uplink

Transform document requests into real-time insights

UpLink helps audit and finance teams request, collect, pre-validate, and approve documents faster.

Book a demo

Watch video

4.8/5

Trusted by Audit & Finance teams across the globe

uplink

Transform document requests into real-time insights

UpLink helps audit and finance teams request, collect, pre-validate, and approve documents faster.

Book a demo

Watch video

4.8/5

Trusted by Audit & Finance teams across the globe

uplink

Transform document requests into real-time insights

UpLink helps audit and finance teams request, collect, pre-validate, and approve documents faster.

Book a demo

Watch video

4.8/5

Trusted by Audit & Finance teams across the globe

Secure, AI-powered pbc

Turn document requests into audit-ready evidence

Stop chasing documents

Centralize all document requests in one secure workspace. Send a single secure link and track progress in real time. No client login required.

Pre-validate documents with AI

Use AI to review client documents at scale before testing begins. Improve sample quality, reduce errors, and audit with confidence.

Secure, seamless audit handoff

Approve documents and instantly sync them to the DataSnipper Platform. Move faster with fewer handoffs and no manual uploads.

Walker & Dunlop accelerates compliance reviews with UpLink

Minutes to retrieve and verify data from complex PDFs

30 minutes vs. 4–5 hours for compliance reviews
Improved audit readiness with AI-powered validation

Minutes to retrieve and verify data from complex PDFs

30 minutes vs. 4–5 hours for compliance reviews
Improved audit readiness with AI-powered validation

Read story

How uplink works

Streamline client document requests with AI-powered PBC

Automation for every step of the audit process

Request documents securely

Make it easy for clients to respond while reducing security risks and credential friction.

Centralize client uploads

Eliminate scattered emails and shared folders with a single source of truth for all PBC evidence.

Pre-validate documents at scale with AI

Improve sample quality, reduce manual pre-validation, and surface issues earlier.

Review and approve with confidence

Maintain control and consistency while moving faster through high document volumes.

Sync and test faster

Reduce handoffs, eliminate manual uploads, and accelerate the audit process end to end.

Book a demo

Loved and trusted by 600,000+ auditors & finance professionals

“By leveraging UpLink’s AI capabilities, we can streamline the SOX process more efficiently through automated testing, documentation review, and evidence collection.”
Greg Rotz
Risk and Regulatory Advisory Leader
"UpLink helped us turn hours of manual compliance work into minutes. We no longer need to open every file or manually search for figures—everything is searched, snipped, and ready for review. It has significantly reduced both preparation and reviewer time."
Dylan Chaikin
Manager, Financial Reporting
“By leveraging UpLink’s AI capabilities, we can streamline the SOX process more efficiently through automated testing, documentation review, and evidence collection.”
Greg Rotz
Risk and Regulatory Advisory Leader
"UpLink helped us turn hours of manual compliance work into minutes. We no longer need to open every file or manually search for figures—everything is searched, snipped, and ready for review. It has significantly reduced both preparation and reviewer time."
Dylan Chaikin
Manager, Financial Reporting
“By leveraging UpLink’s AI capabilities, we can streamline the SOX process more efficiently through automated testing, documentation review, and evidence collection.”
Greg Rotz
Risk and Regulatory Advisory Leader
"UpLink helped us turn hours of manual compliance work into minutes. We no longer need to open every file or manually search for figures—everything is searched, snipped, and ready for review. It has significantly reduced both preparation and reviewer time."
Dylan Chaikin
Manager, Financial Reporting
“By leveraging UpLink’s AI capabilities, we can streamline the SOX process more efficiently through automated testing, documentation review, and evidence collection.”
Greg Rotz
Risk and Regulatory Advisory Leader
"UpLink helped us turn hours of manual compliance work into minutes. We no longer need to open every file or manually search for figures—everything is searched, snipped, and ready for review. It has significantly reduced both preparation and reviewer time."
Dylan Chaikin
Manager, Financial Reporting

