Overview

Upflow is a SaaS financial relationship management platform focused on helping B2B businesses get paid faster and improve their accounts receivable processes.

Its features include real‑time AR metrics, automated and personalized workflows for follow‑ups, dashboards for cash collection performance, payment portals tailored to each customer, and modern payment options.

Upflow integrates with popular accounting/ERP systems like QuickBooks, Netsuite, Sage Intacct, Xero, etc., making it easier for finance teams to embed AR efficiency into existing workflows.

Upflow Features

Automated Reminders & Workflows
Real-time Analytics
Client Payment Portal
AI-Powered Cash Collection
Seamless Integrations
Risk Mitigation Tools

Specifications

Company

Upflow

United States

Categories

Language Supported

English

French

Supported Platforms

Browser-based

Customer Support

Email

Knowledge Base

Help Guides

Blog

Social Media

Upflow Reviews

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