Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Order Writing Interface
- Instant Sync
- Offline Access
- Custom Branding
- Barcode Scanning
- Interactive Quotes
- Product Catalog
- Product Variants
- Inventory Availability
- Customer List
- Customer Notes
- Batch Orders
- Order History & Favorites
- Customer Reports
- Performance Reports
- Web Order Management
- Review, Modify & Confirm Orders
- Web Order Writing
- Update Customer and Product Info
- Manage Inventory Data
- Advanced Pricing System
- Territory Management
- Back Office Integration
- Customizable Scheduled Exports
- Automated Data Imports
- Handshake API
Pricing Info
Pricing Info
CORE – $39.95/user per month (billed annually)
- Write orders on iPad & iPhone
- Handshake Hub
- HD product catalog
- Offline access
- Unlimited SKUs and customers
- Price tiers
- Quantity discounts
- Customer notes
- Barcode scanning
- Inventory levels & restock dates
- Interactive quotes
- Real-time performance reports
- Branded order confirmation emails
- Manual data import & export
- Email & chat support
PROFESSIONAL – $79.95/user per month (billed annually)
- All Core features plus:
- Territory management
- Advanced pricing system
- Real-time inventory levels
- Real-time customer reports
- Branded iPad & iPhone apps
- Rep specific catalogs
- Batch order writing
- API access for real-time integration
- Scheduled order exports
- Automatic data imports
- Telephone support
- 24-hour support response time
ENTERPRISE – by quote
- All Professional features plus:
- Promotions and programs
- Customized business rules
- Business rule validation
- Customized in-app notifications
- Custom objects
- Pre-built order templates
Integrations
Integrations
- Netsuite
- Intuit QuickBooks
- Oracle
- Sage
- Salesforce
- SAP
- Xero
- Microsoft Dynamics
- Epicor
- QuickBooks Online
- MYOB
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Rifle Paper, Starkey, Oxo
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
Handshake is a software platform that enables you to ditch paper catalogs, order forms, faxes, and data entry. Never write another order by hand.
Company Email
info@handshake.com
Contact No.
Company's Address
627 Broadway, Lvl 9
New York, NY 10012
Handshake 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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Every time you research various Accounting Software apps you shouldn’t only analyze their features list and available pricing plans. Consider that the app should be adjusted to your requirements and business so the more flexible their offer the better. Find our which platforms are supported by Handshake and Upflow and ensure you will get mobile support for whatever devices you use in your company. You should also find out which languages and geographies are supported, because this might be a key element for many companies.
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