--- 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: '2026-07-17' 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) ## Upflow Reviews ### 1. 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. ### 2. A quick and easy solution to optimize cash collection **Rating:** 4.0/5.0 stars **Reviewed by:** Joan L. | Head of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Upflow?** I especially appreciate its ease of use: the interface is very intuitive, which allows for quick handling. We spend much less time on client follow-ups, and the acceleration of recovery has an immediate positive impact on our cash flow. **What do you dislike about Upflow?** To date, no negative points to report. Upflow works as expected and meets our needs well. **What problems is Upflow solving and how is that benefiting you?** Upflow has simplified and accelerated our cash collection process, allowing us to recover payments more quickly and free up time for other important tasks. It is a solution that truly boosts the efficiency of cash management. ### 3. Make your AR team more efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2024 **What do you like best about Upflow?** Its straightforward implementation, robust support, and clean UX make it easy to use. The automated workflows have streamlined the capture of payments and the management of delinquent accounts, keeping us on track without manual intervention. It’s an excellent tool for businesses looking to optimize their collections and maintain better control over their receivables. It also provided good visibility to other teams such as Legal, Customer Success, and Sales and, in that way, eliminated unnecessary requests for information. **What do you dislike about Upflow?** There are some tweaks that would be helpful based on our use case, but usually, these are just individual preferences. **What problems is Upflow solving and how is that benefiting you?** 1. Less time spent on repetitive tasks such as reminders, payment collections, information available to the rest of organization without direct access to accounting software of separate spreadsheet 2. Higher collection effectiveness: lower DSO, better experience for internal users and clients 3. Shared visibility with other departments: timeline, invoices outstanding, days overdue **Official Response from Apoorv Jaiswal:** > Thank you for your positive feedback and for highlighting the straightforward implementation, robust support, and clean UX of Upflow. We're pleased to hear that it has helped optimize your collections and provided good visibility to other teams. ### 4. A powerful tool that helps my every day work **Rating:** 5.0/5.0 stars **Reviewed by:** Deotille N. | Sales Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Upflow?** The tool is practical and intuitive, saving me time on my reminders and allowing me to filter according to my needs I like the fact that it can be customized to adapt our reminder plans to each customer's profile. **What do you dislike about Upflow?** When you go back after a reminder, you have to scroll through the customer list again. **What problems is Upflow solving and how is that benefiting you?** Upflow organizes my reminders for me, which saves me time. What's more, I don't have to waste time writing e-mails or downloading invoices. Everything is already at hand. ### 5. Would Not Recommend - After Two Years, UpFlow has not met expectations **Rating:** 1.5/5.0 stars **Reviewed by:** Jake G. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2023 **What do you like best about Upflow?** UpFlow was very easy to implement and does not require the need to constantly check in on to ensure the no-code solution is up and running **What do you dislike about Upflow?** Ther is currently no ability to allow a customer to partially pay for an invoice (collect a deposit). There is no button to automatically trigger the API to pull data from our ERP into Upflow, which means that there is always a lag between invoice build and when the invoice is sent to the customer (typically 15 minutes). If a customer credit card payment fails (for a CVV or zip zode match) and the customer tries submittign payment multiple times, UpFlows system marks each customer payment in NetSuite as processed even though the payment did not process. This requires manual work to delete each payment record. UpFlow released a feature to embed customer accounts to our customer portal but the integration did not work and the engineering team was not very helpful in getting this feature live. The customer support team confirms recipt of feture requets but none of my requests have come to fruition in 2 years. The "save credit card" feature does not work well. The feature allows for a credit card to be charged two days after the invoice is issued. They have yet to release a way to auto charge a credit card that a custome rhas approved to keep on file. This creates headaches around cash flow as it takes two days to charge the card and then two days for Stripe to clear the funds into our account. Hence, there is a 4 day lag between issuing an invoice and getting the fudsn for customers who thoguht they were mamking it easy by saving their credit card information. **What problems is Upflow solving and how is that benefiting you?** In all honesty, this integration made collecting cash from easy-paying customer more diofficult. Whil e I was exctied about laucnhign into UpFlow in my first year of work with them, I shortly realized there are much better solutions out there and we have integrated with the other no-code solution just as easily. ### 6. A software capable of addressing every business type and its requirments **Rating:** 5.0/5.0 stars **Reviewed by:** Edwin D. | Accounts and Admin Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2024 **What do you like best about Upflow?** Ease of use, Customer support, Tech support **What do you dislike about Upflow?** Limitation on data points sync from accounting source **What problems is Upflow solving and how is that benefiting you?** AR report building, Live payment update from multiple souce, Email automation **Official Response from Apoorv Jaiswal:** > We're glad to hear that you find Upflow easy to use and that our customer and tech support have been helpful for you. Thanks for your feedback! ### 7. We have been using Upflow for more than 6 years now and we are satisfied **Rating:** 5.0/5.0 stars **Reviewed by:** Guillaume D. | CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2024 **What do you like best about Upflow?