Upflow, the FRM platform for B2B finance teams

See Upflow.
Live Demo.
Real AR results.

Watch how finance teams automate collections, cash application, and forecasting, all in one platform.

Trusted by the world's leading
B2B finance teams

Restaurant 365
Servicechannel
Elsie AI
Caseware
Front
Wishpond
ActivTrak
Invicti
Flinks
Passport
Vercel
Veryable
Amplemarket
Lattice
Productboard
Gem
Modern Luxury
Instawork
Restaurant 365
Servicechannel
Elsie AI
Caseware
Front
Wishpond
ActivTrak
Invicti
Flinks
Passport
Vercel
Veryable
Amplemarket
Lattice
Productboard
Gem
Modern Luxury
Instawork
Restaurant 365
Servicechannel
Elsie AI
Caseware
Front
Wishpond
ActivTrak
Invicti
Flinks
Passport
Vercel
Veryable
Amplemarket
Lattice
Productboard
Gem
Modern Luxury
Instawork

Read all 28 stories

What changes when order-to-cash
is built around the relationship?

01

02

03

Context

Outreach adapts to customers in real time.
Outreach adapts to customers in real time.

Coordination

Business teams stay aligned on accounts.
Business teams stay aligned on accounts.

Trust

The payment experience strengthens the relationship.
The payment experience strengthens the relationship.

Welcome to (FRM)

Financial Relationship Management

By

Upflow Logo

Trusted by the world's leading
B2B finance teams

UpflowUpflow Logo
Communication
SlackGmail
Advanced Custom Integrations
Upflow APIMCP Server (Claude, ChatGPT, Copilot)Professionnal Services
CRM
SalesforceHubspot
Plug into your ERP, billing, and CRM systems in minutes. Fast setup, reliable sync, ongoing support.
Check Icon

Real-time sync

Check Icon

No-code setup

Check Icon

Entreprise-grade security

Testimonials Grid

The teams rewriting how B2B gets paid.

MasterPro Lighting logo

"Another vendor wanted us to integrate with QuickBooks in developer mode, which would have voided our warranty. Upflow does the integration the correct way, connecting natively and refreshing every five minutes. The clean sync put my head of IT at ease and earned his seal of approval."

Elisa Rodriguez profile picture

Elisa Rodriguez

Accounting Manager @MasterPro Lighting

Passport logo

"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 profile picture

Evan Riesman

ex Controller @Passport

Botify logo

"What’s really exciting is how Upflow keeps evolving. The new AI features they’ve rolled out recently are a game-changer — they save us time and make the whole workflow even smarter. It’s great to work with a product that doesn’t stand still."

Geraldine A profile picture

Geraldine A

ex Accounting Manager @Botify

SOC 2 type 2

This rigorous independent audit certifies that our security controls and processes align with AICPA SOC 2 standards.

GDPR compliantsecurity scorecard
AccountsReceivable_Leader_Mid-Market_Leader
CreditandCollections_BestRelationship_Total
CreditandCollections_MomentumLeader_Leader
CreditandCollections_BestResults_Mid-Market_Total
CreditandCollections_EasiestToUse_Mid-Market_EaseOfUse
CreditandCollections_BestEstimatedROI_Mid-Market_Roi
2026 Upflow. All rights reserved.
Upflow logo