Uptiq Marketplace

Everything you need to start building.

The Qore AI Platform includes all the components required to start building with AI in a controlled environment. Governed by default and live in weeks.

Purpose-built agents

Apps and agents ready to configure and deploy.
All
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Commercial
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Small Business
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Consumer
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Digital Banking
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Wealth
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Risk & Compliance
42

Every document, decision-ready on arrival

Document AI classifies, extracts, and validates the financial documents your teams handle.
All
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Commercial lending
42
CRE lending
42
Equipment Financing
42
Consumer & Retail Lending
42
Cross-segment
42
Wealth & investment
42
Tax forms
42

Plugs into the stack you already run

Uptiq is a layer over your existing systems, not a new core. Agents act across your stack through pre-built connectors.
All
42
Accountancy
42
Advertising
42
Aggregator
42
Banking
42
Business Listing
42
Credit Bureaus
42
CRM
42
Digital Banking
42
E-Wallets & POS
42
eCommerce
42
Marketing
42
Payroll
42
Productivity & Collaboration
42
Social Media
42
Subscription Management
42
Utilities
42
Video Conferencing
42
Banking
Access Softek
Digital banking provider offering mobile and online banking, account opening, lending, and fraud prevention solutions tailored for credit unions and community banks.
CRM
ActiveCampaign
Marketing automation and CRM platform providing email marketing, automation workflows, and customer experience tools.
CRM
Agile CRM
All-in-one CRM offering sales tracking, marketing automation, and customer service tools for small to medium businesses.
Aggregator
Alegra
Modern accounting and invoicing
made simple.
Digital Banking
Alkami
Digital banking platform providing online and mobile banking solutions with features like account opening, bill pay, and financial wellness tools for banks and credit unions.
eCommerce
Amazon
Global e-commerce giant offering a wide range of products, services, and marketplace opportunities.
Aggregator
Banks - Finicity
Finicity - financial data aggregator and open banking platform enabling secure data sharing for financial services in the US.
Aggregator
Banks - Yodlee
Yodlee - financial data aggregator and open banking platform enabling secure data sharing for financial services globally.
Digital Banking
Banno
Digital banking platform by Jack Henry & Associates, offering online and mobile banking, personal financial management, and fraud prevention tools for financial institutions.
Accountancy
Bexio
Swiss-based accounting software for small businesses offering invoicing, payroll, and financial management tools.
eCommerce
Big Cartel
E-commerce platform tailored for artists and makers, offering simple online store setup and management.
eCommerce
BigCommerce
Robust e-commerce platform offering scalable solutions for businesses of all sizes.
CRM
Bill4Time
Time tracking and billing software designed for professional service firms to manage billing, invoicing, and project management.
Social Media
Bill.com
Simplify payments, approvals, and accounts automation
Subscription Management
Billsby
Subscription billing software offering recurring billing, invoicing, and customer management tools.
Subscription Management
Braintree
Payment processing platform by PayPal offering tools for online payments, fraud protection, and global transactions.
Banking
Capital One
A leading bank providing a wide range of financial products including credit cards, loans, and banking services for individuals and businesses.
CRM
Capsule
Simple and powerful CRM designed for small businesses, offering contact management, sales tracking, and task management.
Subscription Management
Chargebee
Subscription management and recurring billing software for SaaS businesses and startups.
CRM
Clio
Legal practice management software offering case management, time tracking, and billing tools for law firms.
CRM
Close
Sales engagement CRM designed to help sales teams close more deals with email automation, calling, and workflow management.
Banking
COCC (DNA) - Insight (via Kinective)
Core banking platform offering account processing, digital banking, and reporting tools for community banks and credit unions.
CRM
Copper
CRM designed for G Suite users, offering seamless integration with Google Workspace for email, contacts, and calendar management.
Banking
Corelation - Keystone (via Kinective)
Modern core processing platform focused on open architecture and real-time data access for credit unions.
Credit Bureaus
Creditsafe
Provider of business credit reports and credit risk management solutions for businesses.
Banking
CSI - NuPoint (via Kinective)
Cloud-based core banking system providing integrated digital banking, document management, and compliance tools.
Marketing
Customer.io
Customer engagement platform offering automated messaging and data-driven communication for businesses.
Payroll
Deskera
Unify accounting, ERP, and
business management workflow
Credit Bureaus
Dun & Bradstreet
Provider of business data, analytics, and insights for credit risk management and business performance improvement.
eCommerce
Ebay
Global online marketplace connecting buyers and sellers across various product categories.
Advertising
e-conomic
Improve finance management with
automated accounting workflows.
eCommerce
Ecwid
E-commerce platform enabling businesses to add online stores to their websites and social media.
Credit Bureaus
Equifax
Credit reporting agency offering consumer and business credit reports, credit monitoring, and identity theft protection services.
Credit Bureaus
Equifax Personal
Credit reporting agency offering consumer and business credit reports, credit monitoring, and identity theft protection services.
Credit Bureaus
Equifax Pre-Qualification
Equifax Pre-Qualification service allows consumers to check what offers for which they may qualify without a hard inquiry on their credit. From the lender prospective, this is a sales tool that further encourages the consumer to apply for a credit product once they are prequalified.
E-Wallets & POS
Expensify
Automate expense tracking and
