Accounts Receivable Software
Accounts Receivable Software for B2B Finance Teams
Upflow connects to your ERP, billing platform and CRM so finance teams have one place to collect, track and manage every customer relationship around payment.
Trusted by the world’s leading B2B Finance Teams
What to Look for in an Accounts Receivable Software
The right accounts receivable software should improve cash flow, strengthen customer relationships and give your team full visibility.
Automated and Personalized Collections
The best AR software lets you build multi-step reminder workflows around each customer's payment behavior, invoice age and risk profile. When outreach is tailored to the account rather than broadcast at it, customers respond faster and relationships stay intact.
Real Time Cash Flow Visibility
Live dashboards tracking DSO, CEI, aging balances and forecasted cash inflows give finance teams a clear picture of where money is and where risk is building. No spreadsheet updates itself when a payment clears.
Seamless ERP and Accounting Integrations
AR software that syncs two-way with NetSuite, QuickBooks, Xero and Salesforce means invoices, payments and customer data stay consistent across every tool your finance team touches, without manual re-entry.
Customer Friendly Payment Experience
A branded payment portal where customers can view invoices and pay by ACH, credit card or direct debit removes the friction that slows collections. When paying is easy, customers do it sooner. Autopay handles the rest.
Smart Cash Application
Manually matching payments to invoices is slow and error-prone. Upflow's Cash App agent auto-applies transactions when the match is unambiguous and surfaces everything else for human review.
Cross Team Collaboration
Finance, sales and customer success each hold part of the picture on any given account. Upflow gives them one shared workspace to assign tasks, share customer context and follow up without stepping on each other.
How an Accounts Receivable Software Like Upflow Works
From first reminder to payment matched, here is how Upflow handles it.
Automated Collections
Upflow lets you build multi-step reminder sequences tailored to each customer's payment history, invoice age and risk profile. Schedule emails, calls, SMS or postal letters automatically, while keeping control over tone and timing per account. Outreach that fits the customer gets faster responses and keeps the relationship on solid ground.
Customer Segmentation
Group customers by payment behavior, account health, invoice status or persona and apply a different collection strategy to each. A customer who always pays ten days late needs different handling than one who suddenly goes quiet after three on-time payments. Upflow's Smart Rules assign the right workflow automatically when those conditions are met, without your team having to check manually.
Collaborative Workflows
Every customer interaction sits on a shared timeline: emails sent, calls logged, tasks assigned, disputes flagged. Finance can tag sales when a customer raises a contract question. Customer success can see an account is overdue before they run a renewal call. Nobody walks into a conversation blind.
Smart Cash Application
When a payment comes in, Upflow's Cash App agent checks whether it maps cleanly to a single open invoice. If it does, it applies automatically. If there is any ambiguity, the transaction surfaces as a suggestion for your team to review. Unambiguous matches close without anyone touching them. Anything unclear stays in human hands.
Flexible Payment Options
Upflow's branded customer portal lets customers review outstanding invoices and pay by ACH, credit card or direct debit on their own schedule. Autopay handles recurring accounts. Promise to pay lets customers commit to a date when they cannot pay immediately. Every interaction through the portal is logged on the customer timeline.
Real Time Performance Insights
DSO, CEI, aging balances and collection rates update in real time so finance leaders always know where the portfolio stands. Upflow calculates DSO using the Countback method and shows Best Possible DSO alongside it so you can see not just where you are but how far from optimal. Spot at-risk accounts before they become write-offs.
Upflow Accounts Receivable Software
Three core capabilities B2B finance teams use to get paid faster with Upflow.
Automated Cash Collection
Automate personalized reminder workflows, escalate intelligently and reduce manual follow ups while maintaining strong financial relationships.
Real Time AR Analytics
Track DSO, CEI, aging balances and cash forecasts with live dashboards that provide actionable insights across your receivables portfolio.
B2B Payment Experience
Offer secure online payments, Autopay and promise to pay features through a branded portal that simplifies collections for your customers.
