Configure the recovery plans to the millimeter by client typology/sector and their payment method + updates + constant evolutions to improve the tool Review collected by and hosted on G2.com.

the view invoice and credit note not together is impractical when one wishes to export a customer balance or for accounting Review collected by and hosted on G2.com.

I've been using Upflow for a few years now, and I keep recommending it to everyone around me — and for good reason!

What I loved from day one is still true: Upflow is incredibly easy to set up and genuinely fun to use on a daily basis. It's transformed what used to be a tedious part of our work into something we actually enjoy. The reporting features bring real value to the business, and the tool helps us stay much closer to our clients throughout the collections process.

But what's really exciting is how Upflow keeps evolving. The new AI features they've rolled out recently are a game-changer — they save us time and make the whole workflow even smarter. It's great to work with a product that doesn't stand still.

And through all of it, the customer support team has remained just as friendly and responsive as on day one. That kind of consistency over 4 years says a lot.

If you're on the fence, just go for it. Upflow is the real deal. Review collected by and hosted on G2.com.

Hard to find real downsides after 4 years. If anything, I'd love to see more payment method options for our clients, and a bit more flexibility in customizing KPIs to fit our specific reporting needs. Minor points though — our feedback is always heard and the product keeps improving. Review collected by and hosted on G2.com.

What I like best about Upflow is how intuitive and easy it is to use. It simplifies accounts receivable management and makes following up on payments much more efficient. Review collected by and hosted on G2.com.

The platform is great overall, but I think some advanced features could be easier to find, and a few workflows could be more customizable. Review collected by and hosted on G2.com.

The automated reminders and how customisable it is. Review collected by and hosted on G2.com.

It is not always clear which fields correspond to which on NetSuite therefore some fields do not pull through correctly. There is no separate Credit Notes tab on the customer portal. If there is more than one assigned user you cannot specify which assigned user should be the one sending the reminders. Review collected by and hosted on G2.com.

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 also find it helpful to quickly look up payments and see exactly which invoices have been paid. Additionally, being able to identify invoices that have had credit memos applied is very useful. From a reconciliation perspective, this functionality significantly reduces the time and effort required. Review collected by and hosted on G2.com.

I would prefer if reports could be downloaded in a consistent format. Additionally, the system does not permit making changes to custom fields within reports. Review collected by and hosted on G2.com.

What I appreciate most about Upflow is the simplicity with which the tool centralizes payment tracking and automates follow-ups. The interface is intuitive, the setup is quick, and the integration with our tools is seamless. This allows for significant time savings and better visibility on cash flow, while professionalizing our collection management. Review collected by and hosted on G2.com.

One of the areas for improvement would be the depth of certain advanced features, which could be more customizable according to specific needs. Additionally, some analyses could be more detailed to provide an even more comprehensive view of recovery performance. Review collected by and hosted on G2.com.

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, the clean invoice timelines, and how simple it is to see who needs attention first. It saves me hours each week compared to manual follow-ups and spreadsheets, and it keeps our communication consistent, professional, and well-documented for internal reporting. Review collected by and hosted on G2.com.

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’d like more flexibility in customizing views or building my own AR dashboards. That said, these are refinements—I still find the platform very valuable overall and rely on it daily. Review collected by and hosted on G2.com.

Upflow has provided us with an ever increasing dynamic way to automate our dunning process.

With the Smart Rules and Workflows we can handled customers in mass or tailor our processing to size and scale of our market.

It's user-friendly customer timeline enables the visibility on the customer interactions and the AI summary of these events is a game-changer. Review collected by and hosted on G2.com.

We are still seeing more opportunities to enhance the use of Upflow, with integrations with other systems and increased reporting capabilities. Review collected by and hosted on G2.com.

I appreciate Upflow's fantastic onboarding process and training, which made me feel very comfortable launching after preparing. Their payment portal is a great feature, offering a solution we didn't have before. The automated reminders are incredibly useful, making Upflow a major convenience in comparison to what we used previously. Review collected by and hosted on G2.com.

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 custom signature in there, but I wish it was a little bit more professional looking. Like, the one we sent an invoice from QuickBooks, it would be, you know, kind of in a box and very, like, designed properly. And it was, like, very obviously a payment email where this is more just, you know, drafted email from somebody with a hyperlink. I think sometimes that could lend to maybe somebody thinking it's spam. Review collected by and hosted on G2.com.

I use Upflow to automate my collection process, which improves the reliability of the process and reduces payment times. I also appreciate the clear dashboard for cash flow tracking. The integration with Sellsy is a big plus, as it allows me to save time by directly integrating each new invoice into Upflow. Review collected by and hosted on G2.com.

When there is a credit, do not set the status to paid but rather to canceled because it distorts understanding. Review collected by and hosted on G2.com.