Uplinq
Uplinq is an AI-driven financial solution for SMEs and startups, offering automated bookkeeping, tax planning, and real-time reporting, enhanced by accounting specialists.
Independent assessment across data handling, compliance, security and transparency.
Risk factors
3- Cloud-based service with potential data sharing.
- User data may be used for improving AI models.
- Requires user data for financial assessments.
Recommendations
4- Require SOC 2 Type II attestation before connecting financial accounts
- Review data processing agreements and accountant access controls
- Confirm encryption standards and access logging for financial records
- Assess regulatory compliance for jurisdiction-specific financial data handling
Data handling
- Storage
- Cloud; business financial records and tax data stored on vendor servers
- Retention
- Not clearly documented; financial data may be retained for audit purposes
- Training on inputs
- Unclear; financial patterns may train bookkeeping automation models
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