Upflow is a Financial Relationship Management platform designed to help businesses move from simply chasing invoices to building stronger, more engaged customer relationships. Upflow provides software that streamlines accounts receivable (A/R) collection and payment processes for companies of various sizes.
What solutions does Upflow offer?
Upflow delivers a suite of features aimed at improving how companies manage and collect payments:
- Real-time metrics and analytics on A/R collection performance
- Automated and personalized workflows for invoice follow-up and customer communication
- Customizable payment portals tailored to each customer, making it easier for clients to pay
The platform integrates directly with popular accounting solutions such as Quickbooks, Netsuite, and Xero. Upflow can also develop specific APIs for custom needs, supporting seamless data flow. Additionally, their partnerships with Stripe and Go Cardless facilitate streamlined, flexible payment options for end customers.
Who uses Upflow?
Upflow primarily serves mid-sized businesses and enterprise customers looking to optimize their cash collection and customer engagement processes. Notable users include Front, Lattice, Productboard, Side, Sardine, Postman, Instawork, Appcues, Activtrak, and Safegraph. These organizations span diverse industries but share the need for efficient financial operations and improved customer payment experiences.
How was Upflow started?
Upflow's approach is informed by its leadership and customers with deep finance and SaaS experience. For example, Sneh Dadlani, Controller at Front, has noted that "Upflow had drastic impact on our cash collection strategy at Front and makes it easy to reach all our customers, whether it's SMB or Enterprise customers!" The company is backed by leading investors including YCombinator, eFounders, and prominent fintech business angels.
What makes Upflow different?
Upflow differentiates itself through its focus on customer engagement in the payment process and its ability to integrate with a variety of accounting systems and payment platforms. Its real-time reporting and automated workflows provide finance teams with actionable insights while improving the customer experience during collections.
Upflow is a privately held company based in New York, United States, with a team of 51–200 employees.
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