--- 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

 ![Thibault H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Thibault H.")
TH

Thibault H.

Responsable Administratif et Financier

Small-Business (50 or fewer emp.)

10/30/2025

"Perfect Integration and Easy Use, But Visualization to Improve"

5/5

What do you like best about Upflow?

Easy to use, optimized settings with direct integration to our billing software Sellsy. Ideal for daily use and for effectively tracking customer collections. Review collected by and hosted on G2.com.

What do you dislike about Upflow?

A limited visualization on data transformation Review collected by and hosted on G2.com.

What problems is Upflow solving and how is that benefiting you?

Significant time savings regarding customer recovery. A clear and effective visualization of overdue invoices with details based on their age. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerIncentivizedSource: Seller inviteAI Translated

 ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software")
AC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

7/18/2025

"Upflow Transforms Collections"

4.5/5

What do you like best about Upflow?

What we like best about Upflow is its incredible effectiveness in automating and accelerating our cash collection process. It has truly transformed this critical area for our business, significantly improving our cash flow. Beyond its powerful core function, we greatly appreciate its seamless integration capabilities with our existing tools like Sellsy, Netsuite, and Salesforce, which makes it a central part of our financial operations. Finally, the platform's ease of use and straightforward implementation meant we could get up and running quickly and start seeing benefits almost immediately. We've been consistently very happy with the results. Review collected by and hosted on G2.com.

What do you dislike about Upflow?

While our overall experience with Upflow has been overwhelmingly positive, one area where we see room for improvement is its handling of multiple installments on an invoice. Also, we would like to be able to connect it to SSO when it will be compatible to SCIM to create users automatically. Review collected by and hosted on G2.com.

What problems is Upflow solving and how is that benefiting you?

Upflow is directly solving several critical problems for our business. Primarily, it has eliminated the time-consuming and often inconsistent manual process of chasing outstanding payments. Before Upflow, our team spent considerable effort on manual reminders and follow-ups, which was inefficient and prone to human error, often leading to delayed payments and strained customer relationships. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Alyssa C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alyssa C.")
AC

Alyssa C.

Sr Manager, Deal Desk

Mid-Market (51-1000 emp.)

5/21/2025

"Great Upflow Experience"

4.5/5

What do you like best about Upflow?

My favorite thing about Upflow is that I don't have to go into Stripe, NetSuite, or any of our billing platforms. Upflow consolidates everything into one place that I can easily access. The UI is so simple, organized, and very easy to use. It makes the collections process easier by pulling in customer emails and invoice reminders so everything I need is in Upflow. I'm excited to see how the company continues to enhance their product. Review collected by and hosted on G2.com.

What do you dislike about Upflow?

Minor suggestions would be to have payment terms and billing frequency pulled into Upflow so it's easy to see. Other than small layout suggestions, my Upflow experience has been great. Review collected by and hosted on G2.com.

What problems is Upflow solving and how is that benefiting you?

Saving time mostly. The interface is great and helps me streamline by day-to-day so I'm not scrolling through multiple systems to find what I need. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Matheus M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matheus M.")
MM

Matheus M.

Head of Finance

Mid-Market (51-1000 emp.)

6/3/2025

"Great Experience!"

5/5

What do you like best about Upflow?

We've been using Upflow for our collections process and couldn’t be happier with the results. It has significantly streamlined our workflows, making it much easier and faster to collect payments from our customers. The platform is intuitive and user-friendly, both for our team and for our clients.

One of the biggest improvements we’ve seen is the time saved—because Upflow automates much of the manual follow-up and provides real-time visibility into outstanding invoices, our finance team can now focus on more strategic tasks instead of chasing down payments.

Another huge plus is the client portal, which allows our customers to view their invoices and make payments directly, improving the overall experience and speeding up the process. On top of that, the automatic reconciliation with NetSuite is seamless, reducing errors and improving our month-end close efficiency.

The implementation was smooth, the support team is responsive and helpful, and the impact on our cash flow has been very positive. I highly recommend Upflow to any finance team looking to modernize and optimize their accounts receivable process. Review collected by and hosted on G2.com.

What do you dislike about Upflow?

One limitation we've encountered is the lack of automatic debit options for clients outside the U.S. This would be a valuable addition for global companies like ours and could further improve payment reliability and reduce friction. Review collected by and hosted on G2.com.

What problems is Upflow solving and how is that benefiting you?

Before Upflow, our finance team spent a significant amount of time tracking overdue invoices and following up with customers manually. Upflow automated this process, enabling consistent and timely communication with clients. We’ve seen faster collection cycles and reduced DSO (Days Sales Outstanding).

We used to rely on spreadsheets and fragmented systems to track collections. Upflow centralizes all our AR data, providing clear dashboards and aging reports. We now have real-time insights, which helps us prioritize and act faster.

By automating repetitive tasks, our finance team has more time to focus on strategic initiatives and analysis rather than collections admin. Better use of resources and higher-impact work. Review collected by and hosted on G2.com.

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6/26/2025
Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Johnathon N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Johnathon N.")
JN

Johnathon N.

Manager, A/R &amp; Collections

Mid-Market (51-1000 emp.)

3/28/2025

"Upflow: The Game-Changer in Collections Automation for Faster, Smarter Cash Flow"

5/5

What do you like best about Upflow?

If you’re looking for a way to simplify collections while improving cash flow, Upflow is a solid choice. I’ve worked with other tools before, but Upflow really helps us stay on top of everything related to collections.

