Trusted by the world’s leading B2B Finance Teams
What to Look for in Automated Collections Software
The right automated collections software should reduce manual follow-up, recover overdue invoices faster and protect customer relationships.
Automated and Personalized Collections
Good collections automation software builds multi-step reminder sequences around each customer's payment history, invoice age and risk profile. Outreach that fits the account gets faster responses than a generic blast -- and costs less relationship capital in the process.
Real Time Collections Visibility
Live dashboards tracking overdue balances, collection rates, aging buckets and DSO give finance teams a real-time view of which accounts need attention and which are progressing. No spreadsheet can do this automatically.
Seamless ERP and Accounting Integrations
Collections automation software that syncs two-way with NetSuite, QuickBooks, Xero and Salesforce means your invoice data and payment status stay accurate across every tool, so your team always chases the right accounts.
Customer Friendly Payment Experience
A branded payment portal where customers can view invoices and pay by ACH, credit card or direct debit removes the friction that slows collections. When paying is easy, customers do it sooner. Autopay handles the rest.
Smart Cash Application
Manually matching payments to invoices is slow and error-prone. Upflow's Cash App agent auto-applies transactions when the match is unambiguous and surfaces everything else for human review.
Cross Team Collaboration
Finance, sales and customer success each hold part of the picture on any given account. Upflow gives them one shared workspace to assign tasks, share customer context and follow up without stepping on each other.
How Automated Collections Software Like Upflow Works
From first reminder to final escalation, here is how Upflow automates it.
1. Automated Dunning Workflows
Upflow lets you build multi-step dunning sequences tailored to each customer's payment history, invoice age and risk profile. Schedule emails, calls, SMS or postal letters automatically across every stage of the collection cycle, while keeping control over tone and timing per account. Outreach that fits the account gets paid faster and keeps the relationship intact.
2. Smart Debtor Segmentation
Group debtors by payment behavior, days overdue, invoice status or risk level and apply the right collection strategy to each automatically. A customer who is 15 days late needs a different sequence than one who has gone silent on a disputed invoice. Upflow's Smart Rules trigger the right dunning workflow for each scenario without your team having to check every account manually.
3. Collaborative Workflows
Every customer interaction sits on a shared timeline: emails sent, calls logged, tasks assigned, disputes flagged. Finance can tag sales when a customer raises a contract question. Customer success can see an account is overdue before they run a renewal call. Nobody walks into a conversation blind.
4. Smart Cash Application
When a payment comes in, Upflow's Cash App agent checks whether it maps cleanly to a single open invoice. If it does, it applies automatically. If there is any ambiguity, the transaction surfaces as a suggestion for your team to review. Unambiguous matches close without anyone touching them. Anything unclear stays in human hands.
5. Flexible Payment Options
Upflow's branded customer portal lets customers review outstanding invoices and pay by ACH, credit card or direct debit on their own schedule. Autopay handles recurring accounts. Promise to pay lets customers commit to a date when they cannot pay immediately. Every interaction through the portal is logged on the customer timeline.
6. Real Time Performance Insights
DSO, CEI, aging balances and collection rates update in real time so finance leaders always know where the portfolio stands. Upflow calculates DSO using the Countback method and shows Best Possible DSO alongside it so you can see not just where you are but how far from optimal. Spot at-risk accounts before they become write-offs.
Upflow Automated Collections Software
Three capabilities that help B2B finance teams automate collections and recover cash faster.
Automated Cash Collection
Build multi-step dunning workflows that adapt to each customer's behavior and risk level. Automated reminders that feel personal get paid faster.
Real Time Collection Analytics
Track overdue balances, collection rates, aging buckets and DSO with live dashboards that show which accounts need attention and which are on track.
B2B Payment Experience
Offer secure online payments, Autopay and promise to pay features through a branded portal that simplifies collections for your customers.
Automated Collections Software That Connects to Your Existing Stack
Connect Upflow to NetSuite, QuickBooks, Xero, Salesforce, Stripe and Slack in minutes. Invoices, payments and customer data stay in sync across your finance stack automatically, with no manual reconciliation.
Benefits of Using Automated Collections Software Like Upflow
Go beyond reminders. Improve cash flow, gain visibility and strengthen financial relationships.
Reduce DSO
Systematic collection workflows move overdue balances faster and reduce the time between invoice sent and payment received. Upflow shows your DSO, Best Possible DSO and target DSO side by side so improvement is measurable.
Increase Cash Flow Visibility
Real-time dashboards track collection rates, overdue balances and aging buckets. Identify at-risk accounts before they go silent and act before the balance becomes a write-off.
Eliminate Manual Work
Replace spreadsheets and disconnected tools with automated workflows and smart cash application. Free your team from repetitive tasks and focus on strategy.
Strengthen Customer Relationships
Upflow is built around the idea that every payment touchpoint is part of the customer relationship. Personalized outreach and a clean payment experience protect trust while improving collection rates.
Improve Team Collaboration
Align finance, sales and customer success teams in one shared workspace. Centralize communication and ensure consistent follow up across accounts.
Go Live Quickly
Integrate with your ERP and accounting systems in minutes. Deploy without disrupting existing processes and start accelerating collections immediately.