** We really managed to reduce our DSO with Upflow We can send reminder via post mail through Upflow Easy to implement and good customer support Our finance team uses it everyday and the Sales Director occasionaly to see if there is a payment issue with one or another client **What do you dislike about Upflow?** It would be interested to have a KPI comparable to the DSO but starting from the signature of the contract / P.O.. **What problems is Upflow solving and how is that benefiting you?** Upflow helps us to build a process for payment reminder and collection that are used by all the finance team. It also helps the rest of the team to have visibility on payment status of a client. ### 8. Efficient software to boost cash collections **Rating:** 5.0/5.0 stars **Reviewed by:** Ken M. | Head of FP&A, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Upflow?** - The flexibility and robustness of the automated plans - User-friendly interface - Completeness of the features - Having an automated Client Health score - Really good support **What do you dislike about Upflow?** - Too many clicks to go through the list of clients I want to call during a session **What problems is Upflow solving and how is that benefiting you?** Thanks to Upflow, I can send automated emails to clients that are late paying, and also have a clear & consistent process and cadence (calls, emails, etc.) ### 9. Excellent product and support **Rating:** 5.0/5.0 stars **Reviewed by:** Richard R. | Non Executive Director, Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2025 **What do you like best about Upflow?** Easy to use, very responsive support team. Open to feature requests and upgrades **What do you dislike about Upflow?** The payment integration to chargebee is not as slick as it could be **What problems is Upflow solving and how is that benefiting you?** Upflow simplifies collections through very customisable workfkow that drastically improve collextions ### 10. Great Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Estelle D. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2024 **What do you like best about Upflow?** the most helpfull tool is the automatics email. Upflow is really intuitive, clear. I use it every week so as to know how much cash our company earned the previous weeks and also to check the promise to pay. I also have to say that our CSM Lorie is really important in the succes of using this tool : always available, reliable and really sweet. **What do you dislike about Upflow?** I would say that it would be easier to us to create reports to get the data we want. Also, as we have more than 1 business unit int the system, it would be great if we could have reports with the amount of cash collected by entity on 1 report. **What problems is Upflow solving and how is that benefiting you?** The fact that the solution sends automatically reminders emails is a real gain of time **Official Response from Apoorv Jaiswal:** > We're thrilled to hear that Upflow's automatic email feature is helping you save time, and you find our platform intuitive and clear. Thanks for your feedback! ### 11. Very good experience and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Clemence L. | Financial Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Upflow?** Having had to use Upflow occasionally without prior introduction, I found the tool very easy to use thanks to a very intuitive interface. You can clearly see the history of actions and notes from colleagues. The connection with Netsuite works perfectly and allows for the retrieval of useful custom fields for the assignment of follow-up plans. Upflow allows for easy interaction and integration of the different teams that may be involved in the follow-up process: CS, Sales, Legal. **What do you dislike about Upflow?** As of today, I have nothing to report. Everything is okay. **What problems is Upflow solving and how is that benefiting you?** The tool allows saving time and automating follow-ups, which is very beneficial for the team. ### 12. Impressive Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2024 **What do you like best about Upflow?** We gained a lot of time to send reminders to customers and most important we empower the sales rep/assistant with the importance of obtaining cash. Very easy to use and a very reactive customer service. Configuration of recovery plans - Customer area - Ergonomic main dashboard - Real-time metrics **What do you dislike about Upflow?** Nothing. The tool fits perfectly our need. **What problems is Upflow solving and how is that benefiting you?** Automatically manage reminders to our customers according to the plans put in place. The gain was on the reduction of our DSO ### 13. Game changer **Rating:** 4.5/5.0 stars **Reviewed by:** Julien C. | Development manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2022 **What do you like best about Upflow?** Upflow helps me structuring the way I address invoice collection to my customers. **What do you dislike about Upflow?** I miss the ability to organize actions directly inside Upflow. **What problems is Upflow solving and how is that benefiting you?** Upflow is a good way to communicate downing payments and recovering them. ### 14. Upflow : A Game-Changer for Our A/R Processes **Rating:** 5.0/5.0 stars **Reviewed by:** Nicolas D. | CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2024 **What do you like best about Upflow?** Upflow has completely transformed our accounts receivable processes. When we started using it, our DSO improved by more than 10 days within just a couple of weeks. The intuitive interface and ease of use have made it indispensable for us. The tool is incredibly ergonomic and efficient, allowing our team to send reminders manually or automatically in different languages tailored to each market. **What do you dislike about Upflow?** Honestly, there isn't much to dislike. The integration process was smooth, and we haven’t encountered significant issues. **What problems is Upflow solving and how is that benefiting you?