--- 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: '2026-08-09' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- ### Upflow Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users praise the **ease of use** of Upflow, appreciating its seamless integration and intuitive design for daily operations. [(23 mentions)](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1082248&qs=pros-and-cons#reviews) Users benefit from **time-saving automation** and streamlined workflows with Upflow, enhancing efficiency in credit control management. [(10 mentions)](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1084134&qs=pros-and-cons#reviews) Users highlight **excellent customer satisfaction** with Upflow, praising its ease of use and responsive support team. [(10 mentions)](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1084292&qs=pros-and-cons#reviews) Users value the **time-saving automation** in Upflow, significantly reducing hours spent on follow-ups and improving efficiency. [(10 mentions)](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1082273&qs=pros-and-cons#reviews) Users value the **collections efficiency** of Upflow, appreciating time-saving automated reminders and improved AR tracking. [(9 mentions)](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1082398&qs=pros-and-cons#reviews) Users find the **payment issues** with Upflow somewhat unprofessional and potentially misleading, affecting trust and clarity. [(4 mentions)](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1084026&qs=pros-and-cons#reviews) Users desire more flexibility in reporting, citing **inadequate reporting** options that limit customization and data manipulation. [(2 mentions)](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1082629&qs=pros-and-cons#reviews) Users find the **limited customization** of reports constraining, wishing for more flexibility in data presentation and filtering. [(2 mentions)](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1082692&qs=pros-and-cons#reviews) Users find the **limited functionality** regarding notes and live chat to be a frustrating aspect of Upflow. [(2 mentions)](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1080659&qs=pros-and-cons#reviews) Users express frustration with **missing features** like delayed overpayments and journals, impacting their workflow efficiency. [(2 mentions)](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1083532&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Upflow ##### 1. Ease of Use Users praise the **ease of use** of Upflow, appreciating its seamless integration and intuitive design for daily operations. [ See 23 mentions ](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1082248&qs=pros-and-cons#reviews) See Related User Reviews ![Saskia V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Saskia V.") SV Saskia V. 5.0/5 "Streamlined AR with Customizable Workflows" What do you like about Upflow? I like how customers can access the portal and mark any disputes or set a 'promise to pay'. We can also set up customers with different workflows depe VC Veronica C. Mid-Market (51-1000 emp.) 5.0/5 "Effortless Reporting and Payment Tracking Made Simple" What do you like about Upflow? I appreciate how easy it is to generate reports, whether I need a summary that covers all customers or a detailed report for a specific individual. I ##### 2. Automation Users benefit from **time-saving automation** and streamlined workflows with Upflow, enhancing efficiency in credit control management. [ See 10 mentions ](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1084134&qs=pros-and-cons#reviews) See Related User Reviews ![Zack M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Zack M.") ZM Zack M. 4.0/5 "Fantastic Onboarding, Needs Email Design Improvements" What do you like about Upflow? I appreciate Upflow's fantastic onboarding process and training, which made me feel very comfortable launching after preparing. Their payment portal i ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "Automated Follow-Ups Save Us Valuable Time" What do you like about Upflow? The time gained through automated follow-up tasks. ##### 3. Customer Satisfaction Users highlight **excellent customer satisfaction** with Upflow, praising its ease of use and responsive support team. [ See 10 mentions ](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1084292&qs=pros-and-cons#reviews) See Related User Reviews ![Pamela E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pamela E.") PE Pamela E. Mid-Market (51-1000 emp.) 5.0/5 "Transforms AR Management with Real-Time Insights and Automation" What do you like about Upflow? Upflow gives me a clear, real-time picture of our AR and makes it easy to stay on top of past-due customers. I love the automated reminder workflows, ![Julie R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie R.") JR Julie R. Mid-Market (51-1000 emp.) 5.0/5 "Upflow makes AR enjoyable!" What do you like about Upflow? Laurie and the support team are probably the best part of upflow. I like the ease of use of the platform, and when I am running into issues, they are ##### 4. Time-saving Users value the **time-saving automation** in