Rillet Integration
AI-native accounting. Intelligent collections. Faster cash.
Built for high-growth finance teams ready to run finance from close to cash on AI.
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
Automatic AR data sync
Customer, invoice, and credit memo data syncs automatically from Rillet into Upflow.
02
Flexible collection workflows
Upflow workflows adapt to your customer segments and collection strategy.
03
Supervised AI agents
Customizable AI agents execute collection tasks within the controls set by your team.
04
Multi-entity support
Selected Rillet subsidiaries connect to Upflow for entity-specific collection management.
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
How it works
Frequently asked questions
Can’t find what you’re looking for?
Ask AI
Customers, invoices, and credit memos sync from Rillet to Upflow. Customer information is used to create contacts in Upflow, and invoice PDFs are made available for collection emails and the customer portal.
Yes. The integration supports Rillet subsidiaries, and you can choose which subsidiaries should sync with Upflow during onboarding.
Unpaid and partially paid Rillet invoices appear as due or overdue in Upflow based on their due dates. Paid and credited invoices appear as paid, while unbilled invoices are excluded from the sync.
Your team can use synchronized Rillet data to power supervised AI agents and manage collection workflows in Upflow. They can prioritize accounts and coordinate customer follow-ups while providing customers with a dedicated payment portal.
Yes. Rillet remains your accounting system of record, while Upflow provides the workflows, intelligence, and customer-facing tools used to manage collections.
Ready to connect AI-native accounting with intelligent collections?
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