Scale your team with agents that earn your trust over time.
Designed to bring focused intelligence to every step from invoice to cash.
Trusted by the world’s leading B2B Finance Teams
Intelligence Agent
Turn scattered signals into a collections strategy you can act on.
Conversational analysis
Ask any question about your receivables and get an answer you can act on, inside Upflow or the AI tools you already use.
Automated enrichment
Set up a field to answer a question (like "which AP portal does this customer use?") and get it filled in automatically, for one account or many at once.
Collections Agent
Build a team of agents that scale how your team collects, on your terms.
Your AR playbook, codified
Configure each agent with your team's approach and guardrails, so your playbook reaches every account.
AP Portal Agent
Post your invoices straight to your customers' AP portals and track everything inside Upflow, freeing your team for higher-value work.
Cash App Agent
Match payments to open items with precision, and stay in control of what gets applied.
Confident matching
Apply the clear matches in one go, and hold anything that needs judgment for your review.
Full auditability
See how each payment was applied and why, logged and labelled for reviews and audits.
Join thousands of next-level finance leaders
Explore how we help businesses grow.
Cash collection
Cutting-edge technology for B2B cash collection is here
Insights
Get the visibility and insights you need to grow your business.
Payment
Help your customers pay you with modern payment methods.
With Upflow, we are able to get 99% collection, and that remaining 1%, that's where we bring in the CSMs for maximum efficiency.