Services / Finance & Back-Office Operations

Ops-Heavy

Back-office talent built for volume, not for one overloaded generalist.

AP/AR, billing, and financial operations staff who absorb the repeatable work that piles up when transaction volume outgrows the team handling it.

100% Same working hours as your team
<2 weeks Typical time to a shortlist
Month-to-month Billing, no multi-year contract
Top 1% Make it through our vetting bar

What this covers

One role, the functions that pile up first

Back-office work rarely stays in one lane. We staff across the functions that tend to back up together.

Accounts Payable & Receivable

Keeping cash moving

Invoicing, collections, and reconciliation handled at a pace that matches your transaction volume.

Invoicing Collections Reconciliation Vendor management
Billing Operations

Cycles that run on time

Staff who own billing cycles and disputes so revenue doesn't get stuck in a queue.

Billing cycles Disputes Revenue reporting NetSuite / QuickBooks
Bookkeeping & Reporting

A close that closes on time

Support for month-end close and reporting that doesn't slip every cycle.

Month-end close Journal entries Financial reporting Excel / Sheets
Fintech Operations

Transaction-level support

Monitoring and reconciliation work built for volume, with compliance in mind.

Transaction monitoring Reconciliation Compliance support Chargebacks

Levels we place

From an extra pair of hands to someone who owns it

You tell us the seniority the work actually needs — we don't upsell a lead for a task list.

1–3 years

Operations Associate

Executes the daily transactional workload accurately and on time.

3–6 years

Senior Analyst

Owns a full process area and improves it, not just runs it.

6+ years

Operations Lead

Manages a pod's output and reports directly on the numbers that matter.

What this covers

One role, the functions that pile up first

Back-office work rarely stays in one lane. We staff across the functions that tend to back up together.

Accounts Payable & Receivable

Keeping cash moving

Invoicing, collections, and reconciliation handled at a pace that matches your transaction volume.

Invoicing Collections Reconciliation Vendor management
Billing Operations

Cycles that run on time

Staff who own billing cycles and disputes so revenue doesn't get stuck in a queue.

Billing cycles Disputes Revenue reporting NetSuite / QuickBooks
Bookkeeping & Reporting

A close that closes on time

Support for month-end close and reporting that doesn't slip every cycle.

Month-end close Journal entries Financial reporting Excel / Sheets
Fintech Operations

Transaction-level support

Monitoring and reconciliation work built for volume, with compliance in mind.

Transaction monitoring Reconciliation Compliance support Chargebacks

How it works

From scoped role to a working teammate

1

Scope the role

What you need, the seniority, and how you'll measure it — one call.

2

We source and vet

A shortlist already cleared against our own bar.

3

You choose

You interview, you decide. No pressure.

4

They start on your clock

Full overlap, your tools, your standards, from day one.

Finance & Back-Office Operations

Build your finance operations team.

Tell us where the backlog is worst — AP, billing, or reconciliation. We'll bring a shortlist built for the volume.

Your Extended Team, By Role

Nearshoring Works

Your tech stack? Covered

Let’s talk

About Upstart