Easy to use, optimized settings with direct integration to our billing software Sellsy. Ideal for daily use and for effectively tracking customer collections. Review collected by and hosted on G2.com.

A limited visualization on data transformation Review collected by and hosted on G2.com.

What we like best about Upflow is its incredible effectiveness in automating and accelerating our cash collection process. It has truly transformed this critical area for our business, significantly improving our cash flow. Beyond its powerful core function, we greatly appreciate its seamless integration capabilities with our existing tools like Sellsy, Netsuite, and Salesforce, which makes it a central part of our financial operations. Finally, the platform's ease of use and straightforward implementation meant we could get up and running quickly and start seeing benefits almost immediately. We've been consistently very happy with the results. Review collected by and hosted on G2.com.

While our overall experience with Upflow has been overwhelmingly positive, one area where we see room for improvement is its handling of multiple installments on an invoice. Also, we would like to be able to connect it to SSO when it will be compatible to SCIM to create users automatically. Review collected by and hosted on G2.com.

My favorite thing about Upflow is that I don't have to go into Stripe, NetSuite, or any of our billing platforms. Upflow consolidates everything into one place that I can easily access. The UI is so simple, organized, and very easy to use. It makes the collections process easier by pulling in customer emails and invoice reminders so everything I need is in Upflow. I'm excited to see how the company continues to enhance their product. Review collected by and hosted on G2.com.

Minor suggestions would be to have payment terms and billing frequency pulled into Upflow so it's easy to see. Other than small layout suggestions, my Upflow experience has been great. Review collected by and hosted on G2.com.

We've been using Upflow for our collections process and couldn’t be happier with the results. It has significantly streamlined our workflows, making it much easier and faster to collect payments from our customers. The platform is intuitive and user-friendly, both for our team and for our clients.

One of the biggest improvements we’ve seen is the time saved—because Upflow automates much of the manual follow-up and provides real-time visibility into outstanding invoices, our finance team can now focus on more strategic tasks instead of chasing down payments.

Another huge plus is the client portal, which allows our customers to view their invoices and make payments directly, improving the overall experience and speeding up the process. On top of that, the automatic reconciliation with NetSuite is seamless, reducing errors and improving our month-end close efficiency.

The implementation was smooth, the support team is responsive and helpful, and the impact on our cash flow has been very positive. I highly recommend Upflow to any finance team looking to modernize and optimize their accounts receivable process. Review collected by and hosted on G2.com.

One limitation we've encountered is the lack of automatic debit options for clients outside the U.S. This would be a valuable addition for global companies like ours and could further improve payment reliability and reduce friction. Review collected by and hosted on G2.com.

If you’re looking for a way to simplify collections while improving cash flow, Upflow is a solid choice. I’ve worked with other tools before, but Upflow really helps us stay on top of everything related to collections.

The platform is easy to use, and most of the time it just runs in the background—our team only gets involved when we need to. One of the things that really stands out is the ability to customize workflows to different segments of clients, so we can customize outreach based on payment behavior.

Another massive advantage is that Upflow is also constantly improving. Their team is always pushing updates and new features, and it really does make a difference in terms of having streamlined processes. Upflow really does make it easy to utilize this tool on a daily basis every day.

And I have to give a shout-out to their support team—they made implementation and integration actually smooth and are always super quick to help whenever we have questions.

If you’re looking to streamline collections and keep cash flow moving, Upflow is definitely worth checking out! Review collected by and hosted on G2.com.

With more recent feature releases, Upflow has exceeded our expectations in every way that we can think of at the moment—there’s nothing we’d change. Review collected by and hosted on G2.com.

Laurie and the support team are probably the best part of upflow. I like the ease of use of the platform, and when I am running into issues, they are quick to jump in and help! Review collected by and hosted on G2.com.

Live chat would be great, as well as an easier way to remind customers regardless of where they are in their flow. Review collected by and hosted on G2.com.

Upflow has transformed how we handle accounts receivable. The platform is intuitive and easy to implement, and the automation of reminders and follow-ups has dramatically improved our collection times. The dashboard provides clear visibility into outstanding invoices and customer interactions, which makes it easy to prioritize and take action. The customer support team is responsive and always helpful whenever we need assistance or have questions. Overall, it saves us significant time and reduces manual work for our finance team. Review collected by and hosted on G2.com.

So far, our experience with Upflow has been overwhelmingly positive. One area for improvement could be adding more customization options for email templates and follow-up sequences to better tailor them to different client segments. Additionally, a more detailed reporting feature would help us analyze trends over longer periods. Review collected by and hosted on G2.com.

I appreciate the automated actions, and I also find that the templates for manual actions are straightforward to use. Overall, the system is very efficient. Review collected by and hosted on G2.com.

Probably the fact that some options are pretty limited like notes Review collected by and hosted on G2.com.

Upflow makes debt collection very easy to access Review collected by and hosted on G2.com.

Upflow is a very comprehensive tool that currently has no negative aspects. Review collected by and hosted on G2.com.

We love how upflow has improved our data surrounding cash collections and billing. It is customizable and they are always taking feature requests to improve. They have greatly lowered our DSO and improved the ease and speed of collecting payments from our customers! Review collected by and hosted on G2.com.

Nothing at the moment as they are constantly adding in new features and improvements that I have brought up to them! Review collected by and hosted on G2.com.