Discover how modern SaaS companies report hybrid revenue models combining subscriptions, payments, and usage-based fees for better clarity and planning.
Struggling with cash flow in the HR & staffing industry? Late client payments can disrupt payroll and strain your business. Learn how Upflow helps HR and staffing companies take control of Accounts Receivable, automate collections, and get paid faster—so you can focus on growth, not chasing invoices. Read real success stories and discover how to improve your cash flow today!
ERP & CRM systems streamline many areas of business, but what about finance? Learn their differences, benefits, and how Financial Relationship Management (FRM) by Upflow fills the gap
Explore the top US states for business growth over the past decade, with insights into what drives business success. Discover whether it's ‘where’ or ‘how’ you operate that plays a bigger role in business success in 2025.
Reached the limits of NetSuite Dunning and overdue invoices piling up? It’s time to take a more proactive approach to cash collection. Upflow integrates seamlessly with NetSuite, giving you the tools to get paid faster and stay on top of your Accounts Receivable.
2023 was a milestone year for Upflow, but 2024 was nothing short of transformational. Our merchants have seen faster payments, smarter automation, and more efficient business growth than ever before. Here’s a closer look at how Upflow has helped our merchants go from strength to strength over the past year.
This article describes the principles applied by the engineering team at Upflow, and how they guide our development process to keep our software robust and maintainable.
Real-time data matters. Upflow offers seamless ERP integrations, reliable AR workflows, and customer-centric automation to help your business get paid faster.
Streamline your 2024 year-end accounting close with this comprehensive checklist. Ensure accuracy, compliance, and efficiency for a smooth financial wrap-up!
Discover the churn management strategies finance teams can use to boost B2B customer retention, enhance customer relationships and increase profitability.
Master accounts receivable management to boost cash flow, reduce late payments, and streamline billing. Discover 8 expert tips to improve your AR process!
Struggling with your accounts receivable collections? Learn 7 actionable steps to streamline your AR process, reduce overdue invoices and improve cash flow.
Quadient Accounts Receivable by YayPay automates AR, but is it enough for 2025? Discover why Upflow's advanced FRM tools are essential for efficient growth and lasting customer relationships.
Learn what an accounts receivable (AR) aging report is, the method for aging account receivables, and the key benefits it provides for cash flow management.
Discover how Upflow defined and embedded its operating principles to build a stronger foundation, align teams, and drive daily decisions. A step-by-step journey!
Discover our tips and email templates to handle overdue or past due invoices. Learn effective strategies for sending personalized reminders and follow-ups.
Discover the meaning and importance of dunning letters in collections, templates to write effective dunning letters and strategies to prevent overdue payments
There are 2 debtor days formulas: The most accurate is the countback method, but it is more time-consuming than the simple one. Keep reading to find out more
The formula for calculating the Accounts Receivable Turnover Ratio, why it matters for cash flow, and actionable tips to improve your collections process.
Beyond Automation: Introducing Financial Relationship Management, a groundbreaking new approach to accounts receivable. Similar to CRM for sales, marketing and success, FRM focuses on building strong customer relationships through a personalized payment experience, WHILE getting your invoices paid more efficiently.
Learn how to calculate net credit sales with formulas and examples. Understand its impact on the balance sheet, AR turnover and other financial statements.
Learn about the meaning of days sales in accounts receivable (AR). Find out how to calculate, interpret, and improve it for better financial management.
Discover how poor payment processes can drive customer attrition in B2B businesses and learn strategies to reduce churn with better financial management.
We recently hosted a one-of-a-kind event atop a picturesque Manhattan rooftop. With the skyline as a backdrop, we brought together a panel of experts from diverse fields to delve into the intricacies of B2B payments.
Uncover the meaning of outstanding invoices, discover effective collection strategies, and get expert tips on crafting payment reminders to get paid on time
Discover the meaning of cash runway in business, the formula to calculate your cash runway and cash burn, & 3 strategies to extend your startup runway.
