Discover plan

Try our Discover Plan. Free Forever.

Say hello to faster payments and stronger customer relationships. Our free Discover plan will give you access to a real-time view of our A/R analytics, in just a couple of clicks.

TRUSTED BY

Group 2085653885

Trusted by the world's leading B2B finance teams

AR insights you can act on

Instant answers on customer health, cash forecasts, and how you perform against industry benchmarks.

AR insights to inform your collection strategy via Insights Agent
Live analysis inside Claude and ChatGPT via Upflow MCP
Billing cohort-based forecasting for month-by-month inflows
Role-based dashboards and scheduled reports

Explore now

Collections built beyond reminders

Scalable cash collection agents across channels and teams for faster cash flow and stronger financial relationships.

Collections Agent for outreach grounded in your AR history
Autonomy controls for agents from suggestion-only to fully autonomous
AP Portal Agent for buyer portal submissions, centralized in Upflow
Multi-channel executions: emails, SMS, calls, letters, tasks

Explore now

Payments designed for B2B

Full control over your payment methods, costs, and mix, with a branded portal that your customers can trust.

Same-day go-live capability
Portal integration for your apps and website
Payment mix optimization and surcharge controls
Free migration from your legacy processor/gateway

Explore now

Cash application you can trust

Smart reconciliation that applies confident matches, with real-time ERP sync to keep collections moving.

Cash App Agent for matching complex payments
Multi-bank transaction aggregation
Built-in exception workflows
Real-time ERP sync with full audit trail

Explore now

Connects to your existing tools

Upflow seamlessly integrates with your billing and accounting tool. 1-click integrations enable you to streamline your accounts receivable in minutes, and ultimately build better customer relationships, without any engineering support.

Try Upflow for Free

Revolutionize how you get paid

Go from chasing invoices to engaging customers. Get paid faster, enjoy better customer relationships AND realize your full growth potential.

Request a Demo

Implementation & Security at Upflow

Get up and running in just a few minutes

We seamlessly connect to your existing finance stack in just one click. Our native integrations with Quickbooks, Xero, and Netsuite can be set up in just a few minutes.

Is Upflow secure?

Security is one of our biggest priorities 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 datacentres 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.