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Upflow

Accounts receivable software that gets you paid with agents you can trust. Uncover AR play

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Upflow is a Financial Relationship Management platform for B2B finance teams, covering the order-to-cash process from AR insights and collections through payments and cash application. It connects to ERP, accounting, billing, and CRM systems to keep receivables data in sync.

Core modules include Insights Agent for risk analysis and cash forecasting, Ask Upflow for plain-language queries, Collections Agent for multi-channel outreach across email, SMS, calls, letters, and tasks, a branded payment portal with payment mix controls, and Cash App Agent for reconciliation with real-time ERP sync. Integrations include NetSuite, Sage Intacct, QuickBooks Online, Xero, Pennylane, Rillet, Zuora, Chargebee, Stripe Billing, Salesforce, HubSpot, Gmail, Slack, and an Upflow API, plus an MCP Server for Claude, ChatGPT, and Copilot. Embedded financing within AR workflows is listed as coming soon.

Upflow targets B2B finance and accounts receivable teams. A free plan provides AR analytics with live data; a demo is also available.

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