Understand
Review your existing setup, workflows and requirements.
Upshift Services
Accounts Payable & Receivable Management
Stay in control of what your business owes, and what is owed to you. Upshift helps businesses bring structure and visibility to accounts payable and accounts receivable so management has a clearer view of outstanding amounts, upcoming obligations and working-capital movements.
Key areas we support
- Vendor invoice accounting
- Vendor ledger maintenance
- Payables tracking and ageing analysis
- Vendor reconciliations
- Payment-due tracking and scheduling support
01 · What We Handle
Structured support for recurring finance work.
The exact scope can be tailored around your business processes, transaction volume and existing internal capabilities.
- Vendor invoice accounting
- Vendor ledger maintenance
- Payables tracking and ageing analysis
- Vendor reconciliations
- Payment-due tracking and scheduling support
- Customer invoice accounting
- Customer ledger maintenance
- Receivables tracking and ageing analysis
- Customer reconciliations
- Collection follow-up support
- Receipt allocation and reconciliation
02 · What You Get
Better structure and clearer visibility.
Clear Outstanding ReportsKnow what is payable and receivable.
Ageing VisibilityUnderstand how long balances remain outstanding.
Better ReconciliationsKeep ledgers aligned with supporting records.
Improved Follow-UpBring consistency to collection and payment tracking.
03 · Why It Matters
Better working-capital visibility.
Knowing your bank balance is not enough. Management also needs visibility into amounts expected from customers, payments due to vendors and how quickly receivables are being collected.
04 · How We Work
A clear process from the start.
Structure
Define responsibilities, processes and reporting expectations.
Manage
Carry out the agreed recurring finance activities.
Review
Improve processes and visibility as requirements evolve.
Bring more structure to your finance function.
Tell us what your business needs and we'll define the right support model.