employee reimbursements.
Credit Bureaus
Experian
Credit reporting agency providing consumer and business credit reports, credit monitoring, and data analytics services.
Advertising
Facebook Ads
Advertising platform by Facebook offering targeted ads, audience insights, and campaign management tools.
Social Media
Facebook for Business
Suite of tools for businesses to manage their presence, advertising, and customer interactions on Facebook.
eCommerce
FastSpring
E-commerce platform specializing in digital goods and subscription management.
Banking
Finastra - Phoenix (via Kinective)
Core banking solution supporting retail and commercial banking with a focus on open APIs and modular services.
eCommerce
Firma
Connect financial systems and
business operations smoothly.
Banking
FIS - Bankway (via Kinective)
Core banking platform offering flexible account processing and robust support for community and regional banks.
Banking
Fiserv - DNA (via Kinective)
Real-time core banking platform with an open architecture supporting customization and third-party integrations.
Banking
Fiserv - Portico (via Kinective)
Core banking platform tailored for credit unions, offering automation and member-centric services.
Banking
Fiserv - Precision (via Kinective)
Scalable core banking system designed for community banks with integrated lending and compliance tools.
Banking
Fiserv - Premier (via Kinective)
Comprehensive core banking solution for midsize to large banks, supporting retail, commercial, and digital banking.
Banking
Fiserv - Signature (via Kinective)
Global core banking platform offering multi-currency, multi-language support for large financial institutions.
Banking
Fiserv - Spectrum (via Kinective)
Credit union-focused core banking solution with real-time processing and integrated member services.
Banking
Fiserv - XP2 (via Kinective)
Member-focused core platform supporting real-time processing, lending, and digital integrations for credit unions.
Banking
FIS - Horizon (via Kinective)
Real-time, open core banking solution designed for scalable operations and digital innovation in banking.
Banking
FIS - IBS (via Kinective)
Enterprise-level core banking system supporting high-volume processing for large financial institutions.
Banking
FIS - Miser (via Kinective)
Core processing system offering flexible servicing and real-time processing for banks and credit unions.
CRM
Follow Up Boss
Real estate CRM providing lead management, automation, and follow-up tools specifically for real estate agents and teams.
Accountancy
FreeAgent
Online accounting software providing invoicing, expense management, and tax preparation for freelancers and small business owners.
Accountancy
FreshBooks
Cloud-based accounting software offering invoicing, time tracking, expense management, and reporting for small businesses and freelancers.
CRM
Freshsales
CRM and customer engagement platform offering sales automation, lead management, and analytics tools for businesses of all sizes.
Marketing
GetResponse
Email marketing platform offering tools for email campaigns, automation, landing pages, and webinars.
Productivity & Collaboration
Gmail
Gmail is the email service provided by Google
Business Listing
Google Business Profile
Online tool for businesses to manage their presence on Google Search and Maps, including business information, reviews, and photos.
Productivity & Collaboration
Google Calendar
Google Calendar is a free scheduling and time management app developed by Google.
Productivity & Collaboration
Google Docs
Google Docs is a great tool to write, edit, collaborate, review, and share documents.
Google Drive
Cloud storage and file synchronization service by Google, integrated with Google Workspace.
Video Conferencing
Google Meet
Google Meet is a high-quality video calling app designed to help you have meaningful and fun interactions with your friends, family, colleagues, and classmates, wherever they are.
Productivity & Collaboration
Google Sheets
Cloud-based spreadsheet application by Google offering collaboration, data analysis, and automation tools.
Payroll
Gusto
Cloud-based payroll and HR software for small businesses, offering benefits management and compliance tools.
CRM
HubSpot CRM
Comprehensive CRM platform offering sales, marketing, and customer service tools with free and paid plans for growing businesses.
E-Wallets & POS
Hyperwallet
Global payout platform offering a range of payment options for businesses.
CRM
inFakt
Automate invoicing and simplify financial operations.
CRM
Insightly
CRM and project management software designed for small to medium businesses to manage sales, projects, and customer relationships.
Advertising
Instagram Ads
Advertising platform by Instagram offering visually engaging ads, audience targeting, and campaign analytics.
Social Media
Instagram for Business
Tools and features for businesses to market and engage with customers on Instagram.
Accountancy
Invoiced
Accounts receivable automation software designed to streamline billing and collections for businesses.
Banking
Jack Henry - CIF 20/20 (via Kinective)
Core system designed for community banks, offering real-time transaction processing and system reliability.
Banking
Jack Henry - Core Director (via Kinective)
Browser-based core processing system providing automation, scalability, and ease of customization for banks.
Banking
Jack Henry - Silverlake (via Kinective)
Integrated core banking platform supporting complex commercial and retail banking needs for community banks.
Banking
Jack Henry - Symitar EASE (via Kinective)
Hosted version of the Symitar core, delivering managed infrastructure with full credit union functionality.
Banking
Jack Henry - Symitar (via Kinective)
Core platform built for credit unions, offering real-time processing and extensive customization options.
Credit Bureaus
Kashflow
Automate billing workflows and
payment collection processes.
Banking
Kashoo
Easy bookkeeping and expense
tracking for businesses.
Marketing
Klaviyo
Marketing automation platform designed for e-commerce, providing email and SMS marketing solutions.
CRM
LionDesk
Real estate CRM providing lead management, marketing automation, and transaction management tools for real estate professionals.
Digital Banking
Lumin
Digital banking platform offering modern online and mobile banking experiences with features like account management, bill pay, and personalized financial tools for credit unions and community banks.
