Upflow automates the tedious process of checking in with clients manually. It has been instrumental in getting our overdue AR up to date. By being able to create a notifications workflow, we have been able to seamlessly remind our customers of upcoming and past due invoices. We have seen an incredibly high response rate, and in just three weeks of using this application, have seen an almost 50% decrease in overdue payments. Tracking communications is so easy and the team gets real-time updates on overdue accounts. Quickbooks only allows for three notifications, where now we can have 10 that are customized for each customer, and provides them with an easy link to access their account information. Overall, the customer support has been amazing, and I really think this tool has optimized the way we manage our accounts receivables. Review collected by and hosted on G2.com.
I do wish there was a way to integrate email logging to track emails sent from email accounts as opposed to the platform. Review collected by and hosted on G2.com.
194 out of 195 Total Reviews for Upflow
Overall Review Sentiment for Upflow
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Upflow has really enabled us to better manage our credit control process, and have confidence that we are reaching out to clients at all the right times using their workflows for automated emails and tasks. I didn't believe it would make such a difference how quickly we could get paid, but the results have been incredible, and every month continues to improve even 6 months on! Review collected by and hosted on G2.com.
There are some simple functionalities, like being able to see other teams tasks, and more easily being able to send ad-hoc emails all within upflow, however I do think that they work on the product quite frequently, so nothing super business stopping or that would stop us from using Upflow. Review collected by and hosted on G2.com.
I really love the automation that it brought to my AR department. As well as the transparity within the team. Now everyone on the team can be on the same page for each client and not have to worry about communicating within house for every little update. Review collected by and hosted on G2.com.
I wish there was a way to send emails out of the workflow. sometimes I want to followup with a client or say thank you for a payment and have that documented in the timeline.
Also I would like a way to save email templates. Since most of my messages are the same for cleint it would make things easier if I could dropdown a response instead of retyping it. Review collected by and hosted on G2.com.
Upflow has significantly simplified our accounts receivable management. Its user-friendly interface makes it easy to track overdue invoices, and the automated follow-up reminders are a lifesaver. The platform integrates seamlessly with our accounting software, saving us hours of manual work. The real-time cash flow dashboard provides clear visibility into outstanding payments and helps us make informed financial decisions. The ability to customize workflows ensures that the system adapts perfectly to our specific needs. Review collected by and hosted on G2.com.
There’s very little to dislike about Upflow, but if I had to mention one thing, it would be the need for diverse currency amounts to be in line with what has been billed in Pennylane. The currently, the outstanding amount for invoices generated in $ are different from the "total amount" (what has been really billed). Thus, for USD customers, some minor changes in the workflows and templates need to be done. Other than that, the tool is pretty straightforward. Review collected by and hosted on G2.com.
- Very good UX, clear and easy to use. You can become an independant user in few days.
- Easy to plug to our ERP Netsuite, in few clicks everything was connected and the metrics were already present in the tool. The integration was very smooth compared to several finance tools.
- Excellent customer support, always available to help us with our questions or issues (Laurie is great).
- We use it everyday, following up with all our client's situation, checking the metrics/analytics and very helpful to motivate the team to decrease the outstanding amounts.
- All the teams including finance, sales and legal started to use it and we received only positive feedbacks for now. Review collected by and hosted on G2.com.
- For now (we are just using it since few weeks), nothing negative. Review collected by and hosted on G2.com.
UPFLOW gives you the possibility to organize your cash collection with processes and methods. Starting from the automatic sorting of all the new invoices and credit notes inside every customer's balance and through personalized workflows that can be tailored to each specific situation.
The implementation has been very easy and quick, allowing users to immediately start to play with the tool and build up a credit collection dept. by scratch in few weeks. Review collected by and hosted on G2.com.
UPFLOW is not properly designed for the Italian market and so has different features which are not applicable here. Review collected by and hosted on G2.com.
It's very intuitive and easy to use. The implementation and integration was very quick and simple. Also the team was very supportive throughout the process. We also love the flexibility it offers with workflows and automated actions. Review collected by and hosted on G2.com.
Due to our complex business model we are not able to have the most updated information since the synchronization on our end depends on manual tasks Review collected by and hosted on G2.com.
Before implementing Upflow, our collections and payment teams struggled with inefficiencies and delays caused by managing Accounts Receivable manually. Upflow has transformed our processes, providing a reliable tool that ensures we get paid on time. The standout features include Automatic emails and SMS reminders for follow-ups, elimination of manual inefficiencies, and insights for peak collection efficiency. The continuous updates with new features keep us ahead in AR technology. Review collected by and hosted on G2.com.
Our overall experience with Upflow has been overwhelmingly positive. If we occasionally encounter minor issues, like the odd 500 time out error after or during an ugrade, the responsive customer support team addresses these promptly and professionally. Review collected by and hosted on G2.com.
Upflow simplifies receivables management with an intuitive interface and seamless integration with popular accounting software. The ease of implementation was a standout, with a straightforward setup process that required minimal effort. Automated reminders for overdue payments and real-time cash flow tracking save a lot of time, allowing us to use it daily without disruption. Additionally, customer support has been responsive and helpful, providing quick solutions and valuable guidance when needed. Review collected by and hosted on G2.com.
There is room for improvement in customization, particularly in reporting features, which could be more flexible to accommodate specific business needs. While integration with common accounting platforms is strong, there are limitations when working with less widely used systems, which sometimes necessitate manual adjustments. Despite these minor issues, Upflow remains an indispensable tool in our financial workflow. Review collected by and hosted on G2.com.
I especially appreciate its ease of use: the interface is very intuitive, which allows for quick handling. We spend much less time on client follow-ups, and the acceleration of recovery has an immediate positive impact on our cash flow. Review collected by and hosted on G2.com.
As of today, no negative points to report. Upflow works as expected and meets our needs well. Review collected by and hosted on G2.com.
Its straightforward implementation, robust support, and clean UX make it easy to use. The automated workflows have streamlined the capture of payments and the management of delinquent accounts, keeping us on track without manual intervention. It’s an excellent tool for businesses looking to optimize their collections and maintain better control over their receivables. It also provided good visibility to other teams such as Legal, Customer Success, and Sales and, in that way, eliminated unnecessary requests for information. Review collected by and hosted on G2.com.
There are some tweaks that would be helpful based on our use case, but usually, these are just individual preferences. Review collected by and hosted on G2.com.
