--- 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. A must have tool for AR purpose **Rating:** 5.0/5.0 stars **Reviewed by:** Cédric P. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Upflow?** Easy to use, easy to set up, easy to modify It allows us to maximize the time spent on dunning process It's also really pleasant to be supported by the Upflow Teams when we share feedbacks, when we ask for some new features. From my perspective, it's a really must have software for AR Teams. I really really recommand this tool. **What do you dislike about Upflow?** Nothing is bad with this software The whole team is listening to customers to regularly improve their tool **What problems is Upflow solving and how is that benefiting you?** Upflow ease the dunning process by API integrations and automations In our company, which has 4 people in the AR Team, it allows us to maximize the time spent on the dunning process We can also track the activities done and the AR Statistics (dunning efficiency, AR Aging, number of tasks...) ### 2. Very usefull **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2024 **What do you like best about Upflow?** The fact that relaunch our clients to pay is very easy now **What do you dislike about Upflow?** it would be helpier if Upflow could call for us on the second step of the relaunch (after the mail part) **What problems is Upflow solving and how is that benefiting you?** relaunch of unpaid bill **Official Response from Apoorv Jaiswal:** > We're happy to hear that Upflow is helping with the relaunch of unpaid bills. We appreciate your feedback and will take your concerns into consideration for future improvements. ### 3. UPFLOW makes daily recovery tasks easier for me **Rating:** 5.0/5.0 stars **Reviewed by:** Mohamed K. | Account Receivable Specialist , Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2024 **What do you like best about Upflow?** it is a complete software, with several types of reminders, effective features,personalized monitoring and a well-detailed analytical part **What do you dislike about Upflow?** For the moment, I am very satisfied, nothing to report **What problems is Upflow solving and how is that benefiting you?** Cash collection problems **Official Response from Apoorv Jaiswal:** > We're delighted to hear that Upflow is streamlining your AR processes. Thank you for sharing your positive experience! ### 4. Great experience - I don't regret working with Upflow **Rating:** 5.0/5.0 stars **Reviewed by:** Feriel T. | Admin and Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2023 **What do you like best about Upflow?** Easy and quick to implement as workflows can bu duplicated. Great reportings. Automated dunning and synchronization with our billing tool. Best Customer Support! Thanks Vanessa :D **What do you dislike about Upflow?** I don't have any downsides to mention here. **What problems is Upflow solving and how is that benefiting you?** Dunning used to be much work and time consuming for us. **Official Response from Apoorv Jaiswal:** > Thank you for your positive feedback! We're glad to hear that our easy implementation, great reporting, and automated dunning features have been beneficial for your business. We appreciate your support and look forward to continuing to meet your needs. ### 5. Conformity to requirements, reliability and ergonomics **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 04, 2024 **What do you like best about Upflow?** easy to use saves time numerous settings availability of after-sales service **What do you dislike about Upflow?** I don't know, because it meets all our needs at the moment. **What problems is Upflow solving and how is that benefiting you?** dunning by invoice now possible the delay of certain internal accounting accounts **Official Response from Aashima Lamba:** > Thank you for highlighting the ease of use, time-saving features, and availability of after-sales service. We're committed to continuously improving Upflow to meet your needs and provide reliable solutions to your AR challenges. ### 6. Upflow is a day-to-day game changer tool for monitoring cash collection at Selency. **Rating:** 4.0/5.0 stars **Reviewed by:** Quentin P. | Finance Ops Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2023 **What do you like best about Upflow?** Using upflow at Selency is very helpful namely thanks to the API connection to out invoicing tools : quickbooks & pennylane now. Our account manager is listening and professional which makes the experience very smooth. **What do you dislike about Upflow?** Honestly, I don't see much what we don't like in Upflow. Maybe one point would be the possibility to personnalise DSO calculation since each company review its own metrics concerning cash collection. Another point would be to be able to personalize charts & graphs. **What problems is Upflow solving and how is that benefiting you?** We use upflow to monitor our B2B accounts receivables and automatize the process of contacting clients to improve cash collection. It enables us to have a better view on our performance over the cash collection on a monthly basis. ### 7. Easy-to-use interface **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Furniture | Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2024 **What do you like best about Upflow?** Easy to use, the information is visible **What do you dislike about Upflow?