Frequently Asked Questions

Uptio is an AI-native FP&A platform designed to be the second brain for modern finance teams. We turn messy actuals into clear, actionable decisions by automatically surfacing insights about what's changing, why it matters, and what to do next.

Uptio is built for FP&A teams, CFOs, finance analysts, and business operators who spend too much time wrangling data in spreadsheets instead of driving strategic decisions. If you're tired of manual variance analysis and want AI-powered insights, Uptio is for you.

Uptio connects to your existing data sources (ERP, CRM, spreadsheets) and uses AI to automatically detect variances, identify drivers, and surface actionable insights. Instead of building dashboards, you get decision-ready recommendations tailored to your business context.

Uptio integrates with common enterprise systems including ERPs (NetSuite, SAP, Xero), CRMs (Salesforce, HubSpot), data warehouses (Snowflake, BigQuery), and spreadsheets (Excel, Google Sheets). We're constantly adding new integrations based on customer needs.

Absolutely. Security is foundational to Uptio. We're SOC 2 compliant and pursuing ISO 27001 certification. Your data is encrypted at rest and in transit, and we never share your data with third parties. We also offer data residency options for enterprise customers.

We're currently in pilot mode and working closely with early customers to refine our pricing. Join our pilot program to get early access and help shape our pricing model. Pilot participants receive preferential pricing when we launch publicly.

The best way to get started is to join our pilot program. Fill out the form on our homepage and we'll reach out within 24 hours to discuss your FP&A use cases and set up a personalized demo.

Most customers are up and running within 1-2 weeks. Our team handles the data integration and initial configuration, so you can focus on getting value from insights rather than technical setup.

Yes! Our pilot program is designed to let you experience Uptio with your own data before making any commitment. We'll work with you to define success criteria and ensure Uptio delivers value for your specific use cases.

Pilot customers receive dedicated support including a customer success manager, onboarding assistance, and direct access to our product team. We're committed to ensuring you get maximum value from Uptio.