Upflow, significantly reducing hours spent on follow-ups and improving efficiency. [ See 10 mentions ](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1082273&qs=pros-and-cons#reviews) See Related User Reviews ![Saskia V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Saskia V.") SV Saskia V. 5.0/5 "Streamlined AR with Customizable Workflows" What do you like about Upflow? I like how customers can access the portal and mark any disputes or set a 'promise to pay'. We can also set up customers with different workflows depe VC Veronica C. Mid-Market (51-1000 emp.) 5.0/5 "Effortless Reporting and Payment Tracking Made Simple" What do you like about Upflow? I appreciate how easy it is to generate reports, whether I need a summary that covers all customers or a detailed report for a specific individual. I ##### 5. Collections Efficiency Users value the **collections efficiency** of Upflow, appreciating time-saving automated reminders and improved AR tracking. [ See 9 mentions ](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1082398&qs=pros-and-cons#reviews) See Related User Reviews ![Pamela E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pamela E.") PE Pamela E. Mid-Market (51-1000 emp.) 5.0/5 "Transforms AR Management with Real-Time Insights and Automation" What do you like about Upflow? Upflow gives me a clear, real-time picture of our AR and makes it easy to stay on top of past-due customers. I love the automated reminder workflows, ![Kyle P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kyle P.") KP Kyle P. Mid-Market (51-1000 emp.) 5.0/5 "Well-built, well-backed, well worth it" What do you like about Upflow? Upflow just works. The platform is clean, easy to use, and integrates well with NetSuite. It’s helped us bring visibility, accountability, and structu ### 5 Cons or Disadvantages of Upflow ##### 1. Payment Issues Users find the **payment issues** with Upflow somewhat unprofessional and potentially misleading, affecting trust and clarity. [ See 4 mentions ](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1084026&qs=pros-and-cons#reviews) See Related User Reviews ![Zack M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Zack M.") ZM Zack M. 4.0/5 "Fantastic Onboarding, Needs Email Design Improvements" What do you dislike about Upflow? I think the actual deliverable, the email, seems like a tad bit scammy. Because it provides a link and there's payment information. We did put our cus ![Dimitrios K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dimitrios K.") DK Dimitrios K. Mid-Market (51-1000 emp.) 5.0/5 "User-Friendly Platform That Streamlines Workflows" What do you dislike about Upflow? Overpayments and journals have still not been displayed up to this point. ##### 2. Inadequate Reporting Users desire more flexibility in reporting, citing **inadequate reporting** options that limit customization and data manipulation. [ See 2 mentions ](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1082629&qs=pros-and-cons#reviews) See Related User Reviews VC Veronica C. Mid-Market (51-1000 emp.) 5.0/5 "Effortless Reporting and Payment Tracking Made Simple" What do you dislike about Upflow? I would prefer if reports could be downloaded in a consistent format. Additionally, the system does not permit making changes to custom fields within ![Pamela E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pamela E.") PE Pamela E. Mid-Market (51-1000 emp.) 5.0/5 "Transforms AR Management with Real-Time Insights and Automation" What do you dislike about Upflow? The main downside is that some reporting and filtering can feel a bit rigid when I want to slice data in very specific ways. There are moments where I ##### 3. Limited Customization Users find the **limited customization** of reports constraining, wishing for more flexibility in data presentation and filtering. [ See 2 mentions ](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1082692&qs=pros-and-cons#reviews) See Related User Reviews VC Veronica C. Mid-Market (51-1000 emp.) 5.0/5 "Effortless Reporting and Payment Tracking Made Simple" What do you dislike about Upflow? I would prefer if reports could be downloaded in a consistent format. Additionally, the system does not permit making changes to custom fields within ![Pamela E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pamela E.") PE Pamela E. Mid-Market (51-1000 emp.) 5.0/5 "Transforms AR Management with Real-Time Insights and Automation" What do you dislike about Upflow? The main downside is that some reporting and filtering can feel a bit rigid when I want to slice data in very specific ways. There are moments where I ##### 4. Limited Functionality Users find the **limited functionality** regarding notes and live chat to be a frustrating aspect of Upflow. [ See 2 mentions ](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1080659&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 4.5/5 "Efficient System with Intuitive Templates and Automation" What do you dislike about Upflow? Probably the fact that some options are pretty limited like notes ![Julie R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie R.") JR Julie R. Mid-Market (51-1000 emp.) 5.0/5 "Upflow makes AR