Yuki × Upswitch
Connect Yuki for live financial data in SME valuations
Upswitch helps accountants and M&A advisors prepare defensible valuations faster. With Pro, connect Yuki using an API key and administration ID from your Yuki portal to bring in trial-balance and reporting data for valuations you prepare for clients.
What does the integration do?
- Connection via API key and Yuki administration ID (from Yuki → Settings → Web services).
- Fetch and synchronise financial data (including trial balance and P&L information) used in your valuation workflow, for administrations your practice can access.
- Read-only: Upswitch does not write back to Yuki; your source data in Yuki is not modified.
Live integrations with Yuki are available on the Upswitch Pro plan. See pricing. Book a demo or contact us if you need help.
API key and reconnecting
You paste the key and administration number in Upswitch under Settings → Integrations. Upswitch checks with Yuki that the pairing is valid before the connection becomes active.
For a clean demo or after revoking access: disconnect in Upswitch and rotate or replace the API key in Yuki if needed; then connect again.
Handle Yuki credentials according to your internal policy; see our Security page for how Upswitch protects technical secrets.
Who it is for
The connector is aimed at accounting and advisory firms in the Benelux and similar European markets that use Yuki as their cloud accounting package.
Ready to get started?
Walk through the advisor workflow—or see how other firms use Upswitch.