AI-native FP&A
The second brain for modern FP&A teams.
Uptio turns messy actuals into clear, actionable decisions for FP&A teams. Focus on the insight, not the spreadsheet.
Why this still hurts
By the time you find the insight, the opportunity has passed.
Margin leakage goes unnoticed. Revenue drivers stay hidden. Decisions get made on gut feel because the data takes too long to surface. Uptio gives you real-time clarity on what's changing, why it matters, and what to do next.
Problems we solve
Four realities holding finance back.
Finance teams are trapped in cycles of manual work, delayed insights, and fragmented data. These aren't minor inconveniences. They're costing you decisions, margin, and momentum.
SPEED
Month end stretches too long. Reforecasts arrive after the fact. Every cycle starts with manual assembly, reconciliation and validation.
INSIGHTS
You know what happened, but struggle to explain why it happened or what should come next. Drivers are hidden and variance explanations take too long.
DATA
Truth is scattered across systems, spreadsheets and assumptions. ERPs do not report well and every new question triggers another round of data work.
ALIGNMENT
Finance, operators and executives are not operating from the same story. Different versions of the truth create friction, slow decisions and reactive behaviour.
The impact
Finance becomes the bottleneck.
Fighting fires instead of driving decisions. The cost compounds silently.
Decisions on stale data
By the time insights surface, the window to act has closed.
Analysts reconciling, not advising
80% of time spent assembling data, 20% on actual analysis.
Teams surprised and reactive
No early warning system. Problems discovered too late to prevent.
Boards look backwards
Leadership meetings explain history instead of shaping what's next.
The hidden cost: Every delayed decision compounds. Margin leaks. Opportunities pass. Trust erodes.
The shift
This is where
steps in.
How it works
From messy data to clear decisions.
Three steps. No spreadsheet wrangling. No waiting for the next cycle.
Connect your data
Upload spreadsheets, CSVs, or connect your existing sources. Uptio's AI automatically cleans, transforms, and structures your data — no manual prep required.
Ask in plain English
Type questions like you're talking to a colleague. Uptio understands context, suggests follow-ups, and surfaces the right analysis automatically.
Get actionable insights
Receive clear answers with supporting charts, tables, and explanations. Every insight connects back to the underlying data so you can trust what you see.
Drop your files here
CSV, Excel, or connect a database
| Segment | Variance | Change |
|---|---|---|
| Enterprise | +$3.1M | ↑ +18.2% |
| Mid-Market | +$0.5M | ↑ +4.1% |
| SMB | -$1.2M | ↓ -3.4% |
AI capability
Communicate with your data like a second brain.
Ask complex questions in plain English. Get instant, actionable insights with supporting data.
Uptio ChatRevenue variance of +$2.4M is primarily driven by Enterprise segment growth (+18%) offsetting SMB contraction (-3%). Key drivers:
Enterto send•@mention data•+add source
Our perspective
Step into the new world. Meet your intelligent partner.
FP&A deserves more than another dashboard or planning tool. It deserves a second brain that lives in the business, learns from your data, and connects people with insight and action.
Who it's for
Built for finance leaders and operators.
Uptio is for teams who want deeper understanding, not just faster reporting.
CFOs and finance leaders
You need faster, clearer answers and a way to steer the business with confidence, not wait for the next cycle.
Finance analysts
You are tired of being stuck in spreadsheets and want time to work on drivers, scenarios and real business partnering.
Operators and executives
You rely on finance for clarity, but rarely get it in time to act. You want to see how decisions flow through to revenue, margin and growth.
Early access
Ready to unlock smarter FP&A decisions?
Join our pilot program and see AI-powered insights tailored to your business, data, and decision cadence.