The platform is easy to use, and most of the time it just runs in the background—our team only gets involved when we need to. One of the things that really stands out is the ability to customize workflows to different segments of clients, so we can customize outreach based on payment behavior.

Another massive advantage is that Upflow is also constantly improving. Their team is always pushing updates and new features, and it really does make a difference in terms of having streamlined processes. Upflow really does make it easy to utilize this tool on a daily basis every day.

And I have to give a shout-out to their support team—they made implementation and integration actually smooth and are always super quick to help whenever we have questions.

If you’re looking to streamline collections and keep cash flow moving, Upflow is definitely worth checking out! Review collected by and hosted on G2.com.

What do you dislike about Upflow?

With more recent feature releases, Upflow has exceeded our expectations in every way that we can think of at the moment—there’s nothing we’d change. Review collected by and hosted on G2.com.

What problems is Upflow solving and how is that benefiting you?

Upflow is helping us address some of the most significant business challenges related to accounts receivable and collections, including reducing late payments, reducing/ having an acceptable DSO, minimizing manual effort, enhancing client communication, having better visibility & control, simple integration & workflow Optimization. Overall, Upflow has transformed our collections process, making it more efficient, strategic, and successful. Review collected by and hosted on G2.com.

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4/10/2025
Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Julie R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie R.")
JR

Julie R.

Director of Finance

Mid-Market (51-1000 emp.)

9/16/2025

"Upflow makes AR enjoyable!"

5/5

What do you like best 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 quick to jump in and help! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems is Upflow solving and how is that benefiting you?

Saving valuable time in not having to do manual customer reachouts. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services")
AF

Verified User in Financial Services

Mid-Market (51-1000 emp.)

6/19/2025

"Streamlined AR Management and Effortless Collections"

5/5

What do you like best about Upflow?

Upflow has transformed how we handle accounts receivable. The platform is intuitive and easy to implement, and the automation of reminders and follow-ups has dramatically improved our collection times. The dashboard provides clear visibility into outstanding invoices and customer interactions, which makes it easy to prioritize and take action. The customer support team is responsive and always helpful whenever we need assistance or have questions. Overall, it saves us significant time and reduces manual work for our finance team. Review collected by and hosted on G2.com.

What do you dislike about Upflow?

So far, our experience with Upflow has been overwhelmingly positive. One area for improvement could be adding more customization options for email templates and follow-up sequences to better tailor them to different client segments. Additionally, a more detailed reporting feature would help us analyze trends over longer periods. Review collected by and hosted on G2.com.

What problems is Upflow solving and how is that benefiting you?

Upflow has helped us automate and streamline our entire accounts receivable process. It reduces the manual workload involved in tracking unpaid invoices and sending reminders, which saves our team valuable time. The tool ensures timely follow-ups, improves cash flow by accelerating collections, and provides clear visibility into outstanding payments. Overall, it has improved our DSO and strengthened our customer relationships by making our AR process more professional and efficient. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Human Resources](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Human Resources")
UH

Verified User in Human Resources

Mid-Market (51-1000 emp.)

10/20/2025

"Efficient System with Intuitive Templates and Automation"

4.5/5

What do you like best about Upflow?

I appreciate the automated actions, and I also find that the templates for manual actions are straightforward to use. Overall, the system is very efficient. Review collected by and hosted on G2.com.

What do you dislike about Upflow?

Probably the fact that some options are pretty limited like notes Review collected by and hosted on G2.com.

What problems is Upflow solving and how is that benefiting you?

Upflow is addressing the challenge of managing and streamlining accounts receivable processes. By providing real-time visibility into outstanding invoices, automated follow-ups, and insightful reporting, Upflow helps reduce manual work, improve cash flow, and decrease days sales outstanding (DSO).

\ also it improved communication with our customers Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

EL

Emilie L.

Controle de gestion

Small-Business (50 or fewer emp.)

10/30/2025

"Greatly Simplify the Recovery"

5/5

What do you like best about Upflow?

Upflow makes debt collection very easy to access Review collected by and hosted on G2.com.

What do you dislike about Upflow?

Upflow is a very comprehensive tool that currently has no negative aspects. Review collected by and hosted on G2.com.

What problems is Upflow solving and how is that benefiting you?

automatic recovery reminders, the overview of all overdue invoices Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller inviteAI Translated

 ![Ashley B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ashley B.")
AB

Ashley B.

financial operations

Small-Business (50 or fewer emp.)

1/11/2023

"Amazing tool that has greatly improved our collections process"

5/5

What do you like best about Upflow?

We love how upflow has improved our data surrounding cash collections and billing. It is customizable and they are always taking feature requests to improve. They have greatly lowered our DSO and improved the ease and speed of collecting payments from our customers! Review collected by and hosted on G2.com.

What do you dislike about Upflow?

Nothing at the moment as they are constantly adding in new features and improvements that I have brought up to them! Review collected by and hosted on G2.com.

What problems is Upflow solving and how is that benefiting you?

It solves our problem of having to send out manual collections emails and tracking that. It also allows us to include a link to our payment portal and w9. They have customized data analytics charts which we can tailor based on our needs. I love the new feature of campaigns as well which gives a nice push at end of month! Review collected by and hosted on G2.com.

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3/21/2025
Current UserValidated ReviewerSource: Organic

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##### Categories on G2

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