SMB Business Banking
Rebuilt with AI

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.

Power SMB Banking with Embedded Intelligence and Automation

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.

Deepen SMB Relationships

Use AI to track cash flow, credit behavior, and business health—without asking for spreadsheets.

Automate Banking Workflows

From intake to scoring to account monitoring, Uptiq reduces manual work for RM, credit, and ops teams.

Unlock Actionable Insights

Embedded dashboards and alerts help teams proactively engage at the right time with the right offer.

Meet the Agents Powering SMB Transformation

SMB Acquisition and Upsell Superagent

Evaluates business creditworthiness using embedded financial data, APIs, and AI-driven models—no PDFs or spreadsheets required.

Key Benefits
Real-time cash flow

Analysis via bank and accounting APIs

Automates credit decisions

For lines, loans, and working capital

Custom scoring

Aligned to your risk policy

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Agentic LOS for SMBs

AI-powered loan origination system tailored for small business credit—including SBA, equipment, and working capital flows.

Key Benefits
Modular workflows

For diverse credit products

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Processing and scoring

SBA-ready with Full Skope

And banking system integrations

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SMB Assistance Agent

A proprietary financial data gateway and analytics layer offering live insights into SMB financial behavior.

Key Benefits
Pulls data from 100+ sources

QuickBooks, Xero, POS, ERP

Flags early risk signals

And triggers proactive RM action

Embedded inside your digital banking

Portal or RM tools

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Deploy in Days, Not Months

1

Connect

Integrate with your LOS, digital banking core, or CRM—no rip and replace needed.

2

Launch Agents

Activate SMB-focused agents with embedded UI + analytics out of the box.

3

Empower Your Teams

Give operations, credit, and RM teams real-time insights and scalable automation.

Unlock Tangible Value with the SMB Suite

With Uptiq as your partner, you unlock:

40%

increase in RM coverage ratio

60%

reduction in manual client reviews

50%

faster loan processing for SMB credit

What You Can Achieve with Uptiq

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What Our Clients Are Saying

“Uptiq's Underwriting Agent cut our credit memo generation time by 70%. The financial accuracy is unmatched.”

Jonathan Richardson
Head of Lending Operations, Regional Bank

350+

Clients

4500+

AI Builders

100+

Integration Partners

Ready to Power SMB Banking with AI?

See how Uptiq helps your teams serve more small business clients—without more headcount.