** Nothing very important, but perhaps to be able to do a search with an invoice number **What problems is Upflow solving and how is that benefiting you?** He helps us a lot with payment collection **Official Response from Apoorv Jaiswal:** > We are happy to learn that you find Upflow easy to use and that our tool facilitates your collection processes. Thank you for your feedback! ### 8. Upflow helps me a lot in my everyday life **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Upflow?** -Super easy to use -The support is very reactive -Time saver **What do you dislike about Upflow?** Honnestly, there is nothing I don't like about Upflow, everything is great **What problems is Upflow solving and how is that benefiting you?** The flow of client I have to collect money from is huge and Upflow helps me keep track and automate the process for me to have less manual actions **Official Response from Apoorv Jaiswal:** > We're thrilled to hear that Upflow has been a valuable time-saving tool for you! We appreciate your positive feedback about our user-friendly interface and responsive support. ### 9. Upflow makes AR workflow management a breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Upflow?** The workflows are extremely helpful in managing followups with clients on unpaid balances, which includes a link to their portal where they can download the invoices and pay them as well. Also, the ease of being able to send invoices out to multiple clients all at once is extremely helpful. **What do you dislike about Upflow?** To make a universal change requires making the change on each and every workflow, which is a bit cumbersome when there are multiple workflows at play. **What problems is Upflow solving and how is that benefiting you?** It helps us solve our scalability problems with respect to Accounts Receivable. Being able to send multiple invoices at once and manage the collections process is extremely helpful. ### 10. Very easy to use and knowledgeable service desk **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Translation and Localization | Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2024 **What do you like best about Upflow?** Within short time frame one gets full overview of the A/Rs, can easily avoid loss in cash flow **What do you dislike about Upflow?** No real downsides I can think of, it is good value for money **What problems is Upflow solving and how is that benefiting you?** Gives visible and clear status every day, we have the needed finger on the pulse on A/R. The accounting system we use is not able to give such reports **Official Response from Apoorv Jaiswal:** > We're glad to hear that Upflow is providing you with a full overview of your A/Rs and helping you avoid cash flow loss. Thank you for your positive feedback! ### 11. Great platform and reactivity from everybody **Rating:** 5.0/5.0 stars **Reviewed by:** Erwann D. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Upflow?** Upflow is really useful for our day-to-day activities because it centralizes everything and helps us to coordinate everything. Moreover I had an insight for them and they reacted very quickly to improve our experience. **What do you dislike about Upflow?** It can be complex to do but if we could link the payment platform such as Stripe or Gocardless to go directly from Upflow to these platform, we could gain even more time. **What problems is Upflow solving and how is that benefiting you?** Upflow is centralizing a lot of informations about the clients and their progression in our process. This leads to a massive time saving in our day-to-day activities **Official Response from Aashima Lamba:** > Hi Erwann, we appreciate your feedback and are thrilled to know that you're finding so much value in our platform. ### 12. Upflow helps us reduce our DSO and achieve our KPIs. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Upflow?** Ease of use, ease of integration with our other software, availability and responsiveness of support, various features (analytics, view by clients, by invoices...), ability to create follow-up plans tailored to our needs, daily use. **What do you dislike about Upflow?** Desirable improvement: ability to customize one's portal (select the information one wants to monitor as a priority). **What problems is Upflow solving and how is that benefiting you?** The recovery of customer debts and the resolution of billing disputes. **Official Response from Apoorv Jaiswal:** > We are happy to learn that Upflow has contributed to achieving your goals. Your feedback on ease of use, integration, support, and the richness of features is valuable to us. Thank you! ### 13. A life saver for collections **Rating:** 5.0/5.0 stars **Reviewed by:** Kacey D. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2023 **What do you like best about Upflow?** My favorite feature Upflow has to offer is the customer invoice portal. My team and I personally use this feature daily and it is an awesome tool to give customers a summary of their account in real-time. **What do you dislike about Upflow?** At first, the system was a bit difficult to get used to, as far as setting up workflows. However, once you get over the learning curve it becomes much easier to use. **What problems is Upflow solving and how is that benefiting you?