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Upflow

Upflow helps B2B finance teams collect faster by combining automated collections, B2B payments, cash application and AR analytics in one workflow.

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By Upflow

upflow.io

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Overview

Users sync invoices from their ERP or billing system, run multi-step collections by email, SMS, calls and letters, accept payments through a branded portal and match bank payments to invoices, with AI agents whose autonomy they set. Features are gated by plan: the REST API starts at Grow, the Collections and AP Portal agents at Scale, and the Cash Application Agent at Accelerate.
More product details

Product

Demo Url
upflow.io
Solution Kind
Platform

Features

Payment Collection

Automated multi-step collection workflows by email, SMS, calls and letters

Promise-to-pay tracking, Autopay and a branded payment portal

Categories: Accounts Receivable

Invoice Processing

Delivery method: Integration

Sync invoices from ERP and billing systems or via the API and track them by aging and status

Submit invoices into customer AP portals as drafts for review

Not included
  • Issuing invoices is not documented

Categories: Accounts Receivable

Online Payments

Delivery method: Paid add-on

Branded white-label payment portal with saved payment methods and Autopay

Real-time two-way ERP sync of payments

Categories: Accounts Receivable

Partial Payments

Partial payments accepted in the Upflow Payments portal

Cash App Agent matches partial, bulk, short-pay and multi-invoice payments

Categories: Accounts Receivable

Aging Tracking

Live dashboards for aging balances, DSO (Countback), Best Possible DSO, CEI and at-risk rates

Scheduled email reports

Categories: Accounts Receivable

Payment Collection

Overdue balances settled through a branded portal with ACH, card and direct debit

Autopay and promise-to-pay commitments

Categories: Debt Collection

In-House Collections

Multi-step reminder and escalation workflows by invoice age, behavior and risk

Tasks, internal notes and a shared AR inbox

Categories: Debt Collection

Payment Plans

Promise to pay lets a customer commit to a date when they cannot pay now

Not included
  • Payment installments are listed as coming soon

Categories: Debt Collection

Automated Notices

Dunning sequences by email, SMS, phone calls and postal letters

Templates customizable by segment, sent from the customer's own domain

Categories: Debt Collection

Transaction Management

Unified multi-bank transaction view with match suggestions, exception workflows and audit trail

Real-time ERP sync of reconciled transactions with failure alerts

Categories: Debt Collection

Client Management

Delivery method: Integration

Unified customer timeline of actions, replies and notes

Customer segmentation with Smart Rules and CRM data push to Salesforce and HubSpot

Categories: Debt Collection

Online Payments

Delivery method: Paid add-on

Branded portal embeddable in the customer's apps and website via API

Payment mix optimization, optional card surcharging and partial payments

Categories: Payment Processing

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Debit/Credit Card Processing

Delivery method: Paid add-on

Card payments in the branded portal with saved cards and optional surcharging

Categories: Payment Processing

Multiple Payment Options

Delivery method: Paid add-on

Cards, ACH (US), SEPA (Europe), BACS (UK) and wire transfer from one portal

Finance chooses which methods each customer segment sees

Categories: Payment Processing

Payment Gateway Integration

Delivery method: Paid add-on

Upflow Payments Lite uses the customer's own third-party gateway for cards, ACH direct debit and Autopay

Upflow Payments uses Upflow's own gateway on Stripe infrastructure with free migration of saved methods

Categories: Payment Processing

ACH Payment Processing

Delivery method: Paid add-on

ACH direct debit payments in the US through the branded portal

Categories: Payment Processing

Pricing

DiscoverFree option

Plan details & limits

Business Model
  • Free

Accelerate

Plan details & limits

Business Model
  • Subscription
  • Usage
Limits
  • Maximum new invoices per year

    300,000

Enterprise

Plan details & limits

Business Model
  • Subscription
  • Usage
Limits
  • Maximum new invoices per year

    700,000

Grow

Plan details & limits

Business Model
  • Subscription
  • Usage
Limits
  • Maximum new invoices per year

    100,000

Scale

Plan details & limits

Business Model
  • Subscription
  • Usage
Limits
  • Maximum new invoices per year

    200,000

Starter

Plan details & limits

Business Model
  • Subscription
  • Usage
Limits
  • Maximum new invoices per year

    40,000

Access & availability

API operations and access

Sync customers, contacts, invoices, credit notes, payments and custom fields

Manage dunning plans and read data for reporting and warehouse exports

What you need
  • Paid plan
Limits to check
  • Available from the Grow plan; requests are authenticated with an API key and secret generated by administrators

Technical details

AI

AI usage conditions
Usage conditions
  • Autonomous Collection Agents and AP Portal Agents are subject to fair usage; exact allowances are not published.
  • Emails are unlimited; SMS, calls and letters are subject to a usage fee.
Action Permissions
  • Action
    Collections Agent replies to customer emails, logs promise-to-pay dates and flags disputes, escalating sensitive cases to a collector
  • Action
    AP Portal Agent logs into customer AP portals, fills in invoices and saves a draft for a person to review and submit
  • Action
    Cash App Agent applies confident bank-payment matches and writes reconciled cash back to the ERP
Human Approval
  • Configurable

API

API access conditions
  • A customer must exist before contacts, invoices, credit notes or payments that reference it; a sandbox is available for testing endpoints.
Access
Public
Protocols
  • REST
  • MCP

Deployment

Client Channels
  • Browser
  • API
Delivery Models
  • Cloud (SaaS)
Hosting Regions
  • Ireland

Implementation

Delivery Mode
  • Self service
  • Vendor

Customization

Skill Level
  • No code
  • Developer required
Supported Scopes
  • Branding
  • Reports
  • Dashboards
  • Templates
  • Business rules
  • Custom data

Security

Access Models
  • Role based
Assurances
  • Kind
    Attestation
    Scope
    Security, Availability and Confidentiality criteria
    Standard
    SOC 2 Type II
Encryption At Rest
Yes
Encryption In Transit
Yes
Residency Scope
  • Region
    EU (Ireland)
    Provider
    Amazon Web Services
    Data class
    Primary data

Support

Channels
  • Email
  • Phone
  • Knowledge base
Training Formats
  • Documentation

Reviews

User experiences, moderated before publication. Review policy

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