--- title: Upflow Reviews meta_title: 'Upflow Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 233 reviews by the users' company size, role or industry to find out how Upflow works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 233 scale: '5' date_modified: '2026-06-22' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Upflow Reviews **Vendor:** Upflow **Category:** [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) **Average Rating:** 4.8/5.0 **Total Reviews:** 233 ## About Upflow Is your current cash collection process doing more harm than good? If you're only trying to automate chasing invoices with AR Automation, you're missing the bigger picture… A crude collections approach doesn’t just hurt cash flow, it jeopardizes customer relationships, and in 2025, that’s a growth killer. Upflow delivers much more than AR automation, we provide Financial Relationship Management (FRM). Think of Upflow like your CRM for Finance, revolutionizing the finance interface with your customers from Invoice to Cash: - Genuine visibility into customer payment behavior so that you can predict and prevent late payments. - Sophisticated, Multi-channel & Highly Personalized Collections Campaigns to address each customer as an individual and drive effective collections. - Enhanced collaboration between finance and customer-facing teams (sales, customer success, management…), allowing for a coordinated, company-wide, strategic approach to getting paid on time. The real-world results? - WorkMotion personalized their collections and cut invoices \>30 days overdue by 80%, reducing bad debt write-off significantly. - Hokodo made payment easy for their customers and cut DSO by 75%, drastically reducing payment delays and improving cash flow to reinvest in growth. - Lattice now reaches the right contact, at the right time, with the right message and collects 99% of payments through fully automated messaging, within 60 days of the due date - reducing finance headcount requirement and saving an estimated $600,000 in wages alone. Our real-time, native API integrations and trusted partnerships with leading ERPs, accounting tools, billing tools, and CRMs (NetSuite, QuickBooks, Xero, Salesforce, etc.) mean you can fully trust Upflow’s data at all times, while your source of truth is unchanged yet enriched with additional AR and payment data. Upflow functionality: - AR Analytics: Say goodbye to spreadsheets & gain a clear picture of your AR health & performance. Understand who is paying late, spot trends, and create customized dashboards to answer the key questions about your receivables. - Cash Collection Workflows: Automate manual processes and payment reminders that trigger at the right time to ensure customers pay on time. - Payment Processing: Frictionless transactions with a fully branded online payment portal. Move beyond paper checks, unpredictable wire transfers, and offer a range of secure, flexible online payment methods in a simple interface. - Cash Application: Navigate with ease and reconcile payments in record time. Automatically match payments to open invoices, even when details are missing or incorrect. Our intelligent model keeps learning, reducing manual work over time. - AI-Empowered Throughout: By analyzing millions of transactions and communication touchpoints, our AI delivers actionable insights to optimize cash collection, without damaging customer relationships. In 2025, AR automation is table stakes, it’s time to build a finance function goes beyond chasing payments to actually grow your business. 🔗 Try Upflow for free, sign up for our free Discover plan, in seconds:https://insights.upflow.io/en/discover-upflow ## Upflow Pros & Cons **What users like:** - Users value the **ease of use** of Upflow, praising its intuitive interface and efficient payment management features. (32 reviews) - Users value the **automation features** of Upflow, significantly enhancing efficiency and communication with clients. (16 reviews) - Users praise the **responsive customer support** of Upflow, enhancing overall satisfaction and ease of use. (14 reviews) - Users highly value the **customer satisfaction** that Upflow provides through its user-friendly features and supportive team. (13 reviews) - Users appreciate the **time-saving features** of Upflow, facilitating efficient communication and streamlined invoicing processes. (13 reviews) - Users value the **collections efficiency** of Upflow, enjoying automated reminders and significant time savings in AR management. (10 reviews) - Efficiency (10 reviews) - Customization Options (9 reviews) - Email Automation (9 reviews) - Automated Reminders (8 reviews) **What users dislike:** - Users are concerned about the **unprofessional email appearance** that risks being perceived as spam, needing improvement. (4 reviews) - Users find the **email functionality unprofessional** , raising concerns about its spam-like appearance and lack of customization. (4 reviews) - Users note **inadequate reporting** flexibility in Upflow, desiring more options for customizability and consistent formats. (4 reviews) - Users find the **payment issues** concerning, as deliverables appear unprofessional and integration lacks smooth functionality. (4 reviews) - Users note **poor reporting** flexibility, with inconsistent download formats and limited customization options affecting data management. (4 reviews) - Users wish for more **customization options** in Upflow, particularly for reports and data filtering, to enhance flexibility. (3 reviews) - Users are frustrated by the **missing features** like overpayment displays and manual synchronization affecting their experience. (3 reviews) - UX Improvement (3 reviews) - Limited Flexibility (2 reviews) - Users find the **limited options** for notes and live chat restricts their experience and customer reminders. (2 reviews) ## Upflow Reviews ### 1. Customisable Automated Reminders That Keep Us on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah W. | Finance Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2026 **What do you like best about Upflow?** The automated reminders and how customisable it is. **What do you dislike about Upflow?** It is not always clear which fields correspond to which on NetSuite therefore some fields do not pull through correctly. There is no separate Credit Notes tab on the customer portal. If there is more than one assigned user you cannot specify which assigned user should be the one sending the reminders. **What problems is Upflow solving and how is that benefiting you?** Upflow is helping to improve our receivables and cash collection process with the use of the automated reminders we have set. ### 2. Effortless Reporting and Payment Tracking Made Simple **Rating:** 5.0/5.0 stars **Reviewed by:** Veronica C. | Senior Finance Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** January 06, 2026 **What do you like best about Upflow?** I appreciate how easy it is to generate reports, whether I need a summary that covers all customers or a detailed report for a specific individual. I also find it helpful to quickly look up payments and see exactly which invoices have been paid. Additionally, being able to identify invoices that have had credit memos applied is very useful. From a reconciliation perspective, this functionality significantly reduces the time and effort required. **What do you dislike about Upflow?** I would prefer if reports could be downloaded in a consistent format. Additionally, the system does not permit making changes to custom fields within reports. **What problems is Upflow solving and how is that benefiting you?** The automatic reminder notifications, including both early and past due reminders, make it much easier for me to reach all my customers. I appreciate that I no longer need to manually create emails or attach invoices myself. ### 3. A simple tool that truly improves payment tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Léon C. | Customer Sucess, Mid-Market (51-1000 emp.) **Reviewed Date:** November 26, 2025 **What do you like best about Upflow?