Upflow

Who Uses Upflow?

B2B companies in North Americas and Europe. Quickbooks, Xero, Chargebee, Strip Billing, or Netsuite users.

What Is Upflow?

Are you a Quickbooks, Xero, Chargebee, Strip Billing, or Netsuite user? Do you issue more than 30 invoices per month? Upflow can help you improve your cash collection.

With Upflow, track your unpaid invoices and get paid faster.

Upflow connects to your billing system in 1 click. It provides rich analytics and allows you to set up systematic cash collection processes to significantly reduce past due invoices.

With Upflow, collect 100% of your turnover.

Upflow Details

Upflow

https://upflow.io/en/

Founded 2018

Upflow Software - Upflow Homepage
Upflow Software - Dashboard
Upflow Software - Customer view
Upflow Software - Customer checkout portal
Upflow Software - Chasing action panel
Upflow video
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Upflow Software - Upflow Homepage - thumbnail
Upflow Software - Dashboard - thumbnail
Upflow Software - Customer view - thumbnail
Upflow Software - Customer checkout portal - thumbnail
Upflow Software - Chasing action panel - thumbnail

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Starting price

USD 119.00/month
USD 99.00/month
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Free Version

Free Version Yes
Free Version No
Free Version No
Free Version No

Free Trial

Free Trial Yes
Free Trial Yes
Free Trial No
Free Trial Yes

Upflow deployment and support

Support

  • FAQs/Forum

Deployment

  • Cloud, SaaS, Web-based

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Upflow Features

  • ACH Payment Processing
  • API
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Aging Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Cash Management
  • Check Processing
  • Collections Management
  • Contact Database
  • Credit Card Processing
  • Customer Statements
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Discount Management
  • Document Management
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Forecasting
  • General Ledger
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Online Payments
  • Order Management
  • Overpayment Processing
  • Partial Payments
  • Profit/Loss Statement
  • Purchase Order Management
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Receivables Ledger
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Sales Tax Management
  • Third Party Integrations
  • Workflow Management

View full list of Accounts Receivable Software

  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Agency Management
  • Alerts/Notifications
  • Auto-Dialer
  • Automated Notices
  • Automated Scheduling
  • Call Recording
  • Callback Scheduling
  • Client Management
  • Collections Management
  • Commission Management
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Credit Reporting
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Templates
  • Financial Analysis
  • Financial Management
  • Historical Reporting
  • In-House Collections
  • Invoice Management
  • Monitoring
  • Multi-Channel Communication
  • Multi-Currency
  • Multiple User Accounts
  • Partial Payments
  • Payment Plans
  • Purchasing & Receiving
  • Real Time Analytics
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Risk Assessment
  • Search/Filter
  • Self Service Portal
  • Template Management
  • Third Party Integrations
  • Transaction Management
  • Workflow Management

View full list of Debt Collection Software

  • ACH Payment Processing
  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Billing & Invoicing
  • Client Portal
  • Compliance Management
  • Credit Card Management
  • Credit Card Processing
  • Cryptocurrency Processing
  • Customisable Branding
  • Customizable Reports
  • Data Import/Export
  • Data Security
  • Debit/Credit Card Processing
  • Electronic Payments
  • Electronic Signature
  • Fraud Detection
  • In-Person Payments
  • Invoice Management
  • Invoice Processing
  • Mobile Access
  • Mobile Payments
  • Multi-Currency
  • Multiple Payment Options
  • Online Payments
  • PCI Compliance
  • Partial Payments
  • Payment Fraud Prevention
  • Payment Processing
  • Payment Processing Services Integration
  • Point of Sale (POS)
  • Purchasing & Receiving
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Reports
  • Search/Filter
  • Self Service Portal
  • Status Tracking
  • Third Party Integrations
  • Transaction History
  • Transaction Monitoring

View full list of Payment Processing Software

Upflow Alternatives

More Upflow alternatives

Upflow Reviews

Read all reviews

Overall rating

4.8/5

Average score

Ease of Use 4.8
Customer Service 5
Features 4.5
Value for Money 4.8

Review software

Share your experiences with other software buyers.

