--- title: "Upflow Software Reviews, Demo & Pricing - 2026" description: "Review of Upflow Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/debt-collection/upflow-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Accounts Receivable Software](https://www.softwareadvice.com/accounting/accounts-receivable-comparison/) / Upflow Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/debt-collection/upflow-profile/reviews/)[Alternatives](https://www.softwareadvice.com/debt-collection/upflow-profile/alternatives/) # Upflow Review Custom quote Free version 6 plans Wondering if Upflow is right for your organization? Our Accounts Receivable Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Upflow 4.5 [(15)](https://www.softwareadvice.com/debt-collection/upflow-profile/reviews/) Pricing Pricing available upon request ### About Upflow Upflow helps B2B finance teams get paid faster while strengthening the relationships behind their revenue. Its Financial Relationship Management platform manages the full financial relationship, from agreed payment terms to collected and reconciled cash, with AI agents working alongside the team. It brings the data, workflows, and customer context behind getting paid into one system, so teams can make better decisions and act consistently across every account. Finance, Sales, and Customer Success work from the same customer context, while Finance controls the strategy and level of agent autonomy. By combining team judgment with agent execution, Upflow scales that strategy across every customer and every stage of the invoice-to-cash cycle. The four products: Upflow Insights builds the strategy. It turns AR data into answers you can act on: which accounts carry risk, when cash lands each month, and what drives collections performance. Forecasts are built on how customers actually pay, and the Insights Agent surfaces deteriorating payment behavior before it becomes bad debt. Live AR data is also accessible from Claude, ChatGPT, or Copilot through the Upflow MCP server. Upflow Co... llections executes the strategy. The Collections Agent runs your AR playbook across multiple channels: email, SMS, calls, and letters and centralizes the entire context in a structured way. It executes tasks, replies to customers, logs promise-to-pay dates, flags disputes, and escalates to a collector when judgment is needed. You can run multiple agents in parallel, each grounded in the customer's payment history and active conversations. Alongside them, the AP Portal Agent takes on invoice submissions into customer AP portals. Autonomy stays in your hands: each agent skill runs in suggestion-only mode or fully autonomous, and you expand what agents handle as trust builds. Every action is logged and auditable. Upflow Payments removes the payment execution friction while providing your customers with a consumer grade checkout experience. Customers pay through a portal that carries your brand, with saved payment methods and autopay. Finance owns the setup, the payment mix, and the costs, and activation is self-service with same-day go-live. Upflow Cash App closes the loop. The Cash App Agent matches bank payments to open invoices, including the short pays, bulk payments, and partial payments that break rule-based tools, then syncs reconciled cash to your ERP in real time. Collections sees what is genuinely owed and follows up sooner. One foundation underneath Every agent works from Upflow Intelligence, the AI foundation of the platform. Trained on the largest dataset of B2B financial relationships, it holds the complete context on each customer, everything paid, promised, said, and disputed, so every product and agent acts on the full picture. Ask Upflow is the conversational entry point to that intelligence: which lets you query your AR data, configure workflows, and direct your agents from one interface. It gives teams a direct way to shape how the platform works, from the rules behind a workflow to the actions an agent performs. Integrations Upflow builds native, two-way integrations that go deeper than the standard connector, and maintains them as first-class as the tools they connect to evolve. Coverage spans the finance stack: NetSuite, Sage Intacct, QuickBooks Online, Xero, Pennylane, and Rillet on the ERP side, billing systems including Chargebee, Stripe Billing, and Zuora, Salesforce and HubSpot for CRM, and Gmail and Slack for communication. The Upflow REST API covers custom builds on proprietary and internal systems, and Upflow's professional services team scopes and builds those integrations directly. The result: data flows from every source in real time and stays in sync, teams collect smarter, strengthen the relationships behind their revenue, and cut DSO by 30% on average within three months. Wondering if Upflow is right for your organization? Our Accounts Receivable Software selection experts can help you in 15 minutes or less. ## Upflow User Interface ## Popular Upflow Alternatives Main Product Upflow 4.5 [(15)](https://www.softwareadvice.com/debt-collection/upflow-profile/reviews/) Ratings Breakdown - 4.53Ease of use - 4.53Value for money - 5.0Customer support - 4.27Functionality Pricing Available upon request Get Price Alternative Product [Gaviti](https://www.softwareadvice.com/treasury/gaviti-profile/) 4.5 [(91)](https://www.softwareadvice.com/treasury/gaviti-profile/reviews/) Ratings Breakdown - 4.59Ease of use - 4.42Value for money - 4.49Customer support - 4.45Functionality Pricing Available upon request Get Price Alternative Product [DebtView](https://www.softwareadvice.com/debt-collection/debtview-profile/) 4.4 [(21)](https://www.softwareadvice.com/debt-collection/debtview-profile/#reviews) Ratings Breakdown - 4.52Ease of use - 4.56Value for money - 4.81Customer support - 4.10Functionality Pricing Starting at £125.00 per month Get Price Alternative Product [Recovr](https://www.softwareadvice.com/product/524414-Recovr/) 4.7 [(15)](https://www.softwareadvice.com/product/524414-Recovr/#reviews) Ratings Breakdown - 4.67Ease