** What I appreciate most about Upflow is the simplicity with which the tool centralizes payment tracking and automates follow-ups. The interface is intuitive, the setup is quick, and the integration with our tools is seamless. This allows for significant time savings and better visibility on cash flow, while professionalizing our collection management. **What do you dislike about Upflow?** One of the areas for improvement would be the depth of certain advanced features, which could be more customizable according to specific needs. Additionally, some analyses could be more detailed to provide an even more comprehensive view of recovery performance. **What problems is Upflow solving and how is that benefiting you?** Upflow helps us solve the lack of visibility on pending invoices and the manual management of follow-ups. The tool automates the entire process, which reduces the time spent on customer follow-up and limits oversights. Thanks to its clear dashboards, we can better anticipate payment delays and improve our cash flow. This brings more peace of mind on a daily basis and a much more efficient organization of collections. ### 4. Transforms AR Management with Real-Time Insights and Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Pamela E. | Billing and Collections Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Upflow?** Upflow gives me a clear, real-time picture of our AR and makes it easy to stay on top of past-due customers. I love the automated reminder workflows, the clean invoice timelines, and how simple it is to see who needs attention first. It saves me hours each week compared to manual follow-ups and spreadsheets, and it keeps our communication consistent, professional, and well-documented for internal reporting. **What do you dislike about Upflow?** The main downside is that some reporting and filtering can feel a bit rigid when I want to slice data in very specific ways. There are moments where I’d like more flexibility in customizing views or building my own AR dashboards. That said, these are refinements—I still find the platform very valuable overall and rely on it daily. **What problems is Upflow solving and how is that benefiting you?** Upflow is helping us solve the classic AR challenges of visibility, prioritization, and consistent follow-up. Before Upflow, I relied heavily on manual trackers and ad-hoc emails; now my outreach is automated, centralized, and fully documented. It helps me quickly identify which accounts need attention, segment by risk or size, and keep leadership informed with clear reporting. As a result, we’re accelerating cash collection, reducing time spent on low-value admin work, and creating a more professional experience for our customers. ### 5. Dynamic Dunning with Great Potential **Rating:** 4.0/5.0 stars **Reviewed by:** Adam M. | Lead Accounts Receivable, Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Upflow?** Upflow has provided us with an ever increasing dynamic way to automate our dunning process. With the Smart Rules and Workflows we can handled customers in mass or tailor our processing to size and scale of our market. It's user-friendly customer timeline enables the visibility on the customer interactions and the AI summary of these events is a game-changer. **What do you dislike about Upflow?** We are still seeing more opportunities to enhance the use of Upflow, with integrations with other systems and increased reporting capabilities. **What problems is Upflow solving and how is that benefiting you?** We currently use separated billing and accounting systems, neither of which gives us Receivables management functionality. Upflow steps into that space providing us with a streamlined user experience, visibility on the interactions around a customers account and invoices. The Workflow and Smart Rules are help to reduce the time spent in manual processes also, giving us the flexibility to spend more time where it's needed, resolving the real issues, not just handling volumes. ### 6. Fantastic Onboarding, Needs Email Design Improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Zack M. **Reviewed Date:** December 30, 2025 **What do you like best about Upflow?** I appreciate Upflow's fantastic onboarding process and training, which made me feel very comfortable launching after preparing. Their payment portal is a great feature, offering a solution we didn't have before. The automated reminders are incredibly useful, making Upflow a major convenience in comparison to what we used previously. **What do you dislike about Upflow?** I think the actual deliverable, the email, seems like a tad bit scammy. Because it provides a link and there's payment information. We did put our custom signature in there, but I wish it was a little bit more professional looking. Like, the one we sent an invoice from QuickBooks, it would be, you know, kind of in a box and very, like, designed properly. And it was, like, very obviously a payment email where this is more just, you know, drafted email from somebody with a hyperlink. I think sometimes that could lend to maybe somebody thinking it's spam. **What problems is Upflow solving and how is that benefiting you?** I use Upflow for automated invoice reminders and a payment portal, which streamlines billing and improves customer access to outstanding invoices. ### 7. Efficient Automation with Fluid Integration **Rating:** 3.5/5.0 stars **Reviewed by:** Karim B. | Admin Finance manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2024 **What do you like best about Upflow?** I use Upflow to automate my collection process, which improves the reliability of the process and reduces payment times. I also appreciate the clear dashboard for cash flow tracking. The integration with Sellsy is a big plus, as it allows me to save time by directly integrating each new invoice into Upflow. **What do you dislike about Upflow?** When there is a credit, do not set the status to paid but rather to canceled because it distorts understanding. **What problems is Upflow solving and how is that benefiting you?** I use Upflow to automate collection and reminders, reduce payment times, and ensure a more reliable collection process. It offers a clear dashboard for cash flow tracking and integration with Sellsy saves me time with invoice automation. ### 8. Streamlined AR with Customizable Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Saskia V. **Reviewed Date:** January 14, 2026 **What do you like best about Upflow?** I like how customers can access the portal and mark any disputes or set a 'promise to pay'. We can also set up customers with different workflows depending on their payment history so we do not use a one size fits all approach. I also like how we can customize reporting depending on our needs which saves time within our team. **What do you dislike about Upflow?** It would be good to understand how their reporting metrics are calculated, also to set up a report that can be used by other users. **What problems is Upflow solving and how is that benefiting you?** We Upflow to send automated chasers, eliminate manual reporting, and allow customers to view outstanding invoices. It lets them mark disputes or set a 'promise to pay', and we customize workflows based on payment history, saving time for our team. ### 9. Intuitive interface and effective follow-ups, a real time saver **Rating:** 4.5/5.0 stars **Reviewed by:** Léon C. | Chef de projet opérationnel, Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2025 **What do you like best about Upflow?