High-precision AI for FP&A · request early access →

Your actuals,
answered.

Uptio watches your actuals continuously, surfaces what's moving and why, and builds the narrative before you're asked - every insight cited, every number traceable to source.

No credit card required

Built with finance teams across
RetailFMCGManufacturingE-commerce
Uptio - FP&A intelligence
Live
CFO
CFO · just now
What's driving the revenue decline in Q2 and what should we do about it?
Uptio

Revenue came in at $8.2M for Q2, down 9.9% vs prior year. The decline is concentrated in APAC DTC - $0.7M of the $0.9M shortfall, volume-driven, not pricing.

Q1
DTC
Q2
DTC
Q1
EMEA
Q2
EMEA
Q1
NAM
Q2
NAM
Drill into APAC DTC by SKU - isolate whether the drop is category-wide or concentrated
$0.2M unexplained - more data needed to attribute the remaining variance
01
Connect your source data
Connected once, queried simultaneously. Uptio holds all your sources live - so any question across your data is always one ask away.
02
Reasoning across actuals
Uptio answers analytical questions deterministically from plain language - ranking what it can explain, and flagging what it can't. No pretending. No black box. The kind of analysis that used to take a week takes minutes.
03
Context and narrative
Every answer is source-cited and auditable. But the real output isn't just plain numbers - it's the narrative around it. What it means for the business, and what needs attention next.
Your Data

All your sources,
internal and external.

Your internal data connected and live. External market signals layered in. Ask anything across all of it - every answer draws from the full picture.

See how it works →
Uptio
Financial data
Operational
Spreadsheets
Market signals
Cloud sources
External data
Reasoning Engine

Know what moved,
and why.

Uptio surfaces what changed and what drove it the moment your numbers land. It's a purpose-built reasoning engine for high-precision analysis - deterministic, auditable, and designed to be verifiable, not just confident.

Uptio - FP&A intelligence
Live
Revenue
$8.2M-9.9%
Gross profit
$4.4M-6%
OpEx
$3.8M+11%
EBITDA
$0.6M-41%
OpEx variance driven by headcount (+$1.2M) and cloud infra (+$340K)
Auditability

Ask how we
got there.

Every answer Uptio produces is fully traceable - from question to conclusion. No hard-coded numbers. Just clear, step-by-step reasoning you can follow, verify, and present with confidence.

Uptio - FP&A intelligence
Live
How did you get this number?
1
Source
Revenue data · Q2 current year vs Q2 prior year · all channels
2
Calculation
( Q2 Revenue - Q2 PY Revenue ) ÷ Q2 PY Revenue × 100
( $8.2M - $9.1M ) ÷ $9.1M × 100 = -9.9%
3
Driver
APAC DTC accounts for $0.7M of the $0.9M decline · volume-driven, not price
Context & Narrative

The number is just
the beginning.

Uptio doesn't stop at what moved. It builds the narrative around it - what it means for the business, what's driving it, and where to look next. The analysis that used to live in someone's head, now available on demand.

Q3 sales & inventory · APAC
Uptio
FP&A
Head of FP&A · just now
Why are APAC sales down while we're still sitting on high inventory levels?
Uptio

APAC sales fell 18% in Q3 while inventory held 34% above optimal. Core Range SKUs 4, 7 and 12 drive 80% of the excess and the sharpest volume decline: a demand shift, not a fulfilment issue.

Q2
Sales
Q3
Sales
Q2
Inventory
Q3
Inventory
Demand shift likely structural: review Q4 buy plan before orders placed
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
CFOs and finance leaders

You need faster, clearer answers and a way to steer the business with confidence, not wait for the next cycle.

Real-time answers for every board question.

Finance analysts
Finance analysts

You are tired of being stuck in spreadsheets and want time to work on drivers, scenarios and real business partnering.

Time spent on analysis, not data wrangling.

Operators and executives
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.

Financial clarity without waiting on finance.

Early product feedback

I can't wait to use it - the first AI tool we've seen in this space that gives real confidence in the numbers.

FP&A Analyst · Retail · $400M revenue

Answering questions on my actuals quickly, across my entire business hierarchy - I have answers now, not two months later.

CFO · Manufacturing & Wholesale · $200M revenue

We're seeing richer context and broader insight than we've ever produced manually. Uptio gets us there 20x faster.

Head of FP&A · Retail · $20M revenue
Security

Your data stays yours.
Always.

Most AI tools push your data straight through the model and hope for the best. Uptio works the opposite way. The model never touches your raw data, your numbers never leave Australia, and every answer comes with the exact maths behind it.

The AI never sees your raw data
Uptio runs the numbers inside your own database and only ever shows the model a summary to put into words. Your customers, transactions, and financials never land in a prompt. That's how Uptio is built, not a box you tick.
Nothing kept. Nothing used to train AI.
Every request runs through zero-retention AI. The moment your question is answered, your data is gone. It's never stored, never reused, and never used to train anyone's model.
Every number, fully explainable
Behind every answer is a real, exact calculation, and you can see it any time. No black boxes. No guesswork. No made-up figures. Just numbers you can take straight to the board.
ISO 27001 certified
SOC 2 in progress
GDPR in progress

Finance teams that
always have the answer.

Join the finance teams getting answers from their actuals in minutes: cited, traceable, and ready to present.

No credit card requiredISO 27001 certified