Upflow 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Upflow

4.5

(15)

Pricing

Starting at $440.00 per month

About Upflow

Upflow is an account receivable automation solution designed to help businesses manage invoices and payment reminders using pre-defined templates. Administrators can gain visibility into outstanding amounts, aging balances, Days Sales Outstanding (DSO) and other metrics using a centralized dashboard.

Using Upflow, organizations can track customers, payments and invoices from within a centralized workspace. Managers can schedule reminders for unpaid invoices and communicate with team members using comments. Additionally, businesses can provide a summary page for clients to ask questions and track paid or outstanding invoices.

Upflow facilitates integration with various third-party systems such as Netsuite, Chargebee, QuickBooks and more. The product is available on monthly or annual subscriptions and support is extended via live chat and FAQs

Upflow Screenshots

Upflow Pricing and Plans

Starting price: $440.00 per month

Free Trial

Free Version

Basic

$440.00

per month

No plan information available

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Upflow Features

Popular features found in Accounts Receivable
Accounting
ACH Payment Processing
Bank Reconciliation
Check Processing
Expense Tracking
General Ledger
Invoice Processing
Online Payments
Partial Payments
Recurring/Subscription Billing
More features of Upflow
Activity Dashboard
Aging Tracking
Automated Notices
Billing & Invoicing
Client Management
Contact Management
Customer Statements
Data Security
Debit/Credit Card Processing
Electronic Payments
Forecasting
In-House Collections
Invoice Management
Mobile Payments
Multiple Payment Options
Overpayment Processing
Payment Collection
Payment Gateway Integration
Payment Plans
Real-Time Analytics
Receivables Ledger
Reminders
Reporting/Analytics
Third-Party Integrations

Upflow Integrations

NetSuite

QuickBooks Online

Chargebee

Xero

Stripe Billing

Zuora

See all 7 integrations

Upflow User Reviews

Overall Rating

4.5

Ratings Breakdown

73%

20%

Secondary Ratings

Ease of Use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.3

Thomas M.

Verified reviewer

Wholesale

51-200 employees

Used daily for less than 2 years

Review source

Reviewed March 2020

What an impressive software !

We gained a lot of time to send reminders to customers and most important we empower the sales rep/assistant with the importance of obtaining cash.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software has been efficiently implemented (only a few weeks of work from both sides - Upflow and our software). In our company, sales representatives/assistant are in charge of using Upflow and they are all impressed by the time gained using this tool. Upflow team is always available for new developments allowing us to continue gaining time and efficiently.

Cons:

More integration with our software will be always interesting. We continue to have regular contacts with Upflow team to have new improvements.

Reasons for choosing Upflow

N/A

Reasons for switching to Upflow

Presentation of Upflow

Vendor Response

Hey Thomas, As you probably already know, we can do so much more with our integrations now. For instance, you can import, in real-time, Custom fields from your billing software of choice and use them in Upflow to customize your collection and filter your analytics even more. Thanks a lot for all your feedback and our constructive discussions to make sur Upflow always brings the best for its customers and yours. What's even cooler is that since your comment (march 2020), we've added a few integrations: Netsuite, Chargebeen, Xero, and Zuora. And we're not stopping there ;) Feel free to contact us again to set it up and offer new inputs: we love them. Talk soon The Upflow team

Replied June 2022

Charlène T.

Verified reviewer

Electrical/ Electronic Manufacturing

51-200 employees

Used daily for less than 12 months

Review source

Reviewed March 2020

Great discovery!

We have so much more customer feedback than before, we can see who is receiving and opening emails and who is not. we have a good relationship with the client, even if it is a collection process

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is very easy to use, it does not require a very good knowledge of software. It has a clear home page, you can see in a few clicks what you have to do, who has not yet paid, who needs a different reminder, etc...

Cons:

It is quite difficult, at the beginning, to put the email in each invoice sending.

Reasons for switching to Upflow

Odoo is very difficult to use for the collection process, and it is unreliable.

Vendor Response

Hello Charlène, We're very happy to know that Upflow has allowed you to improve your collection performance and your relationships with your customers at the same time. Were you talking about customizing the email actions? If yes, you are provided with a template workflow to use and adjust. Let us know if we understood you well. Talk soon The Upflow team

Replied June 2022

Jake G.

Verified reviewer

Apparel & Fashion

11-50 employees

Used daily for more than 2 years

Review source

Reviewed June 2024

Expensive for Lack of Features

Great at first (nice sales guy!) and then went downhill when their eng team did not fulfill one feature request over 2+ years.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Easy no code integration was great to go live. Sets up seamlessly with Stripe.

Cons:

The engineering team never completed one of my feature requests. You cannot chareg a customer credit card immediately (2 day lag between issuing an invoice and auto charging a card)

Reasons for choosing Upflow

Paystand was even more expensive!

Reasons for switching to Upflow

Integrate further with Netsuite to reduce manual processes.

Anaïs E.

Verified reviewer

Staffing and Recruiting

11-50 employees

Used daily for less than 2 years

Review source

Reviewed January 2021

Tested and approved!