** What I appreciate most about Upflow is the exceptional quality of the interface. Everything is clear, organized, and designed to save time. Setting up reminders is extremely simple, whether it involves automations, templates, or customized scenarios. The tool is intuitive, even for someone who is not an expert in collections, which makes it easy to deploy among several team members. The visualization of outstanding amounts, delays, payments, and customer behaviors is also very powerful: you can access priority files and urgent actions at a glance. Integration is quick, and daily monitoring is smooth and pleasant. **What do you dislike about Upflow?** There is no major drawback, but if an area for improvement had to be suggested, it would be the addition of some advanced reporting options, particularly to further customize tables or combine multiple complex filters. Some integrations could also go a bit further to avoid having to make manual adjustments in certain specific cases. However, nothing is blocking: these are possible optimizations for demanding teams. **What problems is Upflow solving and how is that benefiting you?** Upflow solves several key issues: The lack of visibility on outstanding amounts and delays. The time lost in making manual follow-ups or tracking clients across multiple tools. The difficulty of structuring a clear collection process within an operational team. The prioritization of actions when there is a large volume of clients to follow. Thanks to Upflow, our collection management is much smoother, centralized, and proactive. Automatic follow-ups free up our time, dashboards help us make better decisions, and teams now have a clear view of the actions to be taken. This directly results in an improvement in cash-in and a reduction in payment delays. ### 10. Upflow's brilliant functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Upflow?** As someone working in credit control, maintaining consistent communication with customers is essential. Upflow streamlines this process by allowing us to create and customise workflows that guide our customers through each step. Within these workflows, dunning emails are automatically sent at scheduled times we set, ensuring all customers receive timely reminders and supporting improved cash collection. There is also the flexibility to choose whether certain emails are sent manually, which is particularly useful as situations escalate and a more personal approach is needed. Upflow further enhances our operations by enabling the creation of smart rules, allowing us to group customers into different categories based on our chosen criteria. This feature helps us stay aligned with our internal procedures. Additionally, the customer support team has been extremely helpful. Whenever we submit a query, we typically receive a response with solutions within the same working day. **What do you dislike about Upflow?** I honestly can't find any drawbacks to Upflow. The platform offers just the right amount of customization, allowing us to tailor the tools to fit exactly how we want to use them. **What problems is Upflow solving and how is that benefiting you?** As our business grows, we have an increasing number of customers who need to be contacted and reminded about their upcoming or overdue invoices. Upflow helps us maintain consistent communication with all of them by enabling us to set up effective workflows. ### 11. Great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Manon T. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2025 **What do you like best about Upflow?** What I like best about Upflow is how intuitive and user-friendly the platform is. The interface makes it really easy to follow up on outstanding invoices and keep track of payments. I also appreciate the visibility it gives on the overall cash flow situation, everything is clear, structured, and accessible in just a few clicks. The reminders and automated workflows are also a huge time saver for our team, helping us stay consistent and professional in our communication with clients. **What do you dislike about Upflow?** Honestly, there isn’t anything I really dislike about Upflow. The platform works smoothly, is very intuitive, and perfectly fits our needs. Every feature feels well thought out, and the user experience keeps improving over time, so there’s really nothing to complain about. **What problems is Upflow solving and how is that benefiting you?** Upflow is solving the problem of tracking and managing outstanding invoices in a very efficient way. Before using it, keeping an overview of who owes what and when payments were due was time-consuming and sometimes stressful. Now, the platform automates reminders, centralizes all information in one place, and gives clear visibility on our cash flow. This not only saves time for our team but also helps us maintain professional relationships with our clients, reduce late payments, and have a much smoother financial process overall. ### 12. Very simple and fluid software. Always evolving. **Rating:** 5.0/5.0 stars **Reviewed by:** Charlène A. | cash collector, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2025 **What do you like best about Upflow?** The fact of knowing if the client has acknowledged the reminders sent and their direct connection with our accounting. The speed of resolution to the various problems that we may encounter. **What do you dislike about Upflow?** the inability to select multiple invoices at the same time and the fact that credit notes are not directly on the homepage following the invoices. Unfortunately, this skews the amount of reminders. not being able to modify customer addresses directly on Upflow in order to send the notices of default. **What problems is Upflow solving and how is that benefiting you?** I waste less time on certain follow-ups thanks to instant updates. ### 13. Well-built, well-backed, well worth it **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle P. | Financial Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2025 **What do you like best about Upflow?** Upflow just works. The platform is clean, easy to use, and integrates well with NetSuite. It’s helped us bring visibility, accountability, and structure to AR collections without heavy lifting. But the best part? The team. Every person I’ve worked with—from sales to onboarding to support—has been responsive, knowledgeable, and refreshingly honest. No overselling, no fluff. **What do you dislike about Upflow?** We haven't had any major issues, and the few hiccups (mainly on the NetSuite side) were resolved quickly by support. **What problems is Upflow solving and how is that benefiting you?** Upflow helps us streamline AR workflows, stay on top of outreach, and reduce the manual burden of collections. It’s made it easier to report AR performance internally and to our sponsors. Our customers also love having a portal where they can view open invoices and make payments directly — it’s made the payment experience much smoother. ### 14. This software gave me time back! **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda S. | Staff Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2025 **What do you like best about Upflow?** Upflow has made sending client emails incredibly seamless. Once the workflows are properly set up, sending AR communications is as simple as clicking ‘send.’ Before Upflow, it could take me a day or two to complete this process. Now, I’m able to significantly reduce the time spent on sending emails, which has freed me up to take on additional responsibilities and continue growing in my role. Several features allow you to customize each workflow or smart rule to ensure client emails are specifically tailored to that customer, versus a general "robotic" email. **What do you dislike about Upflow?** One downside of Upflow is the inability to remove unnecessary or inactive clients from the platform, which can create clutter and confusion. Additionally, not allowing customers to make partial payments limits flexibility and can complicate the payment process for some clients. **What problems is Upflow solving and how is that benefiting you?