** Automatically reaching out to overdue customers, basically adding another employee to our team that tracks our companies collections efforts and does the manual and hard work for us. ### 14. Perfect tool for freelancers and small agencies **Rating:** 4.0/5.0 stars **Reviewed by:** 🍺 Sunny G. | Senior Software Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2023 **What do you like best about Upflow?** It is very easy to use, it does not require to be a technical person. You can easily use that.good dashboard and all usefull links available in front. You can easily handle invoices and many more things. **What do you dislike about Upflow?** It is quite difficult, at the beginning, to put the email in each invoice sending. **What problems is Upflow solving and how is that benefiting you?** As I am freelancer also so need to manage and send invoices. So it's recommended to follow the instructions and it can be a great fit. ### 15. The essential tool for recovery **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2023 **What do you like best about Upflow?** A very comprehensive tool for automating and personalizing follow-ups through different plans. Very simple tracking and simplified cross-team communication. Many possible integrations (Netsuite, Chargebee, Slack, Salesforce...) A team that is very attentive to customer needs, which allows for new features regularly. **What do you dislike about Upflow?** The tool is comprehensive, but better customization of KPIs would be great! Being able to automatically assign follow-up plans as well, but that's in the pipeline. **What problems is Upflow solving and how is that benefiting you?** Reduce the DSO, complete view of each unpaid invoice, and better tracking. ### 16. Upflow offer an easy way to recover unpaid invoices **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2023 **What do you like best about Upflow?** Getting started is easy. There are a lot of features in order to have statistics. It's a day to day tool. **What do you dislike about Upflow?** Some improvements such as filters and xlsx exports are missing **What problems is Upflow solving and how is that benefiting you?** We aim to reduce unpaid bills and get customers back on track ### 17. Amazing tool especially if you use Netsuite **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2023 **What do you like best about Upflow?** - Simplicity to use and setup - Integration with Netsuite is flawless - Great reporting tool - ROI is happening super quick **What do you dislike about Upflow?** - Maybe having more dunning template could be useful, but it's nit picking **What problems is Upflow solving and how is that benefiting you?** It's helped me reduce my DSO **Official Response from Apoorv Jaiswal:** > Thank you for the positive feedback! We're glad to hear that Upflow's simplicity, integration with Netsuite, and reporting capabilities have made a positive impact on your DSO. We understand the value of having more dunning templates and will take note of your suggestion for future enhancements. We appreciate your support! ### 18. Easy to use and such a game changer **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 04, 2024 **What do you like best about Upflow?** The easy implementation and how easy it is to teach **What do you dislike about Upflow?** The payments options are not always helpful for all the companies (it is minor detail!) **What problems is Upflow solving and how is that benefiting you?** It was making collections more streamlined, trackable and effective **Official Response from Aashima Lamba:** > We're thrilled to hear that you find Upflow easy to use and a game changer! It's great to hear that Upflow has made collections more streamlined, trackable, and effective for you. Your support and feedback is very valuable to us and will be taken into account for future enhancements. ### 19. Lionel Klein Review **Rating:** 5.0/5.0 stars **Reviewed by:** Lionel K. | Senior Manager chez 2CFinance | Part-time CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Upflow?** It's a problem solving company, by the software itself, and the team willing to help you **What do you dislike about Upflow?** I'm impateient to see the new features... **What problems is Upflow solving and how is that benefiting you?** Decrease the DSO. Cash impact is direct ### 20. My experience with Upflow has been stress-free and easy to learn. **Rating:** 4.5/5.0 stars **Reviewed by:** Pricilla F. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2023 **What do you like best about Upflow?** What I like best about Upflow are the To-Do, Dashboard, and workflow functions. It helps AR specialists manage their time and stay organized. The customer portal is very convenient for customers to access their invoices. **What do you dislike about Upflow?** I believe changing the mass of data is time-consuming if it's a large company with a lot of customers. Exporting reports causes delays, and the excel report crashes sometimes. **What problems is Upflow solving and how is that benefiting you?** Upflow is helping with the automatic emails to the customer the AR team cannot get to due to the large volume. Upflow is also supporting the team in managing late-paying customers. ### 21. Very efficient recollection tool **Rating:** 4.5/5.0 stars **Reviewed by:** David G. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Upflow?** Great UX Good pace to develop new features to answer users' needs Very reactive customer support **What do you dislike about Upflow?** Still missing VoIP feature to allow recollection calls from Upflow (but being developed) **What problems is Upflow solving and how is that benefiting you?