Upflow

What is Upflow?

Upflow is a comprehensive accounts receivables software designed to streamline B2B companies' cash collection processes. The platform offers real-time visibility into key A/R metrics, such as days sales outstanding (DSO) and aging balances, empowering businesses to make informed decisions and plan their growth more effectively

Highlights

• Automated yet personalized payment reminders: Upflow's customizable email workflows ensure customers receive tailored reminders based on factors like account size, role, and invoice latency, improving the overall payment experience
• Seamless integration with existing accounting software: The solution integrates in a single click with a wide range of popular platforms, including QuickBooks, Xero, Chargebee, Stripe Billing, Netsuite, and more, minimizing setup hassle
• Customizable user access and collaboration: Upflow allows unlimited users to be involved in the collections process, enabling sales teams to leverage their customer knowledge and participate in A/R activities
• Robust analytics and reporting: The platform provides extensive analytics and dashboards, covering metrics such as DSO, aging balances, billing cohorts, and forecasting, helping businesses make data-driven decisions to optimize their collections strategy.