Upflow has allowed us to gain really good insight into who our late payers are and helped us set targets and lower our DTP significantly. Our account manager Laurie has really helped us get a lot more out of the system by providing one-on-one training. Review collected by and hosted on G2.com.

It takes some time getting used to learning how to work the system. Review collected by and hosted on G2.com.

Upflow is a tool that completely meets our expectations. The tool is very flexible and the support is very active. I really recommend it as it allows you to automate follow-ups and improve your DSO. It is super easy to use and offers many improvements that meet your clients' expectations. Review collected by and hosted on G2.com.

There is nothing to say about this. Review collected by and hosted on G2.com.

I like the simplicity of the platform as it is really easy to use. We had no issues connecting it to either Netsuite nor Xero and the development of the tool with its customisability has been really great to see over time.

It is something that is embedded into our credit control process also which has improved our aging greatly.

As well as this, not only is the tool great but the customer service has never failed to be short of great with meetings always being efficient and our customer service managers always being super helpful and friendly, even when sometimes we are not as responsive due to busy periods. Review collected by and hosted on G2.com.

There is nothing I would say i dislike as features are consistently being rolled out or thought about, I would just love a new statement process separate from invoice chasing, like a different workflow. Review collected by and hosted on G2.com.

automatic reminders are very practical Review collected by and hosted on G2.com.

I do not always have access to all the invoices. Review collected by and hosted on G2.com.

Automatic reminders and the task schedule to be completed Review collected by and hosted on G2.com.

The calculation of DSO: As of now, we cannot use this data because our calculation of DSO is different. Review collected by and hosted on G2.com.

The platform is user-friendly, and its workflows help reduce some of the manual tasks for the dunning team. Review collected by and hosted on G2.com.

Overpayments and journals have still not been displayed up to this point. Review collected by and hosted on G2.com.

We have been using Upflow for more than 9 months now, and it has really helped to improve cash collection efficiency and team quality of work.

First, it was really easy to set-up: Chargebee integration is live in 2 minutes and we have been able to set up customized plans very easily. Then the automation of messages and the list of actions to perform helped us to be more efficient and free some time to develop relationships with our customers. Finally, the collaboration with sales and CSM team is great in the tool, everybody appreciate to have all the emails and information regarding a customer gathered in the same place. Review collected by and hosted on G2.com.

Nothing really, Upflow team helped us to solve any minor issue we experienced at the beginning Review collected by and hosted on G2.com.

The time gained through automated follow-up tasks. Review collected by and hosted on G2.com.

Nothing bothers me about the tool, it’s user-friendly. Review collected by and hosted on G2.com.

Upflow has really enabled us to better manage our credit control process, and have confidence that we are reaching out to clients at all the right times using their workflows for automated emails and tasks. I didn't believe it would make such a difference how quickly we could get paid, but the results have been incredible, and every month continues to improve even 6 months on! Review collected by and hosted on G2.com.

There are some simple functionalities, like being able to see other teams tasks, and more easily being able to send ad-hoc emails all within upflow, however I do think that they work on the product quite frequently, so nothing super business stopping or that would stop us from using Upflow. Review collected by and hosted on G2.com.

The different interfaces and especially the support service that assists us daily

We save time on recurring tasks

The speed of actions and the good connection with our ERP (Netsuite) Review collected by and hosted on G2.com.

Honestly, nothing negative to report. The experience has been smooth and the tool does the job well Review collected by and hosted on G2.com.