I like how customers can access the portal and mark any disputes or set a 'promise to pay'. We can also set up customers with different workflows depending on their payment history so we do not use a one size fits all approach. I also like how we can customize reporting depending on our needs which saves time within our team. Review collected by and hosted on G2.com.

It would be good to understand how their reporting metrics are calculated, also to set up a report that can be used by other users. Review collected by and hosted on G2.com.

What I appreciate most about Upflow is the exceptional quality of the interface. Everything is clear, organized, and designed to save time. Setting up reminders is extremely simple, whether it involves automations, templates, or customized scenarios. The tool is intuitive, even for someone who is not an expert in collections, which makes it easy to deploy among several team members. The visualization of outstanding amounts, delays, payments, and customer behaviors is also very powerful: you can access priority files and urgent actions at a glance. Integration is quick, and daily monitoring is smooth and pleasant. Review collected by and hosted on G2.com.

There is no major drawback, but if an area for improvement had to be suggested, it would be the addition of some advanced reporting options, particularly to further customize tables or combine multiple complex filters. Some integrations could also go a bit further to avoid having to make manual adjustments in certain specific cases. However, nothing is blocking: these are possible optimizations for demanding teams. Review collected by and hosted on G2.com.

As someone working in credit control, maintaining consistent communication with customers is essential. Upflow streamlines this process by allowing us to create and customise workflows that guide our customers through each step. Within these workflows, dunning emails are automatically sent at scheduled times we set, ensuring all customers receive timely reminders and supporting improved cash collection. There is also the flexibility to choose whether certain emails are sent manually, which is particularly useful as situations escalate and a more personal approach is needed.

Upflow further enhances our operations by enabling the creation of smart rules, allowing us to group customers into different categories based on our chosen criteria. This feature helps us stay aligned with our internal procedures.

Additionally, the customer support team has been extremely helpful. Whenever we submit a query, we typically receive a response with solutions within the same working day. Review collected by and hosted on G2.com.

I honestly can't find any drawbacks to Upflow. The platform offers just the right amount of customization, allowing us to tailor the tools to fit exactly how we want to use them. Review collected by and hosted on G2.com.

What I like best about Upflow is how intuitive and user-friendly the platform is. The interface makes it really easy to follow up on outstanding invoices and keep track of payments. I also appreciate the visibility it gives on the overall cash flow situation, everything is clear, structured, and accessible in just a few clicks. The reminders and automated workflows are also a huge time saver for our team, helping us stay consistent and professional in our communication with clients. Review collected by and hosted on G2.com.

Honestly, there isn’t anything I really dislike about Upflow. The platform works smoothly, is very intuitive, and perfectly fits our needs. Every feature feels well thought out, and the user experience keeps improving over time, so there’s really nothing to complain about. Review collected by and hosted on G2.com.

The fact of knowing if the client has acknowledged the reminders sent and their direct connection with our accounting. The speed of resolution to the various problems that we may encounter. Review collected by and hosted on G2.com.

the inability to select multiple invoices at the same time and the fact that credit notes are not directly on the homepage following the invoices. Unfortunately, this skews the amount of reminders. not being able to modify customer addresses directly on Upflow in order to send the notices of default. Review collected by and hosted on G2.com.

Upflow just works. The platform is clean, easy to use, and integrates well with NetSuite. It’s helped us bring visibility, accountability, and structure to AR collections without heavy lifting. But the best part? The team. Every person I’ve worked with—from sales to onboarding to support—has been responsive, knowledgeable, and refreshingly honest. No overselling, no fluff. Review collected by and hosted on G2.com.

We haven't had any major issues, and the few hiccups (mainly on the NetSuite side) were resolved quickly by support. Review collected by and hosted on G2.com.

Upflow has made sending client emails incredibly seamless. Once the workflows are properly set up, sending AR communications is as simple as clicking ‘send.’ Before Upflow, it could take me a day or two to complete this process. Now, I’m able to significantly reduce the time spent on sending emails, which has freed me up to take on additional responsibilities and continue growing in my role. Several features allow you to customize each workflow or smart rule to ensure client emails are specifically tailored to that customer, versus a general "robotic" email. Review collected by and hosted on G2.com.

One downside of Upflow is the inability to remove unnecessary or inactive clients from the platform, which can create clutter and confusion. Additionally, not allowing customers to make partial payments limits flexibility and can complicate the payment process for some clients. Review collected by and hosted on G2.com.

Upflow has dramatically changed the way we do our AR process. Originally everything was done manually with Google spreadsheets and sending out emails from one accounting email. Now we're able to have a team of people all working on the same accounts, organize, documented and all correspondence clearly available. Upflow has made it so that we went from 35k a year to over $700,000 in revenue the next. Its all thanks to its automation and ability to link my team members into conversations with clients so that everybody was on the same page Review collected by and hosted on G2.com.

I dislike not having the ability to send emails not park of the workflow and have them show up in the timeline. Review collected by and hosted on G2.com.

I like the fact Upflow Support listens to their customers. We've been here since the beginning, and we have seen the product evolve with us. Every single blocking point has been handled carefully by Upflow, and we're near a finished flowless product now. Review collected by and hosted on G2.com.

Maybe because we arrived early in the game, but we had to face several issues, but they all have been addressed. I would like a change in the pricing plan to only consider invoices (open and waiting for payment) handled by the system and not all invoices. As a recurring SAAS, many of our invoices come from subscriptions, and there is no need to take them in Upflow. Review collected by and hosted on G2.com.

It’s easy to use, and it makes it simple to find the correct billing data when I need it. Review collected by and hosted on G2.com.

Buffer speed when switching between accounts. Review collected by and hosted on G2.com.