Accounts Receivable Automation Software

Accounts receivable automation software automates the manual work across the full AR cycle: collections reminders, cash application, payment processing and performance reporting. Instead of your team chasing every invoice manually, the software runs structured workflows across your entire portfolio and surfaces exceptions that need human judgment.

AR automation reduces DSO by making follow-up consistent: reminders go out on schedule, to the right contact, across every account, without relying on your team to remember. CEI improves because fewer invoices fall through the cracks. Upflow tracks both metrics in real time using the Countback method so improvement is measurable from day one.

The core features are automated collection workflows, customer segmentation with Smart Rules, multi-channel outreach across email, SMS, calls and postal letters, smart cash application, a branded payment portal and real-time DSO and CEI dashboards. The platform should also integrate two-way with your ERP or accounting tool like NetSuite, QuickBooks, Xero or Sage Intacct, so automation always runs on accurate invoice data.

Upflow connects to NetSuite, QuickBooks, Xero and Sage Intacct through two-way integrations that sync invoices, payments and customer data automatically. Every automated workflow in Upflow runs on live ERP data, so reminders never go to accounts that have already paid, and cash application matches against your current open invoice list.

Yes, B2B SaaS companies are one of Upflow's primary use cases. SaaS finance teams deal with high invoice volumes, complex billing structures and customers on different payment terms. AR automation handles the follow-up consistently across all of them without adding headcount as the business scales.

The main benefits are lower DSO, higher collection rates, less manual work for finance teams and more consistent customer communication. AR automation also gives finance leaders real-time visibility into which accounts are at risk and which collection strategies are working, without building reports from scratch each week.

Upflow is built specifically for B2B finance teams. It automates collections, cash application and payment processing in one platform, connects to the ERPs and billing tools B2B teams already use, and gives finance leaders real-time visibility into DSO, CEI and aging balances. G2 rates it Leader and Best Relationship for mid-market.

Upflow uses AI to handle the judgment calls that slow AR teams down -- surfacing which accounts need attention, prioritising where to focus, drafting the right outreach for each customer and matching incoming payments to open invoices. Your team reviews and decides. The AI handles the volume so your best people can focus on the accounts that actually need them.

Security is central for us, here at Upflow.

We use continuous protection and master-slave replication to protect against any database failures:

• Upflow maintains an active SOC 2 Type II attestation covering the Security, Availability, and Confidentiality criteria.

• Our data centres are hosted in the EU (Ireland) by Amazon Web Services.

• All data is encrypted in transit with TLS 1.2 or better, and at rest using AES 256 or better.

• We use Distributed Denial of Service (DDoS) mitigation services provided by Cloudflare.

Upflow connects to NetSuite, Sage Intacct, Rillet, QuickBooks, Xero, Pennylane, Chargebee and Stripe Billing for ERP and billing data, and syncs with Salesforce, Slack and Gmail to keep finance and sales aligned. Setup takes minutes and your invoice data, payment history and customer records stay consistent across every tool without manual reconciliation.