Upflow
by Upflow · AR & Collections
AR automation platform that speeds up B2B cash collection and payments.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
NetSuiteQuickBooksXero
Sage Intacct- Deployment
- Cloud
- Pricing
- Tiered by company ARR; quote-based for paid plans
Overview
Upflow is a Financial Relationship Management (FRM) platform built for B2B finance teams to automate accounts receivable and accelerate cash collection. Rather than a simple invoice-chasing tool, it positions itself around engaging customers throughout the payment lifecycle: automated, personalized payment reminders, a self-service customer payment portal, and real-time AR dashboards that track metrics like Days Sales Outstanding (DSO) and Collection Efficiency Index (CEI).
The platform connects to accounting and ERP systems to pull invoice, customer and payment data, then pushes collected payments, deposits and journal entries back automatically. Its NetSuite integration is delivered as a native SuiteApp through a certified SuiteCloud Developer Network (SDN) partnership, syncing customers, invoices, credit memos and custom fields from NetSuite and writing payments, deposits, journal entries, late fees and early-payment discount credit notes back.
Upflow also connects to QuickBooks, Xero, Sage Intacct, and billing platforms such as Chargebee, Stripe Billing and Zuora, and syncs with Salesforce, Slack and Gmail so collections context reaches sales and finance teams together. Pricing is tiered by company ARR, with a free "Discover" analytics tier and paid plans quoted on demand.
Screenshots & demo
Demo video from the vendor's YouTube channel.
Modules & capabilities
Upflow covers 17 of 52 capabilities we track in this category (+2 partial)
33%- Automated collections workflowsCustom collection workflows and Smart RulesCore strength
- AI-driven collector prioritizationNot evidenced
- Customer/account segmentationNot evidenced
- Multi-channel outreachPrimarily email-based reminders; multi-channel breadth not documentedPartial
- Promise-to-pay trackingNot evidenced
- Collector task & workflow managementEscalation workflows for overdue accountsSupported
- Payment plans / instalmentsNot evidenced
- Managed / outsourced AR serviceNot evidenced
“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
Common use cases
- Automating personalized dunning/reminder sequences instead of manual invoice chasing
- Giving customers a self-service portal to view and pay invoices online
- Tracking DSO and Collection Efficiency Index to benchmark AR performance over time
- Syncing NetSuite invoices, customers and credit memos into a dedicated collections workspace
- Automatically writing collected payments and journal entries back into NetSuite, QuickBooks or Xero
- Forecasting near-term cash flow based on expected invoice payment dates
- Aligning sales (Salesforce) and finance teams on at-risk accounts via Slack notifications
Strengths & considerations
Strengths
- Native NetSuite SuiteApp built as a certified SuiteCloud Developer Network (SDN) partner, rather than a generic connector
- Positions collections as customer engagement ("Financial Relationship Management") rather than pure invoice chasing
- Free-forever 'Discover' analytics tier for AR benchmarking before committing to paid automation
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Rate itERP integrations
Certified NetSuite SuiteCloud Developer Network (SDN) partner; syncs customers/invoices/credit memos from NetSuite and writes back payments, deposits, journal entries, late fees and discount credit notes.
Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-11.
Pricing
Full Upflow pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs
Free-forever 'Discover' analytics plan (no credit card required); paid 'Grow' (0-10M ARR), 'Scale' (10-50M ARR) and 'Strategic' (50M+ ARR) plans require a sales conversation for pricing. Get an independent shortlist with pricing guidance below.
What does Upflow cost?
Upflow prices by quote, like most of this category. Here is what actually drives your number — and what to ask before you get one.
5 of the 14 vendors we track in this category publish no list price at all.
Technical & security
- Hosting
- SaaS (multi-tenant)
Alternatives to Upflow in AR & Collections
Upflow — frequently asked questions
Does Upflow integrate with NetSuite?
Yes. Upflow offers a native NetSuite SuiteApp as a certified SuiteCloud Developer Network (SDN) partner, syncing customers, invoices and credit memos from NetSuite and writing collected payments, deposits and journal entries back automatically.
What accounting or ERP systems does Upflow connect to?
Upflow connects to NetSuite, QuickBooks, Xero and Sage Intacct, plus billing platforms like Chargebee, Stripe Billing and Zuora, and offers a public API for custom integrations.
How much does Upflow cost?
Upflow uses tiered pricing based on company ARR. It offers a free-forever 'Discover' analytics plan, while the paid Grow, Scale and Strategic plans are quote-based and require talking to sales.
What does Upflow actually do?
Upflow automates B2B accounts receivable: it sends personalized payment reminders, gives customers a self-service payment portal, tracks metrics like DSO and Collection Efficiency Index, and syncs invoice and payment data with your accounting/ERP system.
Compare Upflow head-to-head
The AR & Collections Buyer's Guide
Before you commit to Upflow, see how it sits against the 14 AR & collections systems we track — on capability, ERP integration depth and what each one actually charges for.
AR & Collections Buyer's Guide
14 systems compared · 2026
ERP Research
- Upflow compared side-by-side with 13 alternatives
- ERP integration checklist — what to verify before you shortlist
- The pricing questions that change the quote
- A Upflow evaluation brief, included with the guide
AR & Collections Buyer's Guide
Get pricing for Upflow
Upflow doesn't publish a price. Tell us your ERP, seat count and must-haves and we'll come back with an independent view of what it should cost you — and which alternatives are worth quoting alongside it.