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Average Ratings 8 Ratings

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support

Description

Cashflow.io is a cloud-based financial technology software as a service platform that aims to enhance and simplify the entire cash cycle by consolidating accounts receivable, accounts payable, payments, and financing into one cohesive system. By enabling businesses to digitize their financial operations, it automates processes such as invoice management, payment handling, and collections, which leads to a significant reduction in manual tasks, the elimination of data entry mistakes, and an overall boost in workflow efficiency. This platform equips users with tools to generate invoices, process payments, and oversee billing with adaptable payment options, such as installment plans and tailored fee arrangements, while also providing immediate insights into financial performance through built-in analytics. Furthermore, Cashflow.io seamlessly integrates with existing accounting software, facilitating easy transaction reconciliation and ensuring that businesses can uphold accurate financial records without disrupting their ongoing operations. As a result, users can focus more on strategic growth initiatives while relying on an efficient system to handle their financial transactions.

Description

Upflow is the ultimate solution for B2B companies across the globe, revolutionising cash flow management through state-of-the-art AR technology. Join a thriving community of finance leaders who have unlocked their owed cash reserves with Upflow's seamless integration into their accounting stack. Effortlessly manage Accounts Receivables and gain real-time insights from our comprehensive analytics by integrating Upflow with your accounting tool in a few clicks, driving effective cash collection efforts. Experience the difference in cash collection excellence with Upflow today!

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Xero Yes 
Axis LMS No 
Chargebee No 
Chase Software Yes 
Clover Yes 
Global Payments Yes 
Heartland Payment Processing Yes 
Nuvei Yes 
PandaPay Yes 
Paysafe Yes 
Sage 100 Yes 
Sage Intacct No 
Salesforce No 
Slack No 
Stripe Billing No 
TD Bank Merchant Solutions Yes 
Windcave Yes 
Worldline Yes 
Zuora No 

Integrations

QuickBooks Online Yes 
Xero Yes 
Axis LMS Yes 
Chargebee Yes 
Chase Software No 
Clover No 
Global Payments No 
Heartland Payment Processing No 
Nuvei No 
PandaPay No 
Paysafe No 
Sage 100 No 
Sage Intacct Yes 
Salesforce Yes 
Slack Yes 
Stripe Billing Yes 
TD Bank Merchant Solutions No 
Windcave No 
Worldline No 
Zuora Yes 

Pricing Details

$50 per month
Free Trial No 
Free Version No 

Pricing Details

Free to Start
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Cashflow.io

Founded

2019

Country

Canada

Website

cashflow.io

Vendor Details

Company Name

Upflow

Founded

2018

Country

United States

Website

upflow.io

Product Features

Accounts Payable

Approval Process Control No 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Product Features

Accounts Receivable

ACH Payment Processing Yes 
Billing & Invoicing No 
Check Processing No 
Collections Management Yes 
Online Payment Processing Yes 
Overpayment Processing Yes 
Partial Payments No 
Receivables Ledger Yes 
Recurring Billing Yes 

Debt Collection

Agency Management No 
Auto Dialer No 
Automated Notices Yes 
Callback Scheduling No 
Client Management Yes 
Commission Management No 
Compliance Management No 
Contact Management Yes 
Credit Bureau Reporting No 
In-House Collections Yes 
Payment Plans Yes 
Transaction Management No 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible No 
Debit Card Support Yes 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions No 
Receipt Printing No 
Recurring Billing Yes 
Signature Capture No 

Alternatives

Alternatives

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