Accounts Receivable Automation
Collect your cash on time, effortlessly
Get Paid Faster. Right away.
Streamline your receivable process with A/R automation
We know how time-consuming and tedious manual invoice chasing can be. It's a waste of resources that leaves less time for what's actually important: planning your growth and making strategic decisions. Our automation solution handles your A/R process for you and helps you get paid quicker, improving your cashflow. Don't wait to try it!
Implement automatic workflows and forget about manual processes
Access real-time dashboards with key metrics like DSO.
Reduce bad and collect your cash on time, without working for it.
Why should you implement receivable automation?
Discover the key benefits of A/R automation.
You'll get paid on time
Cash is crucial to any business, big or small. In the long run, a lack of cash can be the end of your company. That's why it's so important customer payments come in by the due date. With automation software, you'll be more proactive about your collection process and send out automated yet personalized payment reminders. You'll also have the data to identify risky accounts and take action. Even better: you can offer several payment options to make things easier for your customers. On the whole, you'll improve your customer experience and reduce late payments.
You'll improve internal communication
Finance teams shouldn't be the only ones involved in collecting payments. Business teams can be useful because they often have more close contact with your clients. That's why we offer unlimited user access and many functionalities for team collaboration, without impact on pricing. Main benefits - As many users as you want - Mention collaborators directly - Email templates for salespersons
- As many users as you want
- Mention collaborators directly
- Email templates for salespersons
You'll be more efficient
It's all about profitability! And that's where A/R software like Upflow helps you out. Our product will simplify your receivable team's day-to-day work and optimize their time. No more manual processes: they can focus on analyzing what's going on rather than chasing invoices. On top of that, our software takes only a few minutes to set up and integrates with many accounting software like Quickbooks and Netsuite. Your A/R team won't have to switch tools, they can just leverage the power of Upflow!
Stronger customer relationships
We don't believe in bad payers, we believe in bad technology. Our software is intuitive, easy to use and will improve your customers' experiences. We have several payment processing partners and offer different payment methods like credit card, ACH, or wire transfer. We also offer a customized payment portal where your customers have access to all their past and present invoices and pay directly. Collect your cash without endangering client relationships!
The A/R automation solution that will change your life! Upflow integrates directly with your accounting system and streamlines your cash collection.
Cut down your DSO
Days Sales Outstanding is a crucial KPI for any business. With Upflow, you'll get paid quicker and reduce it.
Optimize your schedule
Spend more time on analysis and strategy planning, and less time on invoice chasing.
Access live data without human error
We offer comprehensive dashboards and forecastings to help you gain visibility on your A/R.
Empower your teams
Make finance and business teams work better together thanks to our platform.
Make it simple for customers
Make paying online easy for your customers and build a strong relationship with them.
Set it up in 5 minutes
Connect with your current ERP instantly and get started in no time.
We connect with your billing tool!
Onboarding with us is an easy process: we connect easily to your CRM and ERP system. A smooth and painless experience!
Automate your accounts receivables with Upflow!
What is accounts receivable automation with Upflow?
Accounts Receivables automation isn't about removing all the human components of customer relationships: it's about making it better! With Upflow, you'll have more time and resources to understand your clients and adapt your strategy to them. Automating collections allows you to access live data, send automated but personalized payment reminder emails, and offer several payment options to your clients. Ultimately, it's all about making your collection processes easier and improving your customer experience.
The key benefits of accounts receivable automation with Upflow
Easier to get paid on time: You'll have all the right tools to get paid on the due date: automated and customized workflows, key metrics to identify risky accounts and take action, and personalized payment portals with several payment methods for your customers. All in all, it gets easier for your customers to pay you and easier for you to manage your collection activities.
Easier to understand your A/R: Understanding your A/R is key to improve your processes: how can you optimize your collection if you don't know which customers are paying you late each month? Our product showcases extensive dashboards with accurate and reliable numbers. You'll have access to billing cohorts, aging reports, and cash forecasting. Each KPI can be broken down by customer, helping you gain precious insights and improve your collection management.
Easier to collaborate effectively: Communication isn't always easy within a company. But we think it's critical to communicate effectively to improve your collection process. Finance teams are often the only ones on the subject: they shouldn't be. Sales teams for example can often have closer relationships with customers. Involving sales executives can be a good strategy to get paid on time. That's why we offer collaboration features like an unlimited number of users, the possibility to mention collaborators on the platform, etc.
We have one mission at Upflow: help B2B businesses collect their customers' payments easily. Our product is intuitive accounts receivable automation software, designed to help finance teams handle their collection better and gain time to focus on important topics.
Upflow had drastic impact on our cash collection strategy at Front and makes it easy to reach all our customers, whether it's SMB or Enterprise customers!