enjoyable!" What do you dislike about Upflow? Live chat would be great, as well as an easier way to remind customers regardless of where they are in their flow. ##### 5. Missing Features Users express frustration with **missing features** like delayed overpayments and journals, impacting their workflow efficiency. [ See 2 mentions ](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bsentiment_snippet%5D=1083532&qs=pros-and-cons#reviews) See Related User Reviews ![Dimitrios K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dimitrios K.") DK Dimitrios K. Mid-Market (51-1000 emp.) 5.0/5 "User-Friendly Platform That Streamlines Workflows" What do you dislike about Upflow? Overpayments and journals have still not been displayed up to this point. ![Daniel R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniel R.") DR Daniel R. Mid-Market (51-1000 emp.) 5.0/5 "Upflow is the perfect tool to automate our collections process" What do you dislike about Upflow? Due to our complex business model we are not able to have the most updated information since the synchronization on our end depends on manual tasks ![Saskia V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Saskia V.") SV Saskia V. 1/14/2026 "Streamlined AR with Customizable Workflows" 5/5 What do you like best about Upflow? I like how customers can access the portal and mark any disputes or set a 'promise to pay'. We can also set up customers with different workflows depending on their payment history so we do not use a one size fits all approach. I also like how we can customize reporting depending on our needs which saves time within our team. Review collected by and hosted on G2.com. What do you dislike about Upflow? It would be good to understand how their reporting metrics are calculated, also to set up a report that can be used by other users. Review collected by and hosted on G2.com. What problems is Upflow solving and how is that benefiting you? We Upflow to send automated chasers, eliminate manual reporting, and allow customers to view outstanding invoices. It lets them mark disputes or set a 'promise to pay', and we customize workflows based on payment history, saving time for our team. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Léon C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Léon C.") LC Léon C. Chef de projet opérationnel Mid-Market (51-1000 emp.) 11/25/2025 "Intuitive interface and effective follow-ups, a real time saver" 4.5/5 What do you like best about Upflow? What I appreciate most about Upflow is the exceptional quality of the interface. Everything is clear, organized, and designed to save time. Setting up reminders is extremely simple, whether it involves automations, templates, or customized scenarios. The tool is intuitive, even for someone who is not an expert in collections, which makes it easy to deploy among several team members. The visualization of outstanding amounts, delays, payments, and customer behaviors is also very powerful: you can access priority files and urgent actions at a glance. Integration is quick, and daily monitoring is smooth and pleasant. Review collected by and hosted on G2.com. What do you dislike about Upflow? There is no major drawback, but if an area for improvement had to be suggested, it would be the addition of some advanced reporting options, particularly to further customize tables or combine multiple complex filters. Some integrations could also go a bit further to avoid having to make manual adjustments in certain specific cases. However, nothing is blocking: these are possible optimizations for demanding teams. Review collected by and hosted on G2.com. What problems is Upflow solving and how is that benefiting you? Upflow solves several key issues: The lack of visibility on outstanding amounts and delays. The time lost in making manual follow-ups or tracking clients across multiple tools. The difficulty of structuring a clear collection process within an operational team. The prioritization of actions when there is a large volume of clients to follow. Thanks to Upflow, our collection management is much smoother, centralized, and proactive. Automatic follow-ups free up our time, dashboards help us make better decisions, and teams now have a clear view of the actions to be taken. This directly results in an improvement in cash-in and a reduction in payment delays. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller inviteAI Translated ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 10/29/2025 "Upflow's brilliant functionality" 5/5 What do you like best about Upflow? As someone working in credit control, maintaining consistent communication with customers is essential. Upflow streamlines this process by allowing us to create and customise workflows that guide our customers through each step. Within these workflows, dunning emails are automatically sent at scheduled times we set, ensuring all customers receive timely reminders and supporting improved cash collection. There is also the flexibility to choose whether certain emails are sent manually, which is particularly useful as situations escalate and a more personal approach is needed. Upflow further enhances our operations by