** Recollect as automatically as possible late repayments from clients + structure my manual recollection actions through workflows. ### 22. It has helped so much with my collection efforts **Rating:** 5.0/5.0 stars **Reviewed by:** Melisssa K. | Senior Accounts Receivable Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Upflow?** You can automate emails to customers, and I can create separate workflows for specific accounts. I can see where my DSR total is at a glance. It shows the amount that is at risk and the current outstanding balances. I get reports each week that show the amount collected that week. If I have a report or anything I would like to see, I can reach out to my account representative, and he will assist or work with their development team to see if they can add what I am needing. I like that I can filter the customer account in multiple ways to find what I want. This system really does make my collections so much easier. **What do you dislike about Upflow?** They are still working on the analytics part of the software. But you can ask for what you need, and they work quickly to add that to the system. I want to be able to add the attachments and screenshots to the note section of the invoices, but it is in the works. Would like the amounts I put in the cash forecast would stay. I have only attempted it once, and they did not stick. But I have not mentioned that to them yet. If I change a workflow, it will restart every invoice in that workflow completely from the start again. When first setting up the workflow, existing invoices will start from the beginning of the workflow. It will not pick up from where the invoice should be in the workflow. **What problems is Upflow solving and how is that benefiting you?** I do not have to send out manual emails to customers. No more printing off invoices and sending out personal emails. Upflow does all that for me; it saves me so much time. Workflows allow me to handle sets of customers needing more attention, unlike someone who does not need as much hand-holding. I can set up the workflows to send emails out, and whatever period I want, and it can add account managers to emails or make some manual so that I can monitor accounts. It will send me an email for the email addresses of customers that are no longer working. I can add notes to the invoice on a customer's account if there is an issue with an invoice. It will have my and the customer's responses, so I have the emails in one place to review. ### 23. very useful, fast support **Rating:** 5.0/5.0 stars **Reviewed by:** Réka S. | Financial Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Upflow?** amazingly quick when asking for new features, i like the automatic dunnings, the workflows are easy to set up and use, i can add different contacts anytime, we are fast, i see where i need to step in **What do you dislike about Upflow?** all works fine, easy to use, whenever i feel like something is missing, it is either added to the road map or it is resolved in 5 days, all the work that needs to be done is internal with my developers what i do not like to use and almost used by mistake is the letter (which would have cost me something) I think it would be great if I could add different type of contacts, not just those 4 **What problems is Upflow solving and how is that benefiting you?** communicating with clients while the emails are going out automatically and will not be in spam , i feel like i have more time to do more tasks that do not need manual work. ### 24. UpFlow **Rating:** 5.0/5.0 stars **Reviewed by:** Martial M. | Chargé de facturation et de recouvrement, Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2022 **What do you like best about Upflow?** The synchronization of invoices that works really well and the ability to attach payments via CSV imports. **What do you dislike about Upflow?** the fact that one cannot re-edit invoices from UPflow if a mistake is made on a detail, for example, so if I take the example of 100 invoices where the billing address is incorrect, for instance, I have no possibility to re-edit them and I am forced to do them manually. **What problems is Upflow solving and how is that benefiting you?** The automatic issuance of invoices for our different clients. This is very practical in the sense that for a fairly large portfolio in a service sector, it is quite convenient and a big time saver. Also, the ability to host a history that allows the user to have a record of all transactions carried out with a particular client. ### 25. Incredibly efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2023 **What do you like best about Upflow?** Upflow is easy to use, updates are extremely fast. The Upflow team is always available and ready to solve our problems as quickly as possible. **What do you dislike about Upflow?** I love everything. Even the little bugs cannot not be loved. **What problems is Upflow solving and how is that benefiting you?** There is no particular problem, only requests for new features. ### 26. Improving Revenue Collections **Rating:** 4.5/5.0 stars **Reviewed by:** Douglas O. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2023 **What do you like best about Upflow?** You don't need to code. Emails to customers can be automated. Excellent customer support. It is easy to set up work. Insightful metrics, easy to use and interactive UI **What do you dislike about Upflow?