Learn how SaaS businesses manage revenue recognition with ASC 606, including the 5-step model, key challenges, and real-world subscription revenue examples.
Out of the 2 DSO formulas. The countback method is more accurate, but it is more time-consuming than the simple formula. Try our free DSO calculator now!
Financial reporting doesn't have to be a headache. Learn how to simplify your reports, increase stakeholder transparency, and build trust using our guide.
Late payment is a significant problem for many businesses. Faced with this problem, many organizations turn first to a receivables management service or collection agency. In this article, we outline why that's a bad idea and give an overview of 13 better ways to chase overdue invoices.
In business, a healthy cash flow is the oxygen that keeps things running. This article dives into 13 key statistics you need to understand about accounts receivable (AR) and cash collection to optimize your business's financial health.
We're happy to announce that Upflow has once again achieved SOC 2 Type 2 compliance. This rigorous attestation, now renewed following our initial achievement of the standard last year, validates our unwavering commitment to enterprise-level security for our customers' data.
Discover strategies for writing effective past-due notices and explore our customizable late payment notice templates to streamline your collections process.
Upflow recently joined forces with Stripe to host an insightful event (both online and in our Paris offices), diving into the future of B2B payments and their impact on the customer experience. With a panel of industry experts, including Jean-Thomas Cock (Head of Finance Operations at parcelLab), Xavier Augris (VP Finance at Botify), Ben Thirlwall (Head of Platforms, EMEA at Stripe), and Alex Louisy (CEO at Upflow), the event aimed to shine a light on the complexities of B2B payment processes and explore how the act of paying can be used as a customer experience lever for B2B companies in 2024.
Online payment systems have become a staple in B2B payment strategies. There are many solutions on the market and it’s not easy to know how to choose the right one. Find out which one you should choose for your business needs.
We’re excited to announce $5 million in new funding to bring Payments by Upflow to market. This Series A extension will help us bring the best of consumer e-commerce to B2B payments. Designed specifically for B2B businesses, Payments by Upflow is the next step in our vision towards transforming how B2B companies get paid - helping them make the most of the money they’ve won and continue growing their businesses without poor cashflow holding them back.
Your accounts receivable (AR) software should be a central hub, seamlessly connected to your billing and accounting systems. But without proper integration, it can become an isolated island, hindering your ability to optimize cash flow. Let's dive into why integrations are crucial, explore the two main options available and discuss which is best.
Upflow is revolutionizing B2B payments with Payments by Upflow, an integrated platform offering a seamless & B2C-like payment experience. Increase efficiency, improve customer experience, & join the future of B2B payments. Join the waitlist!
Staying ahead of potential cybersecurity threats not only requires cutting-edge technology but also skilled and vigilant people. Recognizing the importance of continuous training for developers, Upflow recently co-hosted a Capture the Flag (CTF) security event with SecAtScale.
How to turn your financial operations into a growth catalyst? In this article, we answer this question with the help of expert finance leaders. Gain practical lessons and learn how modernizing your financial tool stack and processes can unlock strategic finance.
The trend in B2B payments is going towards more digital solutions with specific needs: there is also invoicing, accounting, and compliance to take into account. What payment solution should you choose for your business? What are your options in the B2B market in 2022?
A/R tracking is essential at a time of economic uncertainty. Doing it effectively leads to better cash flow management, which is a priority whether you’re a small business or a corporation.
In this article, we take a deep dive into how we perform cash collection at Upflow. We provide actionable insights and recommendations on how to set up a best-in-class Account Receivables process to achieve cash collection excellence.
Learn how to implement the OKR methodology for your early-stage company and navigate the first 12-15 months of adoption. We share our personal insights using this framework and provide templates to help you get started.
With Custom Fields you can streamline your collection and assignation process by importing your custom information and add additional information to your Upflow platform.
Late payments can have a significant impact on your cash runway. With Autopay, directly save your customer's payment methods for more efficient cash collection. Never again chase late payments.
