Upflow
Accounts receivable software
Credit and collections software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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- Professional services (engineering, legal, consulting, etc.)
- Agriculture, fishing, and forestry
- Real estate and property management
What is Upflow
Upflow is a cloud-based accounts receivable platform used to manage invoicing follow-ups, collections workflows, and cash collection visibility. It is typically used by finance and AR teams in B2B companies to prioritize outreach, coordinate internal ownership, and standardize dunning processes. The product focuses on AR workflow and collaboration (tasks, reminders, customer timelines) and connects to accounting systems to sync invoice and payment status.
AR workflow and prioritization
Upflow centralizes open invoices, customer context, and next actions in a single AR workspace. Teams can segment and prioritize accounts based on aging, risk, and collection status to focus effort where it matters. This supports consistent follow-up cadences and reduces reliance on ad hoc spreadsheets and inbox-driven processes.
Collaboration and accountability
The platform is designed for shared ownership across AR, finance, and customer-facing teams by tracking activities, notes, and responsibilities. It helps standardize how collectors document interactions and hand off issues (e.g., disputes, billing questions). This can improve internal visibility into why invoices are delayed and what is blocking payment.
Integrations with accounting stack
Upflow commonly integrates with accounting/ERP systems to synchronize invoices, customers, and payment status rather than duplicating core accounting records. This reduces manual re-entry and helps keep collection actions aligned with the system of record. It also supports reporting on AR performance using data already maintained in finance systems.
Not a full accounting system
Upflow focuses on AR operations and collections rather than general ledger, billing, or end-to-end accounting. Organizations still need an accounting/ERP system as the source of truth for invoicing, revenue recognition, and financial statements. Buyers looking for a single-system finance suite may find the scope too narrow.
Payments depend on integrations
AR automation platforms often rely on external payment processors or accounting-platform payment features for online payment acceptance. As a result, payment methods, fees, and reconciliation capabilities can vary based on the connected providers. Companies with complex payment routing or multi-entity requirements may need additional tooling.
Fit varies by complexity
Teams with highly customized collections policies, multi-ERP environments, or complex dispute management may require configuration and process changes to align with the product’s workflow model. Data quality in the connected accounting system (customer records, invoice status, contacts) can materially affect outcomes. Larger enterprises may also require deeper controls and audit requirements than smaller AR teams.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Discover | Free forever | Deep AR analytics and benchmarking; real-time A/R metrics; integrates with accounting tools (Xero, QuickBooks, Stripe, etc.); offered as "Discover" free plan on Upflow's pricing and insights pages. |
| Grow | Not publicly listed (Start now / Contact sales) | Built for: $0–$10M ARR; insight & automation for startups; pricing is not shown publicly on the pricing page ("Start now" button leads to app or contact). |
| Scale | Custom pricing (Contact sales) | Built for: $10M–$50M ARR; aimed at scale-ups; pricing available via "Let's talk" (contact sales). |
| Strategic | Custom pricing (Contact sales) | Built for: $50M+ ARR; enterprise-level FRM program; pricing available via "Let's talk" (contact sales). |
| Add-on — SMS Reminders | Usage-based (per SMS segment) | SMS is a paid add-on charged per message segment; example rates published in Upflow support: US/Canada $0.02 per segment; UK $0.05; France $0.09; other countries variable. |
Notes:
- The public pricing page lists plan names and target ARR bands but does not display monetary prices for paid tiers (Grow/Scale/Strategic) — these require contacting sales or starting in-app.
- Discover is explicitly described as "Free forever" on Upflow's pricing and Discover pages.
Seller details
Upflow
New York, NY, USA
2018
Private
https://www.upflow.io/
https://x.com/upflowhq
https://www.linkedin.com/company/upflow/