Marketing
MailChimp
Comprehensive marketing platform offering email marketing, automation, and audience management tools.
Productivity & Collaboration
Microsoft Outlook
Microsoft Outlook is an email and personal information manager software primarily used in professional settings. As part of the Microsoft Office suite, it offers email management, contact storage, calendar scheduling, and task tracking.
Productivity & Collaboration
Microsoft Teams
Collaboration and communication platform by Microsoft that offers chat, video conferencing, file sharing, and integration with Microsoft 365 tools for streamlined teamwork.
Marketing
Omnisend
E-commerce marketing automation platform offering email, SMS, and omnichannel marketing tools.
Subscription Management
Paddle
Revenue delivery platform for SaaS businesses, offering subscription billing, tax compliance, and customer management.
Subscription Management
PayPal
PayPal is an online payment platform that allows users to send and receive money securely. It supports a wide range of transactions, including online shopping, money transfers, and bill payments. With encryption and fraud protection, PayPal ensures secure transactions for both individuals and businesses globally.
Digital Banking
Paysafe
Payment platform offering digital wallet, card processing, and online payment integration services for businesses across various industries.
CRM
Pipedrive
Sales-focused CRM designed to help sales teams manage leads, track communications, and automate administrative tasks.
Digital Banking
Q2
Digital banking and lending solutions focused on transforming the user experience for financial institutions with a robust platform for mobile, online banking, and payments.
Accountancy
QuickBooks
Comprehensive accounting software for small businesses offering features like payroll, inventory, and sales management.
Subscription Management
Recurly
Subscription billing platform offering recurring billing, invoicing, and revenue management tools.
CRM
Redtail CRM
Redtail is a cloud-based customer relationship management (CRM) system designed for financial advisors and firms. It helps manage client data, streamline workflows, and enhance communication by offering tools for task tracking, document storage, and client interaction management. Redtail integrates with a variety of financial planning tools, allowing advisors to provide more efficient and personalized services to their clients.
Accountancy
Sage Accounting
Leading accounting software providing payroll, financial management, and reporting tools for small to medium-sized businesses.
CRM
Salesforce
Leading CRM platform offering a wide range of sales, marketing, and customer service tools for businesses of all sizes.
eCommerce
Shopify
Leading e-commerce platform offering comprehensive tools for online store creation and management.
Productivity & Collaboration
Slack
Slack is a team communication and collaboration platform that organizes conversations into channels, supports direct messaging, integrates with various productivity tools, and enables file sharing, automation, and video conferencing to streamline workflow and improve teamwork.
Square
Payment processing and business management solutions for small to medium-sized businesses.
eCommerce
Squarespace
Website building and e-commerce platform offering customizable templates and integrated sales tools.
CRM
Streak
CRM built directly into Gmail, offering email tracking, mail merge, and pipeline management for small to medium businesses.
Subscription Management
Stripe
Online payment processing platform offering tools for payment acceptance, subscription billing, and financial management.
CRM
Teamgate
Sales CRM providing lead management, sales automation, and analytics tools to help sales teams close more deals.
Social Media
TikTok for Business
Advertising platform by TikTok offering tools for businesses to create and manage ad campaigns.
Payroll
Trinet
Professional employer organization providing HR outsourcing, benefits, payroll, and compliance solutions.
Utilities
UtilityAPI
Data access platform that provides secure, standardized utility bill and usage data for businesses and energy service providers through API integrations.
CRM
vCita
Business management and CRM platform offering scheduling, invoicing, and client management tools for small businesses.
CRM
Vtiger
CRM offering sales, marketing, and help desk solutions with built-in automation and analytics tools for small to medium businesses.
Accountancy
Wave
Online accounting software offering invoicing, expense management, and accounting features for small businesses and freelancers.
CRM
WealthBox
WealthBox is a cloud-based customer relationship management (CRM) software designed specifically for financial advisors and wealth management professionals. It offers tools for managing client relationships, tracking interactions, and organizing financial portfolios. With features like task management, document storage, and automated workflows, WealthBox aims to streamline the operations of financial advisory firms.
Productivity & Collaboration
WhatsApp Business
Messaging platform designed for businesses to communicate with customers using automated responses, business profiles, and product catalogs.
eCommerce
WooCommerce
Open-source e-commerce plugin for WordPress, enabling online store creation and management.
Productivity & Collaboration
Xero
Automate bookkeeping and simplify
financial reporting processes.
Business Listing
Yelp
Platform for businesses to manage their online presence, including customer reviews, business information, and photos.
Utilities
YNAB
Smarter budgeting and financial
planning integration.
Subscription Management
Zoho Billing
Online billing and invoicing software by Zoho offering tools for subscription management and recurring billing.
Accountancy
Zoho Books
Online accounting software offering invoicing, bank reconciliation, and financial reporting for small businesses.
Marketing
ZohoCampaigns
Email marketing software by Zoho offering campaign management, automation, and analytics.
CRM
Zoho CRM
Comprehensive CRM platform offering sales automation, marketing campaigns, and customer support tools for businesses of all sizes.
Video Conferencing
Zoom
Zoom is a communications platform that allows users to connect with video, audio, phone, and chat.