Finance leaders, pay attention to these tips and you'll be well on your way to becoming an industry leader ahead of the curve. Written by Alex Louisy, CEO and co-founder of Upflow, a pioneering cash collection software technology. His visionary advice will help you find success.
Listen to our co-founder & CEO, Alex Louisy, discuss how we are building Upflow and helping B2B companies control their destiny on the podcast “Inside a CEO’s Mind”.
Just like a heartbeat monitor, your cash flow dashboard allows you to track the important metrics for your business. Which metrics should you track? What does a good financial dashboard look like?
Payments are crucial for B2B businesses but can get overwhelming. If you don’t have the right processes and tools set up, it can get out of hand. That’s where payment collection software comes in! How does payment collection software work? What are the reasons all B2B businesses should implement payment collection software?
Automating parts of your collection process will help you get paid faster and ensure the continuous growth of your business. That’s more time for you and your AR team to dedicate to higher-value tasks like establishing your long-term growth strategy. In this article, discover why you need AR automation software and how to choose the right one.
Implementing AR automation software is a great move for your B2B business. However, if you want to make the best of it, there are a few rules and steps you need to follow. What are the best practices of AR automation? What are the big no-nos when setting up AR automation? Follow the guide!
A growing business equates to more customers which also means tracking more invoices. If you don't have the right tools you can easily get overwhelmed and potentially encounter cash flow issues. Discover the benefits of using accounts receivables automation solutions to streamline your cash collection process.
In this changing economic context where securing funding is more complex than it used to be, getting paid by customers is more crucial than ever. This month we’ve released new features to make cash collection easier and quicker. Take a look!
Your payment methods will impact your business’s long-term growth and scalability. So, what B2B payment methods exist, and which one should you choose for your business?
Your payment choices will impact your organization, recruitment, and processes. Complexity reaches another level when you’re a B2B SaaS. Choosing the right payment stack is paramount: if you’re not careful, you might lose clients without even noticing it. So, what software do you actually need? How should you choose the right solutions?
Accepting a job offer is a very important decision. And yet, the process of coming to this decision is quite short, only meeting with a couple of people in a short time frame. Our CEO and co-founder gives you tips and advice to make the best decision.
Are you ambitious and looking for a challenge? You might be in the right spot at Upflow. Antoine, our HR director, gives you the steps and tricks to land the first interview.
AR management can be a time-consuming task. Accounts receivables automation can help streamline your collection process and increase your cash flow. Discover the advantages of AR automation, how it works, and the different levels of automation solutions your fiance team can benefit from.
Your AR tells you how well your business is doing, and helps you manage your cash better - now and in the future. But choosing the right method to analyze your accounts receivables isn't easy. Excel seems like an obvious idea, but is it the best way? What about accounting software? Is there a better alternative?
While it is tempting to glance at your accounts receivable total and call it a day, there is so much more to your A/R! To make the best analysis, you need to make sure that the data you use is accurate. With proper tools, you can get more in-depth analysis to foster your long-term growth.
If you want to know what’s really going on in your business, you have to look at your data. Same goes for your A/R collection: if you want to know how well you perform, you have to look at specific KPIs. But how and where to track them?
Your DSO is a crucial financial ratio to track. Reducing your DSO should be a priority in any business. By doing so, you’ll reduce your risks of running into cash flow problems. Find out why automation is the best way to improve it!
Tracking Accounts Receivable metrics is essential and allows you to monitor your cash flow better. One of the essential KPI is your Days Sales Outstanding. Read on to learn more about your DSO!
Discover effective collection email templates and strategies to get paid faster. Learn what makes a great email and checkout our top templates for success.
Chasing late invoices definitely isn't the best part of the job... But it is an important part of it since late payments have a lasting impact on your business
By seeing what works and what doesn’t in your B2B SaaS business, financial metrics improve your decision-making for the future - and your cash management too.
What is RPA, and why is it good for finance and accounting? This article answers your questions and offers practical examples to help you get started with RPA.
Choosing the right financial and accounting system is crucial. Discover why NetSuite Accounting might be your perfect choice with its future-proof technology.