** Before using Upflow, we were in the "Stone Age" of A/R management. We had many small customers who often paid late, and our sales and finance teams were bogged down using Excel spreadsheets and sending disorganized reminders. Our payment terms exceeded 70 days, which was unsustainable as we were growing. Upflow was operational within weeks and had an almost immediate impact. It has streamlined our reminders, drastically reducing the manual workload and allowing our teams to focus on more strategic tasks. Our improved cash flow and reduced DSO are clear indicators of the benefits we’ve gained from Upflow. After four years, we can’t imagine managing our A/R without it. **Official Response from Apoorv Jaiswal:** > Thank you for sharing your positive experience with Upflow! We're delighted that the integration process was smooth and that the tool has been instrumental in streamlining your reminders and reducing manual workload. It's great to hear that your cash flow and DSO have improved as a result of using Upflow. ### 15. Nice tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Upflow?** Upflow is an excellent tool for managing cash flow, offering an intuitive interface that simplifies the process of tracking and collecting payments. Its integration capabilities and detailed analytics make it a valuable asset for businesses looking to optimize their financial operations. **What do you dislike about Upflow?** While Upflow offers robust features for cash flow management, it can be a bit overwhelming for new users due to its comprehensive functionality. Additionally, the customization options for reports and notifications could be more flexible to better fit diverse business needs. **What problems is Upflow solving and how is that benefiting you?** Upflow addresses the challenge of tracking and collecting outstanding payments, which helps reduce the time it takes to receive payments and improve cash flow management. By providing real-time insights and automated reminders, Upflow makes it easier to stay on top of receivables, leading to more predictable revenue streams and less manual effort in chasing down overdue invoices. ### 16. Always very useful and kind **Rating:** 5.0/5.0 stars **Reviewed by:** Esteban B. | Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2024 **What do you like best about Upflow?** We have so much ways to improve our way to work **What do you dislike about Upflow?** I don't really encoutered big issues with Uplflow, we always find a way to resolve problems, **What problems is Upflow solving and how is that benefiting you?** The best thing that upflow has brought us is the integrated customer portal and payment methods. ### 17. Super convenient ! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2025 **What do you like best about Upflow?** Very intuitive software, easy to use and efficient. **What do you dislike about Upflow?** I've been using Upflow for a while now, so I don't really have anything negative to say about it. **What problems is Upflow solving and how is that benefiting you?** I use it for dunning unpaid invoices, and thanks to it I have fast feedbacks from my clients. **Official Response from Apoorv Jaiswal:** > We're glad to hear that you find Upflow intuitive and efficient! Thank you for your positive feedback. ### 18. Efficient tool **Rating:** 5.0/5.0 stars **Reviewed by:** Tristan T. | Sales Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Upflow?** I do not use Upflow as much as my colleagues do but I used the tool several times and it didn't took me long to understand how it works. The tool is very intuitive and very helpful, it has become a must have for our team. **What do you dislike about Upflow?** I didn't use the tool enough to have some improvements to mention, according to my experience everything was efficient. **What problems is Upflow solving and how is that benefiting you?** Upflow has significantly simplify the way we collect overdue invoices and helps us a lot having a precise follow up. ### 19. Upflow, the best way to shorten the payments terms **Rating:** 5.0/5.0 stars **Reviewed by:** Maxime L. | Finance & Data analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about Upflow?** What I like the most about Upflow is the available integrations with NetSuite and most finance or accounting software. It can easily adapt to some of our specific needs. The customer support was very helpful in assisting us with implementing all the automation, which enabled us to drastically reduce our payment terms. **What do you dislike about Upflow?** When we had to change our accounting software, we couldn't use the current organization and had to create a new one. **What problems is Upflow solving and how is that benefiting you?** The problem that Upflow is solving is sending email reminders to our clients to pay our invoices. We have lots of different clients and a small accounting team, and it has helped us a lot in reducing the payment terms without spending too much time on it. **Official Response from Apoorv Jaiswal:** > Thank you for sharing your positive experience with Upflow. We appreciate your feedback and are pleased to hear that our integrations and customer support have been beneficial for your business. ### 20. Save time and collect cash quicker ! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2024 **What do you like best about Upflow?** The best thing about Upflow is how easy it is to set up and track automatic reminders. A huge time saver for all collection efforts. **What do you dislike about Upflow?** Since Upflow is still new, some irritants persist. However, the team is working every day to improve everything. **What problems is Upflow solving and how is that benefiting you?** Upflow allows us to have a very high level of rigor in monitoring customer accounts. Rigor that was lacking when a resource had to do it manually. ### 21. Incredibly user-friendly tool that helps reduce DSO and improve the efficiency of payment collection **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2024 **What do you like best about Upflow?** user friendly lot of settings available lot of automated tools that we can program (recovery campaign, ...) new payment methods (great value-added) **What do you dislike about Upflow?** We don't know how to use all functionalities of Upflow => we should train more our teams **What problems is Upflow solving and how is that benefiting you?** Upflow helps us reduce our DSO and manage automated recovery campaigns. We are in the process of launching payment methods for our customers in the coming weeks which will be a great value for us ### 22. Turning AR Management Sexy and Effective. **Rating:** 5.0/5.0 stars **Reviewed by:** Julian P. | Legal & Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2024 **What do you like best about Upflow?