Loved and trusted by 600,000+ auditors & finance professionals

“By leveraging UpLink’s AI capabilities, we can streamline the SOX process more efficiently through automated testing, documentation review, and evidence collection.”
Greg Rotz
Risk and Regulatory Advisory Leader
"UpLink helped us turn hours of manual compliance work into minutes. We no longer need to open every file or manually search for figures—everything is searched, snipped, and ready for review. It has significantly reduced both preparation and reviewer time."
Dylan Chaikin
Manager, Financial Reporting
“By leveraging UpLink’s AI capabilities, we can streamline the SOX process more efficiently through automated testing, documentation review, and evidence collection.”
Greg Rotz
Risk and Regulatory Advisory Leader
"UpLink helped us turn hours of manual compliance work into minutes. We no longer need to open every file or manually search for figures—everything is searched, snipped, and ready for review. It has significantly reduced both preparation and reviewer time."
Dylan Chaikin
Manager, Financial Reporting
“By leveraging UpLink’s AI capabilities, we can streamline the SOX process more efficiently through automated testing, documentation review, and evidence collection.”
Greg Rotz
Risk and Regulatory Advisory Leader
"UpLink helped us turn hours of manual compliance work into minutes. We no longer need to open every file or manually search for figures—everything is searched, snipped, and ready for review. It has significantly reduced both preparation and reviewer time."
Dylan Chaikin
Manager, Financial Reporting
“By leveraging UpLink’s AI capabilities, we can streamline the SOX process more efficiently through automated testing, documentation review, and evidence collection.”
Greg Rotz
Risk and Regulatory Advisory Leader
"UpLink helped us turn hours of manual compliance work into minutes. We no longer need to open every file or manually search for figures—everything is searched, snipped, and ready for review. It has significantly reduced both preparation and reviewer time."
Dylan Chaikin
Manager, Financial Reporting

Loved and trusted by 600,000+ auditors & finance professionals

“By leveraging UpLink’s AI capabilities, we can streamline the SOX process more efficiently through automated testing, documentation review, and evidence collection.”
Greg Rotz
Risk and Regulatory Advisory Leader
"UpLink helped us turn hours of manual compliance work into minutes. We no longer need to open every file or manually search for figures—everything is searched, snipped, and ready for review. It has significantly reduced both preparation and reviewer time."
Dylan Chaikin
Manager, Financial Reporting
“By leveraging UpLink’s AI capabilities, we can streamline the SOX process more efficiently through automated testing, documentation review, and evidence collection.”
Greg Rotz
Risk and Regulatory Advisory Leader
"UpLink helped us turn hours of manual compliance work into minutes. We no longer need to open every file or manually search for figures—everything is searched, snipped, and ready for review. It has significantly reduced both preparation and reviewer time."
Dylan Chaikin
Manager, Financial Reporting
“By leveraging UpLink’s AI capabilities, we can streamline the SOX process more efficiently through automated testing, documentation review, and evidence collection.”
Greg Rotz
Risk and Regulatory Advisory Leader
"UpLink helped us turn hours of manual compliance work into minutes. We no longer need to open every file or manually search for figures—everything is searched, snipped, and ready for review. It has significantly reduced both preparation and reviewer time."
Dylan Chaikin
Manager, Financial Reporting
“By leveraging UpLink’s AI capabilities, we can streamline the SOX process more efficiently through automated testing, documentation review, and evidence collection.”
Greg Rotz
Risk and Regulatory Advisory Leader
"UpLink helped us turn hours of manual compliance work into minutes. We no longer need to open every file or manually search for figures—everything is searched, snipped, and ready for review. It has significantly reduced both preparation and reviewer time."
Dylan Chaikin
Manager, Financial Reporting

Enterprise-grade security for every engagement

UpLink combines SOC 2 Type II certification, ISO 27001 compliance, and AES-256 encryption to safeguard data. Every document remains verifiable, auditable, and secure.

SOC 2 compliant

Encryption

No training on your data