Upflow Features
What are the features of Upflow?
Collections
- Late Payments
- Personalized Customer Messaging
- Customer Profiles
Analytics
- Collections Effectiveness
Reporting
- Status
- Customer Credit
- History
Integrations
- Accounting
- ERP
- CPM
Transactions
- Credits
- Invoices
- Payments
Workflows
- Approvals
- Reconciliation
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Customer Credit
Credit Limits | Based on 62 Upflow reviews. Define credit limits per customer or by customer type. | 78% (Based on 62 reviews) | |
Credit History | As reported in 62 Upflow reviews. Track the changes made to credit limits and the corresponding reasons. | 82% (Based on 62 reviews) | |
Credit Limits Adjustment | Adjust credit limits manually or automatically (based on pre-defined threasholds). 60 reviewers of Upflow have provided feedback on this feature. | 80% (Based on 60 reviews) | |
Integration with Credit Rating Agencies | Such as CreditSafe, Searches Group, Credit Assist, Experian, Equifax, and Dun & Bradstreet. This feature was mentioned in 60 Upflow reviews. | 74% (Based on 60 reviews) | |
Credit Limit Suspension | Based on 57 Upflow reviews. Ability to revoke credit limits temporarily or permananetly when the amount due by a customer exceeds a predefined amount. | 75% (Based on 57 reviews) |
Invoice Matching
Incomplete Payments | As reported in 65 Upflow reviews. Identify incomplete payments and track the rest of the amount due. | 88% (Based on 65 reviews) | |
Match Invoices and Payments | As reported in 66 Upflow reviews. Track one to many and many to one relationships between invoices and payments. | 90% (Based on 66 reviews) | |
Errors and Adjustments | Identify invoicing errors such as the wrong amount or due date, and make sure that customers pay the correct amount on time. 62 reviewers of Upflow have provided feedback on this feature. | 81% (Based on 62 reviews) | |
Cash Application | As reported in 59 Upflow reviews. Apply payments to the right Accounts Receivables accounts for each customer. | 87% (Based on 59 reviews) |
Collections
Late Payments | As reported in 68 Upflow reviews. Manage late payments by time buckets (30, 60, 90 days). | 91% (Based on 68 reviews) | |
Disputed Transactions | Workflows to manage and escalate disputed transactions. This feature was mentioned in 61 Upflow reviews. | 87% (Based on 61 reviews) | |
Personalized Customer Messaging | As reported in 68 Upflow reviews. Ability to communicate with customers using the best channel (ie SMS, online chat, and social media), message, and timing | 91% (Based on 68 reviews) | |
Customer Profiles | Based on 66 Upflow reviews. Comprehensive view of customer details for collections agents. | 89% (Based on 66 reviews) |
Analytics
At Risk Customers | Identify and flag customers that are more likely to pay late. This feature was mentioned in 65 Upflow reviews. | 86% (Based on 65 reviews) | |
Esimated vs Actual Receipts | Based on 61 Upflow reviews. Calculate the total amount received during a time period and compare with the estimate. | 85% (Based on 61 reviews) | |
Collections Effectiveness | Based on 68 Upflow reviews. Use KPIs to monitor the effiency of the collections department. | 91% (Based on 68 reviews) | |
Scaleability | Ability to scale to any collections volume, at any time This feature was mentioned in 66 Upflow reviews. | 88% (Based on 66 reviews) | |
Artificial Intelligence | As reported in 63 Upflow reviews. Maximize engagement using live data, behavioral insights, sentiment analysis and payment history | 77% (Based on 63 reviews) | |
Compliance Control | Based on 61 Upflow reviews. Ability to identify and adjust to updated rules and regulations | 84% (Based on 61 reviews) |
Self Service
Customer Portal | As reported in 65 Upflow reviews. Customers can use an online portal to submit information and documents required for collections. | 92% (Based on 65 reviews) | |
Financial Documents | Customers have online access to document such as copies of Invoices, proofs of delivery, and contracts. 61 reviewers of Upflow have provided feedback on this feature. | 84% (Based on 61 reviews) |
Reporting
Status | Based on 79 Upflow reviews. Reports on the status of invoices or payments | 92% (Based on 79 reviews) | |
Customer Credit | As reported in 74 Upflow reviews. Run reports on customer credit | 85% (Based on 74 reviews) | |
History | Tracks all transactions, from issuing invoices to payment reminders to receiving payment This feature was mentioned in 80 Upflow reviews. | 91% (Based on 80 reviews) |
Integrations
Accounting | Integrates with accounting or similar platforms 79 reviewers of Upflow have provided feedback on this feature. | 88% (Based on 79 reviews) | |
ERP | Based on 74 Upflow reviews. Integrates with ERP systems | 85% (Based on 74 reviews) | |
CPM | Based on 69 Upflow reviews. Integrates with Corporate Performance Management platforms | 83% (Based on 69 reviews) |
Transactions
Credits | As reported in 70 Upflow reviews. Manages credit limits based on customer credit scores, payment history, or other financial metrics | 85% (Based on 70 reviews) | |
Invoices | As reported in 80 Upflow reviews. Creates or imports invoices | 92% (Based on 80 reviews) | |
Payments | Based on 79 Upflow reviews. Collects different payment types and manages payment terms | 92% (Based on 79 reviews) |
Workflows
Approvals | Offers customizable approval processes for all types of transactions 71 reviewers of Upflow have provided feedback on this feature. | 91% (Based on 71 reviews) | |
Reconciliation | Reconciles payments to invoices to ensure matching 73 reviewers of Upflow have provided feedback on this feature. | 90% (Based on 73 reviews) |