** ▪ UX friendly-and-appealing experience for both our customers and employees in the framework of a process not traditionally known as the most exciting for either party. ▪ Implementation was not a burden whether it relied on the ease of the product itself, the available documentation or the customer support for more specific use cases (Cf. Laurie). ▪ Comprehensive inventory and tracking of our account receivables. ▪ Genuine time saver for our AR Management and possibility to codify multiple automated workflows according to the nomenclature of our customers. ▪ Improvements of our KPI results in relation with AR Management. ▪ Decent pricing and definitely an attractive ROI. **What do you dislike about Upflow?** ▪ [Upflow Staff working on it] The native integration with our invoicing tool Pennylane (France) is not 100% seamless, notably in terms of currency collections (e.g. USD), which does not pave the way to the most-effective use of this high-potential AR Management solution for our specific use case. **What problems is Upflow solving and how is that benefiting you?** ▪ We found the right tool in our Finance stack for the sake of AR Management, wiping off a thorn in our side. **Official Response from Apoorv Jaiswal:** > Thank you for your feedback! We're pleased that Upflow has provided a comprehensive inventory and tracking of your account receivables, and that it has allowed you to codify multiple automated workflows according to the nomenclature of your customers. ### 23. My experience with Upflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Upflow?** Upflow is a must-have! It allows for significantly accelerating recovery methods and processes to enable effective settlement while maintaining the business relationship with our clients. **What do you dislike about Upflow?** There are some missing features, such as being able to add or delete a contact in a few clicks... **What problems is Upflow solving and how is that benefiting you?** Upflow effectively allows for improving the speed and execution of follow-ups with debtor clients. It is beneficial and essential to ensure adherence to our follow-up plan while maintaining a good relationship with our clients. ### 24. Upflow is an extremey helpful and versatile tool **Rating:** 5.0/5.0 stars **Reviewed by:** Tony C. | AR Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2024 **What do you like best about Upflow?** Uflow is a great addition to my working environment, customer care team are really helpful, it's really easy to use and great to update on a daily basis. The automation of emails is extremely handy in freeing up time **What do you dislike about Upflow?** Nothing. So far it has been easy to instal, maintain and update **What problems is Upflow solving and how is that benefiting you?** Timely reminders to customers. Feeback is possible through the portal also which is really helpful. **Official Response from Apoorv Jaiswal:** > Thank you for your positive review! We're glad to hear that Upflow has been easy to use and automation of emails help freeing up your time. It's great to hear that the timely reminders to customers are benefiting your workflow. We appreciate your support! ### 25. Efficient and Time-Saving A/R Software **Rating:** 5.0/5.0 stars **Reviewed by:** Parth P. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2024 **What do you like best about Upflow?** We've been using Upflow since 2021 with their Stripe native integration. The software's ability to automate emails has saved us a lot of time and improved our efficiency. The different features and the user-friendly interface have made managing our accounts receivable processes much easier and more effective. **What do you dislike about Upflow?** Nothing specific. Overall, we are satisfied with the tool and we have had a positive experience. **What problems is Upflow solving and how is that benefiting you?** Upflow has streamlined our accounts receivable process by automating reminders and follow-ups, ensuring timely payments from clients. This has reduced our manual workload and improved our cash flow, giving us better control and visibility over our financial operations **Official Response from Apoorv Jaiswal:** > We're thrilled to hear that Upflow has been able to streamline your accounts receivable process and improve your efficiency. Thank you for sharing your positive experience with us! ### 26. Upflow is enhancing AR processes efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Aziz Batuhan D. | Director, Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2024 **What do you like best about Upflow?** I really liked Upflow's automatic email feature. It not only sends emails to overdue customers but also sends personalized emails based on criteria I've set. This saves me from the hassle of writing manual emails and ensures that the right reminder reaches the right person at the right time. **What do you dislike about Upflow?** There are some limitations between Upflow and my billing tool. For example, I can't see certain parameters from my billing tool in Upflow. While Upflow is good at reporting, it's not yet possible to handle the entire reporting process through Upflow due to these limitations. Additionally, the lack of a centralized location for responses to automatic emails causes difficulties in customer communication. It would be great if there were a simple inbox for this purpose. **What problems is Upflow solving and how is that benefiting you?** Before switching to Upflow, my weekly routine tasks were quite overwhelming. This was because I had to manually identify past due invoices from the billing tool and regularly write manual emails to customers. In addition to this, I also had to manually prepare collection performance and reports. Upflow came into play here. We integrated it with our billing tool and determined how reminders should be sent to which customer. It helped us automate AR processes by 85%. **Official Response from Apoorv Jaiswal:** > We're glad to hear that you are enjoying the automatic email feature and that it's saving you time and effort in reaching out to overdue customers. We appreciate your feedback on the limitations between Upflow and your billing tool, and we are continuously working to provide a seamless experience. Thank you for your feedback! ### 27. Excellent work tool, and above all, very easy to use. This saves us a lot of time during collection. **Rating:** 5.0/5.0 stars **Reviewed by:** Karianne L. | Technicienne comptable, Mid-Market (51-1000 emp.) **Reviewed Date:** November 29, 2024 **What do you like best about Upflow?** super user friendly and easy access to customer portal **What do you dislike about Upflow?** nothing comes to mind honnestly such a great tools **What problems is Upflow solving and how is that benefiting you?