--- title: Upflow Reviews meta_title: 'Upflow Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 234 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: 234 scale: '5' date_modified: '2026-09-28' 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:** 234 **AI Enabled:** This product embeds AI to enhance or extend its core functionality. ## About Upflow Upflow helps B2B finance teams get paid faster while strengthening the relationships behind their revenue. Its Financial Relationship Management platform manages the full financial relationship, from agreed payment terms to collected and reconciled cash, with AI agents working alongside the team. It brings the data, workflows, and customer context behind getting paid into one system, so teams can make better decisions and act consistently across every account. Finance, Sales, and Customer Success work from the same customer context, while Finance controls the strategy and level of agent autonomy. By combining team judgment with agent execution, Upflow scales that strategy across every customer and every stage of the invoice-to-cash cycle. The four products: Upflow Insights builds the strategy. It turns AR data into answers you can act on: which accounts carry risk, when cash lands each month, and what drives collections performance. Forecasts are built on how customers actually pay, and the Insights Agent surfaces deteriorating payment behavior before it becomes bad debt. Live AR data is also accessible from Claude, ChatGPT, or Copilot through the Upflow MCP server. Upflow Collections executes the strategy. The Collections Agent runs your AR playbook across multiple channels: email, SMS, calls, and letters and centralizes the entire context in a structured way. It executes tasks, replies to customers, logs promise-to-pay dates, flags disputes, and escalates to a collector when judgment is needed. You can run multiple agents in parallel, each grounded in the customer's payment history and active conversations. Alongside them, the AP Portal Agent takes on invoice submissions into customer AP portals. Autonomy stays in your hands: each agent skill runs in suggestion-only mode or fully autonomous, and you expand what agents handle as trust builds. Every action is logged and auditable. Upflow Payments removes the payment execution friction while providing your customers with a consumer grade checkout experience. Customers pay through a portal that carries your brand, with saved payment methods and autopay. Finance owns the setup, the payment mix, and the costs, and activation is self-service with same-day go-live. Upflow Cash App closes the loop. The Cash App Agent matches bank payments to open invoices, including the short pays, bulk payments, and partial payments that break rule-based tools, then syncs reconciled cash to your ERP in real time. Collections sees what is genuinely owed and follows up sooner. One foundation underneath Every agent works from Upflow Intelligence, the AI foundation of the platform. Trained on the largest dataset of B2B financial relationships, it holds the complete context on each customer, everything paid, promised, said, and disputed, so every product and agent acts on the full picture. Ask Upflow is the conversational entry point to that intelligence: which lets you query your AR data, configure workflows, and direct your agents from one interface. It gives teams a direct way to shape how the platform works, from the rules behind a workflow to the actions an agent performs. Insights, configuration, and execution all happen through the same interface. Integrations High quality integration is the data infrastructure foundation the entire Upflow platform runs on. Upflow builds native, two-way integrations that go deeper than the standard connector, and maintains them as first-class as the tools they connect to evolve. Coverage spans the finance stack: NetSuite, Sage Intacct, QuickBooks Online, Xero, Pennylane, and Rillet on the ERP side, billing systems including Chargebee, Stripe Billing, and Zuora, Salesforce and HubSpot for CRM, and Gmail and Slack for communication. The Upflow REST API covers custom builds on proprietary and internal systems, and Upflow's professional services team scopes and builds those integrations directly. The result: data flows from every source in real time and stays in sync, teams collect smarter, strengthen the relationships behind their revenue, and cut DSO by 30% on average within three months. Upflow Discover Upflow Discover is the free plan for understanding your AR performance. Connect your finance tools and get Upflow's dashboards and analytics on day one: real-time visibility into collections performance, DSO, and payment behavior, benchmarked against best-in-class B2B companies. Teams use it to find out where their AR stands, spot what needs fixing, and build the case for what to improve next. Try Upflow Discover now: https://insights.upflow.io/en/discover-upflow-for-free ## Upflow Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users find Upflow to be **easy to use** , enhancing their collections process and improving overall cash flow. (32 reviews) - Users value the **efficiency of automation** in Upflow, enhancing credit control and improving follow-up speed significantly. (16 reviews) - Users