Upflow Features

Define credit limits per customer or by customer type. This feature was mentioned in 82 Upflow reviews.

As reported in 82 Upflow reviews. Track the changes made to credit limits and the corresponding reasons.

Adjust credit limits manually or automatically (based on pre-defined threasholds). 80 reviewers of Upflow have provided feedback on this feature.

Such as CreditSafe, Searches Group, Credit Assist, Experian, Equifax, and Dun & Bradstreet. 80 reviewers of Upflow have provided feedback on this feature.

Ability to revoke credit limits temporarily or permananetly when the amount due by a customer exceeds a predefined amount. This feature was mentioned in 76 Upflow reviews.

Identify incomplete payments and track the rest of the amount due. This feature was mentioned in 86 Upflow reviews.

As reported in 87 Upflow reviews. Track one to many and many to one relationships between invoices and payments.

Identify invoicing errors such as the wrong amount or due date, and make sure that customers pay the correct amount on time. 82 reviewers of Upflow have provided feedback on this feature.

Based on 79 Upflow reviews. Apply payments to the right Accounts Receivables accounts for each customer.

As reported in 88 Upflow reviews. Manage late payments by time buckets (30, 60, 90 days).

Based on 79 Upflow reviews. Workflows to manage and escalate disputed transactions.

Ability to communicate with customers using the best channel (ie SMS, online chat, and social media), message, and timing This feature was mentioned in 85 Upflow reviews.

As reported in 86 Upflow reviews. Comprehensive view of customer details for collections agents.

Identify and flag customers that are more likely to pay late. 86 reviewers of Upflow have provided feedback on this feature.

As reported in 81 Upflow reviews. Calculate the total amount received during a time period and compare with the estimate.

Use KPIs to monitor the effiency of the collections department. 87 reviewers of Upflow have provided feedback on this feature.

As reported in 87 Upflow reviews. Ability to scale to any collections volume, at any time

Maximize engagement using live data, behavioral insights, sentiment analysis and payment history 84 reviewers of Upflow have provided feedback on this feature.

Based on 81 Upflow reviews. Ability to identify and adjust to updated rules and regulations

As reported in 86 Upflow reviews. Customers can use an online portal to submit information and documents required for collections.

Customers have online access to document such as copies of Invoices, proofs of delivery, and contracts. This feature was mentioned in 82 Upflow reviews.

As reported in 107 Upflow reviews. Reports on the status of invoices or payments

As reported in 99 Upflow reviews. Run reports on customer credit

Tracks all transactions, from issuing invoices to payment reminders to receiving payment 106 reviewers of Upflow have provided feedback on this feature.

Based on 106 Upflow reviews. Integrates with accounting or similar platforms

Integrates with ERP systems This feature was mentioned in 102 Upflow reviews.

Based on 95 Upflow reviews. Integrates with Corporate Performance Management platforms

As reported in 95 Upflow reviews. Manages credit limits based on customer credit scores, payment history, or other financial metrics

Creates or imports invoices This feature was mentioned in 106 Upflow reviews.

Based on 106 Upflow reviews. Collects different payment types and manages payment terms

Offers customizable approval processes for all types of transactions This feature was mentioned in 98 Upflow reviews.

Based on 100 Upflow reviews. Reconciles payments to invoices to ensure matching

Based on 18 Upflow reviews. Capability to perform complex tasks without constant human input

As reported in 11 Upflow reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes This feature was mentioned in 11 Upflow reviews.

Improves performance based on feedback and experience

Sends automated messages and reminders, resolves disputes, or does proactive outreach. This feature was mentioned in 14 Upflow reviews.

Based on 14 Upflow reviews. Responds to basic questions from inbound emails.

Analyzes past transactions to make a prediction of when future payments are likely to be paid. 14 reviewers of Upflow have provided feedback on this feature.