Upstream Solutions provides a fully managed, global support model built for scale, quality, and long-term partnership. Our university-educated, multilingual teams deliver seamless 24/7 support across voice, chat, email, social media, and in-app channels. We manage the entire customer journey — from onboarding to retention — with integrated training, QA, workforce management, and performance monitoring, ensuring culturally fluent, consistent, and high-quality customer experiences worldwide.
We cover the full spectrum of back-office functions: bookkeeping, accounts payable/receivable, payroll processing, HR record-keeping, benefits administration, vendor management, expense reconciliation, onboarding workflows, and more.
We integrate via secure APIs, SFTP transfers, or direct database connections. Whether you use QuickBooks, Xero, SAP, ADP, Workday, or custom systems, our team works within your environment to maintain data integrity.
Yes. Our finance experts manage invoicing, currency conversions, and international remittances using preferred payment rails and FX platforms, streamlining global cash flow efficiently.
Compliance is a top priority. Our teams follow industry regulations and undergo regular training on frameworks such as HIPAA and ISO 27001, ensuring all processes meet or exceed required standards.
Clients receive real-time dashboards tracking cycle times, transaction volumes, error rates, and SLA compliance, along with customizable daily, weekly, or monthly reports on cash flow, labor utilization, and compliance metrics.