Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Graphical interface and workflow designer
- Automated data capturing
- ERP and accounting system integration
- Audit trail
- Document lifecycle management
- Search
- OCR
- Routing and approval workflow
- Travel and expense workflow
- Duplicate invoice checking
- Business rules enforcement
- Active directory and LDAP integration
- Purchase requisition workflow
- Report designer
- Drill-down and productivity reports
- Graphical dashboards
- Native Web-Based App
- Invoice matching workflow (customizable)
- Full 2-way API
- Real-time ERP data access
- Automatic invoice separation and data extraction
- Auto form recognition
- Auto vendor-based routing
- Batch validation
- Custom validations and calculations
Pricing Info
Pricing Info
DocStar’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.
Integrations
Integrations
DocStar integrates with the following business systems and applications:
- Full 2-way API
- Sage
- EPICOR
- ORACLE
- QuickBooks
- SAP
- Infor
- Active Directory/LDAP
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Michigan State University, The Salvation Army, Aspen Dental
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
Cloud-based, on-premises business process and account payable automation system for a variety of industries, powerful features that help accelerate growth.
Company Email
Contact No.
Company's Address
2165 Technology Dr.
Schenectady, NY 12308
USA
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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
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If you continue having second thoughts about which service will work best for your business it may be a sound idea to analyze each service’s social metrics. Such metrics are frequently a sign of how popular each software is and how extensive is its online presence. For instance, in case of Facebook DocStar has 0 likes on their official page while Upflow profile is liked by 0 users.
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