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Upflow Logo

Accounts Receivable Automation Software for Teams

Last updated: June 2024

Upflow Pricing, Features, Reviews and Alternatives

Upflow product overview

Price starts from

440

Per month

Other

What is Upflow?

Are you a B2B company losing time and resources chasing unpaid invoices each month? Upflow can help you handle your cash collection and put an end to tiresome manual processes.

Key benefits of using Upflow

- Set up customized and automated email workflows, based on the type of client.

- Schedule emails, calls, and letters to help your customers pay you on time.

- Involve your sales team as well as your finance team to improve communication and collaboration.

- Access real-time dashboards with reliable data to gain insights on your A/Rs and make the right decisions for your growth.

- Connect to your existing accounting system (Quickbooks, Xero, Chargebee, Stripe Billing, Netsuite, Sage Intacct, Zuora) in one click only.

- Improve your customer payment experience with a personalized payment portal for each customer and several payment options (ACH, wire transfer, credit card, etc.)

- Forget about tiresome manual processes and focus on more strategic and crucial tasks like planning your growth.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Knowledge Base
Email/Help Desk

Training options

Live Online
Documentation
Webinars
In Person

Upflow pricing information

Value for money

4.5

/5

15

Starting from

440

Per month

Other

Pricing options

Free plan
Subscription
Free trial
Pricing range

Upflow features

Functionality

4.3

/5

15

Total features

28

3 categories

Most valued features by users

Activity Dashboard
Third-Party Integrations
Reporting/Analytics
Billing & Invoicing
Reminders
ACH Payment Processing
Aging Tracking
Automated Notices

Upflow users reviews

Overall Rating

4.5

/5

15

Positive reviews

93

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.73/10
Rating distribution

5

4

3

2

1

11

3

0

0

1

Pros
Upflow has been a great help for us to save time and reduce our DSO.
It is very easy to use, it does not require a very good knowledge of software.
The team is also very reactive and eager to collect feedbacks and continuously improve the platform.
Cons
The only issue I have with Upflow is that our customers/agents often perceive my emails as a spam, seeing that my address is different: reminders@upflow.io.
It is quite difficult, at the beginning, to put the email in each invoice sending.
The engineering team never completed one of my feature requests. You cannot chareg a customer credit card immediately (2 day lag between issuing an invoice and auto charging a card).
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Thomas M.

Wholesale, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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What an impressive software !

Reviewed 5 years ago

We gained a lot of time to send reminders to customers and most important we empower the sales rep/assistant with the importance of obtaining cash.

Pros

The software has been efficiently implemented (only a few weeks of work from both sides - Upflow and our software). In our company, sales representatives/assistant are in charge of using Upflow and they are all impressed by the time gained using this tool. Upflow team is always available for new developments allowing us to continue gaining time and efficiently.

Cons

More integration with our software will be always interesting. We continue to have regular contacts with Upflow team to have new improvements.

Vendor response

Hey Thomas, As you probably already know, we can do so much more with our integrations now. For instance, you can import, in real-time, Custom fields from your billing software of choice and use them in Upflow to customize your collection and filter your analytics even more. Thanks a lot for all your feedback and our constructive discussions to make sur Upflow always brings the best for its customers and yours. What's even cooler is that since your comment (march 2020), we've added a few integrations: Netsuite, Chargebeen, Xero, and Zuora. And we're not stopping there ;) Feel free to contact us again to set it up and offer new inputs: we love them. Talk soon The Upflow team

CT
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Charlène T.

Electrical/Electronic Manufacturing, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great discovery!

Reviewed 5 years ago

We have so much more customer feedback than before, we can see who is receiving and opening emails and who is not. we have a good relationship with the client, even if it is a collection process

Pros

It is very easy to use, it does not require a very good knowledge of software. It has a clear home page, you can see in a few clicks what you have to do, who has not yet paid, who needs a different reminder, etc...

Cons

It is quite difficult, at the beginning, to put the email in each invoice sending.

Vendor response

Hello Charlène, We're very happy to know that Upflow has allowed you to improve your collection performance and your relationships with your customers at the same time. Were you talking about customizing the email actions? If yes, you are provided with a template workflow to use and adjust. Let us know if we understood you well. Talk soon The Upflow team

JG
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Jake G.

Apparel & Fashion, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Expensive for Lack of Features

Reviewed 4 months ago

Great at first (nice sales guy!) and then went downhill when their eng team did not fulfill one feature request over 2+ years.

Pros

Easy no code integration was great to go live. Sets up seamlessly with Stripe.

Cons

The engineering team never completed one of my feature requests. You cannot chareg a customer credit card immediately (2 day lag between issuing an invoice and auto charging a card)

AE
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Anaïs E.

Staffing and Recruiting, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Tested and approved!

Reviewed 4 years ago

The main impact of using Upflow is the reduction of our DSO, we have gain about 15 DSO days since we implemented Upflow (with an increasing number of invoices issued).

Pros

Upflow has been a great help for us to save time and reduce our DSO. The platform is easy to use and to implement, we could easily connect it with our existing tools and processes (or replace some of them) and it is now one of our finance team's most widely used tools on a daily basis. Features we appreciate most is the centralization of recovery actions (based on customized recovery "workflows"), a precious help to make sure you don't miss out on any unpaid invoice, and the possibility to have analytics. The team is also very reactive and eager to collect feedbacks and continuously improve the platform!

Cons

I would say that all our recents feedbacks have already been implemented. It could maybe be great if we could customise the platform and datas even more (e.g. add "tags" to sort our customers by industries)

Vendor response

Hello and thank you Anais! It's good to read that from the fast and easy implementation to the integration and daily usage, you are reaping the benefits of Upflow with a much reduced DSO and a lot of time saved. It's also great to see that you were able to keep improving your DSO while growing your business. Upflow is made to scale with you. As for the customization, I'm sure you've paid close attention to our recent releases and know that you can now import custom fields from your tool and use the tags that most fit your business. Can't wait for your next review ;) The Upflow team

YR
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Yuliya R.

Transportation/Trucking/Railroad, 1,001-5,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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User's opinium

Reviewed 5 years ago
Pros

* Helps quickly send the reminders * Easy to sort and store all the invoices * Easy to link each credit note to the appropriate invoice * Very helpful for audit and statistics in general * Excellent and fast service from the platform representative [SENSITIVE CONTENT HIDDEN] * Saves a lot of time

Cons

The only issue I have with Upflow is that our customers/agents often perceive my emails as a spam, seeing that my address is different: reminders@upflow.io

Vendor response

Hi Yuliya, thanks for the feedback! We heard you, and since June 2020, you can send emails from your own domain and own email address. Let's set that up together?

Upflow FAQs

Q. What type of pricing plans does Upflow offer?

Upflow has the following pricing plans:
Starting from: $440.00/month
Pricing model: Free, Subscription
Free Trial: Available


Q. Who are the typical users of Upflow?

Upflow has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does Upflow support?

Upflow supports the following languages:
English, French


Q. Does Upflow offer an API?

Yes, Upflow has an API available for use.


Q. What other apps does Upflow integrate with?

Upflow integrates with the following applications:
Sellsy, Zuora, NetSuite, Stripe Billing, QuickBooks Online, Chargebee, Xero


Q. What level of support does Upflow offer?

Upflow offers the following support options:
FAQs/Forum, Knowledge Base, Email/Help Desk

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