Write a Review!
Clément P.
RAF
Logistics & Supply Chain, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 13/03/2020

"Clément PRETRE"

Comments: - Réduction des impayés
- équipe au top et réactive
- Automatisation des relances

Pros: - Reconnaissance optique de caractères poussée
- Interface et simplicité d'utilisation
- Relances automatiques (qui pour nous est le véritable plus)
- Reporting et exports pour le comptable

Cons: - Réticence de notre côté quant à la saisie automatique des paiements (pour les virements groupés constituant parfois le règlement de jusqu'à 30 factures différentes)

Vendor Response

by Upflow on 17/03/2020

Thanks a lot Clement!

  • Reviewer Source 
  • Reviewed on 13/03/2020
Anaïs E.
Finance Ops Manager
Staffing & Recruiting, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 25/01/2021

"Tested and approved!"

Comments: The main impact of using Upflow is the reduction of our DSO, we have gain about 15 DSO days since we implemented Upflow (with an increasing number of invoices issued).

Pros: Upflow has been a great help for us to save time and reduce our DSO. The platform is easy to use and to implement, we could easily connect it with our existing tools and processes (or replace some of them) and it is now one of our finance team's most widely used tools on a daily basis. Features we appreciate most is the centralization of recovery actions (based on customized recovery "workflows"), a precious help to make sure you don't miss out on any unpaid invoice, and the possibility to have analytics. The team is also very reactive and eager to collect feedbacks and continuously improve the platform!

Cons: I would say that all our recents feedbacks have already been implemented. It could maybe be great if we could customise the platform and datas even more (e.g. add "tags" to sort our customers by industries)

  • Reviewer Source 
  • Reviewed on 25/01/2021
Lyes B.
CFO
Information Technology & Services, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 19/03/2020

"Beaucoup plus de Pros que de cons :)"

Pros: - Paramétrage des plans de relance
- Espace client
- Dashboard principal pertinent et ergonomique
- Intégration des accounts manager
- Metrics en temps réel

Cons: - Importation manuelle des paiements
- Traçabilité des échanges avec les clients (réponse dans nos boites mails)

Vendor Response

by Upflow on 23/03/2020

Hi Lyes,

Thanks for filling out this review. We are happy to count Payintech as one of our power users.

Regarding the two points mentioned, you are absolutely right !

This is why we've developed an integration with your accounting tool, that's ready to be used since last week !

Lastly, responses will be soon logged into Upflow as well as the possibility to send reminders from you own email address.

Please let us know if you have any doubts

Upflow Team

  • Reviewer Source 
  • Reviewed on 19/03/2020
Charlène T.
Sales Administrative
Electrical/Electronic Manufacturing, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 13/03/2020

"Great discovery!"

Comments: We have so much more customer feedback than before, we can see who is receiving and opening emails and who is not.
we have a good relationship with the client, even if it is a collection process

Pros: It is very easy to use, it does not require a very good knowledge of software.
It has a clear home page, you can see in a few clicks what you have to do, who has not yet paid, who needs a different reminder, etc...

Cons: It is quite difficult, at the beginning, to put the email in each invoice sending.

Vendor Response

by Upflow on 17/03/2020

Hi Charlene,
I wanted to thank you for your support,
We are very happy to work with you and your company !

  • Reviewer Source 
  • Reviewed on 13/03/2020
Thomas M.
CFO
Wholesale, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 13/03/2020

"What an impressive software !"

Comments: We gained a lot of time to send reminders to customers and most important we empower the sales rep/assistant with the importance of obtaining cash.

Pros: The software has been efficiently implemented (only a few weeks of work from both sides - Upflow and our software).
In our company, sales representatives/assistant are in charge of using Upflow and they are all impressed by the time gained using this tool.
Upflow team is always available for new developments allowing us to continue gaining time and efficiently.

Cons: More integration with our software will be always interesting. We continue to have regular contacts with Upflow team to have new improvements.

Vendor Response

by Upflow on 17/03/2020

Hi Thomas,
Thanks a lot for your support and for being one one of our first users !

  • Reviewer Source 
  • Reviewed on 13/03/2020