The AI intelligence layer for finance and FP&A.
Point Uptio at any part of the business and get zero-lag FP&A, with everyone working from the same numbers. Governed from day one.
Dashboards tell you what happened. Uptio tells you why.
And shows how every number was calculated, so you're not spending hours checking it.
Traditional Finance
| A | B | |
|---|---|---|
| 1 | Month | Gross margin % |
| 2 | Oct | 33.9% |
| 3 | Nov | 34.2% |
| 4 | Dec | 33.6% |
| 5 | Jan | 33.8% |
| 6 | Feb | 33.5% |
| 7 | Mar | 31.6% |
AI-Native FP&A
Why did gross margin fall in March?
Down 2.4 pts on March last year. Footwear markdowns explain more than half of it.
- Price, footwear markdowns−1.4 pts
- Mix, entry-level range−0.9 pts
- Promo depth, outerwear−0.4 pts
- Supplier cost+0.3 pts
- Measure
- Gross margin %
- Date range
- Mar 26 vs Mar 25
- Source
- sales_fy26.csv
From export to insight in four steps.
Everything finance runs, on one set of numbers.
Analysis for everyone who runs the business
Written for the person reading: the board, finance and operators, all from the same governed numbers.
What happened. Why. What to do next.
Breaks a change into its drivers, ranks them by impact and says what to do next.
One definition of every KPI
Definitions, hierarchies and rules set once and shared by the whole team, not rebuilt in each chatbot.
Why not just connect AI to your data?
Claude, ChatGPT and Copilot are great for one-off questions. Finance needs answers it can repeat, check and share.
| Frontier LLMsClaude, ChatGPT, Copilot |  | |
|---|---|---|
| Accuracy | Predicts figures and can hallucinate | Every figure calculated on our engine* |
| Consistency | Figures can change each time you ask | Same figures every time, whoever asks* |
| Setup | Every user maintains their own prompts | We set you up, then it learns your business |
| Audit trail | No way to check the working | Every calculation stored, so you can trace each number |
| Privacy | Depends on each person's plan | Stored in Sydney, calculated on our engine |
| Pricing | Variable pricing and limits | Generous limits, no surprise billing |
| Repeat work | Starts from scratch every chat | Reports rerun on new data |
* The AI may word answers differently, but every figure is calculated deterministically by Uptio's engine, and numbers in the AI-narrated answer are checked against it. As Uptio learns the terms and definitions your team confirms, it asks fewer clarifying questions.
Your data stays yours.
Stored in Sydney and calculated on our own engine.
Your data stays in Sydney
Your data is stored in Sydney, Australia, and every figure is calculated there on Uptio's own engine. Operational logs and error reports go to monitoring services overseas.
Encrypted at rest and in transit
Your data is encrypted at rest and in transit, using industry-standard encryption.
Your figures are calculated by Uptio's engine, not the AI
Uptio pairs agentic execution with deterministic tools: the AI plans each analysis and calls Uptio's engine to run it, so every calculation is computed, not guessed. The AI then writes the answer. Every figure comes from Uptio's engine, every number the AI writes is checked against it, and every calculation is stored so you can trace it.
Only the right people get in
Access is for named users your admins invite. Every request is checked by role in the application. Admins load and manage data; everyone else analyses and reports. Admin actions and every question asked are logged against the person who made them.
We build your first report with you.
Our forward-deployed engineers work inside your team to set Uptio up on your data, definitions and company context, so the answers are right before you rely on them. Your first report can be live in as little as a day.