For the controller
A month-end close the team can rely on.
Trusted by the world's leading B2B finance teams
What the Controller is responsible for.
Applying cash
Payments matched to the right invoices.
- Complex payments resolved by the Cash App Agent
- Remittance pulled from emails, PDFs, and lockboxes
- Match suggestions drawn from customer and invoice history
- 98% of payments matched automatically
Closing the books
A faster close with less month-end cleanup.
- Real-time ERP sync for reconciled transactions
- Built-in exception handling for unmatched payments
- Sync failures flagged and queued for resolution
- 70% reduction in cash application time
Auditing transactions
Evidence behind the numbers in your AR.
- Exportable transaction log for any date range or entity
- Filters for applied, auto-applied, and unmatched items
- Financial data encrypted in transit and at rest
- SOC 2 Type II certified infrastructure
Loved by B2B finance teams everywhere
"Upflow is the best in class AR software on the market. A must have solution for any Finance team seeking to streamline collections and enhance cash flow. I can automate 99% of my collections, granting me countless hours back."
Jason Lopez
ex Controller @Lattice
"Training time really didn’t exist. I mean, we didn’t even need it. We’ve had a new AR person join since implementing Upflow and they were up and running within hours."
Evan Riesman
ex Controller @Passport
"Well-built, well-backed, well worth it
Upflow just works. The platform is clean, easy to use, and integrates well with NetSuite. It’s helped us bring visibility, accountability, and structure to AR collections without heavy lifting. But the best part? The team. Every person I’ve worked with—from sales to onboarding to support—has been responsive, knowledgeable, and refreshingly honest. No overselling, no fluff."
Kyle Peters
Financial Controller @IRONSCALES