** Partial payments are not supported. Little graph and chartflows. personalization. **What problems is Upflow solving and how is that benefiting you?** Makes it easier to collect pending payments from customers. Automated email reminders and invoices are generated and sent to customers which saves time and effort spent reminding them to pay up. ### 27. A dedicated team **Rating:** 5.0/5.0 stars **Reviewed by:** Géraldine A. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2023 **What do you like best about Upflow?** The tool is very easy to use and understand. Our CSM is really present to help, and try to go around how we use the product, and not how we should use it. It is greatly appreciated **What do you dislike about Upflow?** Nothing I particularly dislike. Just some development axes I shared to have an even better tool **What problems is Upflow solving and how is that benefiting you?** The dunning process being automated, we are saving a lot of time on cash collection in our weekly tasks ### 28. Very easy and complete accounts receivable software **Rating:** 5.0/5.0 stars **Reviewed by:** Karla R. | FINANCE ASSISTANT, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2022 **What do you like best about Upflow?** I like how easy and simple it is to use, not only for me but for the other teams involved in the collection process. I also really like the metrics that I have access to with upflow **What do you dislike about Upflow?** What I don't like about upflow is that I can't verify that the rest of the team are accessing the program nor check if they have completed their "to-do lists". Also, I have noticed some discrepancies between the aged balance in upflow with my invoicing software. **What problems is Upflow solving and how is that benefiting you?** I really like all the metrics they have included and that we can set our cash collection goals because this makes my job easier when verifying that we are in the right path. ### 29. CFO **Rating:** 4.5/5.0 stars **Reviewed by:** Xavier S. | Co-founder CMC Investments, Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2023 **What do you like best about Upflow?** Analytical tool and analysis of the cash collection moment - Collaborative tool **What do you dislike about Upflow?** The method of calculating DSO remains debatable **What problems is Upflow solving and how is that benefiting you?** Automation of Customer Debt Collection ### 30. Useful tool of analytics of DSO **Rating:** 4.0/5.0 stars **Reviewed by:** Eléonore D. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2023 **What do you like best about Upflow?** The analytics and the easy connection different tools of invoice. I also value the interactive part of Upflow. Each projet owner and account manager can have access to their clients within the tool. **What do you dislike about Upflow?** There could be more analytics about the DSO Could add more attractive colors as well. **What problems is Upflow solving and how is that benefiting you?** Helps to calculate our DSO and sends automatic emails to clients who take time paying. ### 31. Communication, Visibility, and Increased Process Flows **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremiah B. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** January 13, 2023 **What do you like best about Upflow?** The ability to communicate effectively with our customers. Give the customer more visibility to their purchase and the ease to transact with us! Smooth processes. **What do you dislike about Upflow?** I do not prefer the term dislike. There's always room in a roadmap for improvement in a fast-paced world, so I would always encourage Reporting Reporting Reporting! **What problems is Upflow solving and how is that benefiting you?** The software solves our problems of communicating with our customers effectively and on time while creating a smooth transaction timeline. ### 32. Helps manage AR professionally **Rating:** 3.5/5.0 stars **Reviewed by:** Xavier S. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Upflow?** The ability to automate the management of accounts receivable **What do you dislike about Upflow?** Does not integrate with ERP solutions: SAP, Oracle,... **What problems is Upflow solving and how is that benefiting you?** Automates the collection of AR's includding dunning and direct debit ### 33. Great product **Rating:** 4.5/5.0 stars **Reviewed by:** Michael S. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2023 **What do you like best about Upflow?** Really good product. Automates a lot of the workflow around chasing invoices, providing customers with a portal. **What do you dislike about Upflow?** Only point so far is that if using Upflow to send invoices, it doesn't attach a pdf to the email, and just sends a link to the invoice, which doesn't work with customer OCR systems **What problems is Upflow solving and how is that benefiting you?** Resource required to chase invoices ### 34. Such a great experience **Rating:** 4.0/5.0 stars **Reviewed by:** Pierre L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Upflow?** Very good experience with Uplfow and all its tools **What do you dislike about Upflow?** Nothing I dislike during my Upflow using **What problems is Upflow solving and how is that benefiting you?