** Before implementing Upflow, it would often take me a day or two to send emails to our customers. Since go-live, that time has been significantly reduced, allowing me to take on additional responsibilities and further develop in my role. ### 15. When you want to see your AR grow choose Upflow **Rating:** 5.0/5.0 stars **Reviewed by:** Elisa R. | Accounting Manger, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2025 **What do you like best about Upflow?** Upflow has dramatically changed the way we do our AR process. Originally everything was done manually with Google spreadsheets and sending out emails from one accounting email. Now we're able to have a team of people all working on the same accounts, organize, documented and all correspondence clearly available. Upflow has made it so that we went from 35k a year to over $700,000 in revenue the next. Its all thanks to its automation and ability to link my team members into conversations with clients so that everybody was on the same page **What do you dislike about Upflow?** I dislike not having the ability to send emails not park of the workflow and have them show up in the timeline. **What problems is Upflow solving and how is that benefiting you?** Upflow has dramatically changed the way we do our AR process. Originally everything was done manually including Google spreadsheets and sending out emails that only one person can see or respond to. Now we're able to have a team of people all working on the same accounts, organize, documented and all clear correspondence. All correspondence clearly available. Upflow has made it that has made it so that we went from 35k a year to over $700,000 the next and that was because of its automation and its ability to link my team members into conversations with clients so that everybody was on the same page ### 16. A good overall experience **Rating:** 5.0/5.0 stars **Reviewed by:** Geoffrey A. | CTO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Upflow?** I like the fact Upflow Support listens to their customers. We've been here since the beginning, and we have seen the product evolve with us. Every single blocking point has been handled carefully by Upflow, and we're near a finished flowless product now. **What do you dislike about Upflow?** Maybe because we arrived early in the game, but we had to face several issues, but they all have been addressed. I would like a change in the pricing plan to only consider invoices (open and waiting for payment) handled by the system and not all invoices. As a recurring SAAS, many of our invoices come from subscriptions, and there is no need to take them in Upflow. **What problems is Upflow solving and how is that benefiting you?** Upflow handles the communication between our customers with a failed payment and our agents. It allows us to have a strict planning and task list. It lets us follow our agent productivity. ### 17. Easy to Use and Makes Finding the Right Billing Data Simple **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 03, 2026 **What do you like best about Upflow?** It’s easy to use, and it makes it simple to find the correct billing data when I need it. **What do you dislike about Upflow?** Buffer speed when switching between accounts. **What problems is Upflow solving and how is that benefiting you?** Organizing all client billing and invoices in one place. ### 18. Perfect Integration and Easy Use, But Visualization to Improve **Rating:** 5.0/5.0 stars **Reviewed by:** Thibault H. | Responsable Administratif et Financier, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Upflow?** Easy to use, optimized settings with direct integration to our billing software Sellsy. Ideal for daily use and for effectively tracking customer collections. **What do you dislike about Upflow?** A limited visualization on data transformation **What problems is Upflow solving and how is that benefiting you?** Significant time savings regarding customer recovery. A clear and effective visualization of overdue invoices with details based on their age. ### 19. Upflow Transforms Collections **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2025 **What do you like best about Upflow?** What we like best about Upflow is its incredible effectiveness in automating and accelerating our cash collection process. It has truly transformed this critical area for our business, significantly improving our cash flow. Beyond its powerful core function, we greatly appreciate its seamless integration capabilities with our existing tools like Sellsy, Netsuite, and Salesforce, which makes it a central part of our financial operations. Finally, the platform's ease of use and straightforward implementation meant we could get up and running quickly and start seeing benefits almost immediately. We've been consistently very happy with the results. **What do you dislike about Upflow?** While our overall experience with Upflow has been overwhelmingly positive, one area where we see room for improvement is its handling of multiple installments on an invoice. Also, we would like to be able to connect it to SSO when it will be compatible to SCIM to create users automatically. **What problems is Upflow solving and how is that benefiting you?** Upflow is directly solving several critical problems for our business. Primarily, it has eliminated the time-consuming and often inconsistent manual process of chasing outstanding payments. Before Upflow, our team spent considerable effort on manual reminders and follow-ups, which was inefficient and prone to human error, often leading to delayed payments and strained customer relationships. ### 20. Great Upflow Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Alyssa C. | Sr Manager, Deal Desk, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Upflow?** My favorite thing about Upflow is that I don't have to go into Stripe, NetSuite, or any of our billing platforms. Upflow consolidates everything into one place that I can easily access. The UI is so simple, organized, and very easy to use. It makes the collections process easier by pulling in customer emails and invoice reminders so everything I need is in Upflow. I'm excited to see how the company continues to enhance their product. **What do you dislike about Upflow?** Minor suggestions would be to have payment terms and billing frequency pulled into Upflow so it's easy to see. Other than small layout suggestions, my Upflow experience has been great. **What problems is Upflow solving and how is that benefiting you?** Saving time mostly. The interface is great and helps me streamline by day-to-day so I'm not scrolling through multiple systems to find what I need. ### 21. Great Experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Matheus M. | Head of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** June 03, 2025 **What do you like best about Upflow?** We've been using Upflow for our collections process and couldn’t be happier with the results. It has significantly streamlined our workflows, making it much easier and faster to collect payments from our customers. The platform is intuitive and user-friendly, both for our team and for our clients. One of the biggest improvements we’ve seen is the time saved—because Upflow automates much of the manual follow-up and provides real-time visibility into outstanding invoices, our finance team can now focus on more strategic tasks instead of chasing down payments. Another huge plus is the client portal, which allows our customers to view their invoices and make payments directly, improving the overall experience and speeding up the process. On top of that, the automatic reconciliation with NetSuite is seamless, reducing errors and improving our month-end close efficiency. The implementation was smooth, the support team is responsive and helpful, and the impact on our cash flow has been very positive. I highly recommend Upflow to any finance team looking to modernize and optimize their accounts receivable process. **What do you dislike about Upflow?