value the **responsive customer support** of Upflow, enhancing their overall experience and satisfaction. (14 reviews) - Users praise Upflow for its **exceptional customer satisfaction** , highlighting easy use and responsive support throughout their experience. (13 reviews) - Users praise Upflow for its **time-saving automation** , allowing efficient credit control and streamlined follow-up processes. (13 reviews) - Users praise the **collections efficiency** of Upflow for significantly saving time and improving accounts receivable management. (10 reviews) - Efficiency (10 reviews) - Customization Options (9 reviews) - Email Automation (9 reviews) - Automated Reminders (8 reviews) **What users dislike:** - Users find the **email automation issues** in Upflow lead to a lack of professionalism and potential spam concerns. (4 reviews) - Users find the **email functionality lacking professionalism** , which may lead to spam-like perceptions and complications. (4 reviews) - Users desire greater **flexibility in reporting** , noting limitations in format consistency and customization options in Upflow. (4 reviews) - Users report **payment issues** with Upflow, citing concerns over email professionalism and currency discrepancies. (4 reviews) - Users note **poor reporting** flexibility and wish for customizable fields and consistent download formats in Upflow. (4 reviews) - Users find **limited customization** in Upflow, feeling constrained when trying to tailor reports and dashboards. (3 reviews) - Users are frustrated with **missing features** , especially the lack of displayed overpayments and journal updates. (3 reviews) - UX Improvement (3 reviews) - Limited Flexibility (2 reviews) - Users find the **limited options** in Upflow, such as notes and live chat, frustrating and restrictive for customer reminders. (2 reviews) ## Upflow Reviews ### 1. Upflow Review **Rating:** 4.0/5.0 stars **Reviewed by:** Shalini A. | Business Development, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** May 18, 2022 **What do you like best about Upflow?** Since keeping a manual tap on all the clients on the Account receivables and dues can be hectic and cumbersome but Upflow automates it perfectly **What do you dislike about Upflow?** The emails are not integrated easily into the app and the selection of the payment mode needs to be automated **What problems is Upflow solving and how is that benefiting you?** The automation of AR for all the clients and the detailed debt and payment records for all the clients are easily available ### 2. User-friendly and time saver **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 19, 2022 **What do you like best about Upflow?** I like how easy it is to involve the team in the cash collection process and that it's very easy for everyone to send reminders. I also really like the statistics **What do you dislike about Upflow?** that I'm not able to track if it's being used efficiently by the rest of the team. **What problems is Upflow solving and how is that benefiting you?** Cash collection, Metrics and statistics and saves time ### 3. Extremely useful **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 23, 2022 **What do you like best about Upflow?** Upflow is a very powerful tool for our business, to ensure cash collection. Recovery was very painful in our company and Upflow made it easier and more visual at the same time. **What do you dislike about Upflow?** To be honest, it is quite expensive. It is also difficult to get more precise data than what is available on the platform, I had to get the data directly from Stripe and analyze it myself. **What problems is Upflow solving and how is that benefiting you?** We are way better at cash collection than we used to be. It is also easier for customer success managers to follow the lifecycle of our customers. ### 4. It was a great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 11, 2022 **What do you like best about Upflow?** it's very helpful in the way that it gets us the information we need easily **What do you dislike about Upflow?** it takes a lot of time to extract data from it **What problems is Upflow solving and how is that benefiting you?** it gives us who's paying who paid and who didn't pay, so that we can track the customers ### 5. Upflow is just essential. **Rating:** 5.0/5.0 stars **Reviewed by:** Blaise C. | Chief Operation Officer, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 18, 2021 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Upflow?** The feature that is, for me, the most powerful is watching my DSO live. Filter to the past invoices directly and the recovery plan. **What do you dislike about Upflow?** The only thing you must be attentive is the contacts that can change. We know when an email is not correct but we don't know when the contact is not appropriate. **What problems is Upflow solving and how is that benefiting you?** Before Upflow, I always had to update my excel file of unpaid invoices. I was taking notes for a client that had problems with invoices, but it wasn't easy to follow. ### 6. Top of software billing ! **Rating:** 5.0/5.0 stars **Reviewed by:** Etienne D. | Account Executive, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 18, 2022 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Upflow?