Upflow
Accounts receivable automation that chases late invoices so finance teams get paid faster.
About
Upflow is a French-built accounts receivable platform that sits on top of your existing stack and turns invoice chasing into a systematic workflow. It imports invoices, clients, and payments from QuickBooks, Xero, NetSuite, Chargebee, or Stripe Billing, then runs automated but personalized reminder sequences, a branded customer payment portal with Autopay and promise-to-pay features, and real-time dashboards tracking DSO, aging balances, and at-risk accounts. Reviewers rate it 4.8 out of 5 on G2 across 234 reviews, highlighting fast setup and strong support, with some asking for more flexible reporting views.
The company raised a $15 million Series A in 2021 from 9yards Capital and eFounders plus angels including N26 co-founder Maximilian Tayenthal. Its own storefront data lists the product at $333 per month, though plans are typically quoted per company. Upflow's premise is that B2B collections are a relationship problem as much as a cash problem, so every touchpoint is designed to keep the customer experience clean while the finance team follows up consistently. Some reporting customization limits are noted by users who want very specific dashboard slices.
What it can do
- Automated, personalized collection reminder sequences
- Branded customer payment portal with Autopay and promise-to-pay
- Real-time dashboards: DSO, CEI, aging balances, at-risk accounts
- Smart cash application replacing manual payment matching
- Shared workspace aligning finance, sales, and customer success
- Integrations: QuickBooks, Xero, NetSuite, Chargebee, Stripe Billing
- Invoice timelines with full communication history per client
Setup
- Sign up at upflow.io and connect your accounting or billing system (QuickBooks, Xero, NetSuite, Chargebee, Stripe).
- Upflow imports invoices, clients, and payment history.
- Design collection workflows: reminder cadence, tone, and escalation rules.
- Enable the branded customer payment portal with Autopay options.
- Monitor DSO and aging dashboards and intervene on at-risk accounts.
Prerequisites
An existing accounting or billing system with invoices to collect.
Use cases
Works with
Trust score — 7/10
Scored 7/10 (metrics tier, metrics-v1). Evidence: $15M Series A (TechCrunch, June 2021) from 9yards Capital and eFounders; G2 4.8/5 across 234 reviews; upflow.io verified live with product pages and $333/mo list price. Strengths: strong review scores, real funding, clear mid-market fit. Docked for: (1) funding is from 2021 with no public recent rounds; (2) some reporting-flexibility complaints in reviews. License: proprietary.
How the trust score is built
Full methodology →- Adoption · stars/downloads, log-scaled vs peers
- 7.0/10
- Maintenance · recency, releases, issue load
- 8.0/10
- Openness · license + docs
- 7.0/10
- Manual review · sanity read + red-flag check
- 7.0/10
- · $15M Series A June 2021 from 9yards Capital and eFounders (TechCrunch); French AR automation startup
- · G2 4.8/5 across 234 reviews; upflow.io live with product pages and $333/mo list price
- · Integrates QuickBooks, Xero, NetSuite, Chargebee, Stripe Billing
- · No public recent funding rounds since 2021
- · Some reviews ask for more flexible reporting/dashboard customization
Sources
Every fact above was checked against these sources. Where a claim comes from the provider and couldn't be independently verified, the text says so.