Uplinq Secures $10 Million Series A to Transform Financial Management for SMBs
Deal News | May 29, 2025 | Next Coast Ventures LLC

Uplinq, a company specializing in AI-driven bookkeeping and tax solutions for small and medium-sized businesses (SMBs), has successfully closed a $10 million Series A funding round led by Next Coast Ventures, with AZ-VC and Live Oak Ventures participating. The funding will accelerate Uplinq's growth, improve its AI capabilities, expand customer acquisition, and bolster infrastructure. Uplinq offers SMBs automated financial management applications that aim to alleviate challenges posed by traditional bookkeeping methods. By utilizing intelligent AI Agents, Uplinq's platform streamlines tasks, improves accuracy, and enhances strategic decision-making. The company supports nearly 1,000 businesses across various sectors in the U.S. and is expanding its teams to sustain its growth trajectory. Investors like Next Coast Ventures and AZ-VC express confidence in Uplinq's market-transforming potential.
Sectors
- Financial Technology
- Artificial Intelligence
- Small and Medium-Sized Enterprises (SME) Support
Geography
- United States – Uplinq operates across the U.S. and is expanding its presence there, making it a key geography for the article.
Industry
- Financial Technology – The article discusses Uplinq's AI-driven bookkeeping and tax solutions, making it relevant to the Financial Technology sector.
- Artificial Intelligence – Uplinq's platform uses AI to automate bookkeeping and tax processes, situating it in the AI industry.
- Small and Medium-Sized Enterprises (SME) Support – Uplinq's target market is SMBs, providing them with financial automation tools, thereby aligning with the SME support industry.
Financials
- $10 million – The amount raised by Uplinq in its Series A funding round.
Participants
Name | Role | Type | Description |
---|---|---|---|
Uplinq | Target | Company | A company providing AI-driven financial management solutions for SMBs. |
Next Coast Ventures | Lead Investor | PE Firm | The lead investor in Uplinq's Series A funding round. |
AZ-VC | Investor | Company | Participated in Uplinq's Series A funding round. |
Live Oak Ventures | Investor | Company | Participated in Uplinq's Series A funding round. |
Thomas Ball | Co-Founder and Managing Partner | Person | Co-Founder and Managing Partner of Next Coast Ventures. |
Brad Kotansky | Investor | Person | Representative of AZ-VC who commented on the investment. |
Alex Glenn | CEO and Co-Founder | Person | CEO and Co-Founder of Uplinq. |