How Hero Health Took Back Control of Finance with Upstreamly

Hero Health is a software platform used by 350+ GP practices across the UK to schedule appointments, communicate with patients and manage their finances. Like many growing startups, Hero Health built their finance function by assembling trusted specialists for each area. One handled bookkeeping and payroll, another focused on R&D tax credits, a CFO provided strategic input, and a separate accountant managed year-end reporting. It was a sensible setup that served them well until the pace of growth demanded more cohesion.

The founder ended up at the center of it all – chasing updates, repeating information, and plugging gaps between providers who didn’t talk to each other. Time that should’ve gone into growing the business was instead lost in handoffs and rework.

Key Upstreamly Attributes:

  • Integrated and efficient, unifying finance under one roof

  • Proactive and solution-driven, delivering a custom Xero integration

  • Strategic clarity, enabling faster, better-informed decisions

  • Cost-effective support, saving £3.5k annually from day one

  • Reliable and responsive, freeing up leadership to focus on growth

“Upstreamly helped us unify a fragmented finance function into something far more coherent and useful. Their ability to connect the dots across multiple disciplines gave us clearer insights, faster answers, and the confidence to make better-informed decisions at pace.”

Now Hero had a single point of contact and one team who could see the full picture. We even built a smart integration between their platform and Xero, their accounting software. The integration streamlined their internal workflows and enhanced the experience for their own customers.

The result? Less noise. More clarity. Faster decisions. Lower costs. Hero saved £3.5k a year from day one. The founder reclaimed his headspace, and the finance function shifted from bottleneck to strategic advantage. And that Xero integration? It’s helped them close more deals. Simple as that.

See what a joined-up approach could do for your business. Contact us on management@upstreamly.com

That’s where we came in. We brought everything under one roof – bookkeeping, payroll, R&D claims, the lot.

Gus Kennedy, Founder & CEO, Hero Health