** One limitation we've encountered is the lack of automatic debit options for clients outside the U.S. This would be a valuable addition for global companies like ours and could further improve payment reliability and reduce friction. **What problems is Upflow solving and how is that benefiting you?** Before Upflow, our finance team spent a significant amount of time tracking overdue invoices and following up with customers manually. Upflow automated this process, enabling consistent and timely communication with clients. We’ve seen faster collection cycles and reduced DSO (Days Sales Outstanding). We used to rely on spreadsheets and fragmented systems to track collections. Upflow centralizes all our AR data, providing clear dashboards and aging reports. We now have real-time insights, which helps us prioritize and act faster. By automating repetitive tasks, our finance team has more time to focus on strategic initiatives and analysis rather than collections admin. Better use of resources and higher-impact work. ### 22. Upflow: The Game-Changer in Collections Automation for Faster, Smarter Cash Flow **Rating:** 5.0/5.0 stars **Reviewed by:** Johnathon N. | Manager, A/R & Collections, Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2025 **What do you like best about Upflow?** If you’re looking for a way to simplify collections while improving cash flow, Upflow is a solid choice. I’ve worked with other tools before, but Upflow really helps us stay on top of everything related to collections. The platform is easy to use, and most of the time it just runs in the background—our team only gets involved when we need to. One of the things that really stands out is the ability to customize workflows to different segments of clients, so we can customize outreach based on payment behavior. Another massive advantage is that Upflow is also constantly improving. Their team is always pushing updates and new features, and it really does make a difference in terms of having streamlined processes. Upflow really does make it easy to utilize this tool on a daily basis every day. And I have to give a shout-out to their support team—they made implementation and integration actually smooth and are always super quick to help whenever we have questions. If you’re looking to streamline collections and keep cash flow moving, Upflow is definitely worth checking out! **What do you dislike about Upflow?** With more recent feature releases, Upflow has exceeded our expectations in every way that we can think of at the moment—there’s nothing we’d change. **What problems is Upflow solving and how is that benefiting you?** Upflow is helping us address some of the most significant business challenges related to accounts receivable and collections, including reducing late payments, reducing/ having an acceptable DSO, minimizing manual effort, enhancing client communication, having better visibility & control, simple integration & workflow Optimization. Overall, Upflow has transformed our collections process, making it more efficient, strategic, and successful. ### 23. Upflow makes AR enjoyable! **Rating:** 5.0/5.0 stars **Reviewed by:** Julie R. | Director of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2025 **What do you like best about Upflow?** Laurie and the support team are probably the best part of upflow. I like the ease of use of the platform, and when I am running into issues, they are quick to jump in and help! **What do you dislike about Upflow?** Live chat would be great, as well as an easier way to remind customers regardless of where they are in their flow. **What problems is Upflow solving and how is that benefiting you?** Saving valuable time in not having to do manual customer reachouts. ### 24. Streamlined AR Management and Effortless Collections **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2025 **What do you like best about Upflow?** Upflow has transformed how we handle accounts receivable. The platform is intuitive and easy to implement, and the automation of reminders and follow-ups has dramatically improved our collection times. The dashboard provides clear visibility into outstanding invoices and customer interactions, which makes it easy to prioritize and take action. The customer support team is responsive and always helpful whenever we need assistance or have questions. Overall, it saves us significant time and reduces manual work for our finance team. **What do you dislike about Upflow?** So far, our experience with Upflow has been overwhelmingly positive. One area for improvement could be adding more customization options for email templates and follow-up sequences to better tailor them to different client segments. Additionally, a more detailed reporting feature would help us analyze trends over longer periods. **What problems is Upflow solving and how is that benefiting you?** Upflow has helped us automate and streamline our entire accounts receivable process. It reduces the manual workload involved in tracking unpaid invoices and sending reminders, which saves our team valuable time. The tool ensures timely follow-ups, improves cash flow by accelerating collections, and provides clear visibility into outstanding payments. Overall, it has improved our DSO and strengthened our customer relationships by making our AR process more professional and efficient. ### 25. Efficient System with Intuitive Templates and Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Upflow?** I appreciate the automated actions, and I also find that the templates for manual actions are straightforward to use. Overall, the system is very efficient. **What do you dislike about Upflow?** Probably the fact that some options are pretty limited like notes **What problems is Upflow solving and how is that benefiting you?** Upflow is addressing the challenge of managing and streamlining accounts receivable processes. By providing real-time visibility into outstanding invoices, automated follow-ups, and insightful reporting, Upflow helps reduce manual work, improve cash flow, and decrease days sales outstanding (DSO). \ also it improved communication with our customers ### 26. Greatly Simplify the Recovery **Rating:** 5.0/5.0 stars **Reviewed by:** Emilie L. | Controle de gestion, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Upflow?** Upflow makes debt collection very easy to access **What do you dislike about Upflow?** Upflow is a very comprehensive tool that currently has no negative aspects. **What problems is Upflow solving and how is that benefiting you?** automatic recovery reminders, the overview of all overdue invoices ### 27. Amazing tool that has greatly improved our collections process **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley B. | financial operations, Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2023 **What do you like best about Upflow?** We love how upflow has improved our data surrounding cash collections and billing. It is customizable and they are always taking feature requests to improve. They have greatly lowered our DSO and improved the ease and speed of collecting payments from our customers! **What do you dislike about Upflow?** Nothing at the moment as they are constantly adding in new features and improvements that I have brought up to them! **What problems is Upflow solving and how is that benefiting you?** It solves our problem of having to send out manual collections emails and tracking that. It also allows us to include a link to our payment portal and w9. They have customized data analytics charts which we can tailor based on our needs. I love the new feature of campaigns as well which gives a nice push at end of month! ### 28. Upflow is awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Peter H. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2025 **What do you like best about Upflow?