Frequently Asked Questions

Uptio is an AI-native FP&A platform that turns messy actuals into clear, actionable insights. We help finance and business teams understand what's changing, why it matters, and what to do next - in minutes, not weeks.

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. You can also enrich your data with business context - strategy docs, reporting packs, KPI definitions - to make insights even sharper.

Uptio is designed to work with the systems your finance team already uses. We'll work with you to understand your data landscape and build the right integrations for your workflow. Talk to our team to discuss how we can connect with your systems.

Absolutely. Security is foundational to Uptio. We're ISO 27001 certified and working towards SOC 2 renewal. Uptio runs in our private cloud on AWS, with data stored by default in our Sydney data centre - though we can host in any AWS region to meet your residency requirements. Your data is encrypted at rest and in transit, and we never share it with third parties.

Start with a free one-week trial to see the value before you commit. After your trial, we'll work with you to build a pricing model that makes sense for your organization. See our pricing page for more details.

Sign up for a free trial on our homepage. Our team will be in touch within 24 hours to set up your 60-minute onboarding session, load your first dataset, and get you to insights the same day.

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 free one-week trial gives you full platform access with your own data. We'll set up a 60-minute onboarding session and load your first dataset so you can see real insights before making any commitment.

All customers receive dedicated support including onboarding assistance and direct access to our product team. We're committed to ensuring you get maximum value from Uptio.