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Upflow Reviews

User Rating

4.9/5 (Based on 227 Ratings)

Rating Distribution

  • Excellent

    86.8%
  • Very Good

    11.9%
  • Average

    0.9%
  • Poor

    0.4%
  • Terrible

    0%

User Sentiments

Ease of Use, Excellent Customer Support, Seamless Integrations, Automated Reminders

Limited Customization Options, Occasional Syncing Issues, Lack of In-app Calling Feature, Limited Invoice Editing capabilities

Do You Use Upflow?

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Review Summary

Upflow is a popular SaaS solution for streamlining accounts receivable (A/R) management and improving cash flow. Users consistently praise its ease of use, time-saving automation, and intuitive interface. The platform integrates seamlessly with popular accounting systems like QuickBooks and NetSuite, enabling users to automate dunning processes, track customer payments, and generate detailed reports. While some users suggest the need for more payment platform integrations and more robust analytics features, Upflow consistently receives positive feedback for its user-friendly approach, responsive support, and ability to accelerate collection processes.

Pros

  • Upflow automates reminders, saving time and improving cash flow
  • The platform is userfriendly and easy to integrate with existing tools
  • Upflow provides valuable analytics and insights on accounts receivable

Cons

  • Some users find the payment collection integration lacks responsiveness
  • Limited customization options for data and platform appearance
  • Upflow can be expensive for companies with a small client base

AI-Generated from the text of User Reviews

Reviews
LC

Léon C

November 26, 2025 Source: G2.com
Un outil simple qui améliore réellement le suivi des paiements
What do you like best about Upflow?
What I appreciate most about Upflow is the simplicity with which the tool centralizes payment tracking and automates follow-ups. The interface is intuitive, the setup is quick, and the integration with our tools is seamless. This allows for significant time savings and better visibility on cash flow, while professionalizing our collection management.
What do you dislike about Upflow?
One of the areas for improvement would be the depth of certain advanced features, which could be more customizable according to specific needs. Additionally, some analyses could be more detailed to provide an even more comprehensive view of recovery performance.
What problems is Upflow solving and how is that benefiting you?
Upflow helps us solve the lack of visibility on pending invoices and the manual management of follow-ups. The tool automates the entire process, which reduces the time spent on customer follow-up and limits oversights. Thanks to its clear dashboards, we can better anticipate payment delays and improve our cash flow. This brings more peace of mind on a daily basis and a much more efficient organization of collections.
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LC

Léon C

November 25, 2025 Source: G2.com
Interface intuitive et relances efficaces, un vrai gain de temps
What do you like best about Upflow?
What I appreciate most about Upflow is the exceptional quality of the interface. Everything is clear, organized, and designed to save time. Setting up reminders is extremely simple, whether it involves automations, templates, or customized scenarios. The tool is intuitive, even for someone who is not an expert in collections, which makes it easy to deploy among several team members. The visualization of outstanding amounts, delays, payments, and customer behaviors is also very powerful: you can access priority files and urgent actions at a glance. Integration is quick, and daily monitoring is smooth and pleasant.
What do you dislike about Upflow?
There is no major drawback, but if an area for improvement had to be suggested, it would be the addition of some advanced reporting options, particularly to further customize tables or combine multiple complex filters. Some integrations could also go a bit further to avoid having to make manual adjustments in certain specific cases. However, nothing is blocking: these are possible optimizations for demanding teams.
Recommendations to others considering Upflow?
Upflow solves several key issues:
What problems is Upflow solving and how is that benefiting you?
Read more
PE

Pamela E

November 18, 2025 Source: G2.com
Transforms AR Management with Real-Time Insights and Automation
What do you like best about Upflow?
Upflow gives me a clear, real-time picture of our AR and makes it easy to stay on top of past-due customers. I love the automated reminder workflows, the clean invoice timelines, and how simple it is to see who needs attention first. It saves me hours each week compared to manual follow-ups and spreadsheets, and it keeps our communication consistent, professional, and well-documented for internal reporting.
What do you dislike about Upflow?
The main downside is that some reporting and filtering can feel a bit rigid when I want to slice data in very specific ways. There are moments where I’d like more flexibility in customizing views or building my own AR dashboards. That said, these are refinements—I still find the platform very valuable overall and rely on it daily.
What problems is Upflow solving and how is that benefiting you?
Upflow is helping us solve the classic AR challenges of visibility, prioritization, and consistent follow-up. Before Upflow, I relied heavily on manual trackers and ad-hoc emails; now my outreach is automated, centralized, and fully documented. It helps me quickly identify which accounts need attention, segment by risk or size, and keep leadership informed with clear reporting. As a result, we’re accelerating cash collection, reducing time spent on low-value admin work, and creating a more professional experience for our customers.
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CA

