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Average Ratings 2 Ratings

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Description

Epicor Financials provides businesses with control and automation of all finance-related activities. Add-on modules from industry leaders that automate and digitize your accounting and finance processes will extend your team's abilities. Business intelligence and financial planning tools can simplify reporting and decision-making. Modernize your system and stay current while remaining secure in the cloud. -Drive financial planning and operational planning across all departments Connect to multiple data sources and reduce silos Focus on automating workflows for efficiency -Increase collaboration between Finance and Accounting Expand your business globally

Description

Uplinq harnesses advanced machine learning and a skilled team to ensure your bookkeeping is always current while converting your data into valuable financial insights with just a single click. The traditional methods of managing bookkeeping, taxes, and finances often lead to wasted time and resources, which is where Uplinq comes in. Our approach transcends basic bookkeeping by delivering financial intelligence specifically tailored to your business needs, updated weekly for optimal relevance. With our data-centric technology, you can effortlessly link to the various institutions and tools essential for running your operations. Shouldn’t managing finances be this straightforward? Our system monitors your business activities and automatically sorts your transactions, enabling us to furnish you with weekly financial analytics without the usual barrage of inquiries. Many entrepreneurs find it challenging to leverage their financial data effectively, but Uplinq directly addresses this issue. You will gain a comprehensive overview of your business, refreshed in near real-time, ensuring that you are always informed and ready to make strategic decisions. By simplifying financial management, Uplinq empowers you to focus on growing your business.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BambooHR No 
BigCommerce No 
Clover No 
Epicor ECM Yes 
Epicor ECM AP Automation Yes 
Epicor Kinetic Yes 
Epicor Tax Connect Yes 
FreshBooks No 
Justworks No 
Lockstep Yes 
PayPal No 
PayPal Point of Sale No 
Sage 100 No 
Square POS No 
Wave Accounting No 
Wells Fargo Business Checking No 
WooCommerce No 
Zoho Books No 

Integrations

BambooHR Yes 
BigCommerce Yes 
Clover Yes 
Epicor ECM No 
Epicor ECM AP Automation No 
Epicor Kinetic No 
Epicor Tax Connect No 
FreshBooks Yes 
Justworks Yes 
Lockstep No 
PayPal Yes 
PayPal Point of Sale Yes 
Sage 100 Yes 
Square POS Yes 
Wave Accounting Yes 
Wells Fargo Business Checking Yes 
WooCommerce Yes 
Zoho Books Yes 

Pricing Details

$13/user monthly (SaaS)
Pricing depends on total users
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Epicor Software

Founded

1972

Country

United States

Website

www.epicor.com

Vendor Details

Company Name

Uplinq

Country

United States

Website

www.uplinq.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management Yes 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing Yes 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry Yes 
Vendor Management Yes 

Accounts Receivable

ACH Payment Processing Yes 
Billing & Invoicing Yes 
Check Processing Yes 
Collections Management Yes 
Online Payment Processing Yes 
Overpayment Processing Yes 
Partial Payments Yes 
Receivables Ledger Yes 
Recurring Billing Yes 

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Financial Management

Budgeting & Forecasting Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Currency Management Yes 
Financial Reporting Yes 
Investment Management No 
Project Management Yes 
Revenue Recognition Yes 
Risk Management No 
Tax Management Yes 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Fixed Asset Management

Asset Budgeting Yes 
Asset Lifecycle Management Yes 
Audit Trail Yes 
Barcoding / RFID Yes 
Depreciation Management Yes 
Disposal Management Yes 
Document Management Yes 
Inventory Tracking Yes 
Tax Management Yes 

Product Features

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
Cash Management No 
Collections No 
Expense Tracking No 
Fixed Asset Management No 
General Ledger No 
Payroll No 
Revenue Recognition No 
Spend Management No 
Tax Management No 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

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