Financial Relationship Management

Connect with your tech stack. Start collecting in minutes.

Native integrations with your ERP, accounting, CRM and payment platforms. Real-time sync. No implementation required.
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14+

Native integrations

Real-time

sync, not batch updates

Same day

deployment

Zero

implementation required

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

Built for your stack

Native connectors for the tools your finance team already uses, with custom integrations available on request.

Go beyond native connectors

Whether you build it yourself or let us handle it, every integration gets the same reliability.
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Build on our API

For teams who want to bring their own logic, tools, and workflows to Upflow.
  • Public REST API

    Programmatically import and manage customers, invoices, payments, and contacts.
  • Real-time sync

    Create custom API workflows with real-time sync to keep your systems aligned at all times.
  • Sandbox & documentation

    Validate your integration in a sandbox environment and explore sample requests before deploying to production.
  • Secure & reliable

    Rely on an API built for enterprise-grade security, high availability, and dependable performance.
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Professional Services

For teams who want a custom integration built and deployed for them.
  • Certified Integration Partners

    Work with vetted system integrators skilled at connecting Upflow with proprietary systems.
  • Guided Deployment

    Get a fully scoped, project-managed integration delivered from SOW to go-live.
  • Sandbox Testing

    Validate and verify your integration in a dedicated test environment before going live.
  • Ongoing Support & Maintenance

    Keep your integration updated and running in production with recurring maintenance.

Ready to turn AR into
predictable cash flow?

See why finance teams make Upflow the last tool they'd ever cut.
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This rigorous independent audit certifies that our security controls and processes align with AICPA SOC 2 standards.

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