTATIVE SAMPLE · NOT A COMPLETE DIRECTORY
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NO MATCHES IN THIS SAMPLE
This directory is a sample, not the full coverage map, most sources connect. Ask us and we will confirm yours during onboarding.
Book a demo
Representative sample, not a complete directory. Coverage and availability vary by provider, permissions, account type, file quality, and setup. Uplinq confirms sources during onboarding.
02 · Direct bank connections

Bank and card data, connected at the source.

Uplinq connects bank and card accounts directly, so the books can start from source activity instead of manual exports. Coverage includes major national banks, regional banks, credit unions, card providers, payment platforms, and investment-account contexts where available.

US institution rows in coverage snapshotCOVERAGE SNAPSHOT · GENERATED 2026-05-20
9,517
Institution and product availability vary. Uplinq confirms source coverage during setup.
REPRESENTATIVE CONNECTED INSTITUTIONS EXAMPLES, NOT A GUARANTEE
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{{ t.name }}
{{ t.name }}
Search the source directory
03 · Files through AI

Send the record. Uplinq turns it into accounting context.

Receipts, statements, invoices, payroll reports, POS exports, tax notices, spreadsheets, and owner notes become evidence attached to the right accounting work. AI extracts what matters; review gates catch what needs judgment.

A MESSY MONTH OF FILES · SELECT ONE
{{ f.ext }} {{ f.name }}
{{ activeName }} {{ activeExt }} {{ activeState }}
SOURCE FILE · SIMULATED CYAN = READ BY AI
FIRST MERIDIAN BANK STATEMENT
BUSINESS CHECKING ••4821 MAY 01 · MAY 31
05/04 ACH SHOPIFY PAYOUT+$8,240.17
05/09 CHECK #1204 · RENT−$1,850.00
05/17 POS DEPOSIT · SQUARE+$2,114.60
ENDING BALANCE $24,318.09
CORNER HARDWARE SCOTTSDALE AZ · REG 02
PAINT QT ×2$38.50
BRUSH SET$22.90
SANDPAPER 120$18.75
TAX$3.97
TOTAL$84.12
VISA ••300905/12
Invoice #INV-2047
ACME SUPPLY CO NET 30
CEDAR PLANKS 8FT ×24$812.00
FASTENER KIT ×6$348.00
DELIVERY$80.00
DUE JUN 30 TOTAL $1,240.00
PAYROLL SUMMARY JUN 01–15 · RUN 12
EMPLOYEE GROSS TAXES NET M. TORRES 3,120.00 684.20 2,435.80 J. OKAFOR 2,980.00 655.10 2,324.90 A. LINDQVIST 3,740.00 779.10 2,960.90
TOTAL 9,840.00 2,118.40 7,721.60
pos_export_week24.csv
date gross tips refunds fees 06/16 $1,842.10 $212.40 −$38.00 −$52.11 06/17 $2,114.60 $186.20 $0.00 −$61.02 06/18 $1,588.44 $201.75 −$24.50 −$47.90
shopify_payouts_2026-06-22.csv
payout_id gross fees refunds net PO-88213 $8,612.40 −$258.37 −$113.86 $8,240.17 PO-88164 $7,904.12 −$237.90 −$88.00 $7,578.22
NET MATCHED TO CHASE ••4821 DEPOSIT
EQUIPMENT LOAN ••7731 STATEMENT
PAYMENT RECEIVED · JUN 01$1,850.00
PRINCIPAL$1,406.50
INTEREST$431.00
FEES$12.50
REMAINING BALANCE$38,214.77
ARIZONA DEPT OF REVENUE NOTICE
CP-504 · PERIOD Q1 2026
AMOUNT DUE $312.00
RESPOND BY JUL 15 PAGE 1 OF 2
owner_mapping.xlsx
A B C 1 channel account rule 2 Shopify Sales income =IF(fees>0,"split") 3 Amazon FBA Sales income split fees 4 Faire Wholesale income post net
FROMdana@harborline.co
TObooks@uplinq.com
SUBJRe: the $500 Meridian charge

That $500 to Meridian Events was the booth deposit for the fall trade show, can you split it out of marketing?

LINKED · CHASE ••4821 · 05/12
EXTRACTED FIELDS · AI READ
{{ fld }}
LINKED TO THE ACCOUNTING WORK
{{ activeOutput }}
Exact treatment depends on the file, available context, and review needs.
04 · Connected app ecosystem

If it reaches your books, Uplinq can work from it.

Small businesses run on a stack of connected apps, ecommerce, payments, payroll, inventory, CRM, field service, and project tools. When that activity syncs into your accounting records, it becomes context Uplinq can work from.

Not every app is a direct Uplinq integration. Data availability depends on customer setup, sync behavior, permissions, and scope.
Your connected record layer WHERE APP ACTIVITY LANDS BEFORE IT REACHES THE BOOKS ecommerce · payments · payroll
inventory · CRM · field service · projects
{{ c.title }}
{{ ex.name }}

Uplinq works from that record layer, adding accounting memory, context, review routing, and explanation to the data that reaches the books.

