Accounts Receivable Automation Software for B2B Finance Teams
Accounts Receivable Automation Software
Upflow automates the full AR cycle: collections, cash application and payments, so B2B finance teams spend less time on manual work and more time on relationships that matter.
Trusted by the world's leading B2B finance teams
Benefits of Using Accounts Receivable Automation Software Like Upflow
Go beyond reminders. Improve cash flow, gain visibility and strengthen financial relationships.
Reduce DSO
Systematic collection workflows move overdue balances faster and reduce the time between invoice sent and payment received. Upflow shows your DSO, Best Possible DSO and target DSO side by side so improvement is measurable.
Increase Cash Flow Visibility
Access real time dashboards tracking DSO, CEI and ageing balances. Identify at risk accounts early and make data driven decisions with confidence.
Eliminate Manual Work
AR automation replaces the manual work across every stage of the receivables cycle: reminders, cash matching, payment tracking, so your team focuses on accounts that need judgement, not just follow-up.
Strengthen Customer Relationships
Upflow is built around the idea that every payment touchpoint is part of the customer relationship. Personalised outreach and a clean payment experience protect trust while improving collection rates.
Improve Team Collaboration
Align finance, sales and customer success teams in one shared workspace. Centralise communication and ensure consistent follow up across accounts.
Go Live Quickly
Integrate with your ERP and accounting systems in minutes. Deploy without disrupting existing processes and start accelerating collections immediately.
How Accounts Receivable Automation Software Like Upflow Works
From invoice synced to payment matched, here is what Upflow automates.
Automated Collections
Upflow prioritises which accounts to contact, drafts outreach and schedules it across email, calls, SMS or postal letters, adapting to each customer's payment history, invoice age and risk profile. Your team reviews what matters before anything goes out. Consistent follow-up across every account in the portfolio, without the manual workload.
Customer Segmentation
Before your team reaches out, Upflow surfaces what is happening on each account: payment history, recent interactions, dispute status, risk signals. Smart Rules then assign the right automation workflow based on those signals. Your team gets a prioritised view of which accounts need human attention and which the automation is already handling.
Collaborative Workflows
Every customer interaction sits on a shared timeline: emails sent, calls logged, tasks assigned, disputes flagged. Finance can tag sales when a customer raises a contract question. Customer success can see an account is overdue before they run a renewal call. Nobody walks into a conversation blind.
Smart Cash Application
When a payment comes in, Upflow's Cash App agent checks whether it maps cleanly to a single open invoice. If it does, it applies automatically. If there is any ambiguity, the transaction surfaces as a suggestion for your team to review. Unambiguous matches close without anyone touching them. Anything unclear stays in human hands.
Flexible Payment Options
Upflow's branded customer portal lets customers review outstanding invoices and pay by bank transfer, credit card or direct debit on their own schedule. Autopay handles recurring accounts. Promise to pay lets customers commit to a date when they cannot pay immediately. Every interaction through the portal is logged on the customer timeline.
Real Time Performance Insights
DSO, CEI, ageing balances and collection rates update in real time so finance leaders always know where the portfolio stands. Upflow calculates DSO using the Countback method and shows Best Possible DSO alongside it so you can see not just where you are but how far from optimal. Spot at-risk accounts before they become write-offs.
Upflow Accounts Receivable Automation Software (3 Core Capabilities)
Three automation layers that eliminate manual work across the full AR cycle.
Automated Cash Collection
Upflow automates outreach across every account in your portfolio based on payment history and risk. Your team sets the strategy. The software executes it consistently.
Real Time AR Analytics
Track DSO, CEI, ageing balances and cash forecasts with live dashboards that provide actionable insights across your receivables portfolio.
B2B Payment Experience
Offer secure online payments, Autopay and promise to pay features through a branded portal that simplifies collections for your customers.
Accounts Receivable Software That Connects to Your Existing Stack
NetSuite
Pennylane
QuickBooks Online
Rillet
Sage Intacct
Xero
Chargebee
Stripe Billing
Zuora
Gmail
Slack
MCP Server (Claude, ChatGPT, Copilot)
Professionnal Services
Upflow APIHubspot
Salesforce
Billing
CommunicationGmailSlack
GmailSlackCRMHubspotSalesforce
HubspotSalesforceAdvanced Custom Integrations
Accounting & ERP
Plug into your ERP, billing, and CRM systems in minutes. Fast setup, reliable sync, ongoing support.
