About upsta

In 2025, we started upsta on one belief. AI was about to change how finance teams work, not at the edges but at the core.

We built upsta to make that change useful, not just inevitable.

Our story

Most finance teams aren't short on systems. They run an ERP or several ERPs, a planning tool, a handful of dashboards, and more spreadsheets than anyone will admit to. They aren't short on data either, it's everywhere, scattered across every one of those systems.

What they're short on is time. Closing the books, chasing variances, rebuilding the same forecast three different ways for three different stakeholders, the work that should take an hour still takes a week, because the systems don't talk to each other and the data doesn't turn into decisions on its own.

We started upsta because that gap was closeable. AI had gotten good enough to sit inside a finance team's actual workflow, not as a chatbot bolted onto a dashboard, but as the layer that connects Q to decisions. So we built a firm around doing exactly that, for the office of the CFO.

If your team is spending more time assembling numbers than acting on them, that's exactly the problem we exist to solve.