--- description: Review of Upflow Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Upflow | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Debt Collection Software](/directory/4514/debt-collection/software) > [Upflow](/software/215749/upflow) # Upflow Canonical: https://www.softwareadvice.co.nz/software/215749/upflow Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/215749/upflow?page=2) > Upflow is an account receivable automation solution designed to help businesses manage invoices and payment reminders using pre-defined templates. Administrators can gain visibility into outstanding amounts, aging balances, Days Sales Outstanding (DSO) and other metrics using a centralized dashboard. Using Upflow, organizations can track customers, payments and invoices from within a centralized workspace. Managers can schedule reminders for unpaid invoices and communicate with team members using comments. Additionally, businesses can provide a summary page for clients to ask questions and track paid or outstanding invoices. Upflow facilitates integration with various third-party systems such as Netsuite, Chargebee, QuickBooks and more. The product is available on monthly or annual subscriptions and support is extended via live chat and FAQs > > Verdict: Rated **4.5/5** by 15 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 15 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Upflow - **Location**: Walnut, US - **Founded**: 2018 ## Commercial Context - **Starting Price**: US$440.00 - **Pricing model**: Other (Free version available) (Free Trial) - **Pricing Details**: Discover: $0/month Grow: $489/month, $440/month (yearly billing) Scale: $978/month, $880/month (yearly billing) Enterprise: Get in touch - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English, French - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Armenia, Aruba, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin and 188 more ## Features - ACH Payment Processing - Accounting - Activity Dashboard - Aging Tracking - Automated Notices - Billing & Invoicing - Client Management - Contact Management - Customer Statements - Data Security - Debit/Credit Card Processing - Electronic Payments - Forecasting - In-House Collections - Invoice Management - Invoice Processing - Mobile Payments - Multiple Payment Options - Online Payments - Overpayment Processing ## Integrations (7 total) - Chargebee - NetSuite - QuickBooks Online - Sellsy - Stripe Billing - Xero - Zuora ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base ## Category - [Debt Collection Software](https://www.softwareadvice.co.nz/directory/4514/debt-collection/software) ## Related Categories - [Debt Collection Software](https://www.softwareadvice.co.nz/directory/4514/debt-collection/software) - [Payment Processing Software](https://www.softwareadvice.co.nz/directory/4526/online-payment/software) - [Accounts Receivable Software](https://www.softwareadvice.co.nz/directory/1843/accounts-receivable/software) ## Alternatives 1. [QuickBooks Online](https://www.softwareadvice.co.nz/software/393202/quickbooks-online) — 4.3/5 (8393 reviews) 2. [QuickBooks Desktop](https://www.softwareadvice.co.nz/software/17316/quickbooks-pro) — 4.4/5 (2551 reviews) 3. [Xero](https://www.softwareadvice.co.nz/software/2976/xero) — 4.4/5 (3273 reviews) 4. [QuickBooks Enterprise](https://www.softwareadvice.co.nz/software/49801/qb-enterprise) — 4.5/5 (20613 reviews) 5. [NetSuite](https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2003 reviews) ## Reviews ### "What an impressive software \!" — 5.0/5 > **Thomas** | *13 March 2020* | Wholesale | Recommendation rating: 9.0/10 > > **Pros**: The software has been efficiently implemented (only a few weeks of work from both sides - Upflow and our software). In our company, sales representatives/assistant are in charge of using Upflow and they are all impressed by the time gained using this tool. Upflow team is always available for new developments allowing us to continue gaining time and efficiently. > > **Cons**: More integration with our software will be always interesting. We continue to have regular contacts with Upflow team to have new improvements. > > We gained a lot of time to send reminders to customers and most important we empower the sales rep/assistant with the importance of obtaining cash. ----- ### "Great discovery\!" — 5.0/5 > **Charlène** | *13 March 2020* | Electrical/Electronic Manufacturing | Recommendation rating: 9.0/10 > > **Pros**: It is very easy to use, it does not require a very good knowledge of software. It has a clear home page, you can see in a few clicks what you have to do, who has not yet paid, who needs a different reminder, etc... > > **Cons**: It is quite difficult, at the beginning, to put the email in each invoice sending. > > We have so much more customer feedback than before, we can see who is receiving and opening emails and who is not. we have a good relationship with the client, even if it is a collection process ----- ### "Expensive for Lack of Features" — 1.0/5 > **Jake** | *21 June 2024* | Apparel & Fashion | Recommendation rating: 2.0/10 > > **Pros**: Easy no code integration was great to go live. Sets up seamlessly with Stripe. > > **Cons**: The engineering team never completed one of my feature requests. You cannot chareg a customer credit card immediately (2 day lag between issuing an invoice and auto charging a card) > > Great at first (nice sales guy\!) and then went downhill when their eng team did not fulfill one feature request over 2+ years. ----- ### "Tested and approved\!" — 5.0/5 > **Anaïs** | *25 January 2021* | Staffing & Recruiting | Recommendation rating: 10.0/10 > > **Pros**: Upflow has been a great help for us to save time and reduce our DSO. The platform is easy to use and to implement, we could easily connect it with our existing tools and processes (or replace some of them) and it is now one of our finance team's most widely used tools on a daily basis. Features we appreciate most is the centralization of recovery actions (based on customized recovery "workflows"), a precious help to make sure you don't miss out on any unpaid invoice, and the possibility to have analytics. The team is also very reactive and eager to collect feedbacks and continuously improve the platform\! > > **Cons**: I would say that all our recents feedbacks have already been implemented. It could maybe be great if we could customise the platform and datas even more (e.g. add "tags" to sort our customers by industries) > > The main impact of using Upflow is the reduction of our DSO, we have gain about 15 DSO days since we implemented Upflow (with an increasing number of invoices issued). ----- ### "Upflow changes my everyday life" — 5.0/5 > **Verified Reviewer** | *13 March 2020* | Facilities Services | Recommendation rating: 10.0/10 > > **Pros**: Automatic bank reconciliation changed my life \! > > **Cons**: It is not yet possible to have multiple bank accounts linked to my Upflow account. But I know that it will be possible very soon. Can't wait ;) > > Upflow is instinctive, well designed, easy to use, collaborative, and most importantly, really solve a pain \! ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/215749/upflow?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/215749/upflow) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data