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Upflow description
Upflow is a financial relationship management software designed to help mid-sized B2B companies in the USA get paid faster and more efficiently. It integrates with existing accounting systems like QuickBooks and Netsuite to provide real-time insights into outstanding invoices and automates payment reminders. Upflow offers various payment options to streamline the process for your customers and reduce the time and resources spent on collections. This can lead to improved cash flow, reduced bad debt, and ultimately, better business growth.
Who is Upflow best for
Upflow helps mid-sized B2B companies in the US automate accounts receivable and get paid faster. Users praise its intuitive interface and automated reminders, while some note limitations in reporting customization. Upflow integrates with major accounting software, improving cash flow and reducing manual effort.
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Best fit for mid-sized companies seeking streamlined A/R.
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Ideal for B2B companies in e-commerce, retail, manufacturing, and more.
Upflow features
| Supported Upflow supports cash inflow forecasting, a key part of cash flow forecasting. |
| Supported Upflow automates payment reminders, improving cash flow and customer relationships. |
| Supported Upflow integrates with QuickBooks, Xero, and NetSuite for financial data synchronization. |
| Supported Upflow supports tracking invoice status and payments. |
| Supported Upflow automates overdue invoice follow-ups, including personalized reminders and custom workflows. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
Upflow reviews
We've summarised 174 Upflow reviews (Upflow Capterra reviews and Upflow G2 reviews) and summarised the main points below.
- Automated overdue payment reminders save time and effort.
- Easy to implement and integrate with existing accounting software.
- Intuitive and user-friendly interface simplifies receivables management.
- Workflow customization based on client needs.
- Excellent and responsive customer support.
- Real-time cash flow tracking and insights.
- Limited customization options for reports.
- Integration limitations with less common accounting systems.
- Inability to send emails outside of automated workflows.
- Occasional automatic pausing of reminders.
- Limited customization for customer statements.
- Some reporting inaccuracies due to discrepancies with linked billing tools.
Upflow pricing
Users sentiment
See the Upflow pricing page.
Upflow alternatives
InvoicedBetter for larger enterprises. Has broader industry applicability. Growing slower.Read more
TesorioBetter for cash flow forecasting and reporting. Has grown faster than Upflow and boasts easier implementation and higher user satisfaction with customer service. However, users report some issues with login reliability and missing features. A strong Upflow competitor for mid-sized and larger companies.Read more
XeroBetter for basic accounting and broader industry fit. More affordable pricing plans make it a suitable Upflow alternative for smaller businesses. However, users report some issues with bank feeds and invoicing.Read more
KapittxBetter for collaboration between sales, accounting, and logistics teams. Has more momentum based on website traffic data. Supports accounts payable automation. Also offers online payment features.Read more
Glean.aiBetter for accounts payable automation and spend management. Focuses on cost savings through data analysis and vendor price benchmarking. Caters to US-based mid-sized companies.Read more
Upflow FAQ
What is Upflow and what does Upflow do?
Upflow is a SaaS for mid-sized B2B companies to optimize their accounts receivable process. It automates payment reminders, integrates with accounting systems, and offers various payment options to improve cash flow and reduce bad debt. This leads to faster payments and more efficient financial operations.
How does Upflow integrate with other tools?
Upflow integrates with accounting systems like QuickBooks, Xero, and NetSuite, enabling seamless financial data synchronization. This allows for automated payment reminders, real-time cash flow tracking, and streamlined invoice management.
What the main competitors of Upflow?
Upflow's main competitors include Tesorio, Invoiced, Kolleno, and Kapittx. These alternatives offer similar features like automated payment reminders, AR automation, and integrations with accounting software. Some also provide cash flow forecasting and reporting capabilities.
Is Upflow legit?
Upflow is a legitimate software solution for managing financial relationships. User reviews highlight automated reminders and an easy-to-use interface as key benefits. Some users mention limitations with reporting and integrations. Consider exploring alternatives like Tesorio or Invoiced if these limitations are critical for your business.
How much does Upflow cost?
Upflow doesn't publicly disclose its pricing. Contact their sales team to obtain a customized quote based on your specific needs and to determine if Upflow is worth the investment for your business.
Is Upflow customer service good?
Upflow's customer service is highly regarded. Users praise the helpful and responsive support team, particularly their quick solutions and onboarding assistance. The customer success managers are consistently lauded for their proactive help and attentiveness to individual business needs.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.