Become an Uptio partner.
For accounting and advisory firms, fractional CFOs, data consultancies and the investors behind mid-market businesses.
Become a partnerGive clients more FP&A
Deeper analysis and reporting for every client, without adding headcount to your practice.
We deploy it with you
Our forward-deployed engineers set Uptio up alongside your team, so clients are live fast.
Grow your revenue
Referral and resale options, shared deal flow and co-marketing.
Who we partner with
Accounting and advisory firms
Offer clients zero-lag FP&A and grow your advisory practice for the AI era.
Fractional and outsourced CFOs
Run deeper analysis across every client you look after, from one governed platform.
Data and analytics consultancies
Add an FP&A intelligence layer to the data work you already deliver.
Private equity and investors
Give portfolio companies clear, consistent reporting on how each business is performing.
Not listed?
We're open to partnerships of all kinds. If you see a way to work together, we'd like to hear from you.
Why partners choose Uptio
Built by FP&A people
Uptio runs the analysis finance teams don't have time for: what happened, why, and what to do next.
Governed from day one
One definition of every KPI, calculated the same way every time. Your clients get answers they can check.
Live in as little as a day
Start with the exports your clients already run. There's nothing to replace.
Let's work together.
Tell us about your firm and our partnerships team will be in touch.