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Financial Relationship Management

Faster Payments. Stronger Customer Relationships. Efficient & Profitable Growth.

Transition from chasing invoices to engaging customers. The new era of accounts receivable is here with Financial Relationship Management by Upflow.

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Productboard

What is Financial Relationship Management (FRM)?

Financial Relationship Management (FRM) is here to meet the needs of B2B businesses in the post-hypergrowth era. Like a CRM for Finance - FRM empowers you to speak to your customers as individuals, tailoring the payment experience to them and ensuring you're reaching the right person at the right time and place - specifically within the finance pillar of the customer journey.

The hypergrowth era is over. It's time to pivot now, in the era of efficient growth.

The era of easy VC money is over. Today, investors demand more reliability and proof of product-market fit. Profitability, not growth at all costs, is key. While other teams focus on customer engagement, Finance has often overlooked the customer behind the invoice. It's time for Finance to lead business growth by engaging customers throughout the experience. Upflow helps you manage and optimize this financial interface.

From efficiency to business growth: 3 layers of value

Get paid faster, enjoy better customer relationships AND realize your full growth potential

With Upflow getting paid faster is table stakes. Go further to keep your customers happy and reduce churn in the process.

Analytics

Understand your cash collection performance through DSO and CEI reports tracked in real-time. Use advanced reports to find out who's at risk and act on it. Measure your collection rate and quickly determine the status of your cash flow.

Collections

Manage all of your invoicing and payments in one place. Create dedicated collection campaigns based on account type, persona, age of invoice, and more. Team collaboration and customer communication in one single place.

Payments

Enable modern and flexible payment methods. Give your customers the option to choose the one they prefer. Give you customers peace of mind, knowing how much they owe you and when it’s due at all times. Provide an easy communication line with your customers via their portal to avoid disputes.

WorkMotion's personalized, 1-to-1 communication with customers

"Our main goal is to create a positive customer experience when it comes to collections by ensuring we're sending and triggering reminders when it matters most."

Emilie Hart

Finance Operations Team Lead, WorkMotion

Get started with Financial Relationship Management