Close the books faster. Brief the CFO before 8am.
AI agents that reconcile invoices, work the month-end checklist, chase receivables and write the board pack, on a governed platform built for regulated finance. Our forward-deployed engineers set them up inside your stack, and your team approves every entry before it posts.
A fractional CFO firm, running its client portfolio on agents.
Our first finance deployment is with a fractional CFO firm whose CFOs each serve several growth companies. Together we built a set of agents that do the preparation work behind each client relationship, so every CFO starts the day with the numbers already pulled, checked and explained.
- Client onboardingBring a new client company's books and systems onto the platform in one guided flow.
- Cash and runwayThe founder's main dashboard: cash position, burn and months of runway, always current.
- Daily morning briefingA notification each morning comparing today's position with yesterday and last month.
- Board report: bookings and CARRBookings and contracted ARR assembled straight from contracts and billing.
- Board report: P&L varianceActuals against budget, with the variances that matter explained in plain English.
- Expense governanceSpend checked against policy and approval limits, with exceptions flagged for review.
- Contract and MSA intelligenceKey terms, renewal dates and billing obligations pulled from contracts.
- Data integrity checksMismatches between the GL, billing and bank caught before they reach a report.
- Ask-anything finance chatFounders simulate scenarios ("what if we hire five engineers in Q1?") and get answers in seconds.
Take the repetitive work out of close, payables and collections.
Each agent works inside the systems you already use, prepares the work, and hands it to your team for review.
Built for the people who sign off on the numbers.
Fractional CFO firms
Serve more clients per CFO. Onboard each new client in one flow and give every founder a daily briefing without adding analysts.
CFOs and controllers
Shorten the close, keep the board pack on schedule and get answers to "what if" questions without waiting on a model rebuild.
CPA and accounting firms
Automate reconciliations and client follow-ups across your book of clients, with a review step and an audit trail on every task.
Agents that respect how finance works.
Uptiq was built for banks and regulated lenders. Your close gets the same controls.
- Review before postingAgents prepare entries, matches and reports. A person on your team approves before anything reaches the GL or a client.
- Full audit trailEvery run is logged with its inputs, outputs and approver, so you can show exactly what happened and why.
- Segregation of dutiesRole-based access keeps preparers, reviewers and approvers separate, the way your controls require.
- Your data stays yoursData stays in your environment, is not retained by model providers and is never used for training.
Start with one workflow. Add the next when it's earning its keep.
- Pick the workflow
On a 15-minute call we find the task that eats the most hours: AP matching, the close checklist, collections or the board pack.
- Connect your systems
Our engineer connects your GL, bank feeds, billing and CRM and maps your chart of accounts and approval rules.
- Run alongside your team
The agent works in parallel with your current process for a cycle, so you can compare its work line by line.
- Go live and expand
Once your team trusts the output, it takes over the prep work and we move to the next workflow.
Questions finance leaders ask us.
Will an agent post entries to our books on its own?
No. Agents prepare reconciliations, journal entries and reports. Someone on your team reviews and approves before anything is posted or sent.
Which accounting systems do you work with?
Uptiq connects to the accounting, banking, billing and CRM tools finance teams use. Tell us your stack on the call and we'll confirm the connectors for your setup.
Do we need to replace our close software?
No. The agents work alongside your existing systems and checklists. They take over the preparation, not the tools you already rely on.
We're a fractional CFO firm. Can this run across all our clients?
Yes. That's how our first fractional CFO deployment runs: each client company is onboarded separately, and every CFO sees their own client portfolio.
How is our clients' financial data protected?
Data stays in your environment, access is role-based, every action is logged, and nothing is used to train models.
How fast can we see results?
We start with one workflow and run it alongside your team for a cycle, so you see real output on your own numbers before you commit to more.
Book a 15-minute call.
Tell us about your finance team and the workflow that takes the most time. We'll show you what an agent would do with it. Next, you'll pick a time right here on the page.