** reminds our customer ### 28. Life & Time Saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Krista P. | A/R & Operations Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2024 **What do you like best about Upflow?** We are a rapidly growing company and implimenting Upflow has saved me so much time and energy by automating the overdue notices. Upflow lets you customize workflows depending on your client's needs. I love the ability to pause accounts and send emails directly through Upflow. **What do you dislike about Upflow?** I do wish I had the ability to generate an email through workflow regardless if an action is due for the account. **What problems is Upflow solving and how is that benefiting you?** The automation of overdue invoice emails and ability to change workflows for each client is super helpful! **Official Response from Apoorv Jaiswal:** > We're glad to hear that the customization and automation features have been beneficial for your growing company. Thanks for your feedback! ### 29. Quick Solutions! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2024 **What do you like best about Upflow?** I think the most obvious helpful feature of Upflow, is the automation of sending emails and also the ease of doing this. Not only does this save time but also makes it a lot more efficient in reminding clients about overdue invoices and also making invoice copies easily available to the clients. The implementation and the ease of integration was very streamlined and the support to do this was very efficient. Any questions we answered quickly and solutions were suggested of which many were taken onboard. **What do you dislike about Upflow?** At the moment I cannot see a downside to the platform. Having rolled it out to other countries in the business there haven't been any downsides of the platform. **What problems is Upflow solving and how is that benefiting you?** I think one major problem that Upflow has helped resolve, is the request from client for copies of invoices. On average when a client asks for a copy of an invoice, its may take a few days for this to be sent manually. But where Upflow provides a portal for the client they can get copies of the invoices instantly and this helps us get payment in sooner. Another problem that has been solved is the time and ensuring follow up email are sent for outstanding invoices. Sometimes due to tasks or timing this may not happen as frequently. But Upflow has solved this issue, with its workflow set ups. Also the metric and dashboard give a vast amount of information which can then be provided to other team members to have a overview of the AR. **Official Response from Apoorv Jaiswal:** > Thank you for sharing your positive experience with Upflow! We're glad to hear that the automation of sending emails and the ease of integration have been helpful for you. We appreciate your feedback and are thrilled to know that our platform has been beneficial in resolving issues related to invoice management and client communication. ### 30. Upflow the solution that allowed us to optimize our debt collection management **Rating:** 5.0/5.0 stars **Reviewed by:** Vincent L. | Directeur Financier, Mid-Market (51-1000 emp.) **Reviewed Date:** January 14, 2025 **What do you like best about Upflow?** Ease of implementation Direct connection with our billing solution (Netsuite) KPI **What do you dislike about Upflow?** Setup specific reports Configure follow-up plans **What problems is Upflow solving and how is that benefiting you?** Monitoring of recovery Identification of follow-up contacts Optimization of cash ### 31. Nice user experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Media Production | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Upflow?** User friendly tool, very easy to use even for someone who is not used to follow client payments - efficient connection with NetSuite Reactive customer support **What do you dislike about Upflow?** By default, the alerting email system is sending emails to all of the admin people that might be overwhelming (but it can be deactived easily) **What problems is Upflow solving and how is that benefiting you?** Simplifying our cash collection and follow up of our account receivables ### 32. incredibly smooth, intuitive, and user-friendly tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2025 **What do you like best about Upflow?** Upflow allow us do the cash collection very easily and smoothly. Their platform is very intuitive and user friendly. **What do you dislike about Upflow?** Wish we had more type of template for cash collection **What problems is Upflow solving and how is that benefiting you?** We get the cash more easier thanks to dunning email ### 33. Upflow helps resolving collections challenges with ease. **Rating:** 5.0/5.0 stars **Reviewed by:** Kwabena B. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2023 **What do you like best about Upflow?** Upflow is extremely easy to use and it's user interface is very user friendly. There are constant updates and the customer support is really helpful if you encounter any issues. Integrating the system with our QBO was quick and seamless and I'd recommend upflow for any AR collections for the finance team. **What do you dislike about Upflow?** My biggest issue with Upflow is that it doesn't allow part payment of invoices since i think that is a very useful feature for AR collections when a customer cannot pay the entire invoice in one payment. **What problems is Upflow solving and how is that benefiting you?** The ability to automate email outreaches ensures that we do not miss any email reminders with Upflow. By setting up a workflow with automated emails and sms where needed, we never miss any reminder and are able to manage and keep an eye on our aging invoices. The analystics and metrics also help us track our aging invoices and helps us monitor our accounts receivables. **Official Response from Apoorv Jaiswal:** > We're glad to hear that you find Upflow easy to use and the customer support helpful. We appreciate your feedback about the part payment feature and will take it into consideration for future updates. ### 34. A Key Tool for Streamlining Our Receivables Processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2024 **What do you like best about Upflow?** Upflow has revolutionized our accounts receivable management. The software's automation features and user-friendly interface have made it easy for us to send tailored reminders and track communication history with clients. The native integration with NetSuite works fine. **What do you dislike about Upflow?