# Upflow Integration with Rillet

> Discover Upflow's native integration with Rillet. Connect Upflow with Rillet for seamless AR automation, with AI-native accounting on one side and intelligent, supervised collections on the other, for faster cash and improved financial accuracy.

Upflow's integration with Rillet connects AI-native accounting with intelligent collections. Customer, invoice, and credit memo data syncs automatically from Rillet into Upflow, powering AI agents, collection workflows, analytics, and customer communications, while Rillet remains your accounting system of record.

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## Key Features

- Automatic AR data sync  
  Customer, invoice, and credit memo data syncs automatically from Rillet into Upflow.

- Flexible collection workflows  
  Upflow workflows adapt to your customer segments and collection strategy.

- Supervised AI agents  
  Customizable AI agents execute collection tasks within the controls set by your team.

- Multi-entity support  
  Selected Rillet subsidiaries connect to Upflow for entity-specific collection management.

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### FAQs

Question: What data syncs from Rillet to Upflow?  
Answer: 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.

Question: Does the integration support multiple Rillet subsidiaries?  
Answer: Yes. The integration supports Rillet subsidiaries, and you can choose which subsidiaries should sync with Upflow during onboarding.

Question: How are invoice statuses handled in Upflow?  
Answer: 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.

Question: What can my team do after connecting Rillet to Upflow?  
Answer: 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.

Question: Does Rillet remain the accounting source of truth?  
Answer: Yes. Rillet remains your accounting system of record, while Upflow provides the workflows, intelligence, and customer-facing tools used to manage collections.

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## Related Resources

- [Rillet Integration Page](https://upflow.io/integrations/rillet)  
- [Help Center](https://docs.upflow.io/)