Upflow Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

We are still seeing more opportunities to enhance the use of Upflow, with integrations with other systems and increased reporting capabilities. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.