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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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76% 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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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 Introducing ConnectBooks the ultimate solution for their accounting and inventory management needs. Say goodbye to the hours spent manually checking every line of their books, and hello to perfect reconciliation to the penny. With ConnectBooks, every transaction, fee, return, adjustment, expense, and loss is captured with precision and accuracy in just one click. So they can rest easy knowing their books are absolutely error-free. But ConnectBooks is more than just a bookkeeping tool - it's a comprehensive platform that gives they real-time insights into their financials. With this instant updates, they can see their profits as they happen and make well-informed decisions, without having to wait for monthly or yearly reports. ConnectBooks provides they with a third-party perspective, giving they a clear understanding of their numbers and helping they manage their business like a true professional. And that's not all this stock forecast and reorder alerts ensure that they're always on top of their inventory. No more overstocking or understocking, no more missed sales opportunities, just a streamlined inventory management process. With ConnectBooks, they can track every sale, bundle, kit, variation, return, and even lost or unsellable items - all in real-time. So why wait? Close their books in just a few clicks, and gain instant clarity on their gross and net profit, orders, units sold, ad spend, fees, returns, margins, and ROI. With ConnectBooks, they'll have a complete overview of what they're making and where, empowering they to make strategic business decisions and achieve even greater success. Don't just take this word for it - try ConnectBooks today and see the difference it can make for their business. Read more
Pricing Options
  • Free Trial Available
  • Starts at $440.00. Offers Free-forever and Custom plan.
  • Free Trial Available
  • Starts at $14.00.
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%

76% 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
    79%
  • Reviews
    61%
  • Momentum
    66%
  • Popularity
    66%

Features

Total Features
10 Features
7 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.
    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.
    General Ledger Maintaining and recording all the accounting related transactions.
    Multi-Currency Enables payment and collection in multiple currencies.
    Project Accounting Creation of financial reports specifically designed to track the financial progress of projects
    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.
      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.
      General Ledger Maintaining and recording all the accounting related transactions.
      Multi-Currency Enables payment and collection in multiple currencies.
      Project Accounting Creation of financial reports specifically designed to track the financial progress of projects
      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
  • + 4 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
    5/5 1 user ratings
    Rating Distribution
    • Excellent

      78.4%
    • Very Good

      19.8%
    • Average

      1.7%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      100%
    • Very Good

      0%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
    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
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    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 Available
    • Starts at $14.00.
    Pricing Plans
    Monthly Plans Annual Plans

    Discover Free

    Grow $440.00 $489.00 per month

    Scale $880.00 $978.00 per month

    Enterprise Custom

    Silver Lite (For Small Businesses) $14.00 $14.00 per month

    Gold Lite (For Small Businesses) $24.00 $24.00 per month

    Diamond Lite (For Small Businesses) $49.00 $49.00 per month

    Silver (For Most Businesses) $31.00 $31.00 per month

    Gold (For Most Businesses) $149.00 $149.00 per month

    Diamond (For Most Businesses) $199.00 $199.00 per month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Dashboard Not Available
    Videos Video Thumbnail Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: New York, New York Founded in: 2018 Located in: Spring Valley, New York
    Contact Details

    Not available

    https://upflow.io/

    +1 845-751-1600

    https://www.connectbooks.com/

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