Upflow, the FRM platform for B2B finance teams
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Trusted by the world's leading B2B finance teams
What changes when order-to-cash is built around the relationship?
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Context
Coordination
Trust
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Context
Coordination
Trust
Welcome to (FRM)
Financial Relationship Management
By
Trusted by the world's leading B2B finance teams
NetSuite
Xero
Sage Intacct
Rillet
QuickBooks Online
Chargebee
Stripe Billing
Zuora
Slack
Gmail
Upflow API
MCP Server (Claude, ChatGPT, Copilot)
Professionnal ServicesSalesforce
Hubspot
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Real-time sync
No-code setup
Entreprise-grade security
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The teams rewriting how B2B gets paid.
"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
"In 2023, we collected only $30,000. Last year, we started using Upflow around May–June, and since then, we’ve collected over $700,000 in 2024, and I strongly attribute that to Upflow."
Elisa Rodriguez
Accounting Manager @MasterPro
"Between the Finance and Customer Success teams, we weren’t on the same page in our interactions with customers. The customer was getting two different experiences of interacting with Walnut. Now, with Upflow, we can approach cash collection conversations in a way that’s consistent with the experience customers have come to know from Walnut and their Customer Success rep. While we’re having specific conversations about payment, integrating it within the wider customer experience that Customer Success is working to create has been a game-changer."
Ron Wolff Kochavi
ex Director of Finance @Walnut