** The alerts of exceeding the payment deadline are really good, the follow-up of the billing emails is also very well done. The follow-up of the cashed payments is also very nice! **What do you dislike about Upflow?** Payment collection integration lacks responsiveness. It takes a few days to find a payment made. The ability to assign accounts without seeing the other accounts is also a problem. An integration with SalesForce would be best with alerts when invoices are due to the account owner. **Recommendations to others considering Upflow:** Top billing tracker !! **What problems is Upflow solving and how is that benefiting you?** Clear billing tracking for salespeople ### 7. a very good solution to track our receivables **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **AI Translated:** This review has been translated from French using AI. **Reviewed Date:** October 20, 2022 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Upflow?** Reminders and follow-ups of files on a case-by-case basis **What do you dislike about Upflow?** An interface that could be more streamlined **What problems is Upflow solving and how is that benefiting you?** Reminders, follow-ups, and conflict resolution ### 8. My opinion on Upflow **Rating:** 3.5/5.0 stars **Reviewed by:** Brice G. | Chef de projet CRM, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **AI Translated:** This review has been translated from English using AI. **Reviewed Date:** May 18, 2022 **What do you like best about Upflow?** I like being able to quickly track the actions I need to take to revive my accounts and know the exact amount of outstanding invoices and follow the process in real-time. **What do you dislike about Upflow?** The features of the site are a bit too "hidden" and sometimes you have to dig deep to unlock certain features that could be considered key features. **What problems is Upflow solving and how is that benefiting you?** I use the software to create follow-up programs between the different stakeholders on the client's account. This allows me to be more efficient and synchronized. ### 9. Very good product for tracking my invoices **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **AI Translated:** This review has been translated from French using AI. **Reviewed Date:** November 22, 2022 **What do you like best about Upflow?** Manage the tracking of my invoices, from sending to payment. **What do you dislike about Upflow?** some bugs from time to time with latency **What problems is Upflow solving and how is that benefiting you?** retrieve my turnover ### 10. Excellent, I would recommend upflow. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **AI Translated:** This review has been translated from English using AI. **Reviewed Date:** October 14, 2022 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Upflow?** A very playful and intuitive interface **What do you dislike about Upflow?** Some tabs are hidden and hard to find. **What problems is Upflow solving and how is that benefiting you?** Many unpaid amounts not traced so far ### 11. Perfect **Rating:** 4.5/5.0 stars **Reviewed by:** Alexis R. | Finance Operations Officer, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 09, 2022 **What do you like best about Upflow?** ergonomic and easy to use for all the people in the company **What do you dislike about Upflow?** Maybe we need more graphics and data analytics **What problems is Upflow solving and how is that benefiting you?** customer follow-up and money collection ### 12. Yes, depending on their need **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **AI Translated:** This review has been translated from English using AI. **Reviewed Date:** August 22, 2022 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Upflow?** automatic restart synchronization Customer Support **What do you dislike about Upflow?** lack of some features move on to the next action if the previous one is not done within a certain time **What problems is Upflow solving and how is that benefiting you?** migration from Upflow with Stripe to centralize data ### 13. Easy to use, very useful, synthetic and precise **Rating:** 5.0/5.0 stars **Reviewed by:** Vincent K. | Business Developer Senior, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** June 28, 2022 **What do you like best about Upflow?** The automatisation is great, you don't have to worry anymore to forget one client **What do you dislike about Upflow?** Sometimes it is too much automatise but it remains very useful anyway **What problems is Upflow solving and how is that benefiting you?** Relaunching my customer to pay bills, making our DSO thinner ### 14. It's a very useful tool to keep track of your outgoing AR invoices and your payment delay **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 10, 2022 **What do you like best about Upflow?** The automated calculation of the average payment delay, the possibility of linking the API to your BO and sending your invoice automatically and the automated reconciliation with your bank account **What do you dislike about Upflow?** the inability to load manually your invoices **What problems is Upflow solving and how is that benefiting you?