enabling the creation of smart rules, allowing us to group customers into different categories based on our chosen criteria. This feature helps us stay aligned with our internal procedures. Additionally, the customer support team has been extremely helpful. Whenever we submit a query, we typically receive a response with solutions within the same working day. Review collected by and hosted on G2.com. What do you dislike about Upflow? I honestly can't find any drawbacks to Upflow. The platform offers just the right amount of customization, allowing us to tailor the tools to fit exactly how we want to use them. Review collected by and hosted on G2.com. What problems is Upflow solving and how is that benefiting you? As our business grows, we have an increasing number of customers who need to be contacted and reminded about their upcoming or overdue invoices. Upflow helps us maintain consistent communication with all of them by enabling us to set up effective workflows. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Manon T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Manon T.") MT Manon T. CSM Mid-Market (51-1000 emp.) 9/23/2025 "Great experience" 5/5 What do you like best about Upflow? What I like best about Upflow is how intuitive and user-friendly the platform is. The interface makes it really easy to follow up on outstanding invoices and keep track of payments. I also appreciate the visibility it gives on the overall cash flow situation, everything is clear, structured, and accessible in just a few clicks. The reminders and automated workflows are also a huge time saver for our team, helping us stay consistent and professional in our communication with clients. Review collected by and hosted on G2.com. What do you dislike about Upflow? Honestly, there isn’t anything I really dislike about Upflow. The platform works smoothly, is very intuitive, and perfectly fits our needs. Every feature feels well thought out, and the user experience keeps improving over time, so there’s really nothing to complain about. Review collected by and hosted on G2.com. What problems is Upflow solving and how is that benefiting you? Upflow is solving the problem of tracking and managing outstanding invoices in a very efficient way. Before using it, keeping an overview of who owes what and when payments were due was time-consuming and sometimes stressful. Now, the platform automates reminders, centralizes all information in one place, and gives clear visibility on our cash flow. This not only saves time for our team but also helps us maintain professional relationships with our clients, reduce late payments, and have a much smoother financial process overall. Review collected by and hosted on G2.com. Show More 10/24/2025 Validated ReviewerIncentivizedSource: Seller invite ![Charlène A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Charlène A.") CA Charlène A. cash collector Mid-Market (51-1000 emp.) 11/17/2025 "Very simple and fluid software. Always evolving." 5/5 What do you like best about Upflow? The fact of knowing if the client has acknowledged the reminders sent and their direct connection with our accounting. The speed of resolution to the various problems that we may encounter. Review collected by and hosted on G2.com. What do you dislike about Upflow? the inability to select multiple invoices at the same time and the fact that credit notes are not directly on the homepage following the invoices. Unfortunately, this skews the amount of reminders. not being able to modify customer addresses directly on Upflow in order to send the notices of default. Review collected by and hosted on G2.com. What problems is Upflow solving and how is that benefiting you? I waste less time on certain follow-ups thanks to instant updates. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller inviteAI Translated ![Kyle P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kyle P.") KP Kyle P. Financial Controller Mid-Market (51-1000 emp.) 8/13/2025 "Well-built, well-backed, well worth it" 5/5 What do you like best about Upflow? Upflow just works. The platform is clean, easy to use, and integrates well with NetSuite. It’s helped us bring visibility, accountability, and structure to AR collections without heavy lifting. But the best part? The team. Every person I’ve worked with—from sales to onboarding to support—has been responsive, knowledgeable, and refreshingly honest. No overselling, no fluff. Review collected by and hosted on G2.com. What do you dislike about Upflow? We haven't had any major issues, and the few hiccups (mainly on the NetSuite side) were resolved quickly by support. Review collected by and hosted on G2.com. What problems is Upflow solving and how is that benefiting you? Upflow helps us streamline AR workflows, stay on top of outreach, and reduce the manual burden of collections. It’s made it easier to report AR performance internally and to our sponsors. Our customers also love having a portal where they can view open invoices and make payments directly — it’s made the payment experience much smoother. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Amanda S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amanda S.") AS Amanda S. Staff Accountant Mid-Market (51-1000 emp.) 6/18/2025 "This software gave me time back!" 5/5 What do you like best about Upflow? Upflow has made sending client emails incredibly seamless. Once the workflows are properly set up, sending AR communications is as simple as clicking ‘send.’ Before Upflow, it could take me a day or two to complete this process. Now, I’m able to significantly reduce the time spent on sending emails, which has freed me up to take on additional responsibilities and continue growing in my role. Several features allow you to customize each workflow or smart rule to ensure client emails are specifically tailored to that customer, versus a general "robotic" email. Review collected by and hosted on G2.com. What do you dislike about Upflow? One downside of Upflow is the inability to remove unnecessary or inactive clients from the platform, which can create clutter and confusion. Additionally, not allowing customers to make partial payments limits flexibility and can complicate the payment process for some clients. Review collected by and hosted on G2.com. What problems is Upflow solving and how is that benefiting you? Before implementing Upflow, it would often take me a day or two to send emails to our customers. Since go-live, that time has been significantly reduced, allowing me to take on additional responsibilities and further develop in my role. Review collected by and hosted on G2.com. Show More Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconCurrent UserValidated ReviewerIncentivizedSource: Seller invite ![Elisa R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elisa R.") ER Elisa R. Accounting Manger Small-Business (50 or fewer emp.) 6/2/2025 "When you want to see your AR grow choose Upflow" 5/5 What do you like best about Upflow? Upflow has dramatically changed the way we do our AR process. Originally everything was done manually with Google spreadsheets and sending out emails from one accounting email. Now we're able to have a team of people all working on the same accounts, organize, documented and all correspondence clearly available. Upflow has made it so that we went from 35k a year to over $700,000 in revenue the next. Its all thanks to its automation and ability to link my team members into conversations with clients so that everybody was on the same page Review collected by and hosted on G2.com. What do you dislike about Upflow? I dislike not having the ability to send emails not park of the workflow and have them show up in the timeline. Review collected by and hosted on G2.com. What problems is Upflow solving and how is that benefiting you? Upflow has dramatically changed the way we do our AR process. Originally everything was done manually including Google spreadsheets and sending out emails that only one person can see or respond to. Now we're able to have a team of people all working on the same accounts, organize, documented and all clear correspondence. All correspondence clearly available. Upflow has made it that has made it so that we went from 35k a year to over $700,000 the next and that was because of its automation and its ability to link my team members into conversations with clients so that everybody was on the same page Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic Review from Pop Up ![Geoffrey A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Geoffrey A.") GA Geoffrey A. CTO Small-Business (50 or fewer emp.) 4/25/2023 "A good overall experience" 5/5 What do you like best about Upflow? I like the fact Upflow Support listens to their customers. We've been here since the beginning, and we have seen the product evolve with us. Every single blocking point has been handled carefully by Upflow, and we're near a finished flowless product now. Review collected by and hosted on G2.com. What do you dislike about Upflow? Maybe because we arrived early in the game, but we had to face several issues, but they all have been addressed. I would like a change in the pricing plan to only consider invoices (open and waiting for payment) handled by the system and not all invoices. As a recurring SAAS, many of our invoices come from subscriptions, and there is no need to take them in Upflow. Review collected by and hosted on G2.com. What problems is Upflow solving and how is that benefiting you? Upflow handles the communication between our customers with a failed payment and our agents. It allows us to have a strict planning and task list. It lets us follow our agent productivity. Review collected by and hosted on G2.com. Show More 8/31/2025 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 6/3/2026 "Easy to Use and Makes Finding the Right Billing Data Simple" 5/5 What do you like best about Upflow? It’s easy to use, and it makes it simple to find the correct billing data when I need it. Review collected by and hosted on G2.com. What do you dislike about Upflow? Buffer speed when switching between accounts. Review collected by and hosted on G2.com. What problems is Upflow solving and how is that benefiting you? Organizing all client billing and invoices in one place. Review collected by and hosted on G2.com. 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