Engineering
M.L.
What is the abbreviation for machine learning?
The final product Uplinq provides its customers
What is a financial intelligence dashboard?
Fred, Aneel and Mike Hohmann
Who is the Uplinq's amazing sales team?
This is the search engine that can be utilized to determine a reasonable nature of the transaction that is unfamiliar to a bookkeeper without having to ask the client.
What is Google?
Kara Horrocks
Who can you contact with any question though she may not know the answer but would love to point you in the right direction?
To download Plaid transactions
What is admin web app used for?
The data used to create financial intelligence for clients
What are financial transactions?
Month to month contracts
What are the main types of contracts that are written for a customer?
The version of "New Work Papers" that Uplinq is currently on.
What is....."no one knows". JK.JK.
What is version 5.1?
(V5.0 was sooo last week!)
Stefanie Cochrum
Who runs payroll, does corporate admin tasks, place security on computers, manages assets, plans parties, and much more?
What software looks like and behaves to user vs. backend storage and manipulate data.
What is the difference between a front end and backend engineer?
Where you can find our product roadmap of features
What is Notion?
A.R.R.
What is annual recurring revenue?
This is how you would code a transaction from an owner of a dental office purchasing pro basketball tickets or a louis Vuitton luxury bag
What is Equity/Owner Distribution?
SaaS company
What is a software as a service company? (Bonus- Uplinq!)
The two softwares used for project tracking and financial integration
What is Jira (project tracking software)
What is Plaid (financial integration software)
The two entities that the plaid connected connects is Bank and Plaid
The tool Uplinq uses to design new screens for our web app.
What is Figma?
30 minutes
What is the average first meeting with a lead?
These are the two categories a loan payment is broken into.
What is principal and interest?
This position advocates for the customer, onboarding, billing, questions, login issues, etc. in collaboration with the team
Who is a Customer Success Specialist?
Training a ML model is like training a _______?
What is a dog?
Processing structured data until it repeats correctly
The type of user testing you do first in the lifecycle of a new product. (generative or evaluative testing)
What is generative testing?
40%
What is the approximate percentage amount that the sales team closes when they submit a proposal?
This is the formula to calculate a client's profit.
What is
Total Revenue - Total Expenses = Profit
(or....Total Revenue - Total Costs = Profit)?
Who is Kara Horrocks?