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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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71% 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 | 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 | LumaTax has developed an economic nexus analysis tool that automates the complexity of analyzing transactions against varying state thresholds to determine whether nexus has been established in each taxing jurisdiction. Finally, an all-in-one solution to help you deliver SUT compliance to your clients profitably and at scale. Our industry-first client exposure survey generates a LumaTax Compliance Score for each business to help you quickly identify those most in need of SUT advisory services and - in the process - provides you with a picture of the corresponding revenue opportunities for your firm. Get a complete picture of each clients' nexus status across the U.S. with our Nexus Overview dashboard. 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
|
71% 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 |
10 Features
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3 Features
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| Common Features for All |
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing and Invoicing
CPA Firms
Cash Management
Collections
General Ledger
Multi-Currency
Revenue Recognition
Tax Management
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Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing and Invoicing
CPA Firms
Cash Management
Collections
General Ledger
Multi-Currency
Revenue Recognition
Tax Management
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| 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 |
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| 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. |
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| 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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Discover Free Grow $440.00 $489.00 per month Scale $880.00 $978.00 per month Enterprise Custom |
LumaTax Custom |
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View Detailed Pricing
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View Detailed Pricing
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| Company Details | Located in: New York, New York Founded in: 2018 |
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