Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Build, create, share, and publish analytic dashboards
- Collaborative disclosure reporting such as board books, etc.
- Create “what if” insights on cash flow, profitability,etc.
- Create, share, access, and distribute real-time reports
- Data visualizations include dynamic charts, heat, and geo-maps
- Embedded business and financial intelligence features
- Full-featured cash flow modeling and forecasting capabilities
- Generate rolling budget performance forecasts within clicks
- Manage workflow actions and deadline tasks by assigned user
- Performance management designed for the office of finance
- Strategic, cash flow, profitability, and budget planning tools
Pricing Info
Pricing Info
CCH Tagetik’s enterprise pricing is available only upon request. Please contact the company for more details, and ask for your quote.
Integrations
Integrations
Tagetik integrates with the following business systems and applications:
- Microsoft Excel
- Microsoft Office 365
- Microsoft Power BI
- Qlik Sense
- SAP HANA Cloud Platform
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Randstad, UniCredit Group, Generali
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
CCH Tagetik is a unified solution for financial performance management that can be deployed on-premise or in the cloud.
Company Email
info@tagetik.com
Contact No.
Company's Address
9 West Broad Street Suite
400 Stamford, CT 06902
USA
CCH Tagetik Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Live financial dashboards
- Native ERP/CRM integrations
- Cross-team visibility
- 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”
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 the event you continue having doubts about which solution will work best for your company it may be a good idea to check out each service’s social metrics. These metrics are frequently an indicator of how popular every app is and how big is its online presence. For instance, in case of Facebook CCH Tagetik has 6039 likes on their official profile while Upflow profile is liked by 0 people.
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