--- 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: '2026-07-30' 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 praise the **ease of use** of Upflow, appreciating its seamless integration and intuitive design for daily operations. (23 reviews) - Users benefit from **time-saving automation** and streamlined workflows with Upflow, enhancing efficiency in credit control management. (10 reviews) - Users highlight **excellent customer satisfaction** with Upflow, praising its ease of use and responsive support team. (10 reviews) - Users value the **time-saving automation** in Upflow, significantly reducing hours spent on follow-ups and improving efficiency. (10 reviews) - Users value the **collections efficiency** of Upflow, appreciating time-saving automated reminders and improved AR tracking. (9 reviews) - Users value the **responsive customer support** of Upflow, enhancing their overall experience and satisfaction. (9 reviews) - Efficiency (8 reviews) - Automated Reminders (6 reviews) - Customization Options (6 reviews) - Easy Integrations (6 reviews) **What users dislike:** - Users find the **payment issues** with Upflow somewhat unprofessional and potentially misleading, affecting trust and clarity. (4 reviews) - Users desire more flexibility in reporting, citing **inadequate reporting** options that limit customization and data manipulation. (2 reviews) - Users find the **limited customization** of reports constraining, wishing for more flexibility in data presentation and filtering. (2 reviews) - Users find the **limited functionality** regarding notes and live chat to be a frustrating aspect of Upflow. (2 reviews) - Users express frustration with **missing features** like delayed overpayments and journals, impacting their workflow efficiency. (2 reviews) - Users note **poor reporting** flexibility and wish for customizable fields and consistent download formats in Upflow. (2 reviews) - UX Improvement (2 reviews) - Client Confusion (1 reviews) - Users find the **email automation issues** in Upflow lead to a lack of professionalism and potential spam concerns. (1 reviews) - Users find the **email functionality lacking professionalism** , which may lead to spam-like perceptions and complications. (1 reviews) - [View Upflow pricing details and edition comparison](https://www.g2.com/products/upflow-upflow/reviews?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-07-30+14%3A26%3A18+-0500&secure%5Bsession_id%5D=d2179e95-01e8-46d8-ab72-cc9956494e53&secure%5Btoken%5D=71f65b819a56a0d5efed3812ba0fc4fb68268ce7272919c07d7689803c2daca0&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) - 4.6/5.0 (244 reviews) - [Invoiced](https://www.g2.com/products/invoiced/reviews) - 4.5/5.0 (398 reviews) - [Billtrust](https://www.g2.com/products/billtrust/reviews) - 4.4/5.0 (509 reviews)