Upflow Reviews

As an early stage start-up, we wanted to focus our efforts on the initiatives that would drive growth for our company. I was personally in charge of all business-related topics, and cash collection was one of them. However, it had no added-value for our business, so I decided to look for a product which could help us save time on cash collection, while ensuring stable collections for our business.

I would add in-app recommendations to drive improvements on cash collection. Upflow has a lot of data coming from the billing systems, so I think it’d be interesting for the tool to suggest modifications to bring to the collections strategy. I think they were working on it at the time I left the company.

- Save time to focus on higher added-value tasks

- Build a framework around cash collection to ensure the business healthy cash-ins

- Share the information with the top management

- Simplicity to use and setup

- Integration with Netsuite is flawless

- Great reporting tool

- ROI is happening super quick

- Maybe having more dunning template could be useful, but it's nit picking

It's helped me reduce my DSO

I have used this tool for several years and I recommend it to many of my clients, both simple and effective.

It's very easy to monitor your customer outstandings and therefore greatly improve your cashflow.

Very easy to implement and integrate.

TThe customer support is really very responsive and really very friendly (the best for me).

UPFLOW Allows me to log my actions but also helps me monitor my dashboard.

L'outil est très simple d'utilisation et intuitif. S'agissant d'un logiciel Saas, sa mise en place est également simple.

Il se connecte directement au logiciel comptable ce qui permet une mise à jour du statut des factures en temps réel, mais également l'importation automatique des contacts.

On peut aussi programmer des plans de relances personnalisés pour les différents types de clients.

L'attribution des tâches à des membres de l'équipe est très appreciable, nous pouvons ainsi répartir automatiquement les relances par compte et/ou tâche.

Les tableaux de reporting directement accessibles sur la plateforme permettent de suivre les indicateurs de recouvrement sans avoir à exporter les données et les travailler sur Excel.

L'outil nous aide donc à avoir une meilleure organisation sur les actions de recouvrement à faire, il nous permet d'avoir une plateforme unique où retrouver toutes les informations sur les impayés et de suivre le recouvrement.

Ce qui engendre un réel gain de temps.

Je n'ai pas de point à mentionner. Nous avons eu dans les débuts quelques axes d'améliorations à transmettre à notre chargée de compte, mais il y a régulièrement des MAJ qui viennent solutionner les blocages les plus fréquents. Et la chargée de compte reste toujours disponible et réactive pour proposer des solutions alternatives et ainsi contourner le moindre souci.

Meilleure organisation dans l'équipe pour gérer le recouvrement.

Accès rapide et simple à l'histoire des actions de recouvrement menées sur un compte.

Upflow is very easy to use and very intuititve.

It's the best tool I've used for far to track A/R accros multiple entities and accounting systems. It allows you to standardize your process while enabling the need for localization.

You are up and running in no time and can quickly see the benefits and results from the workflows. It's the perfect combination of automation and manual customization for any specific situation.

It has quite a few native integrations available "out of the box" which makes the setup very smooth.

In our case, we had one local accounting tool which didn't have a native integration and the team at Upflow.io worked closely with us to find a 3rd party integrator that could develop the integration.

I'm also very fond on their analytics dashboard which is highly customizable and provides a lot of different insights.

the deliverability options are less intuitive and easy to setup than the rest of the platform.

Upflow helped us to collect payments from our customers faster and more efficiently, which improved our cash flow and reduced their risk of bad debt.

Lack of visibility into customer payments: Upflow provides us with a clear view of our customer payment history which can enables us to identify trends and address issues or collection risks in advance.

It reduces the time spend by the accouting team on chasing payments as the process is automated.

It significantly increased collaboration with our customer success and account manager teams as they now have a clear view where they customer stand in terms of overdue and include that factor in their conversations with the customers.

Upflow enables finance team to automatize remittance emails to clients, allow to get very useful kpi on customer cash collection and allow financial controllers to spend time only with clients with a lot of delays. The tool is very easy to use, the implementation went very well and the custommer support is very reactive

There is nothing a dislike about Upflow. Each time we request new dashboard or feature, the product team takes into account our requests.

Upflow allowed us reduce the time spent on the cash collection process and reduce our DSO

We chose to go with Upflow because we were struggling to loop in our Sales and CS teams in the AR process. Indeed, before using the platform, we had to manually export the data from our billing system and ask the business teams to collaborate with Finance on Gsheets. This was highly time-consuming for them and a source of frustration for the Finance team as we had little to no visibility on the actions they were taking.

We decided to evaluate several solutions. Most of the ones we looked at were too limited to simple automation, while Upflow appeared as the perfect fit for what we were trying to achieve.

Cherry on the cake, I've never seen such a smooth integration process, as it took just a few clicks to integrate it within our stack.

Game-changer!

Our CS and Sales teams told us this would be great to be able to call from Upflow, as most of their interaction happens on the phone. We fed this info back to the Upflow team, but I believe they were about to roll it out...!

- We had a very deep understanding on our customer's payment behavior... that Upflow makes crystal clear to understand

- We communicated with our customers much more frequently that we used to, while we boosted the quality of the overall process - collaborative, using different channels, and applying tailored process to our customers, which are very different from one to another

- But most of all, we got paid way faster, and now maintain our DSO at a very healthy level!

Easy and quick to implement as workflows can bu duplicated.

Great reportings.

Automated dunning and synchronization with our billing tool.

Best Customer Support! Thanks Vanessa :D

I don't have any downsides to mention here.

Dunning used to be much work and time consuming for us.

Facilité d'utilisation, facilité d'intégration avec nos autres logiciels, disponibilité et réactivité du support, fonctionnalités variées (analytics, vue par clients, par factures...), possibilité de créer des plans de relance adaptés à nos besoins, utilisation quotidienne.

Amélioration souhaitable : possibilité de customiser son portail (sélectionner les informations qu'on veut monitorer en priorité).

Le recouvrement des créances clients et la résolution de litiges de facturation.

The automation of workflows has saved me and my team a world of pain. It's cut down admin time significantly and also reduced our debtors. Rather than hiring a new finance administrator, Upflow saved me the costs and does the chasing for me. This is AR management at it's best. the development team is very hands so any new feature requests are turned around very quickly.

I wish I had know about Upflow sooner. Can't fault the system at all.

Reduced our debtor's days. Cut down manual debtor-chasing processes and automate it. Real-time reporting.