Native Integration
Real-time sync. Intelligent collections. Cash on time.
Built for finance teams who need collections as reliable as the billing infrastructure behind them.
Trusted By The World's Leading B2B Finance Teams
The integrations at a glance
The key features, and what they mean for your team.
01
Real-time data sync
Customer, invoice, and payment data syncs to Upflow in real time.
02
Enriched AR data
Stripe metadata, native fields, and payment methods map into Upflow on sync.
03
Embedded portal links
Stripe portal links can be included directly in collection emails.
04
Automatic payment write-back
Payments collected via Upflow are written back and marked as paid in Stripe.
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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Absolutely. After creating your Upflow organisation, simply click "Connect" and authorise Stripe access. The integration requires only a few permissions and takes just minutes to initiate. Once connected, the sync begins automatically, no coding or custom setup required.
Upflow connects directly to your Stripe Billing account to import customers, invoices, and payments. After an initial sync, all relevant data is updated in real time, keeping your AR process current and accurate, without manual exports or API management.
Payments made through the Upflow portal are automatically written back to Stripe. While Stripe's API doesn't allow linking payments directly to a specific invoice, Upflow ensures the invoice is marked paid out of band, helping you keep Stripe records in sync without disrupting your accounting flow.
Most active invoices from Stripe are synced into Upflow in real time, so your AR team always has access to accurate, up-to-date data. To keep your workflow focused, draft invoices are excluded, while voided and uncollectible invoices are imported with the appropriate statuses, ensuring only relevant and actionable invoices appear in your collections process.
Yes. You can import Stripe metadata as custom fields in Upflow for customers, invoices, and payments. Additionally, native Stripe fields like default payment method, delinquent status, and tax location can be added directly from Upflow's custom fields section for more granular reporting and workflow customization.
Ready for collections as reliable as your billing infrastructure?
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