Upflow helps B2B finance teams automate invoice collection, accept online payments, and cut DSO with AR analytics and a customer payment portal.
Category
Invoicing
Pricing
Upflow offers a free-forever 'Discover' analytics plan, plus three paid tiers (Grow, Scale, Strategic) segmented by company ARR, each requiring a sales conversation with no public list pricing.
Verified
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Last updated
August 6, 2026
IntegrationsSaaSPaidEnterpriseAutomationAPI
Upflow is a financial relationship management (FRM) platform built for B2B finance teams that need to collect payments faster without damaging customer relationships. The product centers on automated, personalized payment reminders and structured collection workflows, paired with a customer-facing payment portal that lets buyers pay online, view invoices, and set up autopay. On top of collections, Upflow provides live analytics dashboards covering days sales outstanding (DSO), cash forecasting, and customer credit scoring so finance leaders can spot at-risk accounts before they become overdue. It connects to accounting and billing systems such as NetSuite, Sage Intacct, QuickBooks, Xero, Stripe Billing, Zuora, and Chargebee, and offers a public API for custom integrations. Upflow markets itself across company stages, from a free "Discover" analytics tier for teams just assessing AR health up to enterprise-grade plans for finance organizations at $50M+ ARR, and lists customers such as Front, Lattice, Productboard, and Side.
Key Features
Automated Cash Collection — Automated, personalized payment reminders and structured collection workflows to chase overdue invoices.
Customer Payment Portal — Self-service portal for customers with multiple payment methods, automatic cash application, and autopay.
AR Analytics & DSO Tracking — Live dashboards for days sales outstanding (DSO), cash forecasting, and customer credit scoring.
AI Collections Agents — AI agents aimed at autonomously handling parts of the collections process.
Accounting & Billing Integrations — Connects to NetSuite, Sage Intacct, QuickBooks, Xero, Stripe Billing, Zuora, and Chargebee.
Public API — A documented public API (developer.upflow.io) for building custom integrations and workflows.
Pros & Cons
Pros
Combines collections automation, online payments, and AR analytics in one platform instead of stitching together separate tools
Connects to major accounting and billing systems (NetSuite, Sage Intacct, QuickBooks, Xero, Stripe Billing, Zuora, Chargebee), so it can slot into existing finance stacks
Free 'Discover' tier lets finance teams evaluate AR analytics before committing to a paid plan
Customer-facing payment portal with autopay can reduce friction for the paying customer, not just the collections team
Cons
Paid plan pricing (Grow, Scale, Strategic tiers) is not published and requires a sales conversation, making cost comparison harder upfront
Positioning and pricing tiers skew toward funded startups and mid-market/enterprise finance teams rather than very small businesses
Company details such as founding year and headquarters are not clearly disclosed on the marketing site itself