Chargebee
Chargebee automates subscription billing, invoicing, and revenue recognition for SaaS and AI companies.
from $0/mo
About Upflow
What is Upflow?
Upflow is an accounts receivable software that automates invoice follow-ups, helping finance teams turn overdue invoices into polite payment reminders. It syncs with QuickBooks, Xero, or Stripe to track invoice status and sends personalized email sequences based on customer behavior.
Who is it for?
Upflow is built for B2B finance teams, startups, and SMBs tired of manual dunning. It helps reduce Days Sales Outstanding (DSO) and improve cash collection efficiency. Not ideal for companies with very simple, one-off invoicing needs or those not using a supported accounting platform.
How it works
Upflow connects to your accounting software, segments customers by payment behavior, and triggers automated follow-ups from gentle reminders to firm escalations. A real-time dashboard tracks payment status, cash flow, and team performance.
Key features
- Automated email sequences โ Send personalized reminders based on invoice age and customer profile.
- Accounting sync โ Connects with QuickBooks, Xero, and Stripe for real-time data.
- Customer segmentation โ Group clients by payment behavior for tailored messaging.
- Escalation rules โ Automatically escalate from email to phone or legal if unpaid.
- Analytics dashboard โ Track DSO, collection rates, and team performance.
- Live dashboards & forecasting โ Gain real-time AR insights and financial forecasts.
- Modern payment options โ Offer self-service payment experience, autopay, and automatic cash application.
Upflow Pricing
Upflow pricing: from $0/mo (Discover plan). Billing model: Subscription.
Discover
Free forever. Deep analytics tool for data discovery and benchmarking against peers. Perfect for finance teams exploring AR health.
Grow
Built for $0-$10M ARR. Insights and automation for startups establishing best practices. Contact for pricing.
Scale
Built for $10M-$50M ARR. Streamlined operations for scale-ups. Contact for pricing.
Strategic
Built for $50M+ ARR. Evolve your FRM program with deep insights and customer engagement. Contact for pricing.
All plans include a free Discover tier. No credit card required to start.
Frequently asked questions
Is Upflow free?
Yes, Upflow offers a free forever Discover plan that includes deep analytics and benchmarking tools.
How much does Upflow cost?
Upflow has a free Discover plan. Paid plans (Grow, Scale, Strategic) are priced based on ARR and features; contact Upflow for exact pricing.
Who is Upflow best for?
Upflow is best for B2B finance teams, startups, and SMBs with recurring invoices looking to automate collections and reduce DSO.
Does Upflow integrate with QuickBooks?
Yes, Upflow integrates with QuickBooks, Xero, and Stripe for real-time invoice and payment data sync.
What are the main features of Upflow?
Key features include automated email sequences, accounting sync, customer segmentation, escalation rules, analytics dashboard, and modern payment options.
What is a key limitation of Upflow?
Upflow requires a supported accounting platform (QuickBooks, Xero, or Stripe) and is less suited for businesses with very simple, infrequent invoicing.
