Upstream Accounting®

Easing Financial Accounting at the Core

A versatile and practical framework to streamline accounting data collection and processing, rooted in the fundamentals of financial accounting.

Including hands-on guidance to get started.

Find Out More

Imagine....

The period-end close didn’t mean spending so much time collecting and processing data.

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Accounting could focus on making processes smarter & more automated — delivering ever more reliable insights, faster.

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Accounting teams felt fully empowered to lead this transformation.

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… the period-end isn't dominated by chasing and processing data
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‍‍… accounting focuses on designing smarter, automated processes and delivers faster, more reliable insights‍
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‍… your accounting team feels empowered to lead that change

A Smarter Approach to Accounting

Even with smart technology, many balance sheet accounts still rely on input, validation, and approval from people across the organization. When this collaboration is streamlined, accounting can move faster, smarter, and with greater confidence.

Upstream Accounting® offers clear guidance to move towards a more efficient, transparent financial accounting process, one that actively engages people in the organisation in a new and collaborative way, and helps accountants work with the most relevant tools and methods.

The concept is built on a clear principle: capture accounting data right at the source. Instantly. Accurately. Completely.

Upstream Accounting® Core Methodology

Upstream Accounting® goes straight to the core of financial accounting, where data is collected, processed, and turned into reliable reporting. It is a structured methodology, generically applicable across systems and organizations, that simplifies complexity, accelerates the close, and enables teams to build robust, scalable financial processes using a proven, practical approach. At the heart of the Upstream Accounting® methodology are six essential building blocks that guide teams in designing, managing, and continuously improving their financial data flows from source (event) to record (journal entry).

Ambassadors

Upstream Accounting® is shaped and supported by a diverse group of subject matter experts from industry and financial services. These professionals validate the framework, contribute insights, and play an active role in refining and further developing it.

Each ambassador brings unique expertise, ranging from accounting operations and data management to regulation and automation. Together, we ensure that Upstream Accounting® remains grounded, relevant, future-ready, and connected to real-world needs.

Wilbert-Jan van der Werf

Finance Accounting

Pieter Warmerdam

Finance and Business services

Sander Glas

Finance and IT Professional

Jean Gieskens

Lauded Trainer

Tjerk Meijer

Finance Accounting

Connect with forward-thinking professionals, share insights, and grow with the Upstream Accounting® network.

Join the community

The Value You Gain with Upstream Accounting

Benefits for both your organization and your personal growth — built around efficiency, confidence, and future-readiness.

Benefit for the organisation

Build a strong foundation for efficiency, scalability, and AI-readiness in your financial operations

What you can expect:

Improved reporting quality, accuracy, and confidence

Reduced time-to-close

Optimised use of data tools and process automation

Robust AI-ready processes

Stronger team engagement and higher satisfaction

Low investment, low risk

Benefit for the Finance Professional

Stay ahead by continuously developing your skills and understanding of best accounting practices and supporting technologies

What you’ll gain:

New tools to improve what you couldn’t change before

Confidence in a rapidly changing profession

Greater control and satisfaction in your work

Opportunities to unlock new capabilities and shape your career

A growing network to learn from and contribute to

Is Upstream Accounting® right for your organisation?

Upstream Accounting® is widely applicable to all organisations and industries where growing teams and increasing complexity make financial processes more demanding to manage.

It is particularly relevant for organisations with at least five staff working in Financial Operations.

The methodology also supports broader processes that require reliable organisational input, including ESG reporting, CSRD compliance, and other emerging regulatory frameworks.

Trusted by Finance Leaders Across Industries

Fast close is a simplified way of advancing the reporting, whereas Upstream Accounting® seems more like a more structural approach, namely embedding estimates more deeply within the organization and doing so more frequently.

Casper van Leeuwen

Senior Executive, Inplenion

Upstream Accounting® runs finance like a relay race; clear handovers, sharp focus on the critical path and insights into strengths and weak spots that enhance both reporting quality and process efficiency.

Tjerk Meijer

Accounting Lead, Technip Energies

Upstream Accounting® transforms mindsets and challenges teams to take responsibility, unlocking potential by questioning manual processes and reshaping relationships within the organization.

Kelly Buijze

Manager Financial Control, Sligro Food Group

Discover the Structural Shift in Accounting

Explore how Upstream Accounting® helps finance teams move beyond manual work, fragmented systems, and slow closes — toward a smarter, source-first future.