** Upflow meets our needs and exceeded our expectations. **What problems is Upflow solving and how is that benefiting you?** Before Upflow, managing A/R was hyper manual which led to payment delays. Now, we can track payment dates and maintain a history of late payments, reducing manual tasks and improving cash flow. After just a few months, our DSO was cut in half, making Upflow a game-changer for our A/R processes. **Official Response from Apoorv Jaiswal:** > We're delighted to hear that Upflow has helped you streamline your receivables processes and reduce manual tasks. Our native integration with NetSuite aims to provide a seamless experience for our users. Thank you for choosing Upflow for your accounts receivable management! ### 35. Brilliant Onboarding **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie T. | Senior Credit Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2024 **What do you like best about Upflow?** The onboarding was fantastic and every step was made very straight forward. Any questions, or needs that we had were answered and resolved swiftly. It felt like the system was "plug and play". We use Upflow for aumotation and setting up workflows for different bands/tiers of customers. **What do you dislike about Upflow?** Currently no functionality for issuing monthly statements, however this is mostly resolved by each customer having a portal that they can download a portal from. I would like to have the ability to customise the customer statements more though. **What problems is Upflow solving and how is that benefiting you?** Ensuring that all customers are chased within a billing cycle, and allowing customers to access their open invoices via their portal, which has cut the time spent sending this out manually when requested. **Official Response from Apoorv Jaiswal:** > We're thrilled to hear that you had a fantastic onboarding experience with Upflow, and glad to know that Upflow has helped you automate workflows and chase customers within the billing cycle. Thank you for your feedback! ### 36. Very Nice **Rating:** 5.0/5.0 stars **Reviewed by:** Zeeshan S. | Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** December 24, 2024 **What do you like best about Upflow?** The interface I like most about this, keep it up. **What do you dislike about Upflow?** Nothing is to dislike, everything is fine **What problems is Upflow solving and how is that benefiting you?** Clearify the outstandings of client. ### 37. Upflow is very intuitive, user-friendly, performant for automated cash collections **Rating:** 5.0/5.0 stars **Reviewed by:** Céline N. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Upflow?** Instant interfacing with our invoicing software, clear dasboard, easy management of aged trial balances **What do you dislike about Upflow?** the existing functions seem to me tu be sufficient, and there's nothing unpleasant about using them. **What problems is Upflow solving and how is that benefiting you?** Reduce headcount and improve DSO (days sales outstanding) ### 38. accountant **Rating:** 5.0/5.0 stars **Reviewed by:** Yanchen W. | accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Upflow?** easy to use and very happy to use it till now **What do you dislike about Upflow?** there's nothing that I don't like till now **What problems is Upflow solving and how is that benefiting you?** we use it when we had our finance game and I find very easy and quickly the different information ### 39. Very positive review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2024 **What do you like best about Upflow?** The update of collections almost in real-time between the accounting tool and Upflow, the possibilities for formatting letters, the automation or not of mailings, the client's ability to declare a dispute or pay directly via a link giving access to their account, the proposed reports, the retrieval of client data, and the Upflow support. **What do you dislike about Upflow?** no negative points to note regarding the use of Upflow based on my client follow-up needs **What problems is Upflow solving and how is that benefiting you?** time saving in follow-up with the identification of clients to follow up and invoices ### 40. AR Management with incredible Customer Service and Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan B. | Manager, Strategy and Corporate Development (Chief of Staff), Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2024 **What do you like best about Upflow?** We started using Upflow to address a particular AR problem, and it completely changed our invoice collection workflow. It was easy to set up and connect to our existing systems, and I understand that their connections have even improved since then. Upflow made it easy for us to get a view on our open invoices, their aging, create follow up workflows that reduced manual inputs needed, and provided information on customers across mutliple months and invoices that we previously had to manage in spreadsheets. It turned a problem that multiple people had to manage into something that one person could easily manage as part of a larger scope of work. Additionally, their support is just outstanding. Any issue we had they were quick to respond, and it wasn't just about solving problems but actually helping us to optimize our workflows. **What do you dislike about Upflow?** We initially struggled with setting up some of the automated emails, but we also began using Upflow fairly early and the team was quick to help us. **What problems is Upflow solving and how is that benefiting you?** We had an extremely manual process for invoice follow-up, which considering all of our customers were on a monthly billing cycle was creating a lot of overhead. We also did not have the most sophisticated billing system so we were missing a lot of insights on aging, payment trends for customers, and automation that Upflow helped us to solve. **Official Response from Apoorv Jaiswal:** > Thank you for sharing your positive experience with Upflow! We're glad to hear that our platform has made such a positive impact on your invoice collection workflow and that our support team has been helpful. ### 41. Empowering Accounts Receivable Management **Rating:** 5.0/5.0 stars **Reviewed by:** Sven S. | Head of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Upflow?