Upflow
NOAWARDS
YET
Pricing:
Starting from $159.95
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Custom Templates
- Over 500 sample plans
- Visual Cash Planning
- Market research and industry profiles
- Detailed guidance
- Business Valuation Tools
- Import from Microsoft Excel
- Thorough, error-free checking
- Quarterly and 24-month Data
- Plan vs. Actual
- Business Management
- Instant spreadsheets and charts
- Easy financial forecasting
- Tutorials, help, and expert advice
- Simple export to PDF, Excel and Word
- Format corresponds to those required by financial institutions, lenders and investors
- Available to download for Mac and Windows
- Extensive list of additional materials for SMBs
Pricing Info
Pricing Info
It is available in two editions:
Premier – $159.95
- Its top seller, with more tools you need to succeed.
Standard — $99.95
- What you need to get started with your plan.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
1-800-229-7526
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Remove the guesswork out of writing a business plan with Business Plan Pro.
Company Email
None@indicated
Company's Address
Palo Alto Software, Inc.
44 West Broadway
Suite 500
Eugene, OR 97401
United States
Business Plan Pro Comparisons
Popular Business Plan Pro Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Live financial dashboards
- DSO tracking and forecasting
- Automated email workflows
- Personalized payment reminders
- Customer self-service portal
- Autopay and payment processing
- Automatic cash application
- AI-suggested “Promise to Pay”
- Customizable dispute reasons
- API data export
Pricing Info
Upflow segments its pricing plans based on the company’s Annual Recurring Revenue (ARR).
Discover – Free
- For finance teams assessing AR health
- Includes deep analytics tools
- Data discovery capabilities
- Peer benchmarking
Grow – By quote
- Targeted at startups (0−10M ARR)
- Best practices implementation
- Cash flow insights
- Workflow automation
Scale – By quote
- Targeted at scale-ups (10M−50M ARR)
- Operational streamlining tools
- Scalable financial foundations
- Best-in-class financial practices
Strategic – By quote
- Targeted at enterprises ($50M+ ARR)
- Advanced customer behavior insights
- Strategic cash flow management
Relationship engagement tools
Integrations
Upflow emphasizes seamless connectivity with existing financial stacks to ensure data synchronization between collection activities and core ledgers.
- Accounting & ERP: QuickBooks, Xero, NetSuite, Sage Intacct.
- Billing & Subscriptions: Zuora, Chargebee, Stripe Billing.
- Payment Gateways: Stripe, GoCardless.
- CRM & Communication: HubSpot, Slack (for internal collaboration).
- Automation & API: Zapier (for custom workflows) and a REST API for programmatic access to action data.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Lattify, Botify, ActivTrak
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Upflow is a specialized Accounts Receivable (AR) solution that enables finance teams to automate collection workflows and gain real-time visibility into cash flow performance. It replaces manual spreadsheet tracking with systematic, personalized reminders and offers a dedicated customer portal for streamlined payments.
Company Email
sales@upflow.io
Company's Address
Upflow Comparisons
Popular Upflow Alternatives
No Accounting Software will manate to cover all the needs of a business. While core functionalities of Business Plan Pro and Upflow should matter you should also thoroughly study the integrations offered by a given app. Quote frequently your team will already be working with other types of B2B software in your company and it’s definitely better to opt for software that integrate well with one another. That way you can guarantee a reliable transfer of information between your teams and services, which can significantly reduce time devoted to migrating between one app and the other.
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