Upflow

“Upflow makes AR enjoyable! Laurie and the support team are probably the best part of upflow. I like the ease of use of the platform, and when I am running into issues, they are quick to jump in and help!”

“Probably my preferred tool for Cash collection and AR follow up. It is so easy to set up, the connection to the ERP is fast, and your data accurate all the time. I saw a fast change in our communication with the clients, it becoming faster and our DSO reduced already from the first quarter of use. The best add-up for me, a great CSM and client support teams, who are always present to help”

““The transition was flawless in the end, and we migrated a high volume of payments very swiftly,””

““Having it all in one place with Upflow has made our lives so much easier. The information is accurate, and it’s enabled us to make more informed business decisions,””

““What we appreciate about Upflow is that they actually listen to us regarding our requirements and continuously improve their solution,””

““People we thought might be bad payers… once you’re able to actually be consistently reaching out and talking to them and giving them simpler ways to access data and to pay their invoices, they tend to become perfect payers.””

““Upflow provides much more visibility for a customer than we can give by ourselves””

““By us not having to have employees go into Upflow and click through a hundred tasks, that  saves us hours and hours . We can trust Upflow to do what it was designed to do””

““Most of our autopay customers are our midsize to smaller businesses, which is actually great for us because those are the ones that tend to be higher touch. This has saved countless hours for our AR team having to do manual outreach””

““Upflow just seemed easy to implement. And the team seemed willing to work with us and help us as we grew””

““Training time really didn’t exist. I mean, we didn’t even need it. We’ve had a new AR person join since implementing Upflow and they were up and running within hours””

““We were really only addressing the larger accounts and the higher risk accounts, but a lot of those little accounts would continue to grow and grow and not get collected. Left unchecked, they were becoming a big risk for write-offs or having to send to a third-party collections agency.””

““Upflow’s customer portal has enabled us to present our payment process in a more professional way towards our customers. It empowers our customers to take control of their accounts, reducing friction and improving their overall experience.””

““It made so much sense to go Upflow”, summarizes Ron.”

““Upflow came at the exact right time. My VP Finance is calling our collection process a major success story for our organization. Cash flow is key for the health of any business and Upflow has made such a difference in a short time.””

““When it comes to quick reporting or analysis, I find myself going straight to Upflow instead of NetSuite. It’s just much easier to get the information I need.””

““Sometimes our customers write to us and say, ‘can you prepare me an email where you update me about the situation, what I have to pay when?’ Now, instead of losing, time from our side and also from their side, you just send them the link of the customer portal and this task is automatically done, so it’s very, very easy”.”

““My favorite Upflow feature…it’s the customer portal. It’s very easy, very user-friendly. And we have found it very useful. We’ve received some good feedback about it from our customers.””

““In Upflow I can give my account managers access to only the customers that they manage. And those that are responsible for a geographical area can have visibility into all the customers in that area.””

““Upflow is able to sort the invoices, organize them and register the main data…So customer amount due, invoice date, due date…And we very rarely need to manually link the document to the customer.””

““It’s a ready-to-use product. Our integration took one week, just to see how our invoicing is done, where to find the information and how then to automatically take the information out of the invoice and organize it. And then that’s it. After just one or two tests we were immediately able to start using it.””

“When we had a look at Upflow and we tested it, one thing that I personally very much liked was the simplicity in the user interface. It’s so easy to understand it. Anyone can actually understand.”

“Now with Upflow, we have full visibility on what the DSO is, and it’s easy to keep track of it. DSO is a metric that management looks at each quarter. And Upflow has helped us identify the areas we could improve”

“Upflow is a really powerful tool. It gives you a lot more data, more data points than you could probably derive manually on your own. We're up like 40- 50% compared to August of last year. So it's a big, big jump for us. And if we didn't have Upflow, we wouldn't have been able to work with the scale. It just would have been far too much for us to do manually.”

“If the analytics disappeared tomorrow, it would be kind of devastating. Having to manually run a DSO, having to manually calculate everything we collected versus everything we billed in a previous month. I'm just not interested in doing that manually ever again.”