Accounts Receivable Software That Connects to Your Existing Stack
NetSuite
Pennylane
QuickBooks Online
Rillet
Sage Intacct
Xero
Chargebee
Stripe Billing
Zuora
Gmail
Slack
MCP Server (Claude, ChatGPT, Copilot)
Professionnal Services
Upflow APIHubspot
Salesforce
Billing
CommunicationGmailSlack
GmailSlackCRMHubspotSalesforce
HubspotSalesforceAdvanced Custom Integrations
Accounting & ERP
Plug into your ERP, billing, and CRM systems in minutes. Fast setup, reliable sync, ongoing support.
Real-time sync
No-code setup
Enterprise-grace security
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Benefits of Using an Accounts Receivable Software Like Upflow
Go beyond reminders. Improve cash flow, gain visibility and strengthen financial relationships.
Reduce DSO
Systematic collection workflows move overdue balances faster and reduce the time between invoice sent and payment received. Upflow shows your DSO, Best Possible DSO and target DSO side by side so improvement is measurable.
Increase Cash Flow Visibility
Access real time dashboards tracking DSO, CEI and aging balances. Identify at risk accounts early and make data driven decisions with confidence.
Eliminate Manual Work
Replace spreadsheets and disconnected tools with automated workflows and smart cash application. Free your team from repetitive tasks and focus on strategy.
Strengthen Customer Relationships
Upflow is built around the idea that every payment touchpoint is part of the customer relationship. Personalized outreach and a clean payment experience protect trust while improving collection rates.
Improve Team Collaboration
Align finance, sales and customer success teams in one shared workspace. Centralize communication and ensure consistent follow up across accounts.
Go Live Quickly
Integrate with your ERP and accounting systems in minutes. Deploy without disrupting existing processes and start accelerating collections immediately.
4.9/5 average rating
from 200+ reviews on G2
Account Receivable Software - FAQs
Everything You Need to Know About AR Software
Ask AI
Accounts receivable software gives finance teams one platform to manage invoices, automate collection workflows and track outstanding balances in real time. Modern AR software also handles payment processing, cash application and cross-team collaboration, going well beyond simple reminders.
Accounts receivable software accelerates collections through automated workflows, online payment options and real time reporting. By reducing manual delays and improving follow up consistency, it helps lower DSO and strengthen working capital.
The core features are automated collection workflows, customer segmentation, a branded payment portal, smart cash application and ERP integrations. Beyond that, look for real-time DSO and CEI dashboards, cross-team collaboration tools and direct integrations with the platforms your team already uses. For most B2B finance teams, that means QuickBooks, NetSuite, Xero, Salesforce and Stripe.
Upflow connects to NetSuite, QuickBooks, Xero and Sage Intacct through two-way integrations that sync invoices, payments and customer data automatically. Changes in your ERP show up in Upflow in real time, and payments collected through Upflow write back to your ERP without manual entry. The connection takes minutes to set up.
Yes. B2B companies get the most from AR software because B2B invoicing involves longer payment terms, higher transaction values and more complex customer relationships than B2C. Upflow is built for this environment, with customer segmentation, multi-channel outreach and ERP integrations that handle volume growth without adding headcount.
Upflow integrates directly with both QuickBooks and Xero. Invoices, payments and customer data sync in real time. You can connect in minutes and start collecting without rebuilding any of your existing accounting workflows.
Upflow integrates with both Salesforce and NetSuite. The Salesforce integration keeps sales and finance aligned on account status. The NetSuite integration syncs invoices, payments and customer records two-way so your books stay accurate without manual reconciliation.
Security is central for us, here at Upflow. We use continuous protection and master-slave replication to protect against any database failures:
- Upflow maintains an active SOC 2 Type II attestation covering the Security, Availability, and Confidentiality criteria.
- Our data centres are hosted in the EU (Ireland) by Amazon Web Services.
- All data is encrypted in transit with TLS 1.2 or better, and at rest using AES 256 or better.
- We use Distributed Denial of Service (DDoS) mitigation services provided by Cloudflare.
Upflow connects to NetSuite, Sage Intacct, Rillet, QuickBooks, Xero, Pennylane, Chargebee and Stripe Billing for ERP and billing data, and syncs with Salesforce, Slack and Gmail to keep finance and sales aligned. Setup takes minutes and your invoice data, payment history and customer records stay consistent across every tool without manual reconciliation.
Better receivables start with better relationships.
Join the finance teams already collecting smarter and building stronger relationships.