** Upflow has allowed us to gain really good insight into who our late payers are and helped us set targets and lower our DTP significantly. Our account manager Laurie has really helped us get a lot more out of the system by providing one-on-one training. **What do you dislike about Upflow?** It takes some time getting used to learning how to work the system. **What problems is Upflow solving and how is that benefiting you?** Upflow has helped us identify bad payers and means we are chasing the right people at the right times. We've also managed to automate a lot of collections and admin processes using Upflow. ### 29. Employee review **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan D. | Head of Middle and Back Office, Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2025 **What do you like best about Upflow?** Upflow is a tool that completely meets our expectations. The tool is very flexible and the support is very active. I really recommend it as it allows you to automate follow-ups and improve your DSO. It is super easy to use and offers many improvements that meet your clients' expectations. **What do you dislike about Upflow?** There is nothing to say about this. **What problems is Upflow solving and how is that benefiting you?** The DSO and the automatic reminder sending. ### 30. An amazing tool with even better customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2025 **What do you like best about Upflow?** I like the simplicity of the platform as it is really easy to use. We had no issues connecting it to either Netsuite nor Xero and the development of the tool with its customisability has been really great to see over time. It is something that is embedded into our credit control process also which has improved our aging greatly. As well as this, not only is the tool great but the customer service has never failed to be short of great with meetings always being efficient and our customer service managers always being super helpful and friendly, even when sometimes we are not as responsive due to busy periods. **What do you dislike about Upflow?** There is nothing I would say i dislike as features are consistently being rolled out or thought about, I would just love a new statement process separate from invoice chasing, like a different workflow. **What problems is Upflow solving and how is that benefiting you?** Allows consistent chasing of customers as we are not the largest team therefore we cannot commit to chasing all customers as efficiently as upflow does. ### 31. Effective automatic reminders, but room for improvement in invoice access **Rating:** 3.5/5.0 stars **Reviewed by:** Kiara D. | customer care officer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2025 **What do you like best about Upflow?** automatic reminders are very practical **What do you dislike about Upflow?** I do not always have access to all the invoices. **What problems is Upflow solving and how is that benefiting you?** the processing of invoices is simpler because we can know if they are due or not ### 32. Once set up, this tool is very effective. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Restaurants | Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2025 **What do you like best about Upflow?** Automatic reminders and the task schedule to be completed **What do you dislike about Upflow?** The calculation of DSO: As of now, we cannot use this data because our calculation of DSO is different. **What problems is Upflow solving and how is that benefiting you?** Not having a dedicated recovery team allows us to follow up with our clients according to the configured follow-up plan and to define priority actions based on the daily aged balance. ### 33. User-Friendly Platform That Streamlines Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Dimitrios K. | Finance Operations manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Upflow?** The platform is user-friendly, and its workflows help reduce some of the manual tasks for the dunning team. **What do you dislike about Upflow?** Overpayments and journals have still not been displayed up to this point. **What problems is Upflow solving and how is that benefiting you?** Dunning reminders ### 34. A game changer asset for cash collection **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Upflow?** We have been using Upflow for more than 9 months now, and it has really helped to improve cash collection efficiency and team quality of work. First, it was really easy to set-up: Chargebee integration is live in 2 minutes and we have been able to set up customized plans very easily. Then the automation of messages and the list of actions to perform helped us to be more efficient and free some time to develop relationships with our customers. Finally, the collaboration with sales and CSM team is great in the tool, everybody appreciate to have all the emails and information regarding a customer gathered in the same place. **What do you dislike about Upflow?** Nothing really, Upflow team helped us to solve any minor issue we experienced at the beginning **What problems is Upflow solving and how is that benefiting you?** Upflow helped us to have a better understanding of our receivables and customer behavior. The time freed by the automation of messages has been reinvested in chasing receivables thats are identified with the highest level of risk, helping us to decrease our DSO by 15 days ### 35. Automated Follow-Ups Save Us Valuable Time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2025 **What do you like best about Upflow?** The time gained through automated follow-up tasks. **What do you dislike about Upflow?** Nothing bothers me about the tool, it’s user-friendly. **What problems is Upflow solving and how is that benefiting you?** Upflow helped us implement a clear follow-up process, saving time and improving finance–sales coordination on these matters. ### 36. Upflow really help us reduce our days to get paid! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2025 **What do you like best about Upflow?** Upflow has really enabled us to better manage our credit control process, and have confidence that we are reaching out to clients at all the right times using their workflows for automated emails and tasks. I didn't believe it would make such a difference how quickly we could get paid, but the results have been incredible, and every month continues to improve even 6 months on! **What do you dislike about Upflow?** There are some simple functionalities, like being able to see other teams tasks, and more easily being able to send ad-hoc emails all within upflow, however I do think that they work on the product quite frequently, so nothing super business stopping or that would stop us from using Upflow. **What problems is Upflow solving and how is that benefiting you?** Manging the credit control process, and ensuring that we get paid on time! It's ticked all of the boxes. We previously used other systems, but they had a negilible impact. Upflow has reduced our days to get paid significantly and therefore improved our overall cash position. **Official Response from Apoorv Jaiswal:** > Thank you for sharing your positive experience with Upflow! We're glad to hear that our automated workflows and tasks have made a significant difference in reducing your days to get paid. ### 37. Upflow is easy to use, and the team feels comfortable with the interfaces. A very good experience. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Media Production | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Upflow?** The different interfaces and especially the support service that assists us daily We save time on recurring tasks The speed of actions and the good connection with our ERP (Netsuite) **What do you dislike about Upflow?** Honestly, nothing negative to report. The experience has been smooth and the tool does the job well **What problems is Upflow solving and how is that benefiting you?