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Upflow is a comprehensive accounts receivable (AR) management tool designed to streamline and personalize the collections process for businesses. It functions as a CRM for invoices, allowing users to track key performance indicators (KPIs) and share relevant financial information across teams through customizable dashboards.

The app offers several key features that enhance the efficiency of AR collections. It enables the setup of automatic, personalized reminders for overdue invoices, ensuring timely follow-ups with clients. Additionally, Upflow provides multiple online payment options, including wire transfers, direct debits, credit, and debit cards, allowing customers to settle their balances quickly and conveniently.

By automating invoicing and communication, Upflow helps reduce the time spent on collections, thereby improving Days Sales Outstanding (DSO). The platform also supports a centralized approach to managing cash flow and financial projections, keeping all teams aligned and informed. This integrated approach helps maintain positive client relationships while optimizing the collections process.

Overall, Upflow's capabilities are geared towards creating a more efficient and personalized AR management experience, making it easier for businesses to manage their financial operations effectively.

Upflow provides cutting-edge software and payment technology to B2B companies to bring their cash collection processes to the next level, and improve their cash flows. Upflow software manages your Accounts Receivables for you with automated yet personalized workflows and integrates in one click (literally) with your existing accounting software. Get paid quicker and easier! Reduce your late payments by 50%. Upflow's features include: * Real-time metrics on your A/R collection * Automated and personalized workflows * Payment portals adapted to each customer Upflow integrates directly with different accounting solutions like Quickbooks, Netsuite, or Xero and can also develop specific APIs. Upflow's partnerships with Stripe and Go Cardless streamline payments for your customers. Upflow has hundreds of users around the world, including Front, Lattice, and Productboard and are backed by key investors (YCombinator, eFounders) and leading fintech business angels.

Categories:

Business

Accounts Receivable Software

Credit and Collections Software

Website: upflow.io

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