Upflow

Upflow: The perfect solution!

What do you like best? I love how much time and energy this tool saves us. We were looking for something to help automate our reminders and increase our net revenue month to month - this has been an ideal solution and has exceeded our expectations. The team at Upflow is so knowledgable, helped with every question I had along the way. We've already recommended them to several of our clients and hope they continue to build out the interface! What do you dislike? I wish Upflow had thank ...

Upflow solves an incredibly hard business problem!

What do you like best? Upflow automates the tedious process of checking in with clients manually. It has been instrumental in getting our overdue AR up to date. By being able to create a notifications workflow, we have been able to seamlessly remind our customers of upcoming and past due invoices. We have seen an incredibly high response rate, and in just three weeks of using this application, have seen an almost 50% decrease in overdue payments. Tracking communications is so easy and the ...

Fantastic Automation for Your AR

What do you like best? Instant connectivity to Quickbooks makes getting up and running super easy. The UI is extremely easy to understand. Automation workflows are easy to set up, and they provide you with great samples to get started. The onboarding process was fantastic as well, and I always get questions answered quickly. What do you dislike? There's nothing I dislike about the software. What problems are you solving with the product? What benefits have you realized? Following up on ...

Easy automation process

What do you like best? It is easy to navigate through the set up and once it is set up then it can be automated and removes the step of having to send out each invoice on the specific overdue date. Cuts down on manual work required in following up with overdue invoices What do you dislike? Not able to split invoices by Rep within a customer. Basically a customer can only be assigned one rep - however in our industry we have many reps who sell multiple products to the same company. We are ...

Quickly implemented and results came quickly too.

What do you like best? What sold me almost immediately was the customer portal which game access to outstanding invoices, history and payment information. This has helped accelerate communication between our customers and our AR team. An unexpected benefit was implementing the tool helped encourage communication and process development between account management and accounting teams. Having a common understanding has helped all participants operate well and have clear expectations of next ...