As a regular user of the Upflow solution for almost 5 years, my team and I appreciate the easy and smooth handling of the tool, the real-time data exploitation, and the immediate visibility of the results. Not to mention the daily time savings that Upflow represents in managing follow-ups and actions to be taken. Review collected by and hosted on G2.com.

No major drawbacks to indicate here Review collected by and hosted on G2.com.

NetSuite prebuilt integration which is working seamless.

The implementation was very fast (less than half a day).

Perfect support from the CSM and KAM. Review collected by and hosted on G2.com.

I haven't seen any downside to using Upflow until now! 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.

Upflow also gives us access to dashboards with clear and valuable performance metrics. Review collected by and hosted on G2.com.

Our experience with Upflow is very convincing we don't have a dislike 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.

User-friendly interface. Easy navigation. Our Finance team uses this almost every day. Review collected by and hosted on G2.com.

Nothing much really. Maybe more automations and integrations to spreadsheets? Review collected by and hosted on G2.com.

I love Upflow's dashboard that we can customize easily. They allow me to monitor important KPIs for us. Also, thanks to all the workflows I am able to send thousands of emails automatically and reduce our unpaid invoices.

Whenever I'm having technical issues, my account manager is always very quick to respond and provide the best solution possible. They also take into account suggestions.

I use the tool on a daily basis. Review collected by and hosted on G2.com.

A better integration with Gocarldess/Chargebee could be done. 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.