Upflow

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238 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.8
Serving customers since
2018

Profile Name

Star Rating

206
29
2
1
0

Upflow Reviews

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Profile Name
Star Rating
206
29
2
1
0
Karim B.
KB
Karim B.
Admin Finance managerSmall-Business (50 or fewer emp.)
02/23/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review
Translated Using AI

Efficient Automation with Fluid Integration

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.
Jean-Thomas C.
JC
Jean-Thomas C.
VP FinanceComputer SoftwareMid-Market (51-1000 emp.)
01/29/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

A/R automation that makes your life so much easier

Upflow is very easy to use and very intuitive. It's the best tool I've used so far to track A/R across multiple entities and accounting systems. It allows you to standardize your process while enabling the need for localization. You are up and running in no time and can quickly see the benefits and results from the workflows. It's the perfect combination of automation and manual customization for any specific situation. It has quite a few native integrations available "out of the box" which makes the setup very smooth. In our case, we had one local accounting tool which didn't have a native integration and the team at Upflow.io worked closely with us to find a 3rd party integrator that could develop the integration. I'm also very fond of their analytics dashboard which is highly customizable and provides a lot of different insights.
Saskia V.
SV
Saskia V.
01/14/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Streamlined AR with Customizable Workflows

I like how customers can access the portal and mark any disputes or set a 'promise to pay'. We can also set up customers with different workflows depending on their payment history so we do not use a one size fits all approach. I also like how we can customize reporting depending on our needs which saves time within our team.

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HQ Location:
New York City, United States

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What is Upflow?

Upflow is a Financial Relationship Management (FRM) platform for B2B finance teams. It brings AR insights, collections, payments, and cash application into one place, with AI agents that work alongside the team on the full financial relationship. Teams cut DSO by 30% on average within three months, while strengthening the relationships behind their revenue.

Details

Year Founded
2018
Website
upflow.io