AI Buyer Insights:

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Michelin, an e2open customer evaluated Oracle Transportation Management

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Michelin, an e2open customer evaluated Oracle Transportation Management

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

Upstream Financial Associates
Location
P.O. Box 740483,
Dallas, 75374-0483, TX,
United States
Website
https://www.upstreamfinancialassociates.com/
Phone
1 469-583-6132
Artw industry
Media
Employee
Revenue

Upstream Financial Associates Technographics

Upstream Financial Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Upstream Financial Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Upstream Financial Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Upstream Financial Associates has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2009 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Upstream Financial Associates is running and its propensity to invest more and deepen its relationship with Oracle or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Upstream Financial Associates revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Upstream Financial Associates intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Upstream Financial Associates Tech Stack and Enterprise Applications

Upstream Financial Associates ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle NetSuite ERP ERP Financial ERP n/a 2009 2009
In 2009, Upstream Financial Associates implemented Oracle NetSuite ERP as its central finance platform. The small US based media firm of 10 employees configured Oracle NetSuite ERP to consolidate core accounting and financial operations under an ERP Financial solution, standardizing the chart of accounts and transactional posting rules across the organization. The deployment used a cloud native ERP model to provide a single source of truth for billing, receivables, and payables processing. Configuration work focused on ERP Financial modules typical for the category, including general ledger, accounts payable, accounts receivable, billing and financial reporting, with workflow orchestration for month end close and revenue posting. Governance emphasized roles and access controls, account mapping, and standardized period close procedures to match a compact organizational structure and to centralize bookkeeping and invoicing responsibilities. Implementation narratives center on process standardization, automated transaction posting, and structured financial reporting within Oracle NetSuite ERP to support the company finance function.

IT Decision Makers and Key Stakeholders at Upstream Financial Associates

First Name Last Name Title Function Department Email Phone
Managing Director Director Finance
Director & Consultant Director Finance
Show All Contacts

Apps Being Evaluated by Upstream Financial Associates Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Upstream Financial Associates IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Upstream Financial Associates digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Upstream Financial Associates Technographics
Upstream Financial Associates is a Media organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Upstream Financial Associates operates a diverse technology stack with applications such as Oracle NetSuite ERP, covering areas like ERP Financial.
Upstream Financial Associates has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle.
Upstream Financial Associates recently adopted applications including Oracle NetSuite ERP in 2009, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Upstream Financial Associates’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Upstream Financial Associates’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Upstream Financial Associates technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.