About Upflow

Upflow is an accounts 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 Xero, Chargebee, QuickBooks and more. The product is availa...


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13 Reviews of Upflow

Average User Ratings

Overall

4.77 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(10)

10

4 stars

(3)

3

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 13 results

March 2020

User Profile Picture

Thomas from Solar Screen International S.A.

Verified Reviewer

Company Size: 51-200 employees

Industry: Wholesale

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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

Response from Upflow

Replied March 2020

Hi Thomas, Thanks a lot for your support and for being one one of our first users !

March 2020

Charlène from Administrative

Company Size: 51-200 employees

Industry: Electrical/Electronic Manufacturing

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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

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.

Response from Upflow

Replied March 2020

Hi Charlene, I wanted to thank you for your support, We are very happy to work with you and your company !

March 2020

LYES from PAYINTECH

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

March 2020

Beaucoup plus de Pros que de cons :)

Pros

- Paramétrage des plans de relance - Espace client - Dashboard principal pertinent et ergonomique - Intégration des accounts manager - Metrics en temps réel

Cons

- Importation manuelle des paiements - Traçabilité des échanges avec les clients (réponse dans nos boites mails)

Response from Upflow

Replied March 2020

Hi Lyes, Thanks for filling out this review. We are happy to count Payintech as one of our power users. Regarding the two points mentioned, you are absolutely right ! This is why we've developed an integration with your accounting tool, that's ready to be used since last week ! Lastly, responses will be soon logged into Upflow as well as the possibility to send reminders from you own email address. Please let us know if you have any doubts Upflow Team

January 2021

Anaïs from Side

Company Size: 11-50 employees

Industry: Staffing and Recruiting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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).

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)

March 2020

Clément from TRUSK FRANCE

Company Size: 51-200 employees

Industry: Logistics and Supply Chain

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

March 2020

Clément PRETRE

- Réduction des impayés - équipe au top et réactive - Automatisation des relances

Pros

- Reconnaissance optique de caractères poussée - Interface et simplicité d'utilisation - Relances automatiques (qui pour nous est le véritable plus) - Reporting et exports pour le comptable

Cons

- Réticence de notre côté quant à la saisie automatique des paiements (pour les virements groupés constituant parfois le règlement de jusqu'à 30 factures différentes)

Reasons for Choosing Upflow

Après avoir contacter plusieurs sociétés proposant des solutions proches de celle d'UPFLOW, cette dernière nous a semblé être la plus pertinente et la plus en adéquation avec nos besoins. La solution répond parfaitement à notre besoin principal, à savoir l'automatisation des relances et la réduction de nos en-cours client. Par ailleurs, l'équipe est hyper réactive et à l'écoute.

Response from Upflow

Replied March 2020

Thanks a lot Clement!