The update of collections almost in real-time between the accounting tool and Upflow, the possibilities for formatting letters, the automation or not of mailings, the client's ability to declare a dispute or pay directly via a link giving access to their account, the proposed reports, the retrieval of client data, and the Upflow support. Review collected by and hosted on G2.com.

no negative points to note regarding the use of Upflow based on my client follow-up needs Review collected by and hosted on G2.com.

We started using Upflow to address a particular AR problem, and it completely changed our invoice collection workflow. It was easy to set up and connect to our existing systems, and I understand that their connections have even improved since then.

Upflow made it easy for us to get a view on our open invoices, their aging, create follow up workflows that reduced manual inputs needed, and provided information on customers across mutliple months and invoices that we previously had to manage in spreadsheets. It turned a problem that multiple people had to manage into something that one person could easily manage as part of a larger scope of work.

Additionally, their support is just outstanding. Any issue we had they were quick to respond, and it wasn't just about solving problems but actually helping us to optimize our workflows. Review collected by and hosted on G2.com.

We initially struggled with setting up some of the automated emails, but we also began using Upflow fairly early and the team was quick to help us. Review collected by and hosted on G2.com.

Upflow has been an essential tool in our journey to optimize accounts receivable management. The software offers robust analytics capabilities, allowing us to efficiently track and manage crucial information. Upflow has been instrumental in helping us achieve our goal of reducing our DSO. We appreciate Upflow's commitment to innovation and continual improvement, ensuring that our needs are met effectively. Review collected by and hosted on G2.com.

For now, there is nothing to dislike about Upflow. The platform has consistently delivered on its promises, meeting our expectations and contributing positively to our operations. We look forward to continued enhancements and innovations from Upflow in the future. Review collected by and hosted on G2.com.

Upflow ahas truly changed our accounts recievable process. I don't personally use the tool ,but I oversee the team that does. We used to have to chase invoices manually, and things slipped through the cracks. The team were under pressure, the exec were frustrated, and we would constanly have internal arguments about who was going to own the escalation of unpaid invoices.

Now, we have 80-90% of the collections communications automated, we use Upflow's reports for the basis of the weekly AR meeting (used to be a nightmare to pull together the data, now we just schedule the dashboard into everyone's inbox the morning of) and we can easily collaborate over the delinquent accounts to get paid much, much quicker. DSO is down, bad debt has shrunk and we spend 1/5 of the time we used to on the whole process.

Add all of the abobve to how easy it was to install and set up and you have a very compelling solution. Would happily reccommend to anyone looking to improve collections. Review collected by and hosted on G2.com.

Well, I didn't like the fact that the Payment Portal couldn't be fully branded in our company style, as we insisnt on whitelabeling all rtechnology here, but Upflow have since rolled out that capability, so we have that in place. I think that's the only hiccup we had, other than that the tech (and the service) have been great. Review collected by and hosted on G2.com.

Very useful product in structuring the debt collection process.

Beyond the clarity it brings to the volume of unpaid invoices, Upflow is very useful for automating the initial follow-ups and holding account managers accountable for the proper financial management of clients.

We have continuously reduced our risk of unpaid rates since implementing Upflow over two years ago.

Good customer service. Review collected by and hosted on G2.com.

The only current constraint is the synchronization of disputed/uncollectible invoices between Upflow and Chargebee, which may skew some data. Review collected by and hosted on G2.com.

Vanessa's friendliness and interpersonal skills. Review collected by and hosted on G2.com.

nothing special, platform easy to get started with Review collected by and hosted on G2.com.

What we like the best about upflow is how easy and straightforward it is to use! The features have evolved so much since we have started using it which have made certain tasks easier for us.

The customer support is by far one of the best I have dealt with they jump onto any issues really quickly and are really open to feedback which they actually listen to and act on which we have experienced first hand with the new autopay Stripe feature.

This is now a vital part of our processes and makes our invoicing and credit control system so much easier to manage. It was easy to integrate and the team who helped us onboard made the process smooth.

This is a daily requirement of our function and we wouldn't be without it now. Review collected by and hosted on G2.com.

There is very little I can comment here, the only thing that could help us is if the new autopay function with Stripe could spell out what invoice by using the Quickbooks invoice number as at the moment I think it is pulling a string of letters from somewhere else. Review collected by and hosted on G2.com.

The tool is easy of use and allow us to collect cash efficiently. Review collected by and hosted on G2.com.

Sometimes invoices sent to Upflow are blocked Review collected by and hosted on G2.com.

user friendly, easy to understand, easy to implement. We can keep track of the payments and dunnings made. The information is easily accessible. I like the fact that we can see whether the written dunnings were opened by the contact... Review collected by and hosted on G2.com.

more flexibility in terms of customisation would be welcomed Review collected by and hosted on G2.com.

As an early stage start-up, we wanted to focus our efforts on the initiatives that would drive growth for our company. I was personally in charge of all business-related topics, and cash collection was one of them. However, it had no added-value for our business, so I decided to look for a product which could help us save time on cash collection, while ensuring stable collections for our business. Review collected by and hosted on G2.com.

I would add in-app recommendations to drive improvements on cash collection. Upflow has a lot of data coming from the billing systems, so I think it’d be interesting for the tool to suggest modifications to bring to the collections strategy. I think they were working on it at the time I left the company. Review collected by and hosted on G2.com.