How It Works
Turn bookkeeping data into a quarterly plan in minutes
Connect your bookkeeping tool and get a quarterly action plan in your first session.
Setup
Three steps to your first quarter plan
Skip spreadsheets and tax prep. Uprise does the math after you connect your source data.
Connect your accounting software
Connect QuickBooks Online, Xero, or Wave. Uprise reads income, expenses, and balance sheet through a read-only connection. Your books remain unchanged.
Answer setup questions
Share your entity type, owner compensation, retirement goals, and employee status. Your answers help Uprise select the right tax method and retirement account.
Get your first guidance report
Within one business day, Uprise prepares your current-quarter estimated tax calculation, retirement contribution target, and cash reserve recommendation from your trailing 90 days.
Quarterly Tax
Your Q3 estimated payment is $3,240 due September 15. The prior-year safe harbor method saves $180 versus annualized income this quarter.
Retirement
With current YTD profit, you can contribute up to $14,500 to your Solo 401k by October 15. Funding before Q4 lowers taxable income during your highest-income quarter.
Cash Flow
Your October expense cluster is estimated at $6,800. Given your current balance, reserve at least that amount through September 30.
Integrations
Fits the tools founders already use
Uprise reads financial data from your existing software. No manual entry or CSV uploads.
Accounting
QuickBooks Online
Read-only access to your chart of accounts, transaction history, and balance sheet. Supports Simple Start through Advanced plans.
Accounting
Xero
Access your P and L and balance sheet. Uprise maps Xero account codes to tax categories, so recategorizing is unnecessary.
Accounting
Wave
Works with Wave's free accounting tier, for founders not using paid accounting software who want structured quarterly guidance.
Questions
Setup and access FAQs
Most founders connect accounting software and answer the calibration questions in under 45 minutes. Your first guidance report arrives within one business day of connecting.
No. Every accounting integration uses a read-only connection. Uprise reads your data to provide advice, but does not alter books, create transactions, or write to your accounting software.
Uprise syncs your accounting data daily. Your quarterly report updates when actuals change materially, and you can also start a manual refresh from your dashboard.
Uprise identifies data gaps and shows each estimate's confidence level. Partial data can still provide useful guidance. Before the estimated tax deadline you want to cover, bring your books through the current quarter.
Yes. S-corps are supported. Enter your W-2 salary during calibration, and Uprise includes salary withholding and pass-through income in quarterly estimates and retirement contribution limits. Year-end S-corp filing support is available on the Business plan.
Get Started
Ready to see this quarter's numbers?
Connect your books today and receive your first quarterly estimate within one business day of connecting.