# Upflow Software Reviews, Demo & Pricing - 2026 > Review of Upflow Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/debt-collection/upflow-profile --- [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 2026: Benefits, Features & Pricing 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 is a Financial Relationship Management (FRM) platform for B2B finance teams. Instead of chasing invoices, teams use Upflow to manage customer payments proactively, with real-time AR visibility, automated follow-ups, and a white-labelled payment portal. Customers can pay through a branded portal that supports ACH, credit cards, and direct debit, including Autopay and promise-to-pay. Payments are automatically matched to invoices, reducing manual reconciliation to exceptions only. Finance teams use it to track DSO and cash forecasts, cut late payments, and maintain better customer relationships without the manual work. Connects natively with NetSuite, Sage Intacct, QuickBooks, Xero, Zuora, Chargebee, and Stripe Billing and with CRM and communication tools like Salesforce, Gmail, and Slack. Trusted by leading B2B companies like Vercel, Lattice, and Productboard. 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 [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/) 4.3 [(8465)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/) Ratings Breakdown - 4.24Ease of use - 4.16Value for money - 4.00Customer support - 4.27Functionality Pricing Starting at $38.00 per month Get Price Alternative Product [QuickBooks Desktop](https://www.softwareadvice.com/accounting/quickbooks-pro-profile/) 4.4 [(2562)](https://www.softwareadvice.com/accounting/quickbooks-pro-profile/reviews/) Ratings Breakdown - 4.31Ease of use - 4.16Value for money - 3.89Customer support - 4.29Functionality Pricing Starting at $1069.20 per year Get Price Alternative Product [Xero](https://www.softwareadvice.com/accounting/xero-profile/) 4.4 [(3300)](https://www.softwareadvice.com/accounting/xero-profile/reviews/) Ratings Breakdown - 4.36Ease of use - 4.25Value for money - 4.04Customer support - 4.30Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [QuickBooks Enterprise](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/) 4.5 [(20653)](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/reviews/) Ratings Breakdown - 4.31Ease of use - 4.30Value for money - 4.14Customer support - 4.40Functionality Pricing Starting at $2210.00 per year Get Price Alternative Product [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) 4.2 [(2045)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/) Ratings Breakdown - 3.96Ease of use - 3.85Value for money - 3.81Customer support - 4.21Functionality Pricing Available upon request 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 Grow Pricing available upon request No plan information available Scale Pricing available upon request No plan information available Strategic 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 Flow Management Client Management Contact Management Credit Card Processing Customer Statements Customizable Reports Data Security Debit/Credit Card Processing Electronic Payments Financial Management Forecasting Generative AI In-House Collections Invoice Management 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 Overall Rating 4.5 Ratings Breakdown 5 73% 4 20% 3 0% 2 0% 1 7% 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 ! 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More CT Charlène T. Verified reviewer Electrical/ Electronic Manufacturing 51-200 employees Used daily for less than 12 months Review source Reviewed March 2020 Great discovery! 5 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 5 Ease of use 5 Value for money 5 Customer support 4 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 Read More JG 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 1 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 1 Ease of use 1 Value for money 2 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. Read More AE 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! 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More VR Verified Reviewer Facilities Services 2-10 employees Used daily for less than 2 years Review source Reviewed March 2020 Upflow changes my everyday life 5 Upflow is instinctive, well designed, easy to use, collaborative, and most importantly, really solve a pain ! Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 4 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 Read More 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 5 Onboarding is very fluid, escpacially regarding the fact that I use Quickbooks. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More YR 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 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 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 Read More 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 5 Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 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 Read More FS Faroudja S. Verified reviewer Environmental Services 11-50 employees Used daily for less than 2 years Review source Reviewed October 2020 Simple and effective 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More MB MAUD B. Verified reviewer E-Learning 11-50 employees Used daily for less than 2 years Review source Reviewed March 2020 Upflow review 4 Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 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 Read More 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** (687) Recently recommended **430** times [Xledger](https://www.softwareadvice.com/accounting/xledger-profile/) **4.5** (12) Recently recommended **209** times [Sage 50 Accounting](https://www.softwareadvice.com/accounting/sage-50cloud-profile/) **3.9** (474) Recently recommended **193** times [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) **4.2** (2045) Recently recommended **136** 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