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Upflow

Upflow

Starting at $440 per month
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Overview

What is Upflow?

For B2B companies issuing more than 30 invoices per month, the vendor provides Upflow to track unpaid invoices, from issuance to payment, and get paid faster. Upflow connects to a billing system in 1 click, gives rich analytics (cash flow…

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Recent Reviews

TrustRadius Insights

Easy to Use and Efficient: Many users have found Upflow easy to set up, integrate with existing tools and processes, and implement into …
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Pricing

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DISCOVER

$0

Cloud

GROW

$440

Cloud
per month

SCALE

$880

Cloud
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://upflow.io/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $440 per month
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Product Demos

upflow demo

YouTube
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Product Details

What is Upflow?

For B2B companies issuing more than 30 invoices per month, the vendor provides Upflow to track unpaid invoices, from issuance to payment, and get paid faster. Upflow connects to a billing system in 1 click, gives rich analytics (cash flow projections, DSO, etc), allows users to set up systematic cash collection processes to significantly reduce past due invoices, and collect turnover.

Upflow Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Easy to Use and Efficient: Many users have found Upflow easy to set up, integrate with existing tools and processes, and implement into their daily workflows. Its intuitive design and functionalities make it easy for them to manage their workflow and complete daily tasks quickly.

Good Customer Service: Several reviewers have praised Upflow's customer service team for being responsive, available, and helpful. Users appreciate that the team is always ready to answer questions and collect feedback to improve the platform.

Automated Solutions: A number of users have highlighted Upflow's automated solutions as a major advantage. Features such as payment workflows, reminders, automatic bank reconciliation, optical character recognition, reporting exports for accountants help save time while reducing Days Sales Outstanding (DSO).

Integration: Some customers have experienced issues with integration, especially with Netsuite at first. Although the issue was fixed quickly, some users still encountered trouble integrating multiple Stripe accounts.

Invoicing: Several customers found it awkward to receive emails from a third-party and did not click on the link provided to view invoices. Additionally, for some users, putting the email in each invoice sending was challenging. The fact that invoices were not attached but had to be clicked on a link was also an issue.

Customization: Some users feel there could be more customization options available with Upflow, such as adding tags to sort customers by industries. Additionally, while the software does allow customized fields from ERP and filtering tables, there is room for improvement in this area.

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