Native Integration
Real time sync. Smarter collections. Stronger relationships.
Built for finance teams who want modern collections on top of modern accounting.
Trusted By The World's Leading B2B Finance Teams
The integration at a glance
The key features, and what they mean for your team.
01
Real-time data sync
Customers, contacts, and invoices sync instantly to Upflow.
02
Instant AR visibility
Pre-built dashboards surface DSO, ageing, and collection performance in real time.
03
Advanced collection workflows
Collection sequences adapt to each customer's context, risk, and overdue stage.
04
Best-in-class online payment experience
Customers view balances, manage disputes, and pay via card, direct debit, or autopay.
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
How it works
Frequently asked questions
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Upflow imports your customers, contacts, invoices, and credit notes directly from Pennylane. Once that data is in Upflow, you get a complete, accurate view of your accounts receivable built on the same numbers your accounting team already trusts.
Yes. Pennylane remains the system of record for your finances, while Upflow becomes the layer where your team runs collections. You can manage collection workflows, contacts, notes, and follow-ups entirely inside Upflow without changing anything in Pennylane.
Setup takes minutes. You create your Upflow account, select Pennylane as your accounting source, then authorise access with your admin credentials through Upflow's secure OAuth flow. Data begins importing automatically, and teams can start collecting the same day they sign up.
Yes. Customers get a modern, branded B2B payment portal where they can view balances, manage disputes, and pay by card, direct debit, or autopay. Pennylane continues to hold your accounting records, and Upflow keeps your AR accurate by recognising invoices as they are marked paid.
Yes. The integration is protected by SOC 2 Type 2 certification, and all financial data is encrypted and safeguarded at every step of the sync.
Ready for collections as modern as your accounting?
Book a live demo or explore the product yourself with a free Discover account.
