Upflow

About Upflow

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.

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Pricing

Free Trial Available
Starts at $440.00. Offers Free-forever and Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.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

76%
Momentum

62%
Popularity

75%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Online

Upflow Features

Show Feature Explanation

Show Missing Features

Accounting Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

86%

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Revenue Recognition

Determining the specific conditions under which revenue is recognized or accounted for

Multi-Currency

Enables payment and collection in multiple currencies.

General Ledger

Maintaining and recording all the accounting related transactions.

Collections

Recovery of cash from a business or individual.

Cash Management

Collection and management of cash.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Bank Reconciliation

Matching the balances of an entity's accounting records with the corresponding information on a bank statement.

Accounts Receivable

Handling the money the client owes to the company.

Accounts Payable

Handling the money owed by a business to its suppliers.

Budget Forecasting

Helps to create budgets using past performance and future projections. Forecasting uses data, trends, and analytics to predict revenue, expenses, and cash flow.

Spend Management

Managing the expenditure of a business in order to build its product or services

Purchasing

Acquiring goods or services required for the business at minimal cost

Project Accounting

Creation of financial reports specifically designed to track the financial progress of projects

Payroll

Handling the salary payable to the employees

Fixed Asset Management

Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.

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.

CPA Firms

Offers collaboration with a professional expert for financial and consulting services.

Upflow Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Discover Free

Features

Cash Collection
Insight
Payment

Grow $440.00 $489.00 per month

Features

Includes $3M Per Year Revenue
Cash Collection
Insight
Payment

Scale $880.00 $978.00 per month

Features

Includes $6M Per Year Revenue
Cash Collection
Insight
Payment

Enterprise Custom

Features

For Businesses With Annual Revenue Above $6m
Businesses with $500m Revenues Run on Upflow.
Cash Collection
Insight
Payment

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Disclaimer: The pricing details were last updated on 28/06/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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Upflow Reviews

User Rating

4.8/5 (Based on 116 Ratings)

Rating Distribution

Excellent
78.4%
Very Good
19.8%
Average
1.7%
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

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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.