** it allows me to have a simple overview of all my customers and their balances ### 15. Upflow solves an incredibly hard business problem! **Rating:** 5.0/5.0 stars **Reviewed by:** Emmaline S. | Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 22, 2020 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Upflow?** Upflow automates the tedious process of checking in with clients manually. It has been instrumental in getting our overdue AR up to date. By being able to create a notifications workflow, we have been able to seamlessly remind our customers of upcoming and past due invoices. We have seen an incredibly high response rate, and in just three weeks of using this application, have seen an almost 50% decrease in overdue payments. Tracking communications is so easy and the team gets real-time updates on overdue accounts. Quickbooks only allows for three notifications, where now we can have 10 that are customized for each customer, and provides them with an easy link to access their account information. Overall, the customer support has been amazing, and I really think this tool has optimized the way we manage our accounts receivables. **What do you dislike about Upflow?** I do wish there was a way to integrate email logging to track emails sent from email accounts as opposed to the platform. **Recommendations to others considering Upflow:** This product is incredible and gives me back so much time in my day that I used to spend manually trying to track down invoices and payments. The integration with Quickbooks is seamless, and provides much more accurate updates on each customer account. **What problems is Upflow solving and how is that benefiting you?** We are solving the problem of communication with the customer regarding upcoming and overdue invoices. The tags in the emails are huge in providing the customers will all of the details they need to make quick payments. It has also allows us to keep better track internally of where each invoice stands. ### 16. Good tool with very pro-active developers **Rating:** 4.0/5.0 stars **Reviewed by:** Carlos D. | ERP Lead, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** December 23, 2021 **What do you like best about Upflow?** Upflow seamlessly connects to Netsuite. It is really easy to set up, but if you have any issues, upflow's tech team is always within reach and willing to help. Very active role in looking for improvements **What do you dislike about Upflow?** At the beginning it didn't have as many filtering options as we would have liked, but as I said, the developers were very active and took our feedback into the product **What problems is Upflow solving and how is that benefiting you?** Communicating debt and payment statuses with customers was a pain point for us, with Upflow, we get a "customer portal" with all the information the customer needs ### 17. Very useful experience with Upflow **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **AI Translated:** This review has been translated from English using AI. **Reviewed Date:** May 24, 2022 **What do you like best about Upflow?** The fact that everything is automated makes it very easy for client follow-ups. **What do you dislike about Upflow?** Not much, it's a good product but like in all information systems, it doesn't fit 100% with the business. **What problems is Upflow solving and how is that benefiting you?** Automating follow-ups and having a tracking system. And especially shortening payment deadlines. ### 18. It's one of the best platforms to manage revenue and invoicing. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 06, 2022 **What do you like best about Upflow?** The way to manage tasks to work as a team. **What do you dislike about Upflow?** I actually didn't find anything I dislike about the platform. **What problems is Upflow solving and how is that benefiting you?** All invoicing follow. ### 19. Good Saas for cash recovery with some points to improve **Rating:** 4.0/5.0 stars **Reviewed by:** Victor F. | Finance Analyst, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 26, 2021 **What do you like best about Upflow?** Automaticity and easiness of use. The DSO automatically calculated is a plus. The possibility to import payments is also a positive thing. The Group feature is helpful as well **What do you dislike about Upflow?** The separation of Invoices and credit notes makes it painful to have ready-to-use extract to provide to customers or to the hierarchy. The need to implement the API is also a negative point as we do not have time to do it, so we send the invoices by mail which takes a long time with no value-added. Finally, not being able to include credit notes in the payments import automatically is annoying **What problems is Upflow solving and how is that benefiting you?** Without Upflow, it would be a nightmare to keep track of the unpaid invoices. We can give insights to our clients' finance team (if there are no credit note) ### 20. Really good for any ERP solution **Rating:** 4.0/5.0 stars **Reviewed by:** Carlos D. | Senior Netsuite Functional Consultant - Finance Ops, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** December 28, 2021 **What do you like best about Upflow?** how it seamlessly it connects to Oracle Netsuite. The team behind it is also very pro-active and always implementing received feedback. Really good solution for its price **What do you dislike about Upflow?