The main impact of using Upflow is the reduction of our DSO, we have gain about 15 DSO days since we implemented Upflow (with an increasing number of invoices issued).

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Upflow has been a great help for us to save time and reduce our DSO. The platform is easy to use and to implement, we could easily connect it with our existing tools and processes (or replace some of them) and it is now one of our finance team's most widely used tools on a daily basis. Features we appreciate most is the centralization of recovery actions (based on customized recovery "workflows"), a precious help to make sure you don't miss out on any unpaid invoice, and the possibility to have analytics. The team is also very reactive and eager to collect feedbacks and continuously improve the platform!

Cons:

I would say that all our recents feedbacks have already been implemented. It could maybe be great if we could customise the platform and datas even more (e.g. add "tags" to sort our customers by industries)

Vendor Response

Hello and thank you Anais! It's good to read that from the fast and easy implementation to the integration and daily usage, you are reaping the benefits of Upflow with a much reduced DSO and a lot of time saved. It's also great to see that you were able to keep improving your DSO while growing your business. Upflow is made to scale with you. As for the customization, I'm sure you've paid close attention to our recent releases and know that you can now import custom fields from your tool and use the tags that most fit your business. Can't wait for your next review ;) The Upflow team

Replied June 2022

Verified

Reviewer

Facilities Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed March 2020

Upflow changes my everyday life

Upflow is instinctive, well designed, easy to use, collaborative, and most importantly, really solve a pain !

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Automatic bank reconciliation changed my life !

Cons:

It is not yet possible to have multiple bank accounts linked to my Upflow account. But I know that it will be possible very soon. Can't wait ;)

Vendor Response

Hello, Thank you again for your feedback. We are so happy to know that we've had such an impact on your work (and life). Great news for you: you can now have multiple bank accounts in Upflow!!! It's been a quarter now! Let's talk to set it up together if you want. The Upflow team

Replied June 2022

Henri D.

Verified reviewer

Human Resources

2-10 employees

Used daily for less than 12 months

Review source

Reviewed March 2020

A real relief in my day to day business

Onboarding is very fluid, escpacially regarding the fact that I use Quickbooks.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I pretty much have noting to do to recover the money I earned

Cons:

I would love to be able to integrate paiment methods directly on the customer facing landing page, but I understood that the feature is already roadmaped

Vendor Response

Hi Henri, Thanks so much for your feedback. We're happy to confirm you can already add additional payment methods to your customer portal, such as credit card payment for small invoices. You can add in the section "payment account" Let us know if you need help to set it up. Best, the Upflow team.

Replied March 2020

Yuliya R.

Verified reviewer

Transportation/ Trucking/ Railroad

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed March 2020

User's opinium

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

* Helps quickly send the reminders * Easy to sort and store all the invoices * Easy to link each credit note to the appropriate invoice * Very helpful for audit and statistics in general * Excellent and fast service from the platform representative [SENSITIVE CONTENT HIDDEN] * Saves a lot of time

Cons:

The only issue I have with Upflow is that our customers/agents often perceive my emails as a spam, seeing that my address is different: reminders@upflow.io

Vendor Response

Hi Yuliya, thanks for the feedback! We heard you, and since June 2020, you can send emails from your own domain and own email address. Let's set that up together?

Replied September 2020

Carlos D.

Verified reviewer

Financial Services

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed September 2022

powerful and easy to set up

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

How easy it is to set up and configure it. Very intuitive design and functionalities. Good customer service.

Cons:

Nothing in particular. Maybe it needs a bit more power in getting customized fields from the ERP

Vendor Response

Thank you Carlos for your review! We're very happy that Upflow brought value to your Finance team so quickly. Our Customer Service team will love your comment also. They make it their mission to answer each of your requests efficiently. Regarding the ERP customized fields, I'm guessing you've tried our improved integrations to import in real-time data from the custom fields of your ERP. They allow you to build even more specific sequences. We'd love to hear from what more we could do in that regard. Please reach out to your Customer Success Manager. Talk soon

Replied September 2022

Faroudja S.

Verified reviewer

Environmental Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed October 2020

Simple and effective

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of daily use. The software is very intuitive. The management of the customer account is no longer reserved for experts, everyone can effectively manage his client and cash raisings.

Cons:

Hard to say... Nothing All the features I've long dreamed of to make it easier for me to relaunch my client are brought together in this software.

Vendor Response

Well, it's not so hard to reply to this review, except by saying a big thank you! We're very glad to know that you enjoy Upflow and its benefits so much. Talk soon, The Upflow team

Replied June 2022

MAUD B.

Verified reviewer

E-Learning

11-50 employees

Used daily for less than 2 years

Review source

Reviewed March 2020

Upflow review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use and a very reactive customer service.

Cons:

sometimes the robot dont read the customer name on the invoice so we need to complete it ourself.

Vendor Response

Hi Maud ! Thanks a lot for this review, we are very happy to count you as one of our first early user. Invoice/Customer linking based on the customer name is sometimes tricky. We recommend to use a unique customer id which is more robust. Let us know if you want to implement it ! Upflow team

Replied March 2020

Showing 1 - 10 of 15 Reviews

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