Financial skills, ready to compose

The reusable capabilities every agent draws on — built for banking, tested in production.
All
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Logic & Data
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AI Skills
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Document AI
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Finance Skill
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Platform Skill
42
The Qore AI Platform

Everything you need to build and deploy agents.

Agents are what you deploy. Qore is what makes them work.
Document AI
Financial documents in, decision-ready data out. 60+ certified types, no templates to maintain.
Explore Document AI
Financial Skills
Reusable banking capabilities every agent draws on. Spreading, memos, KYC, covenant tracking.
Explore Financial Skills
Integrations
Agents act inside the stack you already run. Core, LOS, CRM, bureaus. Core-agnostic, no rip and replace.
Explore integrations
Governance
One hub that secures, governs, and watches every agent. Policy before, audit trail after.
Explore governance
How it works

Three steps from selection to live deployment

Uptiq agents connect to your LOS, CRM, or core banking system through pre-built connectors. Test them on your real documents and workflows before you commit.
01
Self-service
Browse the agent library
Filter by workflow stage, institution type, or product suite. Every agent card shows what it automates and how it fits your process.
02
Guided
Map it with our team
Book a strategy session to map your current process, identify integration touch points, and co-design your deployment plan.
03
Live in weeks
Deploy, no rip and replace
Agents integrate with your existing systems through pre-built connectors. Go live in weeks, with a full audit trail from day one.
The platform underneath

AI infrastructure, purpose-built for financial services

Launch, scale, and optimize financial workflows on a platform that combines deep system integrations, enterprise-grade compliance, and real-time intelligence.
01
Secure & compliant infrastructure
SOC 2 Type II certified, FFIEC aligned, with bank-grade encryption and audit trails at every layer.
02
Easy system integration
Pre-built connectors for 200+ fintech and core banking platforms. Go live in weeks with zero disruption.
03
Scalable AI architecture
Elastic infrastructure that scales to millions of transactions. Add agents and workflows without re-engineering.
04
No-code workflow builder
Operations teams configure, launch, and adjust AI workflows without writing a line of code.
05
Real-time analytics & insights
Live dashboards, performance alerts, and AI-generated recommendations keep your team one step ahead.
06
Enterprise-grade reliability
99.99% uptime SLA, redundant failover, dedicated support, and white-glove onboarding.
Real results, real impact

See how lending teams are transforming operations with Uptiq

Uptiq's AI-powered LOS didn't just automate our processes — it unlocked new capacity overnight. We can onboard vendors, process deals, and manage risk faster than ever.

Bradon Marshall
Founder & CEO, Marshall Capital Group
Results reported by Marshall Capital Group. [COMPLIANCE REVIEW — confirm quote, attribution, and metrics are approved for external use.]
70%
Reduction in manual workloads
40%
Faster decisioning
3×Deal volume, no added headcount