** Time saved on customer debt collection, better tracking of a large portfolio, and a reduction in our DSO. ### 38. Upflow, a true ally in debt collection **Rating:** 5.0/5.0 stars **Reviewed by:** Cécilia C. | Responsable recouvrement, Mid-Market (51-1000 emp.) **Reviewed Date:** August 26, 2024 **What do you like best about Upflow?** As a regular user of the Upflow solution for almost 5 years, my team and I appreciate the easy and smooth handling of the tool, the real-time data exploitation, and the immediate visibility of the results. Not to mention the daily time savings that Upflow represents in managing follow-ups and actions to be taken. **What do you dislike about Upflow?** No major drawbacks to indicate here **What problems is Upflow solving and how is that benefiting you?** Time saving Gain in writing Immediate visibility of the recovery status ### 39. Upflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Upflow?** NetSuite prebuilt integration which is working seamless. The implementation was very fast (less than half a day). Perfect support from the CSM and KAM. **What do you dislike about Upflow?** I haven't seen any downside to using Upflow until now! **What problems is Upflow solving and how is that benefiting you?** Streamlining the cash collection process. Synchronizing with our ERP NetSuite on real time. Reduce the DSO. ### 40. the best for automation! **Rating:** 5.0/5.0 stars **Reviewed by:** Elisa R. | Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2024 **What do you like best about Upflow?** I really love the automation that it brought to my AR department. As well as the transparity within the team. Now everyone on the team can be on the same page for each client and not have to worry about communicating within house for every little update. **What do you dislike about Upflow?** I wish there was a way to send emails out of the workflow. sometimes I want to followup with a client or say thank you for a payment and have that documented in the timeline. Also I would like a way to save email templates. Since most of my messages are the same for cleint it would make things easier if I could dropdown a response instead of retyping it. **What problems is Upflow solving and how is that benefiting you?** it sovled the transparency and automation issue that my company was facing. ### 41. Exceptional Tool for Streamlining Payment Processes and Improving Cash Flow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2024 **What do you like best about Upflow?** Upflow has significantly simplified our accounts receivable management. Its user-friendly interface makes it easy to track overdue invoices, and the automated follow-up reminders are a lifesaver. The platform integrates seamlessly with our accounting software, saving us hours of manual work. The real-time cash flow dashboard provides clear visibility into outstanding payments and helps us make informed financial decisions. The ability to customize workflows ensures that the system adapts perfectly to our specific needs. **What do you dislike about Upflow?** There’s very little to dislike about Upflow, but if I had to mention one thing, it would be the need for diverse currency amounts to be in line with what has been billed in Pennylane. The currently, the outstanding amount for invoices generated in $ are different from the "total amount" (what has been really billed). Thus, for USD customers, some minor changes in the workflows and templates need to be done. Other than that, the tool is pretty straightforward. **What problems is Upflow solving and how is that benefiting you?** Upflow has significantly reduced the time we spend chasing overdue invoices. It provides a centralized platform to monitor and follow up on payments, ensuring better cash flow management. The automated reminders and real-time reporting features have improved our payment recovery rate and freed up time for the finance team to focus on strategic priorities. This has directly enhanced our cash flow stability and reduced stress around collections. ### 42. Upflow helps us streamline and improve the efficiency of our customer invoice follow-ups **Rating:** 5.0/5.0 stars **Reviewed by:** Aude F. | Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Upflow?** Upflow also gives us access to dashboards with clear and valuable performance metrics. **What do you dislike about Upflow?** Our experience with Upflow is very convincing we don't have a dislike **What problems is Upflow solving and how is that benefiting you?** Make Customer invoice follow-up ### 43. Automate the cash collection, reduce the DSO and bring added value to the team **Rating:** 5.0/5.0 stars **Reviewed by:** Eric O. | Head of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Upflow?** - Very good UX, clear and easy to use. You can become an independant user in few days. - Easy to plug to our ERP Netsuite, in few clicks everything was connected and the metrics were already present in the tool. The integration was very smooth compared to several finance tools. - Excellent customer support, always available to help us with our questions or issues (Laurie is great). - We use it everyday, following up with all our client's situation, checking the metrics/analytics and very helpful to motivate the team to decrease the outstanding amounts. - All the teams including finance, sales and legal started to use it and we received only positive feedbacks for now. **What do you dislike about Upflow?** - For now (we are just using it since few weeks), nothing negative. **What problems is Upflow solving and how is that benefiting you?** Automate cash collection, reduce the workload into the team removing all the manual tasks to chase and communicate with the clients, automatically create analytics and reports like aging balance or DSO. **Official Response from Apoorv Jaiswal:** > We're delighted to hear that Upflow has been positively received by your finance, sales, and legal teams. It's great to know that our platform is helping to motivate your team and streamline your cash collection process. Thank you for sharing your experience! ### 44. Gets the job done - no BS **Rating:** 5.0/5.0 stars **Reviewed by:** Alfred King D. | Community and Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Upflow?** User-friendly interface. Easy navigation. Our Finance team uses this almost every day. **What do you dislike about Upflow?** Nothing much really. Maybe more automations and integrations to spreadsheets? **What problems is Upflow solving and how is that benefiting you?** Real-time visibility. ### 45. Very useful tool on a daily basis **Rating:** 5.0/5.0 stars **Reviewed by:** Camille R. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Upflow?** I love Upflow's dashboard that we can customize easily. They allow me to monitor important KPIs for us. Also, thanks to all the workflows I am able to send thousands of emails automatically and reduce our unpaid invoices. Whenever I'm having technical issues, my account manager is always very quick to respond and provide the best solution possible. They also take into account suggestions. I use the tool on a daily basis. **What do you dislike about Upflow?** A better integration with Gocarldess/Chargebee could be done. **What problems is Upflow solving and how is that benefiting you?** Sending invoices automatically, helping reduce our stock of unpaid invoices. ### 46. CASH COLLECTION ORGANIZED AND PROCESS-BADED WITH UPFLOW **Rating:** 5.0/5.0 stars **Reviewed by:** Filippo T. | Finance Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2024 **What do you like best about Upflow?