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AM

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

5/20/2024

"Quick Solutions!"

5/5

What do you like best about Upflow?

I think the most obvious helpful feature of Upflow, is the automation of sending emails and also the ease of doing this. Not only does this save time but also makes it a lot more efficient in reminding clients about overdue invoices and also making invoice copies easily available to the clients. The implementation and the ease of integration was very streamlined and the support to do this was very efficient. Any questions we answered quickly and solutions were suggested of which many were taken onboard. Review collected by and hosted on G2.com.

What do you dislike about Upflow?

At the moment I cannot see a downside to the platform. Having rolled it out to other countries in the business there haven't been any downsides of the platform. Review collected by and hosted on G2.com.

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

I think one major problem that Upflow has helped resolve, is the request from client for copies of invoices. On average when a client asks for a copy of an invoice, its may take a few days for this to be sent manually. But where Upflow provides a portal for the client they can get copies of the invoices instantly and this helps us get payment in sooner. Another problem that has been solved is the time and ensuring follow up email are sent for outstanding invoices. Sometimes due to tasks or timing this may not happen as frequently. But Upflow has solved this issue, with its workflow set ups. Also the metric and dashboard give a vast amount of information which can then be provided to other team members to have a overview of the AR. Review collected by and hosted on G2.com.

Response from Apoorv Jaiswal of Upflow

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Thank you for sharing your positive experience with Upflow! We're glad to hear that the automation of sending emails and the ease of integration have been helpful for you. We appreciate your feedback and are thrilled to know that our platform has been beneficial in resolving issues related to invoice management and client communication.

VL

Vincent L.

Directeur Financier

Mid-Market (51-1000 emp.)

1/14/2025

"Upflow the solution that allowed us to optimize our debt collection management"

5/5

What do you like best about Upflow?

Ease of implementation

Direct connection with our billing solution (Netsuite)

KPI Review collected by and hosted on G2.com.

What do you dislike about Upflow?

Setup specific reports

Configure follow-up plans Review collected by and hosted on G2.com.

UM

Verified User in Media Production

Mid-Market (51-1000 emp.)

11/7/2024

"Nice user experience"

5/5

What do you like best about Upflow?

User friendly tool, very easy to use even for someone who is not used to follow client payments - efficient connection with NetSuite

Reactive customer support Review collected by and hosted on G2.com.

What do you dislike about Upflow?

By default, the alerting email system is sending emails to all of the admin people that might be overwhelming (but it can be deactived easily) Review collected by and hosted on G2.com.

UB

Verified User in Banking

Mid-Market (51-1000 emp.)

2/28/2025

"incredibly smooth, intuitive, and user-friendly tool"

5/5

What do you like best about Upflow?

Upflow allow us do the cash collection very easily and smoothly. Their platform is very intuitive and user friendly. Review collected by and hosted on G2.com.

What do you dislike about Upflow?

Wish we had more type of template for cash collection Review collected by and hosted on G2.com.

KB

Kwabena B.

Small-Business (50 or fewer emp.)

12/22/2023

"Upflow helps resolving collections challenges with ease."

5/5

What do you like best about Upflow?

Upflow is extremely easy to use and it's user interface is very user friendly.

There are constant updates and the customer support is really helpful if you encounter any issues.

Integrating the system with our QBO was quick and seamless and I'd recommend upflow for any AR collections for the finance team. Review collected by and hosted on G2.com.

What do you dislike about Upflow?

My biggest issue with Upflow is that it doesn't allow part payment of invoices since i think that is a very useful feature for AR collections when a customer cannot pay the entire invoice in one payment. Review collected by and hosted on G2.com.

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

The ability to automate email outreaches ensures that we do not miss any email reminders with Upflow. By setting up a workflow with automated emails and sms where needed, we never miss any reminder and are able to manage and keep an eye on our aging invoices. The analystics and metrics also help us track our aging invoices and helps us monitor our accounts receivables. Review collected by and hosted on G2.com.

Response from Apoorv Jaiswal of Upflow

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We're glad to hear that you find Upflow easy to use and the customer support helpful. We appreciate your feedback about the part payment feature and will take it into consideration for future updates.

AC

Verified User in Consumer Services

Mid-Market (51-1000 emp.)

8/13/2024

"A Key Tool for Streamlining Our Receivables Processes"

5/5

What do you like best about Upflow?

Upflow has revolutionized our accounts receivable management. The software's automation features and user-friendly interface have made it easy for us to send tailored reminders and track communication history with clients. The native integration with NetSuite works fine. Review collected by and hosted on G2.com.

What do you dislike about Upflow?

Upflow meets our needs and exceeded our expectations. Review collected by and hosted on G2.com.

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

Before Upflow, managing A/R was hyper manual which led to payment delays. Now, we can track payment dates and maintain a history of late payments, reducing manual tasks and improving cash flow. After just a few months, our DSO was cut in half, making Upflow a game-changer for our A/R processes. Review collected by and hosted on G2.com.

Response from Apoorv Jaiswal of Upflow

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We're delighted to hear that Upflow has helped you streamline your receivables processes and reduce manual tasks. Our native integration with NetSuite aims to provide a seamless experience for our users. Thank you for choosing Upflow for your accounts receivable management!

JT

Jamie T.

Senior Credit Controller

Mid-Market (51-1000 emp.)

3/27/2024

"Brilliant Onboarding"

5/5

What do you like best about Upflow?

The onboarding was fantastic and every step was made very straight forward. Any questions, or needs that we had were answered and resolved swiftly. It felt like the system was "plug and play". We use Upflow for aumotation and setting up workflows for different bands/tiers of customers. Review collected by and hosted on G2.com.

What do you dislike about Upflow?

Currently no functionality for issuing monthly statements, however this is mostly resolved by each customer having a portal that they can download a portal from. I would like to have the ability to customise the customer statements more though. Review collected by and hosted on G2.com.

Response from Apoorv Jaiswal of Upflow

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We're thrilled to hear that you had a fantastic onboarding experience with Upflow, and glad to know that Upflow has helped you automate workflows and chase customers within the billing cycle. Thank you for your feedback!

ZS

Zeeshan S.

Operations

Small-Business (50 or fewer emp.)

12/24/2024

"Very Nice"

5/5

What do you like best about Upflow?

The interface I like most about this, keep it up. Review collected by and hosted on G2.com.

What do you dislike about Upflow?

Nothing is to dislike, everything is fine Review collected by and hosted on G2.com.

CN

Céline N.

CFO

Mid-Market (51-1000 emp.)

11/13/2024

"Upflow is very intuitive, user-friendly, performant for automated cash collections"

5/5

What do you like best about Upflow?

Instant interfacing with our invoicing software, clear dasboard, easy management of aged trial balances Review collected by and hosted on G2.com.

What do you dislike about Upflow?

the existing functions seem to me tu be sufficient, and there's nothing unpleasant about using them. Review collected by and hosted on G2.com.

YW

Yanchen W.

accountant

Mid-Market (51-1000 emp.)

11/7/2024

"accountant"

5/5

What do you like best about Upflow?

easy to use and very happy to use it till now Review collected by and hosted on G2.com.

What do you dislike about Upflow?

there's nothing that I don't like till now Review collected by and hosted on G2.com.