** some filters are not able to be as finely-tuned as one would have liked **What problems is Upflow solving and how is that benefiting you?** communicating debt to partners, and enabling a customer portal for them, so that they can easily pay their debts. ### 21. Automation Reduces Constant Monitoring **Rating:** 4.5/5.0 stars **Reviewed by:** Evan G. | Customer Success Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 24, 2021 **What do you like best about Upflow?** I like that I don't have to monitor and manage each step of the customer payment process and that many options for repayment exist. **What do you dislike about Upflow?** I would like customization options for customers who pay by credit card - today it's a very manual process where we need to then re-bill them for the credit card fee and they don't have any notice on the site a fee is possible. **What problems is Upflow solving and how is that benefiting you?** I love how I can trust Upflow has emails outgoing and that they are all the same each time. It also makes it very easy for us to choose to update our email outreach configuration, so if we want new phrasing or updated terms, we can input them today and see them as early as tomorrow. ### 22. Very good experience - I would highly recommend it to my friends or colleagues **Rating:** 4.5/5.0 stars **Reviewed by:** Niphaphone S. | Sales & Finance Ops, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 20, 2021 **What do you like best about Upflow?** - Very easy-to-use tool (almost everything is press-button) - Minimalist platform that shows the essential data making it easier to understand for people who do not work in the finance environment (especially Comex & Sales at EasyMovie) - Very responsive team (customer success) when I encounter an issue **What do you dislike about Upflow?** - It would be easier if Upflow were synchronized with Salesforce because we still do things manually (invoice sending, contact changes etc.). However, EasyMovie will change its billing tool in a few months (maybe Chargebee) **Recommendations to others considering Upflow:** No recommendation :-) **What problems is Upflow solving and how is that benefiting you?** I've been working with Upflow for 2 years and it became a must-have tool for the Finance Team. My objectives depend on the DSO. I remember having a DSO up to 120 days before using the platform, it has considerably lowered to 50 - 60 days. Time-saving: I spend less time on the cash collection and concentrate more on the "difficult" clients ### 23. Tested and approved! **Rating:** 5.0/5.0 stars **Reviewed by:** Anais E. | Finance Ops Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** January 25, 2021 **What do you like best about Upflow?** 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! **What do you dislike about Upflow?** I would say that all our recent feedbacks have already been implemented. It could maybe be great if we could customize the platform and data even more (e.g. add "tags" to sort our customers by industries). **What problems is Upflow solving and how is that benefiting you?** The main impact of using Upflow is the reduction of our DSO, we have gained about 15 DSO days since we implemented Upflow (with an increasing number of invoices issued). ### 24. Easy to use and understand **Rating:** 4.5/5.0 stars **Reviewed by:** oded h. | Manager, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 12, 2021 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Upflow?** It's very intuitive and the platform is very well designed **What do you dislike about Upflow?** No apparent downside, it works great for me **Recommendations to others considering Upflow:** Just start using, it's super simple **What problems is Upflow solving and how is that benefiting you?** Recurring invoices. Dealing with overdue payments and basically automating our billing workflow ### 25. A precious help in everyday life **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 20, 2021 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Upflow?** multiple lettering of invoices groups of customers the various reminders access to the customer area average payment time **What do you dislike about Upflow?** the limited number of invoices per page outstanding invoices that do not appear the history of customers not included in the groups credit notes that do not appear in the customer groups **Recommendations to others considering Upflow:** Nothing **What problems is Upflow solving and how is that benefiting you?** a better follow-up of the outstanding receivables the dso ### 26. Easy and fresh. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 11, 2021 **What do you like best about Upflow?** You don't need experience. A lot of possibilities for customisation et automation. **What do you dislike about Upflow?** I do not see any negative points in this program. It is very useful and configurable. It's a pleasure. **Recommendations to others considering Upflow:** Time is money. Besides being easy to use, it saves me a lot of time. The program allowed me to collect my pending invoices. **What problems is Upflow solving and how is that benefiting you?