Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Multi-entity Reporting
- Automated Report Distribution
- Formatted Financial Statements
- Currency Translation
- Auditing
- Rolling Forecasts
- Report Library
- Multi-language Reports
- Side-by-side Balance Sheets
- GL Integration
- Account Collections
- Custom Security Settings
Pricing Info
Pricing Info
FYIsoft is a financial reporting software that accelerates your report generation processes. If you are interested in transforming your workflow with this product, you can request custom enterprise pricing by phone or by email.
Integrations
Integrations
FYIsoft’s list of integrated solutions continues to grow. Currently, it supports the following:
- Acumatica
- Apprise
- Chempax
- Dexter+Chaney
- Elite (Thomas Reuters)
- Ellucian
- Epicor
- Flexi
- Infor
- IFS
- Jack Henry Banking
- Macola
- Microsoft Dynamics
- NetSuite
- Plex
- Restaurant365
- Sage
- Stone River
- Sungard
- VerticaLive
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Chicago Bulls, Taco Bell, Capriotti’s
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
A financial reporting software for multi-entity reporting requirements that meets a small to medium company’s high volume reporting needs.
Company Email
info@fyisoft.com
Contact No.
Company's Address
FYIsoft, Inc.
856 Third Avenue
South Naples, FL 34102
USA
FYIsoft Comparisons
Popular FYIsoft Alternatives
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 the event you are still having second thoughts about which app will work best in your case it may be a sound idea to investigate each service’s social metrics. Such metrics are quite often a way to see how popular a given product is and how extensive is its online presence. For instance FYIsoft Twitter profile has currently 926 followers. At the same time Upflow Twitter is followed by 0 users.
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