** Upflow has been an essential tool in our journey to optimize accounts receivable management. The software offers robust analytics capabilities, allowing us to efficiently track and manage crucial information. Upflow has been instrumental in helping us achieve our goal of reducing our DSO. We appreciate Upflow's commitment to innovation and continual improvement, ensuring that our needs are met effectively. **What do you dislike about Upflow?** For now, there is nothing to dislike about Upflow. The platform has consistently delivered on its promises, meeting our expectations and contributing positively to our operations. We look forward to continued enhancements and innovations from Upflow in the future. **What problems is Upflow solving and how is that benefiting you?** Upflow presents a seamless, no-code solution for streamlining the payment process, making it effortless for customers to settle their dues. By generating individual customer portals sans the need for logging in, Upflow simplifies access to both outstanding and past invoices, revolutionizing the payment experience. Personally, this platform has revolutionized my payment collection approach, eliminating the need for direct customer interaction to gather sensitive credit card information. Moreover, its integration of one-time debit payments proves remarkably cost-effective, adding yet another layer of convenience and efficiency to the process. Upflow is undoubtedly a game-changer in the realm of payment facilitation, offering a straightforward solution that enhances both customer satisfaction and operational effectiveness. **Official Response from Apoorv Jaiswal:** > We're thrilled to hear that Upflow has been instrumental in optimizing your accounts receivable management and has helped in reducing your DSO. Thank you for your feedback! ### 42. Major Time-Saver, and We Get Paid a Lot Quicker! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2024 **What do you like best about Upflow?** Upflow ahas truly changed our accounts recievable process. I don't personally use the tool ,but I oversee the team that does. We used to have to chase invoices manually, and things slipped through the cracks. The team were under pressure, the exec were frustrated, and we would constanly have internal arguments about who was going to own the escalation of unpaid invoices. Now, we have 80-90% of the collections communications automated, we use Upflow's reports for the basis of the weekly AR meeting (used to be a nightmare to pull together the data, now we just schedule the dashboard into everyone's inbox the morning of) and we can easily collaborate over the delinquent accounts to get paid much, much quicker. DSO is down, bad debt has shrunk and we spend 1/5 of the time we used to on the whole process. Add all of the abobve to how easy it was to install and set up and you have a very compelling solution. Would happily reccommend to anyone looking to improve collections. **What do you dislike about Upflow?** Well, I didn't like the fact that the Payment Portal couldn't be fully branded in our company style, as we insisnt on whitelabeling all rtechnology here, but Upflow have since rolled out that capability, so we have that in place. I think that's the only hiccup we had, other than that the tech (and the service) have been great. **What problems is Upflow solving and how is that benefiting you?** Slow payments, and a heavy, cumbersome, manual collections process. Lack of internal reporting both at an operational and exec level, and lack of ability to collaborate across the finance, Sales and CS teams. Lack of a modern payment portal to enable our customers to pay eaasily when prompted. **Official Response from Apoorv Jaiswal:** > We're thrilled to hear that Upflow has had such a positive impact on your accounts receivable process! It's great to know that the automation and reporting features have helped streamline your operations and improve cash flow. We appreciate your feedback and are glad to have you as a satisfied customer. ### 43. Fondateur et PDG **Rating:** 5.0/5.0 stars **Reviewed by:** Geoffrey C. | Fondateur & CEO (aquired by Remade), Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2024 **What do you like best about Upflow?** Very useful product in structuring the debt collection process. Beyond the clarity it brings to the volume of unpaid invoices, Upflow is very useful for automating the initial follow-ups and holding account managers accountable for the proper financial management of clients. We have continuously reduced our risk of unpaid rates since implementing Upflow over two years ago. Good customer service. **What do you dislike about Upflow?** The only current constraint is the synchronization of disputed/uncollectible invoices between Upflow and Chargebee, which may skew some data. **What problems is Upflow solving and how is that benefiting you?** Very useful product in structuring the debt collection process. Beyond the clarity it brings to the volume of unpaid invoices, Upflow is very useful for automating the initial follow-ups and holding account managers accountable for the proper financial management of clients. We have continuously reduced our risk of unpaid rates since implementing Upflow over two years ago. Good customer service. **Official Response from Apoorv Jaiswal:** > Thank you for sharing your positive experience with Upflow! We are happy that our product is useful for structuring your collections and that it helps reduce the number of unpaid invoices. ### 44. Bien **Rating:** 5.0/5.0 stars **Reviewed by:** Benjamin B. | Responsable comptabilité client , Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2024 **What do you like best about Upflow?** Vanessa's friendliness and interpersonal skills. **What do you dislike about Upflow?** nothing special, platform easy to get started with **What problems is Upflow solving and how is that benefiting you?** it is perfect for tracking our follow-ups ### 45. Transformed the way we manage credit control! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole M. | Assistant Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Upflow?** What we like the best about upflow is how easy and straightforward it is to use! The features have evolved so much since we have started using it which have made certain tasks easier for us. The customer support is by far one of the best I have dealt with they jump onto any issues really quickly and are really open to feedback which they actually listen to and act on which we have experienced first hand with the new autopay Stripe feature. This is now a vital part of our processes and makes our invoicing and credit control system so much easier to manage. It was easy to integrate and the team who helped us onboard made the process smooth. This is a daily requirement of our function and we wouldn't be without it now. **What do you dislike about Upflow?