Sales and margin
Which products, customers and channels are moving margin, and why.
The AI intelligence layer for finance and FP&A
Zero-lag FP&A starts here.
Today's finance teams use Uptio to find the why, report in minutes and steer their business forward.
Book a demoBuilt by FP&A people who've run the cycle, again and again.
Uptio knows how FP&A works, so every workflow runs on governed metrics and numbers calculated the same way, every time.
Uptio Intelligence
Ask questions of your numbers. Get clear, governed answers.
Business context
Learns how your business works: your company, hierarchies, rules and business terms.
Governed metrics
One definition of every KPI, stored in Uptio, not in everyone's chatbot.
Deep-dive analysis
What happened. Why. What to do next.
Tailored reporting
A clear story of what's happening in your business, ready to share.
Load your data
Bring your data and load it into Uptio.
Security and permissions
Your data stays yours. Stored in Sydney and calculated on our own engine.
See it live
Book a 30-minute demo.
Knows your business
Learns your company, hierarchy, KPIs and history. Every answer starts from how your business actually works.
One version of the truth
Governed definitions, so the CFO and ops get the same numbers for the same question.
Shows its working
Ask in plain English. Uptio applies finance logic first, then shows the answer and how it was calculated.
Runs on repeat
Reports rerun on new data each week or month, and the context keeps building. No rebuilding.
Your next FP&A analyst, for any part of your business.
Point Uptio at the area where you need more insight. It runs the analysis your team doesn't have time for, every week, on governed numbers.
Purchasing and suppliers
Where supplier costs and volumes are shifting.
Customers and channels
Who's buying more, who's buying less, and why.
Store and branch performance
Which sites are ahead, which are behind, and why.
Finance always gets asked the same three questions.
What happened?
Uptio calculates the result on your governed numbers and says it plainly: what moved, by how much, and against what.
Why?
Uptio explores the drivers behind the move, across price, mix, product, customer and site, until the cause is clear.
What to do next?
Uptio recommends next actions based on the numbers and your business context, ready for further investigation or action.
Questions you might be asking
Something else on your mind? Talk to our team
What is Uptio?
Uptio is the intelligence layer for finance and FP&A. Point it at any part of your business and it answers questions on your data and explains what happened, why and what to do next. Our engine does the maths; the AI writes the explanation.
How is Uptio different from ChatGPT, Claude or Copilot?
General AI tools read your files and write one-off scripts to analyse them. They don't know your business or its rules, and the analysis can't be reliably repeated across a team. Uptio calculates every figure on its own engine, the same way every time, from one shared set of definitions, and writes the explanation in the context of your business.
How do we get started?
Our forward-deployed engineers set Uptio up with your team, starting from the exports you already run and a short description of your company. Your first report can be live in as little as a day, depending on your data and the report you want. Uptio works from the exports you already run, so there's nothing to replace.
How do I trust the numbers?
Every figure is calculated on Uptio's engine, not by the AI, and every answer shows how: the measure, the formula, the date range and the source file. The AI writes the explanation within guardrails: each number it uses is checked against what the engine calculated, and when a question is unclear or the data doesn't fit, it asks rather than guesses. Your team checks the first report against numbers they already know before anyone relies on it.
Is my data secure?
Your data is stored in Sydney, Australia, encrypted at rest and in transit, and every figure is calculated there on Uptio's own engine. The AI plans and explains each analysis; it does not do the maths.
Who is Uptio for?
Mid-market finance teams, typically at companies with 50 to 500 people, across retail, FMCG, e-commerce, manufacturing, wholesale and franchise groups.