Financial Relationship Management
A collections strategy starts with an AR diagnosis.
A new way to surface risk signals, measure collection performance, and guide every cash decision with confidence.
Trusted By The World’s Leading B2B Finance Teams
A decision path for receivables.
Know your AR
An agentic reasoning layer for receivables.
Natural language access to your AR data so reasoning and strategy happen in the tools your team already works in.
- Ask Upflow as the interface for reasoning over your AR data
- Insights Agent for surfacing customer context to ground your collections strategy
- AR data analysis in AI assistants like Claude and ChatGPT (via MCP Server)
- Recurring non-payment reasons flagged for upstream process and CRM fixes
Know your position
Benchmarks that show exactly where you stand
Collection performance measured against industry standards, with your team holding a precise view of what best-in-class looks like.
- DSO tracked against top-quartile B2B companies
- Best Possible DSO revealing your optimization ceiling
- Collector output and team efficiency metrics
- Payment mix performance by cohort and region
Know your next move
The picture CFOs needs to act faster.
Risk, forecast, and performance signals surfaced in one place so leadership makes faster, more informed decisions.
- Customer risk signals and at-risk rate across the full portfolio
- Billing cohort-based cash forecast with month-by-month inflow
- Role-based dashboards for finance, sales, and leadership
- Collector output and team efficiency metrics
Ready to turn AR data into better decisions?
Join the finance teams using Upflow to move from reporting on AR to acting on it.
