Native Integration
Real-time sync. Smart collections. Faster cash.
Built for finance teams ready to pair billing automation with world-class AR collections.
Trusted By The World's Leading B2B Finance Teams
The integrations at a glance
The key features, and what they mean for your team.
01
Real-time subscription data sync
nvoice, customer, and payment data syncs to Upflow in real-time.
02
Custom field mapping
Chargebee custom fields sync directly into Upflow.
03
Embedded portal links
Chargebee portal links can be included directly in collection emails.
04
Automatic payment write-back
Payments collected via Upflow reconcile automatically against Chargebee invoices.
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
How it works
The teams rewriting how B2B gets paid.
"We have been using Upflow for more than 9 months now, and it has really helped to improve cash collection efficiency and team quality of work.
First, it was really easy to set-up: Chargebee integration is live in 2 minutes and we have been able to set up customized plans very easily. Then the automation of messages and the list of actions to perform helped us to be more efficient and free some time to develop relationships with our customers. Finally, the collaboration with sales and CSM team is great in the tool, everybody appreciate to have all the emails and information regarding a customer gathered in the same place."
anonymous
Frequently asked questions
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Ask AI
Upflow syncs your customers, invoices, credit notes, refunds, and payments from Chargebee every few minutes. The integration is designed to pull in all the data needed to power your AR workflows, while payments are synchronized bidirectionally, allowing for real-time updates on both ends.
Not at all. Setting up the integration takes just a few minutes. You'll simply create your Upflow account, enter your Chargebee Namespace, and connect using an API key. No code or developer assistance is required.
Yes. Once your Chargebee data is synced, you can fully manage your collection workflows, customer segmentation, notes, and follow-up actions directly in Upflow. This gives you control over AR operations while Chargebee remains your billing and subscription management platform.
Upflow automatically creates a main contact using your Chargebee customer's name, email, and phone number. It also imports additional contacts from billing addresses and contact objects in Chargebee, giving your collections team accurate contact information for every account.
Absolutely. You can import a wide range of Chargebee custom fields like subscription plans, account IDs, checkboxes, dates, and dropdowns into Upflow. These fields can be used to segment customers, assign account managers, configure workflows, and tailor your dunning strategies with precision.
Upflow is SOC 2 Type 2 certified, ensuring enterprise-grade data protection and compliance. Your financial data remains encrypted and secure at every sync, while custom configuration options allow you to control exactly what gets imported.
Ready to pair billing automation with world-class AR collections?
Book a live demo or explore the product yourself with a free Discover account.
