Upflow
NOAWARDS
YET
Pricing:
by quote
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Execution Management System
- Investor Accounting
- Order Management System
- Portfolio Accounting
- Commission Management
- Compliance & Regulatory Reporting
- Data Management
- Investor & Portfolio Accounting
- Market Data
- Operations
- Order Management
- Portfolio Analytics & Modeling
- Risk & Performance
- Trade Execution & Analytics
Pricing Info
Pricing Info
Eze Software Investment Suite’s enterprise pricing details are available by quote only. Contact Eze Software directly for detailed pricing information.
Integrations
Integrations
Eze Software’s best-of-breed applications can be combined together to create a robust, tightly integrated front-to-back solution, or integrated with third-party systems.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Kriya Capital, Pax World Management, Salt Rock Capital Partners
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
Eze Software Investment Suite is a full-featured investment management solution designed to meet the requirements of buy-side and sell-side asset managers.
Company Email
Contact No.
Company's Address
12 Farnsworth Street
Boston, MA 02210
USA
Eze Software Investment Suite 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
Popular Upflow Alternatives
Almost as essential as functionalities and client support quality are pricing plans offered by Eze Software Investment Suite and Upflow. Even though cost should not be a deciding element it’s without a doubt a significant thing to consider. You should count on a flexible pricing package that can be matched with your company size and easily scaled up if your company grows. You should be certain you don’t select pricing plans that have additional tools that you won’t use and always make an effort to get in touch with the vendor directly as enterprises can often benefit from discounts. You should also try out a free trial or demo of each product to spend at least some time on actual work with the system. It’s a valuable experience that doesn’t require you to pay any money and gives you a practical overview of what it feels like to work with Eze Software Investment Suite and Upflow.
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