Charlène A

November 17, 2025 Source: G2.com
Toujours en évolution.
Logiciel très simple et fluide.
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EL

Emilie L

October 31, 2025 Source: G2.com
Simplifie Grandement le Recouvrement
What do you like best about Upflow?
Upflow makes debt collection very easy to access
What do you dislike about Upflow?
Upflow is a very comprehensive tool that currently has no negative aspects.
What problems is Upflow solving and how is that benefiting you?
automatic recovery reminders, the overview of all overdue invoices
Read more
TH

Thibault H

October 30, 2025 Source: G2.com
Intégration Parfaite et Utilisation Facile, Mais Visualisation à Améliorer
What do you like best about Upflow?
Easy to use, optimized settings with direct integration to our billing software Sellsy. Ideal for daily use and for effectively tracking customer collections.
What do you dislike about Upflow?
A limited visualization on data transformation
What problems is Upflow solving and how is that benefiting you?
Significant time savings regarding customer recovery. A clear and effective visualization of overdue invoices with details based on their age.
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VS

Verified User in Information Technology and Services

October 29, 2025 Source: G2.com
Upflow's brilliant functionality
What do you like best about Upflow?
As someone working in credit control, maintaining consistent communication with customers is essential. Upflow streamlines this process by allowing us to create and customise workflows that guide our customers through each step. Within these workflows, dunning emails are automatically sent at scheduled times we set, ensuring all customers receive timely reminders and supporting improved cash collection. There is also the flexibility to choose whether certain emails are sent manually, which is particularly useful as situations escalate and a more personal approach is needed.
What do you dislike about Upflow?
Recommendations to others considering Upflow?
Upflow further enhances our operations by enabling the creation of smart rules, allowing us to group customers into different categories based on our chosen criteria. This feature helps us stay aligned with our internal procedures.
What problems is Upflow solving and how is that benefiting you?
Read more
DK

Dimitrios K

October 28, 2025 Source: G2.com
User-Friendly Platform That Streamlines Workflows
What do you like best about Upflow?
The platform is user-friendly, and its workflows help reduce some of the manual tasks for the dunning team.
What do you dislike about Upflow?
Overpayments and journals have still not been displayed up to this point.
What problems is Upflow solving and how is that benefiting you?
Dunning reminders
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MT

Manon T

October 24, 2025 Source: G2.com
Great experience
What do you like best about Upflow?
What I like best about Upflow is how intuitive and user-friendly the platform is. The interface makes it really easy to follow up on outstanding invoices and keep track of payments. I also appreciate the visibility it gives on the overall cash flow situation, everything is clear, structured, and accessible in just a few clicks. The reminders and automated workflows are also a huge time saver for our team, helping us stay consistent and professional in our communication with clients.
What do you dislike about Upflow?
Honestly, there isn’t anything I really dislike about Upflow. The platform works smoothly, is very intuitive, and perfectly fits our needs. Every feature feels well thought out, and the user experience keeps improving over time, so there’s really nothing to complain about.
What problems is Upflow solving and how is that benefiting you?
Upflow is solving the problem of tracking and managing outstanding invoices in a very efficient way. Before using it, keeping an overview of who owes what and when payments were due was time-consuming and sometimes stressful. Now, the platform automates reminders, centralizes all information in one place, and gives clear visibility on our cash flow. This not only saves time for our team but also helps us maintain professional relationships with our clients, reduce late payments, and have a much smoother financial process overall.
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VR

Verified User in Human Resources

October 20, 2025 Source: G2.com
Efficient System with Intuitive Templates and Automation
What do you like best about Upflow?
I appreciate the automated actions, and I also find that the templates for manual actions are straightforward to use. Overall, the system is very efficient.
What do you dislike about Upflow?
Probably the fact that some options are pretty limited like notes
Recommendations to others considering Upflow?
Upflow is addressing the challenge of managing and streamlining accounts receivable processes. By providing real-time visibility into outstanding invoices, automated follow-ups, and insightful reporting, Upflow helps reduce manual work, improve cash flow, and decrease days sales outstanding (DSO).
What problems is Upflow solving and how is that benefiting you?
\ also it improved communication with our customers
Read more

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