Upflow Information

Upflow is a Financial Relationship Management (FRM) platform that helps B2B finance teams move from chasing invoices to proactively managing customer payments. By combining real-time AR visibility, automated workflows, and modern payment experiences, Upflow helps companies get paid faster, improve cash flow predictability, and build stronger customer relationships, turning accounts receivable from a back-office burden into a strategic growth driver. With Upflow, finance teams can: - Gain real-time visibility into A/R performance, DSO, and cash forecasts - Automate personalized, multi-channel follow-ups based on customer behavior - Offer seamless, branded payment portals with modern payment methods Upflow integrates natively with leading accounting and ERP tools like NetSuite, Sage Intacct, Zuora, QuickBooks, Xero and Rillet, as well as CRMs and communication tools such as Salesforce and Slack. Trusted by modern B2B companies including Vercel, PandaDoc, and Productboard, Upflow is backed by Y Combinator, eFounders, and leading fintech investors.