Data without insights is meaningless, and insights without action are pointless

Customizable embedded widgets. Data from dozens of business applications. Actionable insights for business owners and relationship managers. Pre-integrated with the world's leading digital banking providers.

Business owners want to do better. Make your financial institution their trusted advisor.

Financial Institution View

Embedded business management tools for business owners

UPTIQ organizes data ingested from dozens of SaaS applications used by businesses. Our embedded finance and business management tools allow the financial institution to deliver real-time business insights and personalized recommendations to help business customers make data-informed business decisions.
Leverage the powerful suite of finance tools to assist business clients in improving their financial health and performance by monitoring financial, sales, and marketing data on a single platform.

Business View

Predictive data-driven insights for financial institutions

UPTIQ organizes data ingested from dozens of SaaS applications used by businesses. Our embedded finance and business management tools allow the financial institution to deliver real-time business insights and personalized recommendations to help business customers make data-informed business decisions.
By ingesting data from dozens of SaaS applications, UPTIQ delivers insights into trends and performance across your customer base to easily monitor churn and engagement. Leverage those insights and proactive alerts to strengthen the relationship and build loyalty with your business clients.

Integrations

Utilizing data from dozens of SaaS business applications and banking platforms

Revolutionize the relationships with your business customers using their own data. UPTIQ utilizes data from dozens of business-critical SaaS applications, including popular accounting, ERP, payroll, eCommerce, CRM, marketing, and POS, and delivers personalized business insights to ensure you and your client thrive.

170+

Pre-integrated data pipe
apps

80+

Pre-integrated apps with ready-to-use widgets

Data categories

40+

Apps coming soon

Data without insights is meaningless, and insights without action are pointless

Trusted by the best

Business owners want to do better. Make your financial institution their trusted advisor.

Embedded business management tools for business owners

Predictive data-driven insights for financial institutions

Utilizing data from dozens of SaaS business applications and banking platforms