Integrations
Uprise fits into the tools you already use
Read-only links to bookkeeping, bank, and payroll data.
Accounting Software
Accounting connections
Connections use OAuth and read-only access. Uprise never writes to your accounting software.
Accounting
QuickBooks Online
Popular with US small businesses, QuickBooks lets Uprise read your P and L, balance sheet, and transaction history. Supports Simple Start, Essentials, Plus, and Advanced plans. No QuickBooks accountant seat required.
Accounting
Xero
Access profit and loss, balance sheet, and accounts receivable data. Uprise automatically maps Xero account codes to IRS tax categories. Popular with service businesses and professional firms. All Xero subscription tiers work.
Accounting
Wave
For founders not using paid accounting software, Wave offers a supported free tier. Uprise reads transactions, income summaries, and expense categories for quarterly estimates.
How It Flows
From books to your quarterly plan
Uprise combines three accounting data layers with your calibration profile to create guidance.
Each day, Uprise reads your accounting data via read-only OAuth. It combines your business profile and current tax calendar with actuals to create a quarterly guidance report that updates as your numbers change.
Questions
Integration questions
No. Connect through standard OAuth with your own login. Uprise does not need an accountant seat or separate user. Read-only permissions let Uprise view reports without changing your books.
Your guidance reports pause until you reconnect. Historical reports and your business profile stay retained. Reconnecting restores data sync, and guidance continues from where it stopped.
Advisor and Business plans support multiple integrations. Most founders use one system, but you can connect primary and secondary systems during a platform migration.
Yes. FreshBooks and Sage are currently in development, with direct payroll integrations planned for a future update. If your platform is not listed, contact us to add it to our priority list.
Get Connected
Connect your books in under an hour.
Read-only access. No accountant seat required. Your first quarterly plan ready the same day.