Uptiq’s SMB Suite delivers intelligent agents purpose-built for banks and digital platforms—combining financial intelligence, embedded analytics, and ready-to-use UIs to streamline credit, cash flow, and relationship workflows for small business clients.
Uptiq’s SMB Suite delivers purpose-built AI agents with real-time financial intelligence and plug-and-play UIs—helping you streamline workflows, deepen relationships, and scale SMB operations with ease.
Use AI to track cash flow, credit behavior, and business health—without asking for spreadsheets.
From intake to scoring to account monitoring, Uptiq reduces manual work for RM, credit, and ops teams.
Embedded dashboards and alerts help teams proactively engage at the right time with the right offer.
Evaluates business creditworthiness using embedded financial data, APIs, and AI-driven models—no PDFs or spreadsheets required.
Analysis via bank and accounting APIs
For lines, loans, and working capital
Aligned to your risk policy
AI-powered loan origination system tailored for small business credit—including SBA, equipment, and working capital flows.
For diverse credit products
Processing and scoring
And banking system integrations
A proprietary financial data gateway and analytics layer offering live insights into SMB financial behavior.
QuickBooks, Xero, POS, ERP
And triggers proactive RM action
Portal or RM tools
Integrate with your LOS, digital banking core, or CRM—no rip and replace needed.
Activate SMB-focused agents with embedded UI + analytics out of the box.
Give operations, credit, and RM teams real-time insights and scalable automation.
With Uptiq as your partner, you unlock:
“Uptiq's Underwriting Agent cut our credit memo generation time by 70%. The financial accuracy is unmatched.”
Small and mid-sized businesses are the backbone of the economy but traditional banking systems often fall short in serving them effectively.
Uptiq combines cutting-edge AI and deep financial services expertise to power every stage of the SMB banking journey.
Uptiq helps financial institutions deliver a modern, digital-first experience for small and mid-sized businesses with the following benefits:
Uptiq’s platform is industry-agnostic and designed to serve a wide range of small and medium businesses across verticals.
See how Uptiq helps your teams serve more small business clients—without more headcount.
The AI Platform for Financial Services
