Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Employee Share Scheme Creation
- Vesting Information Acess
- Report Generation & Filing
- Cap Tables
- Investor Relationship
- Equity Transaction Monitoring
Pricing Info
Pricing Info
Capdesk provides three SMB and enterprise pricing plans for users to choose from. The plans are available through an annual subscription with pricing based on the number of stakeholders involved. Check out the plans below to determine which one suits your requirements:
Starter – £600/year
- 1-10 stakeholders
- All core features
- Full support
Corporate – £1,200/year
- 11-25 stakeholders
- All core features
- Full support
Enterprise – by quote
- 25+ stakeholders
- All core features
- Dedicated account manager
Integrations
Integrations
Capdesk smoothly integrates with:
- Amazon Web Services (AWS)
- DocuSign
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Sugru, Tab Media, Money Dashboard
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
Capdesk is an efficient and flexible equity management software that makes the administration of employee private equity plans stress-free and compliant.
Company Email
sales@capdesk.com
Contact No.
Company's Address
Capdesk
1 Primrose St, Spitalfields,
London EC2A 2EX,
UK
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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
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In case you continue having doubts about which product will be best for your business it may be a sensible idea to check out each service’s social metrics. These metrics are frequently a way to see how popular every app is and how wide is its online presence. For instance Capdesk Twitter profile has currently 499 followers. At the same time Upflow Twitter is followed by 0 people.
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