Bring your systems.
We will map the accounting layer.

Tell us which banks, apps, files, and QuickBooks workflows your business uses. Uplinq will help identify what can connect directly, what can be processed from files, and what should route through QuickBooks.

FAQ
Scope, setup, and review

Straight answers on what connects, what gets processed, and where human judgment stays in the loop.

{{ f.q }}

{{ f.a }}
Integrations

All your financial sources, one accounting layer.

Uplinq connects bank and card data directly, reads the files your business already produces, and works from QuickBooks-connected app records.

SOURCES
BANK & CARD DATA Chase ••4821 · deposit+$8,240.17
FILES + DOCUMENTS payouts_2026-06-22.csvextracted
CONNECTED APPS Shopify → QuickBookssynced
Uplinq, the accounting layer MATCH · CATEGORIZE · EXPLAIN · ROUTE
OUTPUT · CURRENT BOOKS
Current P&L Clean ledger Audit trail
01 · Every source your books run on

Find your banks, files, and apps.

Search the directory or browse by source type.

{{ t.label }} {{ t.count }}
{{ mResultCount }} REPRESENTATIVE SAMPLE
{{ r.name }} {{ r.meta }}
NO MATCHES IN THIS SAMPLE
Most sources connect, ask us and we will confirm yours during onboarding.
Book a demo
Coverage confirmed during onboarding.
02 · Direct bank connections

Bank and card data, connected at the source.

Uplinq connects bank and card accounts directly, so the books start from source activity instead of manual exports.

US institution rows in coverage snapshotGENERATED 2026-05-20 9,517
{{ t.name }}
Search the source directory
03 · Files through AI

Send the record. Uplinq turns it into accounting context.

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

{{ f.ext }} {{ f.name }}
{{ mActiveName }} {{ mActiveState }}
SOURCE FILE · SIMULATED
FIRST MERIDIAN BANK STATEMENT
BUSINESS CHECKING ••4821 MAY 01 · MAY 31
05/04 ACH SHOPIFY PAYOUT+$8,240.17
05/09 CHECK #1204 · RENT−$1,850.00
05/17 POS DEPOSIT · SQUARE+$2,114.60
ENDING BALANCE $24,318.09
CORNER HARDWARE SCOTTSDALE AZ · REG 02
PAINT QT ×2$38.50
BRUSH SET$22.90
SANDPAPER 120$18.75
TAX$3.97
TOTAL$84.12
VISA ••300905/12
Invoice #INV-2047
ACME SUPPLY CO NET 30
CEDAR PLANKS 8FT ×24$812.00
FASTENER KIT ×6$348.00
DELIVERY$80.00
DUE JUN 30 TOTAL $1,240.00
PAYROLL SUMMARY JUN 01–15 · RUN 12
EMPLOYEE GROSS TAXES NET M. TORRES 3,120.00 684.20 2,435.80 J. OKAFOR 2,980.00 655.10 2,324.90 A. LINDQVIST 3,740.00 779.10 2,960.90
TOTAL 9,840.00 2,118.40 7,721.60
pos_export_week24.csv
date gross tips refunds fees 06/16 $1,842.10 $212.40 −$38.00 −$52.11 06/17 $2,114.60 $186.20 $0.00 −$61.02 06/18 $1,588.44 $201.75 −$24.50 −$47.90
shopify_payouts_2026-06-22.csv
payout_id gross fees refunds net PO-88213 $8,612.40 −$258.37 −$113.86 $8,240.17 PO-88164 $7,904.12 −$237.90 −$88.00 $7,578.22
NET MATCHED TO CHASE ••4821 DEPOSIT
EQUIPMENT LOAN ••7731 STATEMENT
PAYMENT RECEIVED · JUN 01$1,850.00
PRINCIPAL$1,406.50
INTEREST$431.00
FEES$12.50
REMAINING BALANCE$38,214.77
ARIZONA DEPT OF REVENUE NOTICE
CP-504 · PERIOD Q1 2026
AMOUNT DUE $312.00
RESPOND BY JUL 15 PAGE 1 OF 2
owner_mapping.xlsx
A B C 1 channel account rule 2 Shopify Sales income =IF(fees>0,"split") 3 Amazon FBA Sales income split fees 4 Faire Wholesale income post net
FROMdana@harborline.co
TObooks@uplinq.com
SUBJRe: the $500 Meridian charge

That $500 to Meridian Events was the booth deposit for the fall trade show, can you split it out of marketing?

LINKED · CHASE ••4821 · 05/12
EXTRACTED FIELDS · AI READ
{{ fld }}
→ {{ mActiveOutput }}
04 · Connected app ecosystem

If it reaches your books, Uplinq can work from it.

When connected apps sync activity into your accounting records, it becomes context Uplinq can work from.

Your connected record layer WHERE APP ACTIVITY LANDS FIRST
{{ c.title }}
{{ ex.name }}

Bring your systems.
We will map the accounting layer.

Tell us which banks, apps, files, and QuickBooks workflows your business uses.

FAQ
Scope, setup, and review
{{ f.q }}

{{ f.a }}