--- title: "Upflow Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Upflow Software - reviews, pricing plans, popular comparisons to other Debt Collection products and more." source_url: "https://www.capterra.com/p/193097/Upflow/" page_type: "product" language: "en" publication_date: "2026-09-28" --- # Upflow Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 28, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Upflow ## What is Upflow? Upflow is an accounts receivables software that helps B2B companies improve their debt collection. Save time and reduce late payments! It provides you with real-time key metrics (DSO, aging balance, etc.) and sends out automated yet personalized payment reminders. Our software integrates in 1-click with your existing accounting software (Quickbooks, Xero, Chargebee, Stripe Billing, Netsuite). With Upflow, spend less time on debt collection and more time planning your growth. ## What is Upflow used for? [Payment Processing](https://www.capterra.com/payment-processing-software/)[Debt Collection](https://www.capterra.com/debt-collection-software/)[Accounts Receivable](https://www.capterra.com/accounts-receivable-software/) Overall rating Based on 15 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Upflow alternatives Highest Rated [4.9 (12)](https://www.capterra.com/p/10006764/Dash-Billing/reviews/) Starting price $100.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.6 (3,392)](https://www.capterra.com/p/123889/Stripe/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.7 (103)](https://www.capterra.com/p/10014229/Zil-Money/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.4 (30)](https://www.capterra.com/p/164271/VersaPay-ARC/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/193097/Upflow/alternatives/) ## FAQs about Upflow Overview ### Which roles and teams benefit most from Upflow? Upflow is most used by finance leaders, including CFOs, heads of finance, and finance operations managers, for managing receivables, tracking payment status, and following up on overdue invoices. CEOs, COOs, and office administrators use it to maintain cash-flow visibility, coordinate customer payment communications, and reduce manual collection work. Answer based on 15 reviews Overview ### What company size and specific industries is Upflow built for? Upflow is designed for B2B finance teams in North America and Europe, especially companies that use NetSuite, Sage Intacct, QuickBooks, Xero, Chargebee, Stripe Billing, Zuora, Pennylane, or Rillet. It fits businesses that need accounts receivable support rather than a specific industry or size segment. Features and Usability ### What are the key features of Upflow? Upflow offers cash application, invoice management, payment collection, and accounts receivable tools such as aging tracking, automated notices, reminders, and receivables ledger. It also includes bank reconciliation, cash flow management, customizable reports, real-time analytics, multi-currency support, and integrations for ACH, card, and online payments. Integrations ### Which third-party tools and platforms does Upflow integrate with? Upflow integrates with accounting, CRM, billing, and communication platforms including Chargebee, Gmail, NetSuite, Pennylane, QuickBooks Online, Sage Intacct, Salesforce Sales Cloud, Salesforce Revenue Cloud, Sellsy, Slack, Stripe Billing, Xero, and Zuora. Getting Started and Support ### What training and onboarding options does Upflow offer? Upflow provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online sessions support guided instruction, webinars cover shared training topics, and documentation gives users written reference material for self-paced review. Getting Started and Support ### What customer support options does Upflow offer? Upflow provides email/help desk support, an FAQ/forum, and a knowledge base. These channels give users a written path for getting help, finding answers, and resolving common questions through self-service resources or direct contact with support staff. ## Features AI summary Based on 273 Debt Collection reviews Capterra reviewers highlight these as the features buyers care about most when choosing debt collection software: - **Reminders** (**86%** of reviewers rated this feature as critical) - **Accounting Integration** (**62%**) - **Electronic Payments** (**58%**) Upflow supports **Reminders** and **Electronic Payments**, so teams can follow up on outstanding invoices and collect payments through digital channels more efficiently. However, it does not include **Accounting Integration**. Instead, it offers other features that reviewers also rate highly, including **Payment Collection** (**59%**) and **API** (**51%**), which can give businesses more flexibility in how they manage receivables and connect Upflow with other systems, helping businesses improve cash flow and reduce manual collection work. Electronic Payments 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Electronically collect payments for goods or services Billing & Invoicing 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Data Security 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy Online Payments 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Accept and process online payment transactions Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Upflow 50 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Aging Tracking: Categorizes outstanding invoices based on the amount of time they have remained unpaid - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Notices: Send automated reminders and notices to clients on overdue payments - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Cash Application: Apply payments to the right Accounts Receivables accounts for each customer. - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Client Management: Manage contact details and communication with clients - Contact Management: Manage, organize, and store contact information - Credit Card Processing: Accept and process credit card transactions - Credits: Manages credit limits based on customer credit scores, payment history, or other financial metrics - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customizable Reports: Alter the layout and content of reports - Data Security: Protect sensitive data for digital privacy - Debit/Credit Card Processing: Accept and process credit/debit card transactions - Electronic Payments: Electronically collect payments for goods or services - ERP: Integrates with ERP systems to reconcile financial data across various modules and departments - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Forecasting: Form predictions based on past and present data/trends - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - History: Tracks all transactions, from issuing invoices to payment reminders to receiving payment - In-House Collections: For first-party debt collectors - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Invoices: Create invoices for services provided and track payments - Mobile Payments: Clients can submit payments via mobile devices - Multi-Currency: Manage and handle various international currencies - Multiple Payment Options: Process payments via multiple modes directly through the application - Online Payments: Accept and process online payment transactions - Overpayment Processing: Flag a transaction when a customer pays more than they owe and either refund the overpayment or save the overpayment as a credit - Partial Payments: Allow customers to make a partial payment on an invoice and track remaining debt - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payment Gateway Integration: Integration with payment gateways to facilitate online transactions - Payment Plans: Manage plans with a set payment schedule that help customers pay outstanding debt - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Receivables Ledger: A list of customers and their payments due updated on a monthly basis - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (15) 4.3 Based on 15 reviews ## Pricing Value for money 4.5 (15) Free Version Discover $0.00 Starter Ask for a quote Grow Ask for a quote Scale Ask for a quote Accelerate Ask for a quote Entreprise Ask for a quote Value for money 4.5 (15) 4.5 Based on 15 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ Sage Intacct](https://www.capterra.com/p/76/Intacct/)[ Stripe Billing](https://www.capterra.com/p/178774/Stripe-Billing/)[ Chargebee](https://www.capterra.com/p/131433/Chargebee/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (14) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (14) 5.0 Based on 14 reviews ## User reviews Overall rating 4.5 Based on 15 reviews Filter by rating Counts reflect reviews available in this feed. 5(11) 4(3) 3(0) 2(0) 1(1) Mentioned topic Recent reviews first, then most helpful Thomas M. CFO Used the software for: 1-3 years ### "What an impressive software !" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 16, 2020 We gained a lot of time to send reminders to customers and most important we empower the sales rep/assistant with the importance of obtaining cash. Pros The software has been efficiently implemented (only a few weeks of work from both sides - Upflow and our software). In our company, sales representatives/assistant are in charge of using Upflow and they are all impressed by the time gained using this tool. Upflow team is always available for new developments allowing us to continue gaining time and efficiently. Cons More integration with our software will be always interesting. We continue to have regular contacts with Upflow team to have new improvements. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Sales Administrative Used the software for: Less than 1 year ### "Great discovery!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 16, 2020 We have so much more customer feedback than before, we can see who is receiving and opening emails and who is not. we have a good relationship with the client, even if it is a collection process Pros It is very easy to use, it does not require a very good knowledge of software. It has a clear home page, you can see in a few clicks what you have to do, who has not yet paid, who needs a different reminder, etc... Cons It is quite difficult, at the beginning, to put the email in each invoice sending. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JG Jake G. MGR Used the software for: 3-5 years ### "Expensive for Lack of Features" 1.0 June 26, 2024 Great at first (nice sales guy!) and then went downhill when their eng team did not fulfill one feature request over 2+ years. Pros Easy no code integration was great to go live. Sets up seamlessly with Stripe. Cons The engineering team never completed one of my feature requests. You cannot chareg a customer credit card immediately (2 day lag between issuing an invoice and auto charging a card) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Anais E. Finance Ops Manager Used the software for: 1-3 years ### "Tested and approved!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 29, 2021 The main impact of using Upflow is the reduction of our DSO, we have gain about 15 DSO days since we implemented Upflow (with an increasing number of invoices issued). Pros Upflow has been a great help for us to save time and reduce our DSO. The platform is easy to use and to implement, we could easily connect it with our existing tools and processes (or replace some of them) and it is now one of our finance team's most widely used tools on a daily basis. Features we appreciate most is the centralization of recovery actions (based on customized recovery "workflows"), a precious help to make sure you don't miss out on any unpaid invoice, and the possibility to have analytics. The team is also very reactive and eager to collect feedbacks and continuously improve the platform! Cons I would say that all our recents feedbacks have already been implemented. It could maybe be great if we could customise the platform and datas even more (e.g. add "tags" to sort our customers by industries) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Campus Manager Used the software for: 1-3 years ### "Upflow changes my everyday life" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 17, 2020 Upflow is instinctive, well designed, easy to use, collaborative, and most importantly, really solve a pain ! Pros Automatic bank reconciliation changed my life ! Cons It is not yet possible to have multiple bank accounts linked to my Upflow account. But I know that it will be possible very soon. Can't wait ;) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Henri D. CEO Used the software for: Less than 1 year ### "A real relief in my day to day business" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 13, 2020 Onboarding is very fluid, escpacially regarding the fact that I use Quickbooks. Pros I pretty much have noting to do to recover the money I earned Cons I would love to be able to integrate paiment methods directly on the customer facing landing page, but I understood that the feature is already roadmaped Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Secretary Used the software for: 1-3 years ### "User's opinium " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 16, 2020 Pros \* Helps quickly send the reminders \* Easy to sort and store all the invoices \* Easy to link each credit note to the appropriate invoice \* Very helpful for audit and statistics in general \* Excellent and fast service from the platform representative \[SENSITIVE CONTENT HIDDEN\] \* Saves a lot of time Cons The only issue I have with Upflow is that our customers/agents often perceive my emails as a spam, seeing that my address is different: reminders@upflow.io Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Carlos D. CTO Used the software for: Less than 1 year ### "powerful and easy to set up " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 20, 2022 Pros How easy it is to set up and configure it. Very intuitive design and functionalities. Good customer service. Cons Nothing in particular. Maybe it needs a bit more power in getting customized fields from the ERP Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer CEO Used the software for: 1-3 years ### "Simple and effective" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 20, 2020 Pros The ease of daily use. The software is very intuitive. The management of the customer account is no longer reserved for experts, everyone can effectively manage his client and cash raisings. Cons Hard to say... Nothing All the features I've long dreamed of to make it easier for me to relaunch my client are brought together in this software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Maud B. OFFICE MANAGER Used the software for: 1-3 years ### "Upflow review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 19, 2020 Pros Easy to use and a very reactive customer service. Cons sometimes the robot dont read the customer name on the invoice so we need to complete it ourself. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/193097/Upflow/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.