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Upflow

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231 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.8
Serving customers since
2018

Profile Name

Star Rating

200
28
2
1
0

Upflow Reviews

Review Filters
Profile Name
Star Rating
200
28
2
1
0
Saskia V.
SV
Saskia V.
01/14/2026
Validated Reviewer
Review source: Organic

Streamlined AR with Customizable Workflows

I like how customers can access the portal and mark any disputes or set a 'promise to pay'. We can also set up customers with different workflows depending on their payment history so we do not use a one size fits all approach. I also like how we can customize reporting depending on our needs which saves time within our team.
VC
Veronica C.
01/06/2026
Validated Reviewer
Verified Current User
Review source: Organic

Effortless Reporting and Payment Tracking Made Simple

I appreciate how easy it is to generate reports, whether I need a summary that covers all customers or a detailed report for a specific individual. I also find it helpful to quickly look up payments and see exactly which invoices have been paid. Additionally, being able to identify invoices that have had credit memos applied is very useful. From a reconciliation perspective, this functionality significantly reduces the time and effort required.
Zack M.
ZM
Zack M.
12/30/2025
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Fantastic Onboarding, Needs Email Design Improvements

I appreciate Upflow's fantastic onboarding process and training, which made me feel very comfortable launching after preparing. Their payment portal is a great feature, offering a solution we didn't have before. The automated reminders are incredibly useful, making Upflow a major convenience in comparison to what we used previously.

About

Contact

HQ Location:
New York City, United States

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What is Upflow?

Upflow is a Financial Relationship Management solution that helps our customers transition from chasing invoices to engaging customers. Get paid faster, enjoy better customer relationships AND realize your full growth potential. Our features include: Real-time metrics on your A/R collection , Automated and personalized workflows , and Payment portals adapted to each customer. We integrate directly with different accounting solutions like Quickbooks, Netsuite, or Xero and can also develop specific APIs. Our partnerships with Stripe and Go Cardless streamline payments for your customers. We have hundreds of users around the world, including Front, Lattice, and Productboard and are backed by key investors (YCombinator, eFounders) and leading fintech business angels.

Details

Year Founded
2018
Website
upflow.io