** The most important is the saving of time. A large percentage of the pending bills have been paid. ### 27. Intuitive, effective, and stylistic platform **Rating:** 5.0/5.0 stars **Reviewed by:** Justin V. | Director, Client Services, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 07, 2021 **What do you like best about Upflow?** I am served up the status of any account with a click and can understand what the history has been so I can make easy decisions for invoicing **What do you dislike about Upflow?** There could be a little more flexibility with the automated messaging **What problems is Upflow solving and how is that benefiting you?** Increased visibility into DSO, customized but automated outreach to customers, and quick visibility into our cash flow ### 28. Very useful to automate customer reminders and reduce DSO **Rating:** 5.0/5.0 stars **Reviewed by:** Bernard d. | COO, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 20, 2021 **What do you like best about Upflow?** Once the dunning plans have been set up, everything is automated. This is a big time saver **What do you dislike about Upflow?** I don't see anything that I dislike in this solution **What problems is Upflow solving and how is that benefiting you?** Organize dunning plans in clients' languages. This is a big time-saver for the team, which is more focused. ### 29. Actions on Upflow has made communication with clients easier hence improving collections. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 07, 2021 **What do you like best about Upflow?** 1. To Do's or Actions on Upflow has helped me to recover unpaid invoices. 2. The fact that you can customize your workflow is amazing. **What do you dislike about Upflow?** Synchronization with the accounting software sometimes takes time. **What problems is Upflow solving and how is that benefiting you?** 1. Recovering unpaid invoices 2. Communication with clients 3. Timing (Connecting with clients at the right time) ### 30. Amazing product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 10, 2021 **What do you like best about Upflow?** Great platform that really eases our Invoicing processes; the team is responsive smart and really nice **What do you dislike about Upflow?** Maybe provide more visibility on the Feature roadmap? Otherwise no Cons at this time :) **What problems is Upflow solving and how is that benefiting you?** Time-saving thanks to the automation of our invoicing processes ### 31. Upflow: The perfect solution! **Rating:** 5.0/5.0 stars **Reviewed by:** Finance T. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 07, 2020 **What do you like best about Upflow?** I love how much time and energy this tool saves us. We were looking for something to help automate our reminders and increase our net revenue month to month - this has been an ideal solution and has exceeded our expectations. The team at Upflow is so knowledgeable, helped with every question I had along the way. We've already recommended them to several of our clients and hope they continue to build out the interface! **What do you dislike about Upflow?** I wish Upflow had thank you's/invoice receipt capabilities. That's about the only thing I have to do manually at this point for invoicing. Additionally, if there was a way to template the invoices within Upflow, that would also be great. **Recommendations to others considering Upflow:** This product is a must-have for finance departments. I used to spend 5+ hours each month creating mindless reminders. Now, we have a product that does it for me so I can better spend my time on other projects, while still making sure our invoices are being collected! **What problems is Upflow solving and how is that benefiting you?** We've been able to have more money in our account because of Upflow. Previously, we had issues with clients not receiving reminders/forgetting to pay on time, etc. Now that we've used Upflow, we're able to keep better track of the late payments and have more people paying on time. ### 32. Quickly implemented and results came quickly too. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 26, 2020 **What do you like best about Upflow?** What sold me almost immediately was the customer portal which game access to outstanding invoices, history and payment information. This has helped accelerate communication between our customers and our AR team. **What do you dislike about Upflow?** I wish the tool had better integration with systems other than Quickbooks. For example, QBO contact management has a lot of limitation, such as, only one contact per company. Since Upflow uses QBO as the system of record, that leaves account manager information and customer contact information to be managed manually in many cases. Integration with Salesforce and similar CRM tools for this kind of information would lower the maintenance cost of this tool and improve the offering. **What problems is Upflow solving and how is that benefiting you?** - Established a common workflow and process for accounting, account managers and revenue leadership. - Increased activity by staff in reaching out to customers because Upflow made it easier to do. - Included invoice info and history in customer portal and communication back and forth was decreased. - Increased volume of conversation with customer AP teams which helped resolved discrepancies between our records and our customer records. - Significantly improved performance in collection of aged receivables (>90+ days). ### 33. Easy automation process **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Writing and Editing | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 06, 2020 **What do you like best about Upflow?