Upflow

Upflow is a comprehensive accounts receivable automation platform designed specifically for B2B companies struggling with late payments and cash flow management. Think of it as your finance team's smart assistant that handles all the tedious work of collecting money from customers.

The software automatically sends personalized payment reminders based on customer behavior, provides real-time dashboards showing who owes what, and offers multiple payment methods to make it easy for customers to pay. What sets Upflow apart is its focus on maintaining good customer relationships while collecting payments efficiently.

Built for collaboration, Upflow allows unlimited team members to access the platform without extra costs. Sales teams can stay informed about payment issues, while finance teams get the tools they need to track performance metrics like Days Sales Outstanding (DSO). The platform integrates seamlessly with popular accounting software, making implementation smooth and fast.

Getting started with Upflow is straightforward and designed for quick implementation. First, sign up for a free Discover account or request a demo to explore the platform. The setup process typically takes just a few minutes since Upflow integrates directly with your existing accounting software.

Here's how to maximize Upflow:

• Connect your tools - Link QuickBooks, Xero, NetSuite, or other accounting platforms with one-click integration

• Set up automated workflows - Create personalized reminder sequences for different customer types and payment behaviors

• Customize payment options - Enable credit card, ACH, wire transfer, and other payment methods through the customer portal

• Monitor your dashboard - Track key metrics like DSO, aging balances, and payment trends in real-time

• Collaborate with your team - Add sales and customer success team members to improve communication and customer relationships

The platform automatically sends payment reminders based on your rules, matches incoming payments to invoices, and provides detailed analytics to help you understand customer payment patterns. Most businesses see improvements in their collection rates within the first month of using Upflow.

• Automated personalized payment reminders and workflows

• Real-time DSO tracking and aging balance analytics

• Multi-channel payment processing with branded portals

• One-click integration with QuickBooks, Xero, NetSuite

• Unlimited team collaboration with role-based access

• AI-powered collection insights and predictive analytics

• Automatic cash application and payment matching

• SOC 2 Type II security compliance

• Custom reporting and financial forecasting tools