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AR and credit control

Upflow

by Upflow

Accounts receivable management software for B2B finance teams, building collection workflows around each customer's payment behavior.

Tracks DSO, CEI, aging balances, and at-risk rates on real-time dashboards, and emails scheduled dashboard reports to stakeholders.

Official source reviewed US market: Confirmed or official US-relevant page Pricing: Not publicly stated unless the cited page says otherwise

Official product page: upflow.io · Last checked: October 12, 2026

Compare across vendors: every price vendors publish

DebtTechIndex research snapshot

Recorded public facts, separated from buyer diligence. DebtTechIndex has not tested this product.

US-market record
Confirmed or official US-relevant page
Source review date
October 12, 2026
Pricing visibility
Not publicly stated unless the cited page says otherwise
Research status
Read against the eight questions this shelf asks; states five of them on its own pages.
Primary category
AR and credit control
Best-fit signals
Growing and midmarket B2B finance teams

Source: upflow.io · Last checked: October 12, 2026

Company intelligence record

Company fields appear only where the official source supports them. Missing data stays explicit rather than inferred.

Location
Not publicly stated
Coverage
Global
Supported industries
B2B SaaS, technology, professional services, and media.
Operating model
Accounts receivable management software for B2B finance teams to track DSO and CEI in real time, run structured collection workflows, and manage customer relationships around payment.
Company history or scale
Trusted by leading B2B finance teams at Vercel, Lattice, and Front, helping organizations reduce time spent on cash collection by up to 75% within months.
Documented differentiator
Features a Cash App agent that auto-applies bank transactions when matches are clear, ensuring invoices are settled accurately without manual entry while flagging ambiguous cases.

Company source: upflow.io · Last checked: October 12, 2026 · Recorded confidence: high

Customers named by Upflow

1. Carver: Hospitality task force agency that achieved a 20% reduction in DSO (from 46 to 37 days) and a 49% decrease in total overdue balance between September 2023 and August 2024. 2. Invicti: Web application security leader that reduced DSO by 36% and achieved a 68% decrease in invoices 31+ days overdue from November 2023 to November 2024. 3. Flinks: Financial data platform that cut DSO by 43% in six months and doubled autopay adoption within two months (January to March 2025).

Evidence source: upflow.io · Last checked: October 12, 2026

Publicly stated capabilities

Retained from the official-source record. DebtTechIndex has not independently tested them.

Automated workflows
segmentation
branded portal
cash application
DSO and CEI dashboards
ERP integrations

Questions to take into an RFI

  1. 01Which source-backed capabilities are active in the configuration you would evaluate?
  2. 02What operating, security, integration, and implementation assumptions should your team validate?
  3. 03Which buyer-fit statements apply to your organization, and which are the vendor's general market positioning?
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