The second brain that understands, explains and guides business action

Uptio connects your operational data, surfaces what matters, and recommends what to do next - so your team spends less time digging and more time executing.

Surface insights

Automatically find what changed and why it matters.

Recommend actions

Go beyond dashboards with concrete next steps.

Keep everyone informed

Proactive alerts so nothing falls through the cracks.

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Revenue variance of +$2.4M is primarily driven by Enterprise segment growth (+18%) offsetting SMB contraction (-3%). Key drivers:

Enterprise
+$3.1M
Mid-Market
+$0.5M
SMB
-$1.2M
Recommended: Review SMB retention strategy
Ask a question about your data...
Q1 Actuals

Enterto send@mention data+add source

Insights

Go from data to insights in minutes

Get answers to the questions that move the needle - while you can still take action. Uptio surfaces what matters before it's buried in the next reporting cycle.

Recommendation Engine

Context-driven recommended actions

Uptio contextualises your business data with broader market signals to surface recommended actions that drive profit and productivity.

Your business context

Strategy docs, KPI definitions, reporting packs, internal terminology.

Your operational data

Sales, production, supply chain, purchases, logistics and trends between them all.

Broader market signals

Industry benchmarks, competitor moves, macroeconomic indicators.

Active Recommendations4 open

Renegotiate packaging supplier

High
KM
Material costs +14% vs plan · 2 contracts up for renewal Q2$95K/yr savings

Increase production run for SKU-247

High
JL
Stockout risk in 3 weeks · Demand up 22% vs forecast+$340K revenue

Hedge customer concentration risk

High
RS
Top 3 customers = 47% of revenue · Industry downturn flagged$210K risk mitigation

Consolidate freight carriers

Medium
DP
5 carriers across 3 regions · $180K annual logistics spend$42K/yr savings

Notifications

Uptio works while you sleep

Proactive notifications when the things you care about change - at the moment the signal is highest, not buried in the next reporting cycle.

Overnight - 3:42 AM
Budget threshold exceeded

Marketing spend hit 92% of Q1 budget with 6 weeks remaining. Projected to exceed by $18K.

Monday morning - 9:00 AM
Weekly digest

Revenue +3.2% WoW. 2 new anomalies flagged. 1 recommendation awaiting your review.

2 insights1 action
Recommendation completed

"Renegotiate packaging supplier" marked complete by KM. Projected savings: $95K/yr.

Signal, not noise

Uptio only alerts you when something materially changes. No daily digest of things you already know.

Timed for impact

Notifications arrive when the signal is highest - catch a budget overshoot at 92%, not at 120%.

Actionable by default

Every notification links to the underlying insight and recommended action. One tap from alert to resolution.

Data Layer

Learns from your data. Keeps it secure.

Uptio unifies data from your ERP, billing, HRIS, and spreadsheets - then gets smarter with every interaction, all behind enterprise-grade security.

Connectors

We are continuously adding new connectors to automate data connectivity. Connect your ERP, CRM, accounting, and logistics systems in minutes.

Learns as you go

Every question, document, and correction makes Uptio's understanding of your business sharper.

Enterprise-grade security

ISO 27001 and SOC 2 compliant. Role-based access, encryption at rest and in transit, full audit trail.