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Compare Sage AR Automation and Upflow 
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At a Glance
Market Segments
Mid-Market (66.7% of reviews)
Mid-Market (59.3% of reviews)
Entry-Level Pricing
No pricing available
Free
Sage AR Automation
Star Rating
(36)4.3 out of 5
Market Segments
Mid-Market (66.7% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Sage AR AutomationUpflow
Star Rating
(227)4.8 out of 5
Market Segments
Mid-Market (59.3% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Lockstep has a solid credit management feature set, particularly in "Credit Limits" and "Credit History," but Upflow excels with higher ratings in "Credit Limits Adjustment" and "Integration with Credit Rating Agencies," making it a better choice for businesses needing dynamic credit management.
- Reviewers mention that Lockstep's "Invoice Matching" capabilities are decent, especially in "Incomplete Payments," but Upflow shines with superior performance in "Match Invoices and Payments," which users say leads to fewer discrepancies and faster reconciliation.
- G2 users highlight that Lockstep's "Customer Portal" is less user-friendly, scoring only 7.6, while Upflow's portal receives praise for its ease of use, scoring 9.2, which reviewers say enhances customer engagement and self-service capabilities.
- Users on G2 report that Lockstep's "Quality of Support" is commendable at 8.7, but Upflow's support is rated significantly higher at 9.6, with reviewers mentioning quicker response times and more effective resolutions.
- Reviewers mention that Lockstep's "Ease of Setup" is a pain point, scoring only 6.1, while Upflow's setup process is rated at 9.1, with users saying it allows for a smoother onboarding experience.
- Users say that Lockstep's analytics features, particularly in "Collections Effectiveness," are strong, but Upflow's overall analytics capabilities, including "At Risk Customers," are rated higher, indicating a more robust approach to data-driven decision-making.
Pricing
Entry-Level Pricing
Sage AR Automation
No pricing availableUpflow
DISCOVER
Free
Includes access to real-time AR Analytics
- Real-time metrics on your A/R collection
- Native integrations
Free Trial
Sage AR Automation
No trial information availableUpflow
Free Trial is available
Ratings
Meets Requirements
8.1
30
9.0
203
Ease of Use
7.4
30
9.4
208
Ease of Setup
6.1
21
9.2
151
Ease of Admin
7.3
21
9.3
123
Quality of Support
8.7
31
9.7
201
Has the product been a good partner in doing business?
8.3
21
9.5
122
Product Direction (% positive)
8.5
31
9.5
202
Features by Category
Customer Credit
Not enough data
8.0
82
Not enough data
8.4
82
Not enough data
8.1
80
Not enough data
7.5
80
Not enough data
7.6
76
Invoice Matching
8.3
5
8.9
86
7.7
5
9.1
87
7.7
5
8.3
82
Not enough data
8.8
79
Collections
10.0
8
9.2
88
10.0
6
8.8
79
8.8
7
9.2
85
8.9
6
9.1
86
Analytics
8.3
7
8.8
86
Not enough data
8.7
81
9.2
8
9.2
87
Not enough data
8.9
87
Not enough data
8.0
84
Not enough data
8.5
81
Self Service
7.6
7
9.2
86
9.2
6
8.7
82
Agentic AI - Credit and Collections
Not enough data
8.8
11
Not enough data
8.9
11
Not enough data
9.3
9
Reporting
Not enough data
9.3
106
Not enough data
8.7
99
Not enough data
9.2
106
Integrations
Not enough data
8.9
106
Not enough data
8.7
102
Not enough data
8.4
95
Transactions
Not enough data
8.6
95
Not enough data
9.2
106
Not enough data
9.2
106
Workflows
Not enough data
9.2
98
Not enough data
9.1
99
Agentic AI - Accounts Receivable Automation
Not enough data
8.6
17
AI - Accounts Receivable
Not enough data
8.6
13
Not enough data
8.5
14
Not enough data
8.5
14
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Sage AR Automation and Upflow are categorized as Accounts Receivable and Credit and Collections
Unique Categories
Sage AR Automation has no unique categories
Upflow has no unique categories
Reviews
Reviewers' Company Size
Sage AR Automation
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Upflow
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Retail
11.1%
Consumer Goods
11.1%
Internet
8.3%
Facilities Services
8.3%
Construction
8.3%
Other
52.8%
Computer Software
21.7%
Information Technology and Services
9.7%
Accounting
7.5%
Marketing and Advertising
7.1%
Human Resources
5.3%
Other
48.7%
Alternatives
Discussions
Sage AR Automation has no discussions with answers
Upflow has no discussions with answers
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