Financial Relationship Management
AI-powered AR insights for stronger financial relationships.
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Trusted by the world's leading B2B finance teams
What changes when order-to-cash
is built around relationships?
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Context
Coordination
Trust
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Context
Coordination
Trust
Welcome to (FRM)
Financial Relationship Management
By
What FRM looks like in action.
AR insights you can act on
Instant answers on customer health, cash forecasts, and how you perform against industry benchmarks.
- AR insights to inform your collection strategy via Insights Agent
- Live analysis inside Claude and ChatGPT via Upflow MCP
- Billing cohort-based forecasting for month-by-month inflows
- Role-based dashboards and scheduled reports
15(+)
pre-built analytic widgets
Collections built beyond reminders
Scalable cash collection agents across channels and teams for faster cash flow and stronger financial relationships.
- Collections Agent for outreach grounded in your AR history
- Autonomy controls for agents from suggestion-only to fully autonomous
- AP Portal Agent for buyer portal submissions, centralized in Upflow
- Multi-channel executions: emails, SMS, calls, letters, tasks
30(%)
Average DSO reduction in 3 months
Payments designed for B2B
Full control over your payment methods, costs, and mix, with a branded portal that your customers can trust.
- Same-day go-live capability
- Portal integration for your apps and website
- Payment mix optimization and surcharge controls
- Free migration from your legacy processor/gateway
12(+)
Payment methods supported
Cash application you can trust
Smart reconciliation that applies confident matches, with real-time ERP sync to keep collections moving.
- Cash App Agent for matching complex payments
- Multi-bank transaction aggregation
- Built-in exception workflows
- Real-time ERP sync with full audit trail
98(%)
Auto-match rate
Embedded financing
Immediate access to the cash you're owed, with funds available as soon as invoices are issued.
- Native in-app financing within your AR workflows
- Immediate cash availability on issued invoices
- Transparent pricing with no hidden fees
- Same-day availability of funds
Coming soon
Built to work with your existing stack.
NetSuite
Sage Intacct
QuickBooks Online
Xero
Pennylane
Rillet
Zuora
Chargebee
Stripe Billing
SAP S/4Hana (Coming soon)
Microsoft Dynamics 365 Business Central (Coming soon)
Gmail
Slack
Outlook (Coming soon)
Upflow API
MCP Server (Claude, ChatGPT, Copilot)
Professionnal ServicesSalesforce
Hubspot
SalesforceHubspotGmailSlackOutlook(Coming soon)SAP S/4Hana(Coming soon)Microsoft Dynamics 365 Business Central(Coming soon)
Real-time sync
No-code setup
Enterprise-grace security
Don't see your tool?
Don't see your tool?
Better receivables
start with better relationships.
The teams rewriting how B2B gets paid.
"Upflow has revolutionized our collections process. Seamlessly integrating with Netsuite, its user-friendly platform offers clear insights into our accounts receivable health. The efficiency of tailored workflows and automated emails has spared me countless hours of chasing overdue invoices."
Chau Dang
ex Finance Operations Manager @Xeneta
"The ‘CRM’ side of what Upflow offered in terms of keeping up to date notes on customers and having every single interaction automatically recorded was really appealing. That was something I was predominantly looking for, and I was pushing for a platform that could help us keep everything up to date so we all knew where we were. If other people in the company needed to look in and see what was happening with certain customers, then they could. We were really looking for a system to go beyond just automation and help us manage our relationships with customers too."
Jamie Tinsley
ex Credit Control Manager @Feefo
"We looked at several AR solutions on the market as part of our Finance Digital Transformation here at Softonic. Upflow stood up with its out-of-box implementation with Netsuite, robust collaborative features and built-in reporting capabilities."
Farouk Merzougui
VP of Finance, Legal & Operations @Softonic
"The patience and the friendliness of Upflow’s team members make it easy to work with them. The quality of the sales process was excellent and so was the communication with our CSM who was willing to put the time in to solve our endless list of questions."
Emilie Hart
Finance Operations Team Lead @WorkMotion
