--- 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 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 Collections 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. > > 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**: Pricing is based on annual invoiced revenue. Simple, transparent pricing. - **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 - CRM - Cash Application - Cash Flow Management - Client Management - Contact Management - Credit Card Processing - Credits - Customer Statements - Customisable Reports - Data Security ## 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. [QuickBooks Online](https://www.softwareadvice.ie/software/393202/quickbooks-online) — 4.3/5 (8543 reviews) 2. [Xero](https://www.softwareadvice.ie/software/2976/xero) — 4.4/5 (3330 reviews) 3. [QuickBooks Enterprise](https://www.softwareadvice.ie/software/49801/qb-enterprise) — 4.5/5 (20688 reviews) 4. [Sage 50 Accounting](https://www.softwareadvice.ie/software/423487/sage-50cloud-accounting) — 4.0/5 (630 reviews) 5. [NetSuite](https://www.softwareadvice.ie/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2077 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