Cutting-edge technology for B2B cash collection is here
Forget about time-consuming spreadsheets and manual processes. Create personalized payment reminders that get triggered at the right moment so that your customers pay on time.
Trusted by the world’s leading B2B Finance Teams
Streamline your team’s process
Manage all of your invoicing and payments in one place.
Centralized workspace
Track all of your customers, invoices and payments from Upflow.
Automated reminders
Use pre-written templates or create your own to send payment reminders and ensure on-time payment.
Segment your customer base
Every customer is unique. Create dedicated campaigns based on account type, persona, age of invoice, and more.
Action scheduler
Define when, how, and by whom your customers are sent payment reminders.
Schedule editor
Create as many schedules as necessary and tailor each one to a specific type of customer.
Collaborate with your team
Team collaboration and customer communication in one single place.
Internal communication
Tag team members and use comments to keep others up to date on cash collection progress.
Assignments
Bring the right team members into the loop when needed. Automate account assignation from Salesforce.
Join thousands of next-level finance leaders
Explore how we help businesses grow.
Insights
Get the visibility and insights you need to grow your business.
Payment
Help your customers pay you with modern payment methods.
Cash Application
Reconcile payments faster with automated matching.
With Upflow, we are able to get 99% collection, and that remaining 1%, that's where we bring in the CSMs for maximum efficiency.