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Upflow

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Modern B2B accounts receivable software.

About Upflow

Upflow is a modern, design-centric AR platform built specifically for fast-growing B2B technology companies and Y-Combinator startups. It features an incredibly clean, minimalist interface that feels more like a consumer SaaS product (like Notion or Slack) than traditional, clunky financial software. It solves the massive disconnect between the sales team and the finance team. In many startups, the sales team closes a deal and celebrates, completely unaware that the client hasn't actually paid their bill in 90 days. Upflow integrates directly with Salesforce or HubSpot, pushing live payment status data directly onto the CRM account record. If a sales rep goes to pitch a client an upsell, the CRM will warn them that the client is currently in financial default. It offers deeply structured, multi-tier collection workflows. The software can automatically email the primary billing contact on day 15. If the invoice reaches day 45, Upflow can automatically CC the client's CEO and the startup's internal Account Executive, escalating the visibility of the problem to leadership without any manual intervention from the finance department.

Deployment

  • Cloud, SaaS, Web

Support

  • Email/Help Desk
  • Phone Support
  • Dedicated Account Manager

Training

  • Documentation
  • Live Online
  • Webinars

Ideal Company Size

Small, Medium Employees

Pricing Overview

$400

Starting price / month

LicensingSubscription
Supported LanguagesEnglish
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