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Latest release MAY 29, 2025
Uplinq Secures $10 Million Series A to Revolutionize AI-Powered Bookkeeping and Tax Solutions for SMBs
Series A led by Next Coast Ventures, with participation from AZ-VC, Live Oak Ventures, and existing investors.
Read the releaseAnnouncements
01 Uplinq Secures $10 Million Series A to Revolutionize AI-Powered Bookkeeping and Tax Solutions for SMBs Series A led by Next Coast Ventures, with participation from AZ-VC, Live Oak Ventures, and existing investors. MAY 29, 2025 02 Uplinq Secures $5.6 Million in Seed Funding to Revolutionize Automated Bookkeeping and Financial Intelligence for SMBs Seed financing led by AZ-VC with strategic investment from Live Oak Ventures and participation from Merus Capital and members of the Kuwaiti Royal Family. DEC 08, 2022
Coverage
THE SMARTEST PERSON IN THE ROOM Why the Future of Small Business Bookkeeping Is AI-Driven: The Uplinq Story MAY 12, 2026 HOLLAND & HART Holland & Hart Advises Uplinq in its $10M Series A Preferred Financing JUN 16, 2025 PHOENIX BUSINESS JOURNAL Scottsdale bookkeeping AI startup to double workforce after $10M raise JUN 03, 2025 SNELL & WILMER Snell & Wilmer Advises Next Coast Ventures in $10M Series A Investment in AI Bookkeeping Platform Uplinq JUN 03, 2025 THE SAAS NEWS Uplinq Raises $10 Million Series A JUN 01, 2025 FINTECH GLOBAL AI bookkeeping FinTech Uplinq raises $10m to transform SMB tax management MAY 30, 2025 FINSMES Uplinq Raises $10M in Series A Funding MAY 30, 2025 INTERNATIONAL ACCOUNTING BULLETIN AI-powered Uplinq raises $10m MAY 30, 2025 PULSE 2.0 Uplinq: $10 Million Series A Closed For Transforming AI-Based Bookkeeping And Tax Solutions MAY 30, 2025 FF NEWS Uplinq Secures $10 Million Series A to Revolutionize AI-Powered Bookkeeping and Tax Solutions for SMBs MAY 30, 2025 ITDIGEST Uplinq Raises $10M Series A to Transform AI Bookkeeping for SMBs MAY 30, 2025 GREATER PHOENIX IN BUSINESS AI-Driven Bookkeeping Platform Secures $10M Series A Funding MAY 29, 2025 FINOVATE Advanced Bookkeeping Solution Provider Uplinq Raises $5.6 Million in Seed Funding JAN 05, 2023 PHOENIX BUSINESS JOURNAL Tempe startup Uplinq raises seed funding, plans growth DEC 09, 2022 CROWDFUND INSIDER Uplinq Raises $5.6 Million in Seed Funding, Aims to Improve SME Financial Intelligence, Bookkeeping DEC 09, 2022 PYMNTS Uplinq Raises $5.6M for Bookkeeping Platform DEC 08, 2022
Milestones
Six years, one direction
The founding team cut their teeth on Haulynx, later acquired by U.S. Xpress and rebranded as Xpress Technologies.
Uplinq is founded to bring efficient bookkeeping and financial solutions to SMBs.
Early transaction categorization and reconciliation automations begin.
$5.6M seed financing announced, led by AZ-VC with strategic investment from Live Oak Ventures.
Uplinq expands its customer base, launches Uplinq Tax, and introduces Autopilot.
$10M Series A announced, led by Next Coast Ventures.
Boilerplate
About Uplinq
Uplinq provides AI-driven bookkeeping and tax solutions for small and medium-sized businesses. Founded in 2020, the company uses automation, machine learning, and AI agents to streamline financial workflows.
The platform spans transaction categorization, reconciliation, reporting, predictive insights, and tax compliance. Uplinq is headquartered in Scottsdale, Arizona.
FOUNDED 2020
HEADQUARTERS Scottsdale, AZ
CHIEF EXECUTIVE Alex Glenn
CO-FOUNDERS Alex Glenn, Jacob Peplinski, Ethan Blak
LATEST ROUND $10M Series A
CUSTOMERS +1,000 businesses
INVESTORS Next Coast Ventures, AZ-VC, Live Oak Ventures, Merus Capital
Leadership
HEADSHOTS PENDING The people on the record
AG
Alex Glenn Chief Executive Officer
JP
Jacob Peplinski Chief Technology Officer
EB
Ethan Blak Chief Marketing Officer
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