Upflow is a cutting-edge billing solution designed for finance teams aiming to optimise their invoice management and collections processes. Perfect for medium to large businesses, Upflow stands out with its automated follow-up capabilities, insightful analytics, and seamless integration with existing accounting tools.

What are the main features of Upflow?

Automated Follow-Up

Enhance your collections process with Upflow's automated follow-up feature, which ensures timely communication and tracking of outstanding invoices. This not only saves time but also significantly increases cash flow predictability. Key elements include:

• Scheduled reminders based on invoice due dates
• Customised communication for different clients
• Automated escalation processes for overdue payments

Detailed Financial Analytics

Gain valuable insights into your financial status with Upflow's financial analytics tools. Stay informed about cash flow trends and make data-driven decisions with ease. Features include:

• Real-time dashboard on accounts receivable
• Customisable reporting templates
• Forecasting tools for improved financial planning

Seamless Integration

Upflow integrates effortlessly with your existing accounting software, enabling a smooth transition and consistent data flow. This feature caters to businesses with diverse software ecosystems, ensuring efficiency and harmony. Integration benefits include:

• Compatibility with major accounting platforms like QuickBooks and Xero
• Real-time data synchronisation
• Ease of onboarding with step-by-step guidance