** There is very little I can comment here, the only thing that could help us is if the new autopay function with Stripe could spell out what invoice by using the Quickbooks invoice number as at the moment I think it is pulling a string of letters from somewhere else. **What problems is Upflow solving and how is that benefiting you?** They are implementing ways for our customers to approve recurring collections on the Stripe card payments they collect in Stripe helping us implement more recurring payment methods in place for our customers who are prone to getting behind. They are allowing as much customisation to the credit control process as possible so we can tackle credit control and our accounts receivable in the best way. **Official Response from Apoorv Jaiswal:** > We're thrilled to hear that Upflow has transformed the way you manage credit control! We're glad you find the platform easy to use and that the features have evolved to make tasks easier for you. ### 46. Very useful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Amine B. | Financial Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2024 **What do you like best about Upflow?** The tool is easy of use and allow us to collect cash efficiently. **What do you dislike about Upflow?** Sometimes invoices sent to Upflow are blocked **What problems is Upflow solving and how is that benefiting you?** Upflow is making cash collection easier We were able to connect it with our ERP system And this is saving us a lot of time **Official Response from Apoorv Jaiswal:** > We're glad to hear that you find Upflow easy to use and efficient for cash collection! Thank you for your feedback. ### 47. user friendly, easy to understand, easy to implement. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 29, 2024 **What do you like best about Upflow?** user friendly, easy to understand, easy to implement. We can keep track of the payments and dunnings made. The information is easily accessible. I like the fact that we can see whether the written dunnings were opened by the contact... **What do you dislike about Upflow?** more flexibility in terms of customisation would be welcomed **What problems is Upflow solving and how is that benefiting you?** we didn't have a collection tool. Upflow is enabling us to ensure all customer are being chase and we are now being able to keep the dunning history **Official Response from Apoorv Jaiswal:** > We appreciate your feedback on the user-friendliness of Upflow and are glad to hear that Upflow is helping you with collection efforts and dunning history. Thanks for your feedback! ### 48. A must-have to structure cash collection early on **Rating:** 5.0/5.0 stars **Reviewed by:** Julien C. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 02, 2024 **What do you like best about Upflow?** As an early stage start-up, we wanted to focus our efforts on the initiatives that would drive growth for our company. I was personally in charge of all business-related topics, and cash collection was one of them. However, it had no added-value for our business, so I decided to look for a product which could help us save time on cash collection, while ensuring stable collections for our business. **What do you dislike about Upflow?** I would add in-app recommendations to drive improvements on cash collection. Upflow has a lot of data coming from the billing systems, so I think it’d be interesting for the tool to suggest modifications to bring to the collections strategy. I think they were working on it at the time I left the company. **What problems is Upflow solving and how is that benefiting you?** - Save time to focus on higher added-value tasks - Build a framework around cash collection to ensure the business healthy cash-ins - Share the information with the top management **Official Response from Apoorv Jaiswal:** > Thank you for sharing your experience with Upflow! We're glad to hear that it has helped you save time and build a framework for cash collection. We appreciate your feedback, and are committed to continuously improving Upflow to meet your needs and provide reliable solutions to your AR challenges. ### 49. good utility **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2024 **What do you like best about Upflow?** The availability of the CSM is excellent, at the slightest request they are there. **What do you dislike about Upflow?** I have nothing to say about it for the moment. **What problems is Upflow solving and how is that benefiting you?** Assistance with recovery follow-ups ### 50. UpFlow: Deploy it once, and watch the magic unfold **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Online Media | Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Upflow?** What I appreciate most about Upflow is its unparalleled ease of use combined with powerful efficiency. It's like having a supercomputer dedicated to managing our collections - intuitive, fast, and incredibly smart. The dashboard is a work of art, providing clear, actionable insights at a glance. It's not just a tool; it's like having a financial wizard in our team, tirelessly ensuring our cash flow is optimized. Every interaction with Upflow adds value, making it an indispensable asset for our company. **What do you dislike about Upflow?** There is nothing that pops up as a downside **What problems is Upflow solving and how is that benefiting you?** Upflow has been a game-changer in accelerating customer payments. It's like a turbocharger for our accounts receivable process. By implementing Upflow, we've seen a significant decrease in the time it takes for customers to complete their payments - and it does all of this automagically **Official Response from Apoorv Jaiswal:** > We're thrilled to hear that Upflow has had such a positive impact on your collections management! Thank you for highlighting the ease of use and powerful efficiency of our platform. We're committed to providing actionable insights and optimizing cash flow for our users. - [View Upflow pricing details and edition comparison](https://www.g2.com/products/upflow-upflow/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+02%3A20%3A47+-0500&secure%5Bsession_id%5D=04fb6613-8dd5-44cb-aa48-d55f0aa4842a&secure%5Btoken%5D=a174ee1fed80a07305b710c97dd698643170685fd6cf9ce0b2b9802bb6a117e4&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 (238 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 (508 reviews)