+
+

Related Products

  • Xero
    5,952 Ratings
    Visit Website
  • Sage Intacct
    8,776 Ratings
    Visit Website
  • Melio
    2,212 Ratings
    Visit Website
  • Martus
    160 Ratings
    Visit Website
  • Soraban
    8 Ratings
    Visit Website
  • Sovos
    171 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • MindCloud
    83 Ratings
    Visit Website
  • TurboTenant
    854 Ratings
    Visit Website
  • Monk
    7 Ratings
    Visit Website

About

Pilot takes care of your business finances, so you can focus on growing your business. Over a thousand businesses rely on Pilot for bookkeeping, tax, budgeting, fundraising support, & more. With Pilot, get a dedicated team of US-based finance experts who deeply understand your business and software that integrates with your financial tech stack like QuickBooks, NetSuite, Stripe, & more. Run your business with a clear picture of your finances. With Pilot, you get accurate books delivered monthly, on the dot. Our expert team is assisted by powerful software that automatically eliminates common errors. Get fast, responsive service. Your dedicated finance expert knows your business and books from the ground up. Your monthly statements include custom statements for your industry, like burn reports for startups or inventory management for eCommerce. With accrual basis bookkeeping and advanced financial CFO support when you need it, we’re built to scale with you.

About

Uplinq’s machine learning technology and experienced professionals keep your bookkeeping up-to-date and transform your data into actionable financial intelligence - all at the touch of a button. Time and money are wasted on bookkeeping, taxes, and financial management solutions that just don’t work. Enter Uplinq. Go beyond bookkeeping with financial intelligence optimized for your business. Updated weekly and focused on your needs. Our data-focused technology allows you to seamlessly connect to the institutions and tools you work with to manage your business. Shouldn’t everything be this easy? Our technology tracks your business activity and automatically categorizes your transactions. This allows us to provide you with financial analytics on a weekly basis without the constant stream of questions. Many business owners struggle to make use of their financial data. Uplinq tackles this problem head-on. You’ll receive a global view of your business, updated in near real-time.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

eCommerce businesses looking for a software solution to manage their finance, bookkeeping, tax, budgeting, and fundraising operations

Audience

Organizations looking for a solution to manage bookkeeping operations and transform their data into actionable financial intelligence

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$599 per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 3.0 / 5
ease 3.0 / 5
features 3.0 / 5
design 3.0 / 5
support 3.0 / 5

Pros & Cons from Real Users

Pros

  • NONE!! The company does not have any AI aspect. The customer service is none existent. No pros whatsoever.
  • Can't say enough about how my experience has been with Uplinq. They are second to none with technology and their support is the best out there.

Cons

  • Everything about them is a con! They filed our taxes wrong.
  • I wish there was a light theme for the dashboard but that's just my preference.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Pilot
Founded: 2017
United States
pilot.com

Company Information

Uplinq
United States
www.uplinq.com

Alternatives

Alternatives

Epicor Financials

Epicor Financials

Epicor Software
Fathom

Fathom

Fathom Applications

Categories

Accounting Supported
Bookkeeping Supported
Corporate Tax Supported

Categories

Bookkeeping Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
Collections Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
General Ledger Supported
Payroll Not Supported
Revenue Recognition Supported
Spend Management Not Supported
Tax Management Supported

Financial Reporting Features

"What If" Scenarios Not Supported
Audit Trail Not Supported
Balance Sheet Not Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Not Supported
General Ledger Supported
Income Statements Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Not Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Not Supported
Tax Management Supported

Corporate Tax Features

Compliance Management Not Supported
Data Import / Export Not Supported
Data Verification Not Supported
Electronic Filing Supported
Exception Notification Not Supported
For Nonprofits Not Supported
For Partnerships Not Supported
K-1 Reporting Not Supported
Payroll & Employer Forms Not Supported
Status Tracking Not Supported
Tax Planning Not Supported

Integrations

Gusto Supported
Square POS Supported
Stripe Supported
ADP Global Payroll Not Supported
Brex Supported
Clover Not Supported
FreshBooks Not Supported
Kashoo Not Supported
LoanPro Not Supported
PayPal Not Supported
PayPal Point of Sale Not Supported
Scale GenAI Platform Supported
Shopify Not Supported
Wave Accounting Not Supported
Wells Fargo Business Checking Not Supported
WooCommerce Not Supported
Xero Not Supported
Zoho Books Not Supported

Integrations

Gusto Supported
Square POS Supported
Stripe Supported
ADP Global Payroll Supported
Brex Not Supported
Clover Supported
FreshBooks Supported
Kashoo Supported
LoanPro Supported
PayPal Supported
PayPal Point of Sale Supported
Scale GenAI Platform Not Supported
Shopify Supported
Wave Accounting Supported
Wells Fargo Business Checking Supported
WooCommerce Supported
Xero Supported
Zoho Books Supported
Claim Pilot and update features and information
Claim Pilot and update features and information
Claim Uplinq and update features and information
Claim Uplinq and update features and information