** It allowed the compy to follow all the clients credit ### 35. Wonderful experience ! **Rating:** 3.5/5.0 stars **Reviewed by:** Pierre L. | Bras Droit du CEO / Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2023 **What do you like best about Upflow?** Upflow is so easy to use. The automatic tools are perfect for our company. **What do you dislike about Upflow?** There is no reason to dislike Upflow, everything is helpful. **What problems is Upflow solving and how is that benefiting you?** Upflow helped us to contact each customer to the best deadline so it was so practical to follow all my steps. ### 36. Up Flow review **Rating:** 4.0/5.0 stars **Reviewed by:** Linoy R. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2023 **What do you like best about Upflow?** The integration with the NetSuite system **What do you dislike about Upflow?** That there is no accuracy in the data and there are not good enough analytical reports **What problems is Upflow solving and how is that benefiting you?** Facilitates the ability to collect from customers ### 37. Nice product but still need improvements **Rating:** 3.5/5.0 stars **Reviewed by:** Geoffrey A. | CTO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2022 **What do you like best about Upflow?** I like the one-click integration with Stripe and the fact that we can extend it with the API. Therefore, if we change to Chargebee anytime, it would be easy to do the same thing as Upflow supports it. **What do you dislike about Upflow?** I wouldn't say I like the missing Stripe invoice pending state of SEPA payments. It forces us to develop a custom flow for SEPA users and use the API to apply the proper flow. **What problems is Upflow solving and how is that benefiting you?** Upflow allows us to add automation to recover efficiently failed payments. We like the centralized communication about the recovery, but there are still missing features. I'm sure, Upflow will add them very soon ;) ### 38. Perfect and very clear to keep track of your customers **Rating:** 4.5/5.0 stars **Reviewed by:** Angeles A. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Upflow?** I like that it is very clear and user friendly, it is easy to keep track of the different invoices, the status and above all the relance part seems to me very complete. **What do you dislike about Upflow?** sometimes I have had problems with updating information when I or a colleague edits. But for the rest perfect the truth! it only happends some times. 90% of the time its correctly! **What problems is Upflow solving and how is that benefiting you?** Having all the information of invoices and payments, all collected in one place so that I don't have to consult anyone, but I can keep track of all my clients' information on my own. It also provides ideal graphs to make reports and estimates. ### 39. Love it! **Rating:** 5.0/5.0 stars **Reviewed by:** Helena M. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2022 **What do you like best about Upflow?** It´s really straight forward. You can easily add notes from the contacts you have had with any client and also have a very clear overview of the invoices that are due or overdue. **What do you dislike about Upflow?** At the moment there´s nothing I can say that I dislike but I will definetely add a system of calls inside the application. That would be very helpful and calls could be recorded. **What problems is Upflow solving and how is that benefiting you?** Starting from the overall overview of all the invoices, you can also view the ones that are pending so you have a better understanding of the clients that are missing payments. ### 40. Amazing software billing! **Rating:** 4.5/5.0 stars **Reviewed by:** Beatriz F. | Team Lead Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2022 **What do you like best about Upflow?** I like to be able to quickly follow actions, the automation of everything and how easy it is to use. Everything together in only one software.I would recommend it without hesitation **What do you dislike about Upflow?** Everything is perfect! Maybe I would add more functionalities, but as a daily tool and for the use of the customer department it is perfect. **What problems is Upflow solving and how is that benefiting you?** We are way better at cash collection,in the follow-up of outstanding invoices and the general overview of all our customers.The fact that it is easy to use has also been a benefit to my entire team. ### 41. Great tool to kick away a massive entrepreneurial pain in the .... : get paid! **Rating:** 5.0/5.0 stars **Reviewed by:** Henri D. | Co-fondateur & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2022 **What do you like best about Upflow?** Easy auto-run mode, even if my business is somehow complicated with various business model and legal entities. Once everything is setup, it's like auto pilot, never forget to refresh my clients about the main message: send me the money! **What do you dislike about Upflow?** Pretty much nothing. The value for money is good, event if it could look expensive for "yet another saas tool", but i really never thaught seriously about changing my mind on this investment. **What problems is Upflow solving and how is that benefiting you?** Everyday hassle: pinging again an again, never forgetting an invoice, have a clear view on missing money, and put the focus on the real paiement and delay issues ### 42. Great tools but also flaws **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2022 **What do you like best about Upflow?