** It is easy to navigate through the set up and once it is set up then it can be automated and removes the step of having to send out each invoice on the specific overdue date. Cuts down on manual work required in following up with overdue invoices **What do you dislike about Upflow?** Not able to split invoices by Rep within a customer. Basically a customer can only be assigned one rep - however in our industry we have many reps who sell multiple products to the same company. We are not able to assign only the invoice required to each rep - it has to be the whole account and only one rep **What problems is Upflow solving and how is that benefiting you?** Cashflow and customer payments have been better managed ### 34. Fantastic Automation for Your AR **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 19, 2020 **What do you like best about Upflow?** Instant connectivity to Quickbooks makes getting up and running super easy. The UI is extremely easy to understand. Automation workflows are easy to set up, and they provide you with great samples to get started. The onboarding process was fantastic as well, and I always get questions answered quickly. **What do you dislike about Upflow?** There's nothing I dislike about the software. **What problems is Upflow solving and how is that benefiting you?** Following up on Accounts Receivables is usually very manual, time consuming, and difficult to stay on top of. Upflow allows you to automate your follow up process, reducing your AR within weeks. It also helps identify problem customers quickly so you can take corrective actions and potentially mitigate serious bad debt. For my company Boxton we have significantly reduced outstanding AR as a result of using Upflow. - [View Upflow pricing details and edition comparison](https://www.g2.com/products/upflow-upflow/reviews?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-09-29+17%3A29%3A58+-0500&secure%5Bsession_id%5D=c58da080-c2c1-4f05-bc9d-53cfb4c15e0f&secure%5Btoken%5D=e59f21d88548e7c0f1730363dd6410c18c084d80c760f705156f8b49c252a747&format=llm_user) ## Upflow Features **Customer Credit** - Credit Limits - Credit History - Credit Limits Adjustment - Integration with Credit Rating Agencies - Credit Limit Suspension - Collection Agencies - Accounting Integration - Third-Party Integrations **Reporting** - Status - Customer Credit - History - Sales Tax Management - Activity Dashboard - Customer Statements **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** - Partial Payments - Disputed Transactions - Personalized Customer Messaging - Customer Profiles - Electronic Payments **Transactions** - Credits - Invoices - Partial Payments **Analytics** - At Risk Customers - Esimated vs Actual Receipts - Collections Effectiveness - Scaleability - Artificial Intelligence - Compliance Control - Payment Collection - In-House Collections **Workflows** - Approvals - Bank 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 **Additional Functionality** - Reporting & Statistics - Customizable Reports - Generative AI - Expense Tracking - Data Import/Export - Real-Time Data - User Management - ACH Payment Processing - Invoice Processing - Billing & Invoicing - Alerts/Notifications - AI Copilot - Contact Database - Aging Tracking - Purchase Order Management - Audit Trail - Discount Management - General Ledger - Document Management - Receivables Ledger - Recurring/Subscription Billing - Multi-Currency - Workflow Management - Credit Card Processing - Task Management - Customizable Templates - Forecasting - Cash Flow Management - Self Service Portal - Reminders - Check Processing - Receipt Management - Overpayment Processing - Financial Management - Third-Party Integrations - Payment Collection - Approval Process Control - API - Profit/Loss Statement **Additional Functionality** - Real-Time Updates - Compliance Management - Activity Dashboard - Auto-Dialer - Credit Card Processing - Payment Plans - Automated Scheduling - API - Workflow Management - Activity Tracking - Multi-Currency - Multiple Payment Options - Callback Scheduling - Generative AI - Business Process Automation - Email Templates - Historical Reporting - Multi-Channel Communication - Data Import/Export - Invoice Management - Reporting & Statistics - Transaction Management - Multiple User Accounts - Risk Assessment - Customizable Templates - AI Copilot - Alerts/Notifications - Client Management - Contact Management - Automated Notices - Call Recording - User Management - Real-Time Analytics - Credit Reporting - Search/Filter - Commission Management - Borrower Management - Template Management - Customizable Reports - Monitoring - Reminders - Real-Time Reporting ## Top Upflow Alternatives - [Tesorio](https://www.g2.com/products/tesorio/reviews) - 4.7/5.0 (242 reviews) - [Invoiced](https://www.g2.com/products/invoiced/reviews) - 4.5/5.0 (401 reviews) - [Billtrust](https://www.g2.com/products/billtrust/reviews) - 4.4/5.0 (510 reviews)