Upflow
by Upflow · AR & Collections
AR automation platform that speeds up B2B cash collection and payments.
- Works with
- NetSuite, QuickBooks, Xero, Sage Intacct
- Deployment
- Cloud
- Pricing
- Tiered by company ARR; quote-based for paid plans
Overview
Upflow is a Financial Relationship Management (FRM) platform built for B2B finance teams to automate accounts receivable and accelerate cash collection. Rather than a simple invoice-chasing tool, it positions itself around engaging customers throughout the payment lifecycle: automated, personalized payment reminders, a self-service customer payment portal, and real-time AR dashboards that track metrics like Days Sales Outstanding (DSO) and Collection Efficiency Index (CEI).
The platform connects to accounting and ERP systems to pull invoice, customer and payment data, then pushes collected payments, deposits and journal entries back automatically. Its NetSuite integration is delivered as a native SuiteApp through a certified SuiteCloud Developer Network (SDN) partnership, syncing customers, invoices, credit memos and custom fields from NetSuite and writing payments, deposits, journal entries, late fees and early-payment discount credit notes back.
Upflow also connects to QuickBooks, Xero, Sage Intacct, and billing platforms such as Chargebee, Stripe Billing and Zuora, and syncs with Salesforce, Slack and Gmail so collections context reaches sales and finance teams together. Pricing is tiered by company ARR, with a free "Discover" analytics tier and paid plans quoted on demand.
Screenshots & demo
Demo video from the vendor's YouTube channel.
Features & capabilities
Cash Collection Automation
Automated, personalized outreach to get invoices paid faster.
- Automated personalized payment reminders
- Custom collection workflows and Smart Rules
- Stakeholder/customer collaboration on disputed invoices
- Escalation workflows for overdue accounts
AR Insights & Analytics
Real-time visibility into receivables performance.
- Real-time AR dashboards
- Days Sales Outstanding (DSO) tracking
- Collection Efficiency Index (CEI) measurement
- Cash flow forecasting
- Peer benchmarking analytics
Payments
Customer-facing payment collection tools.
- Self-service customer payment portal
- Multiple payment methods (card, ACH, SEPA)
- Autopay on due date
- Automatic cash application and reconciliation
ERP & Accounting Sync
Two-way data sync with accounting/ERP systems.
- Two-way sync of customers, invoices and credit memos
- Incremental real-time updates after initial full AR history sync
- Custom field mapping for workflow and reporting
- Automated write-back of payments, deposits and journal entries
- Late fee and early-payment discount credit note sync
Collaboration & Notifications
Keeping finance and go-to-market teams aligned on collections.
- Salesforce sync for account context
- Slack notifications
- Gmail integration for reminder tracking
Platform & Extensibility
Developer access for custom connections.
- Public API for custom integrations
- Developer documentation portal
Common use cases
- Automating personalized dunning/reminder sequences instead of manual invoice chasing
- Giving customers a self-service portal to view and pay invoices online
- Tracking DSO and Collection Efficiency Index to benchmark AR performance over time
- Syncing NetSuite invoices, customers and credit memos into a dedicated collections workspace
- Automatically writing collected payments and journal entries back into NetSuite, QuickBooks or Xero
- Forecasting near-term cash flow based on expected invoice payment dates
- Aligning sales (Salesforce) and finance teams on at-risk accounts via Slack notifications
Strengths & considerations
Strengths
- Native NetSuite SuiteApp built as a certified SuiteCloud Developer Network (SDN) partner, rather than a generic connector
- Positions collections as customer engagement ("Financial Relationship Management") rather than pure invoice chasing
- Free-forever 'Discover' analytics tier for AR benchmarking before committing to paid automation
ERP integrations
Syncs customers, invoices, credit memos and custom fields from NetSuite; writes back payments, deposits, journal entries, late fees and discount credit notes
Pricing
Free-forever 'Discover' analytics plan (no credit card required); paid 'Grow' (0-10M ARR), 'Scale' (10-50M ARR) and 'Strategic' (50M+ ARR) plans require a sales conversation for pricing. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant)
Alternatives to Upflow in AR & Collections
Upflow — frequently asked questions
Does Upflow integrate with NetSuite?
Yes. Upflow offers a native NetSuite SuiteApp as a certified SuiteCloud Developer Network (SDN) partner, syncing customers, invoices and credit memos from NetSuite and writing collected payments, deposits and journal entries back automatically.
What accounting or ERP systems does Upflow connect to?
Upflow connects to NetSuite, QuickBooks, Xero and Sage Intacct, plus billing platforms like Chargebee, Stripe Billing and Zuora, and offers a public API for custom integrations.
How much does Upflow cost?
Upflow uses tiered pricing based on company ARR. It offers a free-forever 'Discover' analytics plan, while the paid Grow, Scale and Strategic plans are quote-based and require talking to sales.
What does Upflow actually do?
Upflow automates B2B accounts receivable: it sends personalized payment reminders, gives customers a self-service payment portal, tracks metrics like DSO and Collection Efficiency Index, and syncs invoice and payment data with your accounting/ERP system.
Evaluating AR & Collections?
Tell us your ERP and requirements and we'll send an independent shortlist — including Upflow and the best-fit alternatives — with honest pros and cons.