--- description: Review of Upflow Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Upflow | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Debt Collection Software](/directory/4514/debt-collection/software) > [Upflow](/software/215749/upflow) # Upflow Canonical: https://www.softwareadvice.ie/software/215749/upflow Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/215749/upflow?page=2) > 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. > > Verdict: Rated **4.5/5** by 15 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 15 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Upflow - **Location**: Walnut, US - **Founded**: 2018 ## Commercial Context - **Starting Price**: US$0.00 - **Pricing model**: Other (Free version available) - **Pricing Details**: Discover: $0/month Grow ($0-$10M ARR): Get in touch Scale ($10M-$50M ARR): Get in touch Strategic ($50M+ ARR): Get in touch - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English, French - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Armenia, Aruba, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin and 187 more ## Features - ACH Payment Processing - API - Accounting - Activity Dashboard - Aging Tracking - Alerts/Notifications - Audit Trail - Automated Notices - Bank Reconciliation - Billing & Invoicing - Cash Flow Management - Client Management - Contact Management - Credit Card Processing - Customer Statements - Customisable Reports - Data Security - Debit/Credit Card Processing - Electronic Payments - Financial Management ## Integrations (13 total) - Chargebee - Gmail - NetSuite - Pennylane - QuickBooks Online - Sage Intacct - Salesforce Revenue Cloud - Salesforce Sales Cloud - Sellsy - Slack - Stripe Billing - Xero - Zuora ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base ## Category - [Debt Collection Software](https://www.softwareadvice.ie/directory/4514/debt-collection/software) ## Related Categories - [Debt Collection Software](https://www.softwareadvice.ie/directory/4514/debt-collection/software) - [Payment Processing Software](https://www.softwareadvice.ie/directory/4526/online-payment/software) - [Accounts Receivable Software](https://www.softwareadvice.ie/directory/1843/accounts-receivable/software) ## Alternatives 1. [Gaviti](https://www.softwareadvice.ie/software/435124/gaviti) — 4.5/5 (91 reviews) 2. [DebtView](https://www.softwareadvice.ie/software/274717/debtview) — 4.4/5 (21 reviews) 3. [Moonflow](https://www.softwareadvice.ie/software/417517/moonflow) — 4.8/5 (29 reviews) 4. [Collect\!](https://www.softwareadvice.ie/software/54085/collect) — 4.7/5 (70 reviews) 5. [Recovr](https://www.softwareadvice.ie/software/524414/Recovr) — 4.6/5 (13 reviews) ## Reviews ### "What an impressive software \!" — 5.0/5 > **Thomas** | *13 March 2020* | Wholesale | Recommendation rating: 9.0/10 > > **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. > > 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. ----- ### "Great discovery\!" — 5.0/5 > **Charlène** | *13 March 2020* | Electrical/Electronic Manufacturing | Recommendation rating: 9.0/10 > > **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. > > 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 ----- ### "Expensive for Lack of Features" — 1.0/5 > **Jake** | *21 June 2024* | Apparel & Fashion | Recommendation rating: 2.0/10 > > **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) > > Great at first (nice sales guy\!) and then went downhill when their eng team did not fulfill one feature request over 2+ years. ----- ### "Tested and approved\!" — 5.0/5 > **Anaïs** | *25 January 2021* | Staffing & Recruiting | Recommendation rating: 10.0/10 > > **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) > > 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). ----- ### "Upflow changes my everyday life" — 5.0/5 > **Verified Reviewer** | *13 March 2020* | Facilities Services | Recommendation rating: 10.0/10 > > **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 ;) > > Upflow is instinctive, well designed, easy to use, collaborative, and most importantly, really solve a pain \! ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/215749/upflow?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/215749/upflow) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data