Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Share Management
- Electronic Stock Issuance
- Capitalization Table
- Waterfall Analysis
- Financial Reporting
- 409A Valuation
- Company Incorporation
- Company Filings
- Shareholder Engagement
Pricing Info
Pricing Info
Eqvista offers two pricing plans for you to choose from. One of which is a freemium plan that enables you to add a maximum of 20 shareholders and use most of the features of the software free of any charge. Additional services are provided as well. Here are the details:
Freemium – $0
- Up to 20 Shareholders
- Unlimited Companies
- Cap Table Management
- Manage Convertible Note, KISS, SAFE Recording, Issue Options
- Manage Equity Plans
- Manage Employee Stock Options (ESO)
- Set a Vesting of ESO
- Financing Rounds Modeling
- Waterfall Analysis
Premium – Starts at $2/shareholder/month
- Unlimited Shareholders
- All Features included in Freemium Plan
Additional Services
Cap Table – $490
- One-Time Set-Up of your Cap Table
- Ongoing Customer Service Support
409A Valuations – Starts at $1,100
- Your 409A valuation is handled by a team of experts
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Richard Hopkins, John Nowak
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
Eqvista is an equity management software that allows you to handle your company's stocks and its shareholders from a digital environment.
Company Email
info@eqvista.com
Contact No.
Company's Address
Eqvista Inc.
15348 Vegas Dr.,
Las Vegas, NV 89108,
United States
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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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In the event you are still having second thoughts about which solution will work best for your business it may be a sensible idea to examine each service’s social metrics. These metrics are usually an indicator of how popular a given product is and how big is its online presence.For instance, if you look at Eqvista LinkedIn profile you’ll learn that they are followed by 42 people. In case of Upflow the amount of followers on their LinkedIn page is 0.
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