# Upflow Reviews **Vendor:** Upflow **Category:** [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) **Average Rating:** 4.8/5.0 **Total Reviews:** 233 ## About Upflow Is your current cash collection process doing more harm than good? If you're only trying to automate chasing invoices with AR Automation, you're missing the bigger picture… A crude collections approach doesn’t just hurt cash flow, it jeopardizes customer relationships, and in 2025, that’s a growth killer. Upflow delivers much more than AR automation, we provide Financial Relationship Management (FRM). Think of Upflow like your CRM for Finance, revolutionizing the finance interface with your customers from Invoice to Cash: - Genuine visibility into customer payment behavior so that you can predict and prevent late payments. - Sophisticated, Multi-channel & Highly Personalized Collections Campaigns to address each customer as an individual and drive effective collections. - Enhanced collaboration between finance and customer-facing teams (sales, customer success, management…), allowing for a coordinated, company-wide, strategic approach to getting paid on time. The real-world results? - WorkMotion personalized their collections and cut invoices \>30 days overdue by 80%, reducing bad debt write-off significantly. - Hokodo made payment easy for their customers and cut DSO by 75%, drastically reducing payment delays and improving cash flow to reinvest in growth. - Lattice now reaches the right contact, at the right time, with the right message and collects 99% of payments through fully automated messaging, within 60 days of the due date - reducing finance headcount requirement and saving an estimated $600,000 in wages alone. Our real-time, native API integrations and trusted partnerships with leading ERPs, accounting tools, billing tools, and CRMs (NetSuite, QuickBooks, Xero, Salesforce, etc.) mean you can fully trust Upflow’s data at all times, while your source of truth is unchanged yet enriched with additional AR and payment data. Upflow functionality: - AR Analytics: Say goodbye to spreadsheets & gain a clear picture of your AR health & performance. Understand who is paying late, spot trends, and create customized dashboards to answer the key questions about your receivables. - Cash Collection Workflows: Automate manual processes and payment reminders that trigger at the right time to ensure customers pay on time. - Payment Processing: Frictionless transactions with a fully branded online payment portal. Move beyond paper checks, unpredictable wire transfers, and offer a range of secure, flexible online payment methods in a simple interface. - Cash Application: Navigate with ease and reconcile payments in record time. Automatically match payments to open invoices, even when details are missing or incorrect. Our intelligent model keeps learning, reducing manual work over time. - AI-Empowered Throughout: By analyzing millions of transactions and communication touchpoints, our AI delivers actionable insights to optimize cash collection, without damaging customer relationships. In 2025, AR automation is table stakes, it’s time to build a finance function goes beyond chasing payments to actually grow your business. 🔗 Try Upflow for free, sign up for our free Discover plan, in seconds:https://insights.upflow.io/en/discover-upflow ## Upflow Pros & Cons **What users like:** - Users find Upflow to be **easy to use** , facilitating streamlined collections and enhancing overall cash flow management. (23 reviews) - Users value the **efficiency of automation** in Upflow, significantly enhancing credit control processes and timely follow-ups. (10 reviews) - Users value the **exceptional customer satisfaction** with Upflow, highlighting its ease of use and responsive support team. (10 reviews) - Users value the **time-saving automation** of Upflow, significantly reducing manual follow-ups and enhancing efficiency in AR management. (10 reviews) - Users value the **collections efficiency** of Upflow, enjoying automated reminders and significant time savings in AR management. (9 reviews) - Users value the **responsive customer support** of Upflow, enhancing their experience and addressing inquiries promptly. (9 reviews) - Efficiency (8 reviews) - Automated Reminders (6 reviews) - Customization Options (6 reviews) - Easy Integrations (6 reviews) **What users dislike:** - Users express concerns about **payment issues** , noting a lack of professionalism and currency discrepancies in invoices. (4 reviews) - Users find the **inadequate reporting** features limiting, hindering their ability to customize and export data effectively. (2 reviews) - Users wish for more **customization options** in Upflow, particularly for reports and data filtering, to enhance flexibility. (2 reviews) - Users find the **limited options** for notes and live chat restricts their experience and customer reminders. (2 reviews) - Users are frustrated by the **missing features** like overpayment displays and manual synchronization affecting their experience. (2 reviews) - Users find **poor reporting** capabilities in Upflow, needing more flexibility for customized views and downloads. (2 reviews) - UX Improvement (2 reviews) - Client Confusion (1 reviews) - Users find the **email automation issues** can make communications appear unprofessional and potentially raise spam concerns. (1 reviews) - Users find the **email functionality lacks professionalism** , often feeling it appears scammy and not user-friendly. (1 reviews) ## Upflow Reviews ### 1. Would Not Recommend - After Two Years, UpFlow has not met expectations **Rating:** 1.5/5.0 stars **Reviewed by:** Jake G. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2023 **What do you like best about Upflow?** UpFlow was very easy to implement and does not require the need to constantly check in on to ensure the no-code solution is up and running **What do you dislike about Upflow?** Ther is currently no ability to allow a customer to partially pay for an invoice (collect a deposit). There is no button to automatically trigger the API to pull data from our ERP into Upflow, which means that there is always a lag between invoice build and when the invoice is sent to the customer (typically 15 minutes). If a customer credit card payment fails (for a CVV or zip zode match) and the customer tries submittign payment multiple times, UpFlows system marks each customer payment in NetSuite as processed even though the payment did not process. This requires manual work to delete each payment record. UpFlow released a feature to embed customer accounts to our customer portal but the integration did not work and the engineering team was not very helpful in getting this feature live. The customer support team confirms recipt of feture requets but none of my requests have come to fruition in 2 years. The "save credit card" feature does not work well. The feature allows for a credit card to be charged two days after the invoice is issued. They have yet to release a way to auto charge a credit card that a custome rhas approved to keep on file. This creates headaches around cash flow as it takes two days to charge the card and then two days for Stripe to clear the funds into our account. Hence, there is a 4 day lag between issuing an invoice and getting the fudsn for customers who thoguht they were mamking it easy by saving their credit card information. **What problems is Upflow solving and how is that benefiting you?** In all honesty, this integration made collecting cash from easy-paying customer more diofficult. Whil e I was exctied about laucnhign into UpFlow in my first year of work with them, I shortly realized there are much better solutions out there and we have integrated with the other no-code solution just as easily. - [View Upflow pricing details and edition comparison](https://www.g2.com/products/upflow-upflow/reviews?filters%5Bnps_score%5D%5B%5D=2§ion=pricing&secure%5Bexpires_at%5D=2026-06-14+03%3A28%3A33+-0500&secure%5Bsession_id%5D=f0b76823-7dc3-4a52-b2c2-c6550a20b973&secure%5Btoken%5D=85018d0e65f6f5f7ce045d6216119737d41e527bf2e33c13c914e3ea63ee7d90&format=llm_user) ## Upflow Integrations - [Chargebee](https://www.g2.com/products/chargebee/reviews) - [NetSuite](https://www.g2.com/products/netsuite/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - [Sellsy](https://www.g2.com/products/sellsy/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews) - [Xero](https://www.g2.com/products/xero/reviews) ## Upflow Features **Customer Credit** - Credit Limits - Credit History - Credit Limits Adjustment - Integration with Credit Rating Agencies - Credit Limit Suspension **Reporting** - Status - Customer Credit - History **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Invoice Matching** - Incomplete Payments - Match Invoices and Payments - Errors and Adjustments - Cash Application **Integrations** - Accounting - ERP - CPM **Collections** - Late Payments - Disputed Transactions - Personalized Customer Messaging - Customer Profiles **Transactions** - Credits - Invoices - Payments **Analytics** - At Risk Customers - Esimated vs Actual Receipts - Collections Effectiveness - Scaleability - Artificial Intelligence - Compliance Control **Workflows** - Approvals - Reconciliation **Self Service** - Customer Portal - Financial Documents **Agentic AI - Accounts Receivable Automation** - Autonomous Task Execution **Agentic AI - Credit and Collections** - Autonomous Task Execution - Multi-step Planning - Adaptive Learning **AI - Accounts Receivable** - Generative - Responses - Predictive Analytics ## Top Upflow Alternatives - [Tesorio](https://www.g2.com/products/tesorio/reviews) - 4.7/5.0 (236 reviews) - [Invoiced](https://www.g2.com/products/invoiced/reviews) - 4.5/5.0 (396 reviews) - [Billtrust](https://www.g2.com/products/billtrust/reviews) - 4.4/5.0 (505 reviews)