For the AR Manager.
A collections process the team can count on.
Trusted by the world's leading B2B finance teams
What the AR manager is responsible for.
Prioritizing the work
The team's time on the accounts most likely to pay.
- Insights Agent surfaces account context and payment blockers
- Accounts ranked by overdue amount and payment likelihood
- Risk group filtering to sort where effort goes first
- Promise-to-pay dates tracked so follow-ups stay on time
Running collections
Overdue accounts worked on time.
- Collections Agent working overdue accounts using your team’s playbook
- Daily action list prioritized by open balance and payment likelihood
- Multi-channel outreach for faster payment
- 50% average DSO reduction within three months
Resolving disputes
Disputes worked before they stall payment.
- Insights Agent surfaces the reason an invoice is unpaid
- Disputes detected automatically from customer replies
- Short pays and blocked invoices routed to the right owner
- Shared customer timeline with Sales and CS to unblock payment
Loved by B2B finance teams everywhere
"I get reports each week that show the amount collected that week. If I have a report or anything I would like to see, I can reach out to my account representative, and he will assist or work with their development team to see if they can add what I am needing. I like that I can filter the customer account in multiple ways to find what I want. This system really does make my collections so much easier."
Melissa Kammberger
Senior Accounts Receivable Analyst @ActivTrak
"When we had a look at Upflow and we tested it, one thing that I personally very much liked was the simplicity in the user interface. It’s so easy to understand it. Anyone can actually understand."
Sacha Darmanin
Accounts Receivable Manager @Invicti
"Upflow gives us an edge to make the process much easier. Having the right info and KPIs in a single location has been a real game changer for us. Today, healthy cash flow is crucial. Looking back, we are very glad we implemented Upflow when we did."
Arianna Cesareo
ex Accounting Manager @Productboard