of use - 4.33Value for money - 4.93Customer support - 4.33Functionality Pricing Available upon request Get Price Alternative Product [Moonflow](https://www.softwareadvice.com/debt-collection/moonflow-profile/) 4.8 [(29)](https://www.softwareadvice.com/debt-collection/moonflow-profile/reviews/) Ratings Breakdown - 4.66Ease of use - 4.72Value for money - 4.76Customer support - 4.52Functionality Pricing Starting at $399.00 per month Get Price Alternative Product [Collect!](https://www.softwareadvice.com/debt-collection/collect-profile/) 4.7 [(70)](https://www.softwareadvice.com/debt-collection/collect-profile/reviews/) Ratings Breakdown - 4.57Ease of use - 4.78Value for money - 4.79Customer support - 4.62Functionality Pricing Starting at $149.00 per month Get Price ## Upflow Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Discover $0.00 No plan information available Starter Pricing available upon request No plan information available Grow Pricing available upon request No plan information available Scale Pricing available upon request No plan information available Accelerate Pricing available upon request No plan information available Entreprise Pricing available upon request No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Alerts/Notifications API Audit Trail Automated Notices Billing & Invoicing Cash Application Cash Flow Management Client Management Contact Management Credit Card Processing Credits CRM Customer Statements Customizable Reports Data Security Debit/Credit Card Processing Electronic Payments ERP Financial Management Forecasting Generative AI History In-House Collections Invoice Management Invoices Mobile Payments Multi-Currency Multiple Payment Options Overpayment Processing Payment Collection Payment Gateway Integration Payment Plans Profit/Loss Statement Real-Time Analytics Real-Time Data Receivables Ledger Reminders Reporting/Analytics Task Management Third-Party Integrations Workflow Management ## Upflow Integrations NetSuite Integration rated undefined from -1 review QuickBooks Online Integration rated undefined from -1 review Chargebee Integration rated undefined from -1 review Xero Integration rated undefined from -1 review Stripe Billing Integration rated undefined from -1 review Zuora Integration rated undefined from -1 review See all 13 integrations ## Upflow User Reviews ## Upflow customer ratings - Overall rating: 4.5/5 - Total reviews: 15 ### Rating distribution - 5 stars: 11 reviews (73%) - 4 stars: 3 reviews (20%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 1 reviews (7%) ### Secondary ratings - Ease of use: 4.5/5 - Value for money: 4.5/5 - Customer support: 5/5 - Functionality: 4.3/5 --- ### What an impressive software ! - Overall rating: 5/5 - Reviewer: Thomas M. - Verified reviewer: Yes - Industry: Wholesale - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Great discovery! - Overall rating: 5/5 - Reviewer: Charlène T. - Verified reviewer: Yes - Industry: Electrical/ Electronic Manufacturing - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: March 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Expensive for Lack of Features - Overall rating: 1/5 - Reviewer: Jake G. - Verified reviewer: Yes - Industry: Apparel & Fashion - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2024 - Review source details: This review was submitted organically. No incentive was offered 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: 1/5 - Value for money: 1/5 - Functionality: 2/5 #### 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. --- ### Tested and approved! - Overall rating: 5/5 - Reviewer: Anaïs E. - Verified reviewer: Yes - Industry: Staffing and Recruiting - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: January 2021 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Upflow changes my everyday life - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Facilities Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Upflow is instinctive, well designed, easy to use, collaborative, and most importantly, really solve a pain ! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### A real relief in my day to day business - Overall rating: 5/5 - Reviewer: Henri D. - Verified reviewer: Yes - Industry: Human Resources - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: March 2020 - Review source details: This review was submitted organically. No incentive was offered Onboarding is very fluid, escpacially regarding the fact that I use Quickbooks. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### User's opinium - Overall rating: 5/5 - Reviewer: Yuliya R. - Verified reviewer: Yes - Industry: Transportation/ Trucking/ Railroad - Company size: 1001-5000 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### powerful and easy to set up - Overall rating: 5/5 - Reviewer: Carlos D. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: September 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Simple and effective - Overall rating: 5/5 - Reviewer: Faroudja S. - Verified reviewer: Yes - Industry: Environmental Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2020 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Upflow review - Overall rating: 4/5 - Reviewer: MAUD B. - Verified reviewer: Yes - Industry: E-Learning - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 [See All Reviews](https://www.softwareadvice.com/debt-collection/upflow-profile/reviews/) ## Other Top Recommended Accounts Receivable Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (716) Recently recommended **249** times [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) **4.2** (2069) Recently recommended **201** times [Xledger](https://www.softwareadvice.com/accounting/xledger-profile/) **4.6** (18) Recently recommended **184** times [Sage 50 Accounting](https://www.softwareadvice.com/accounting/sage-50cloud-profile/) **4.0** (628) Recently recommended **166** times Stuck Between Options? Our experts can help you compare Upflow with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice