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Upflow

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

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201
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Upflow Reviews

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Profile Name
Star Rating
201
29
2
1
0
Verified User in Computer Software
AC
Verified User in Computer Software
07/18/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Upflow

NetSuite prebuilt integration which is working seamless. The implementation was very fast (less than half a day). Perfect support from the CSM and KAM.
Verified User in Computer Software
AC
Verified User in Computer Software
07/18/2025
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Upflow Transforms Collections

What we like best about Upflow is its incredible effectiveness in automating and accelerating our cash collection process. It has truly transformed this critical area for our business, significantly improving our cash flow. Beyond its powerful core function, we greatly appreciate its seamless integration capabilities with our existing tools like Sellsy, Netsuite, and Salesforce, which makes it a central part of our financial operations. Finally, the platform's ease of use and straightforward implementation meant we could get up and running quickly and start seeing benefits almost immediately. We've been consistently very happy with the results.
Matheus M.
MM
Matheus M.
06/26/2025
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Great Experience!

We've been using Upflow for our collections process and couldn’t be happier with the results. It has significantly streamlined our workflows, making it much easier and faster to collect payments from our customers. The platform is intuitive and user-friendly, both for our team and for our clients. One of the biggest improvements we’ve seen is the time saved—because Upflow automates much of the manual follow-up and provides real-time visibility into outstanding invoices, our finance team can now focus on more strategic tasks instead of chasing down payments. Another huge plus is the client portal, which allows our customers to view their invoices and make payments directly, improving the overall experience and speeding up the process. On top of that, the automatic reconciliation with NetSuite is seamless, reducing errors and improving our month-end close efficiency. The implementation was smooth, the support team is responsive and helpful, and the impact on our cash flow has been very positive. I highly recommend Upflow to any finance team looking to modernize and optimize their accounts receivable process.

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HQ Location:
New York City, United States

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What is Upflow?

Upflow is a Financial Relationship Management solution that helps our customers transition from chasing invoices to engaging customers. Get paid faster, enjoy better customer relationships AND realize your full growth potential. Our features include: Real-time metrics on your A/R collection , Automated and personalized workflows , and Payment portals adapted to each customer. We integrate directly with different accounting solutions like Quickbooks, Netsuite, or Xero and can also develop specific APIs. Our partnerships with Stripe and Go Cardless streamline payments for your customers. We have hundreds of users around the world, including Front, Lattice, and Productboard and are backed by key investors (YCombinator, eFounders) and leading fintech business angels.

Details

Year Founded
2018
Website
upflow.io