** UPFLOW gives you the possibility to organize your cash collection with processes and methods. Starting from the automatic sorting of all the new invoices and credit notes inside every customer's balance and through personalized workflows that can be tailored to each specific situation. The implementation has been very easy and quick, allowing users to immediately start to play with the tool and build up a credit collection dept. by scratch in few weeks. **What do you dislike about Upflow?** UPFLOW is not properly designed for the Italian market and so has different features which are not applicable here. **What problems is Upflow solving and how is that benefiting you?** When you have a lot of customers, UPFLOW gives the possibility to solve the organizational problems of doing credit collection in a methodic way, with a very easy interface that can be tailored in order to meet different requirements for different types of customers. **Official Response from Apoorv Jaiswal:** > Thank you for sharing your experience with Upflow. We're pleased to hear that the tool has helped you organize your cash collection and build a credit collection department efficiently. ### 47. Upflow is the perfect tool to automate our collections process **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel R. | Senior Billing Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2024 **What do you like best about Upflow?** It's very intuitive and easy to use. The implementation and integration was very quick and simple. Also the team was very supportive throughout the process. We also love the flexibility it offers with workflows and automated actions. **What do you dislike about Upflow?** Due to our complex business model we are not able to have the most updated information since the synchronization on our end depends on manual tasks **What problems is Upflow solving and how is that benefiting you?** Automation of bulk emails for outstanding debt collection and visibility of emails read and not delivered ### 48. Very intuitive platform **Rating:** 5.0/5.0 stars **Reviewed by:** Gemma D. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2025 **What do you like best about Upflow?** Intuitive platform, easy to use, and that helps facilitate tasks that are not always straightforward in daily life. **What do you dislike about Upflow?** Nothing particular to report at the moment **What problems is Upflow solving and how is that benefiting you?** Payment reminder mainly ### 49. No more spreadsheets **Rating:** 5.0/5.0 stars **Reviewed by:** Blair C. | Head of Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2024 **What do you like best about Upflow?** Before implementing Upflow, our collections and payment teams struggled with inefficiencies and delays caused by managing Accounts Receivable manually. Upflow has transformed our processes, providing a reliable tool that ensures we get paid on time. The standout features include Automatic emails and SMS reminders for follow-ups, elimination of manual inefficiencies, and insights for peak collection efficiency. The continuous updates with new features keep us ahead in AR technology. **What do you dislike about Upflow?** Our overall experience with Upflow has been overwhelmingly positive. If we occasionally encounter minor issues, like the odd 500 time out error after or during an ugrade, the responsive customer support team addresses these promptly and professionally. **What problems is Upflow solving and how is that benefiting you?** Upflow has centralized our AR processes, providing a clear 'source-of-truth' for understanding invoice statuses and prioritizing efforts. This has resulted in more effective customer communications and timely payments, reducing our DSO from 8 days to just 2 days. Our cash collection rate has increased by 20%, significantly boosting our cash flow and financial stability, enabling us to focus on strategic growth as we expand into new markets. **Official Response from Apoorv Jaiswal:** > It's fantastic to hear how Upflow has centralized your AR processes and improved your cash flow and financial stability. We're delighted to be a part of your strategic growth and expansion into new markets. Thank you for sharing the impact Upflow has had on your business! ### 50. Streamlined cash flow management for improved financial visibility. **Rating:** 4.0/5.0 stars **Reviewed by:** Guglielmo C. | Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about Upflow?** Upflow simplifies receivables management with an intuitive interface and seamless integration with popular accounting software. The ease of implementation was a standout, with a straightforward setup process that required minimal effort. Automated reminders for overdue payments and real-time cash flow tracking save a lot of time, allowing us to use it daily without disruption. Additionally, customer support has been responsive and helpful, providing quick solutions and valuable guidance when needed. **What do you dislike about Upflow?** There is room for improvement in customization, particularly in reporting features, which could be more flexible to accommodate specific business needs. While integration with common accounting platforms is strong, there are limitations when working with less widely used systems, which sometimes necessitate manual adjustments. Despite these minor issues, Upflow remains an indispensable tool in our financial workflow. **What problems is Upflow solving and how is that benefiting you?** Upflow helps solve the problem of managing receivables and improving cash flow for our employment agency. As we deal with various clients and contracts, it was challenging to keep track of outstanding invoices and follow-ups manually. Upflow automates this process by sending reminders for overdue payments, ensuring we get paid on time and can focus on our core business activities. This has significantly reduced the time spent on administrative tasks and improved our cash flow, allowing us to allocate resources more efficiently to support our operations and growth. The real-time visibility into outstanding invoices also helps us make more informed financial decisions. - [View Upflow pricing details and edition comparison](https://www.g2.com/products/upflow-upflow/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-23+16%3A18%3A53+-0500&secure%5Bsession_id%5D=8aefec5b-f42e-4618-9f18-7c263b3a3199&secure%5Btoken%5D=4e8a70d910a5916124accbc04062ce99cb767518d246cf109fa64912b27444ff&format=llm_user) ## Upflow Integrations - [Chargebee](https://www.g2.com/products/chargebee/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - [Sellsy](https://www.g2.com/products/sellsy/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews) - [Xero](https://www.g2.com/products/xero/reviews) ## Upflow Features **Customer Credit** - Credit Limits - Credit History - Credit Limits Adjustment - Integration with Credit Rating Agencies - Credit Limit Suspension **Reporting** - Status - Customer Credit - History **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Invoice Matching** - Incomplete Payments - Match Invoices and Payments - Errors and Adjustments - Cash Application **Integrations** - Accounting - ERP - CPM **Collections** - Late Payments - Disputed Transactions - Personalized Customer Messaging - Customer Profiles **Transactions** - Credits - Invoices - Payments **Analytics** - At Risk Customers - Esimated vs Actual Receipts - Collections Effectiveness - Scaleability - Artificial Intelligence - Compliance Control **Workflows** - Approvals - Reconciliation **Self Service** - Customer Portal - Financial Documents **Agentic AI - Accounts Receivable Automation** - Autonomous Task Execution **Agentic AI - Credit and Collections** - Autonomous Task Execution - Multi-step Planning - Adaptive Learning **AI - Accounts Receivable** - Generative - Responses - Predictive Analytics ## Top Upflow Alternatives - [Tesorio](https://www.g2.com/products/tesorio/reviews) - 4.7/5.0 (236 reviews) - [Invoiced](https://www.g2.com/products/invoiced/reviews) - 4.5/5.0 (396 reviews) - [Billtrust](https://www.g2.com/products/billtrust/reviews) - 4.4/5.0 (505 reviews)