Real-time sync
No-code setup
Enterprise-grace security
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Benefits of Using Accounts Receivable Automation Software Like Upflow
Go beyond reminders. Improve cash flow, gain visibility and strengthen financial relationships.
Reduce DSO
Systematic collection workflows move overdue balances faster and reduce the time between invoice sent and payment received. Upflow shows your DSO, Best Possible DSO and target DSO side by side so improvement is measurable.
Increase Cash Flow Visibility
Access real time dashboards tracking DSO, CEI and ageing balances. Identify at risk accounts early and make data driven decisions with confidence.
Eliminate Manual Work
AR automation replaces the manual work across every stage of the receivables cycle: reminders, cash matching, payment tracking, so your team focuses on accounts that need judgement, not just follow-up.
Strengthen Customer Relationships
Upflow is built around the idea that every payment touchpoint is part of the customer relationship. Personalised outreach and a clean payment experience protect trust while improving collection rates.
Improve Team Collaboration
Align finance, sales and customer success teams in one shared workspace. Centralise communication and ensure consistent follow up across accounts.
Go Live Quickly
Integrate with your ERP and accounting systems in minutes. Deploy without disrupting existing processes and start accelerating collections immediately.
4.9/5 average rating
from 200+ reviews on G2
Accounts Receivable Automation Software FAQs
Everything You Need to Know About AR Automation Software
Ask AI
Accounts receivable automation software automates the manual work across the full AR cycle: collections reminders, cash application, payment processing and performance reporting. Instead of your team chasing every invoice manually, the software runs structured workflows across your entire portfolio and surfaces exceptions that need human judgement.
AR automation reduces DSO by making follow-up consistent: reminders go out on schedule, to the right contact, across every account, without relying on your team to remember. CEI improves because fewer invoices fall through the cracks. Upflow tracks both metrics in real time using the Countback method so improvement is measurable from day one.
The core features are automated collection workflows, customer segmentation with Smart Rules, multi-channel outreach across email, SMS, calls and postal letters, smart cash application, a branded payment portal and real-time DSO and CEI dashboards. The platform should also integrate two-way with your ERP or accounting tool like NetSuite, QuickBooks, Xero or Sage Intacct, so automation always runs on accurate invoice data.
Upflow connects to NetSuite, QuickBooks, Xero and Sage Intacct through two-way integrations that sync invoices, payments and customer data automatically. Every automated workflow in Upflow runs on live ERP data, so reminders never go to accounts that have already paid, and cash application matches against your current open invoice list.
Yes, B2B SaaS companies are one of Upflow's primary use cases. SaaS finance teams deal with high invoice volumes, complex billing structures and customers on different payment terms. AR automation handles the follow-up consistently across all of them without adding headcount as the business scales.
The main benefits are lower DSO, higher collection rates, less manual work for finance teams and more consistent customer communication. AR automation also gives finance leaders real-time visibility into which accounts are at risk and which collection strategies are working, without building reports from scratch each week.
Upflow is built specifically for B2B finance teams. It automates collections, cash application and payment processing in one platform, connects to the ERPs and billing tools B2B teams already use, and gives finance leaders real-time visibility into DSO, CEI and ageing balances. G2 rates it Leader and Best Relationship for mid-market.
Upflow uses AI to handle the judgement calls that slow AR teams down: surfacing which accounts need attention, prioritising where to focus, drafting the right outreach for each customer and matching incoming payments to open invoices. Your team reviews and decides. The AI handles the volume so your best people can focus on the accounts that actually need them.
Security is central for us, here at Upflow. We use continuous protection and master-slave replication to protect against any database failures:
- Upflow maintains an active SOC 2 Type II attestation covering the Security, Availability, and Confidentiality criteria.
- Our data centres are hosted in the EU (Ireland) by Amazon Web Services.
- All data is encrypted in transit with TLS 1.2 or better, and at rest using AES 256 or better.
- We use Distributed Denial of Service (DDoS) mitigation services provided by Cloudflare.
Upflow connects to NetSuite, Sage Intacct, Rillet, QuickBooks, Xero, Pennylane, Chargebee and Stripe Billing for ERP and billing data, and syncs with Salesforce, Slack and Gmail to keep finance and sales aligned. Setup takes minutes and your invoice data, payment history and customer records stay consistent across every tool without manual reconciliation.
Better receivables start with better relationships.
Join the finance teams already collecting smarter and building stronger relationships.
