Upflow Reviews

Summary: Upflow's automated reminders and real-time analytics have helped us get paid for some of our oldest outstanding invoices while maintaining healthy customer relations. It really helped us make our cash flow more efficient.

Positive: Upflow's seamless ERP integration and user-friendly interface have greatly enhanced our efficiency. Additionally, the comprehensive reporting tools allow us to monitor our financial health on a regular basis.

Negative: The learning curve for some advanced features could be shorter, but Upflow's overall benefits and excellent customer support make it a worthwhile investment.

Summary: Since adopting Upflow, we've seen a remarkable improvement in our cash collection efficiency. The platform is easy to use, and has significantly cut down on our manual workload.

Positive: Upflow's ability to provide real-time A/R metrics has been a game-changer for us. Also the automated reminders and detailed reporting have made a huge difference. Plus, the responsive support team ensures we always get the help we need promptly.

Negative: Upflow's integration with our ERP could be more seamless, but their support team is always helpful and responsive.

Summary: The product is still evolving, with new options being introduced regularly. Looking forward to what's next.

Positive: Quick and very simple to get started.
Integration and updates in just a few minutes.
Perfect team responsiveness.

Negative: The inability to modify or delete integrated contacts and postal addresses at will.

Summary: I am confident about the future of Upflow, it's a great product, easy to use and reliable. I think we earn a lot since we have it.

Positive: I like how it's easy to use, the reactivity of the team, the statistic space and the recurring and relevant updates !

Negative: I would like that the connection with pennylane become most powerful. We could not have the payment method. It's impossible to have a task after being paid. (Like to delete an error message or something else.)

Summary: Great tool, I recommend it. It saves an enormous amount of time in tracking customer collections. Easy to use.

Positive: Dashboard, Automated dunning plan, possibility of adapting the dunning plan to the customer (type, language), implementation of intelligent assignment rules, good integration with Chargebee.

Negative: No historical data on dashboard longer than 12 months.

Summary: For me, it seemed the perfect tool to be able to follow up my client's financial situation.
Every time I had to meet some of my clients, I used to check if they had paid all their invoices and if there was any note left by any of my colleagues concerning the account.

Positive: As Customer Success Manager, I need to be aware about my client's financial situation. It helps a lot!!

Negative: It was not really synchronized with our finance system, or at least, some of the invoices didn't appear unless you recorded them manually.

Summary: The use case that I covered was automating the collection of AR's including dunning and direct debit.

Positive: The ability to automate the management of accounts receivable for a SaaS B2B enterprise company in a multicurrency multicountry use case.

Negative: Does not integrate with ERP solutions: SAP, Oracle, per se this is not a major problem but it needs to be dealt with externally which is always a tad more cumbersome.

Summary: Upflow has been an essential tool in our journey to optimize accounts receivable management. The software offers robust analytics capabilities, allowing us to efficiently track and manage crucial information. Upflow has been instrumental in helping us achieve our goal of reducing our DSO. We appreciate Upflow's commitment to innovation and continual improvement, ensuring that our needs are met effectively.

Positive: Using Upflow is a breeze, thanks to its intuitive user interface. The software receives regular updates, and their customer support is top-notch, always ready to assist with any problems you may encounter. Integration with our QuickBooks Online was smooth and swift. I highly recommend Upflow for streamlining accounts receivable collections for any finance team

Negative: One major concern I have with Upflow is its lack of support for partial payments on invoices. I believe this feature is highly valuable for accounts receivable collections, especially when customers are unable to settle the full invoice amount in a single payment.