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82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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| Description | Roger is an automation layer for financial accounting that lives on top of the existing accounting software of users and enables them to set up automation workflows for mundane financial tasks. Users can set up simple rules that can automate functions such as purchases, vendor management, and billing cycles. The tool comes with an inbox that holds the details of all purchases. Users can simply click pictures of bills and receipts, upload them to Roger, and it will automatically scan them to send relevant data to the accounting system. Roger creates automated workflows with multi-step approvals based on variables such as amounts, vendors, and much more. Consequently, the tool can even automatically pay bills by following custom user-defined rules. Users can also connect leading apps and services with Roger, such as Slack, Dropbox, Google Drive, and Quickbooks. And all user-data is securely protected by in-built AES-256 encryption, 2-factor authentication, and fraud detection. Read more | Upflow helps to finish up with your unpaid invoices and maintain a seamless transaction and paying experience. It helps you to manage the follow-ups of the invoices starting from the process of recovery until the payment. It enhances the management of the business using a real-time view at the receivables. It has optimised billing tracking with an all-inclusive dashboard, financial indicators and average payment time alerts. It has a systematic client recovery system that defines stimulus action so that there will not be any unpaid invoice. It contains custom recovery plans that are capable of adapting stimulus channels with the involvement of good interlocuters. By using the services provided by Upflow, the customers can adopt new methods of payment to make sure the payment is done quickly and conveniently. It enables simplified payment method for customer convenience by providing diversified payment modes and automatic banking reconciliation. It is very easy to integrate the software with the environment. It keeps your existing billing and accounting tools connected with each other and successfully revolutionises the management of receivables in minutes. Read more |
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| SW Score & Breakdown |
82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
| Total Features |
14 Features
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10 Features
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| Common Features for All |
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing and Invoicing
Cash Management
Collections
Expense Tracking
General Ledger
Multi-Currency
Payroll
Purchasing
Revenue Recognition
Spend Management
Tax Management
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Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing and Invoicing
Cash Management
Collections
Expense Tracking
General Ledger
Multi-Currency
Payroll
Purchasing
Revenue Recognition
Spend Management
Tax Management
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| User Rating |
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| User Sentiments |
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Ease of Use, Excellent Customer Support, Seamless Integrations, Automated Reminders Limited Customization Options, Occasional Syncing Issues, Lack of In-app Calling Feature, Limited Invoice Editing capabilities |
| Review Summary |
Not Available
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Upflow is a popular SaaS solution for streamlining accounts receivable (A/R) management and improving cash flow. Users consistently praise its ease of use, time-saving automation, and intuitive interface. The platform integrates seamlessly with popular accounting systems like QuickBooks and NetSuite, enabling users to automate dunning processes, track customer payments, and generate detailed reports. While some users suggest the need for more payment platform integrations and more robust analytics features, Upflow consistently receives positive feedback for its user-friendly approach, responsive support, and ability to accelerate collection processes. |
| Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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Small $19.00 $19.00 per month Medium $49.00 $49.00 per month Large $119.00 $119.00 per month Enterprise Custom Accountants, bookkeepers and partners Custom |
Discover Free Grow $440.00 $489.00 per month Scale $880.00 $978.00 per month Enterprise Custom |
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View Detailed Pricing
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View Detailed Pricing
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| Screenshots |
+ 1 More
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| Videos | Not Available |
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| Company Details | Located in: San Francisco, CA | Located in: New York, New York Founded in: 2018 |
| Contact Details |
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