** The automatic emailing tool and the dashboards **What do you dislike about Upflow?** Can't pause only an invoice, you have to pause a whole customer **What problems is Upflow solving and how is that benefiting you?** It helps saving a lot of time with the automatic email tool so you don't have to email manually each customer ### 43. Practical but sometimes limited **Rating:** 3.0/5.0 stars **Reviewed by:** Mélanie C. | Head of customer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Upflow?** Automation of follow-ups on different platforms (email, mail) Simplicity of analysis in terms of KPI (DSO, outstanding money, at-risk receivables) Simple vision in terms of to-do & governance **What do you dislike about Upflow?** No possibility to set more personalized reminders No possibility to easily communicate about a debt via a simple centralized conversation The tool is not integrable with other tools **What problems is Upflow solving and how is that benefiting you?** Management of follow-ups and time saving Have visibility on cash flow and risky receivables Automate follow-ups to not miss any receivable ### 44. functional software with nice staff :) **Rating:** 5.0/5.0 stars **Reviewed by:** Krisztiàn G. | IT Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2022 **What do you like best about Upflow?** The Netsuite integration + the nice staff **What do you dislike about Upflow?** Everything is ok except little issues with synchronisation (nothing serious) **What problems is Upflow solving and how is that benefiting you?** Upflow makes it possible to automatically centralize (thanks to a netsuite integration) all our accounting data. It also facilitates reminders that are no longer done manually (according to a well-defined model) ### 45. Good experience with Upflow App, easy to follow and to work with. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2022 **What do you like best about Upflow?** The most helpful is that the app is very ergonomics **What do you dislike about Upflow?** The overview is not satisfying enough for our use **What problems is Upflow solving and how is that benefiting you?** Solve some internal following payable problems. ### 46. Amazing AR Management Software! **Rating:** 5.0/5.0 stars **Reviewed by:** Armish S. | Business Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2022 **What do you like best about Upflow?** Super easy to use, and maintain. Seamless integration leads to great visibility into analytics that can be used for timely decision-making. **What do you dislike about Upflow?** Nothing! It serves our purpose perfectly! **What problems is Upflow solving and how is that benefiting you?** AR collections is no longer a manual process for us. All thanks to Upflow. Dashboard capability provides great insights which is very helpful. ### 47. Ergonomic and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Upflow?** Ergonomic and easy to use, Uplflow is perfect for monitoring my invoicing and chasing up my customers for invoices pending payment. **What do you dislike about Upflow?** Be careful to configure the automatic reminders correctly so as not to overload customers with emails and reminders **What problems is Upflow solving and how is that benefiting you?** I have a quick and clear view of the status of invoices sent to customers and pending payments. This allows me to take the necessary actions as quickly as possible. ### 48. Awesome software to co-work with finance team. **Rating:** 5.0/5.0 stars **Reviewed by:** Juan Carlos S. | Responsable Departamento de Informática, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Upflow?** The way to co-work and how to assig tasks. **What do you dislike about Upflow?** Actually nothing, I didn't find anything that I dislike. **What problems is Upflow solving and how is that benefiting you?** It solves how to be in the same page than our financial team. ### 49. Using it since 1 year and it's very easy to understand **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2022 **What do you like best about Upflow?** the easiness of use. I was a total stranger to this kind of app and in may be 2 weeks I could use it alone **What do you dislike about Upflow?** You can not open a new tab on the customer part. **What problems is Upflow solving and how is that benefiting you?** I use it to know which of our customers as un unpaid subscription, how many email about it he already received, If someone called him about it. ### 50. Upflow Review **Rating:** 4.0/5.0 stars **Reviewed by:** Shalini A. | Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Upflow?** Since keeping a manual tap on all the clients on the Account receivables and dues can be hectic and cumbersome but Upflow automates it perfectly **What do you dislike about Upflow?** The emails are not integrated easily into the app and the selection of the payment mode needs to be automated **What problems is Upflow solving and how is that benefiting you?** The automation of AR for all the clients and the detailed debt and payment records for all the clients are easily available - [View Upflow pricing details and edition comparison](https://www.g2.com/products/upflow-upflow/reviews?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-22+02%3A22%3A07+-0500&secure%5Bsession_id%5D=481b7aa3-101b-498a-8aa8-1dde8d0fb264&secure%5Btoken%5D=87664f5488a056da28f80841c506061d83485c6f289d1a562852f0538a580548&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)