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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

Upflow logo
Accounting Software

4.8 116 user ratings

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84% 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

Botkeeper logo
Accounting Software

4.4 93 user ratings

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Overview

Description 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 Botkeeper is an AI-powered bookkeeping software, developed to help you expand your firm by bringing in more money without the need for more staff. It cuts overhead expenses by half, allowing your company to expand 10 times faster, and delivers bank-grade security. Botkeeper uses 256-bit encryption along with various additional best-in-class security processes, such as broad permissions, biometrics, and background checks, to secure your data. It combines the expertise of expert accountants with artificial intelligence, machine learning, and robotic process automation to provide the best user experience. It enables accounting businesses to offload the day-to-day blocking and tackling of bookkeeping (classifications, reconciliations, and data input) and focus on higher-level client advising services. The platform offers tools and assistance for partners with their own personalized branding and totally automates your bookkeeping department with human-assisted AI and machine learning that has been exposed to millions of financial transactions. Additionally, you can benefit from reduced manpower and overhead expenses, improved reporting and 24/7 real-time data input, and the ability to observe and verify the health of your company's outcomes. Read more
Pricing Options
  • Free Trial Available
  • Starts at $440.00. Offers Free-forever and Custom plan.
  • Free Trial Not Available
  • Starts at $69.00.
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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    86%
  • Reviews
    75%
  • Momentum
    62%
  • Popularity
    75%

84% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    91%
  • Reviews
    82%
  • Momentum
    60%
  • Popularity
    80%
SaaSworthy Awards
Not Available
# 12 Fastest Growing

Features

Total Features
10 Features
13 Features
Common Features for All
    Accounts Payable Handling the money owed by a business to its suppliers.
    Accounts Receivable Handling the money the client owes to the company.
    Bank Reconciliation Matching the balances of an entity's accounting records with the corresponding information on a bank statement.
    Billing and Invoicing This feature helps in issuing and handling the invoice and bills.
    CPA Firms Offers collaboration with a professional expert for financial and consulting services.
    Cash Management Collection and management of cash.
    Collections Recovery of cash from a business or individual.
    Expense Tracking Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.
    Fixed Asset Management Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.
    General Ledger Maintaining and recording all the accounting related transactions.
    Multi-Currency Enables payment and collection in multiple currencies.
    Payroll Handling the salary payable to the employees
    Revenue Recognition Determining the specific conditions under which revenue is recognized or accounted for
    Spend Management Managing the expenditure of a business in order to build its product or services
    Tax Management Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time
  • + 7 More - Show Less
    • Accounts Payable Handling the money owed by a business to its suppliers.
      Accounts Receivable Handling the money the client owes to the company.
      Bank Reconciliation Matching the balances of an entity's accounting records with the corresponding information on a bank statement.
      Billing and Invoicing This feature helps in issuing and handling the invoice and bills.
      CPA Firms Offers collaboration with a professional expert for financial and consulting services.
      Cash Management Collection and management of cash.
      Collections Recovery of cash from a business or individual.
      Expense Tracking Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.
      Fixed Asset Management Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.
      General Ledger Maintaining and recording all the accounting related transactions.
      Multi-Currency Enables payment and collection in multiple currencies.
      Payroll Handling the salary payable to the employees
      Revenue Recognition Determining the specific conditions under which revenue is recognized or accounted for
      Spend Management Managing the expenditure of a business in order to build its product or services
      Tax Management Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time
  • + 10 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • SaaS/Web/Cloud
    Modes of Support
    • Online
    • Online
    API Support
    • Available
    • NA

    Reviews & Ratings

    User Rating
    4.8/5 116 user ratings
    4.4/5 93 user ratings
    Rating Distribution
    • Excellent

      78.4%
    • Very Good

      19.8%
    • Average

      1.7%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      63.4%
    • Very Good

      21.5%
    • Average

      11.8%
    • Poor

      2.2%
    • Terrible

      1.1%
    User Sentiments

      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

      Not Available
    Review Summary

    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.

    Not Available
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $440.00. Offers Free-forever and Custom plan.
    • Free Trial Not Available
    • Starts at $69.00.
    Pricing Plans
    Monthly Plans Annual Plans

    Discover Free

    Grow $440.00 $489.00 per month

    Scale $880.00 $978.00 per month

    Enterprise Custom

    Infinite Platform $69.00 $69.00 per month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Dashboard Not Available
    Videos Video Thumbnail Video Thumbnail
    + 2 More

    Vendor information

    Company Details Located in: New York, New York Founded in: 2018 Located in: Boston, Massachusetts Founded in: 2015
    Contact Details

    Not available

    https://upflow.io/

    1-800-388-3323

    https://www.botkeeper.com/accounting-partners

    Social Media Handles

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