Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Visualization tools
- KPIs
- Reporting
- Analytics
- Interactive dashboards
- Trend analysis
- Scorecards
- Budgeting
- Forecasting
- Planning models
Pricing Info
Pricing Info
insightplanning is available by quote. You may reach out to the vendor to know more of the product’s enterprise pricing plans.
Integrations
Integrations
insightplanning integrates with the following third-party applications:
- Dynamics 365 Business Central
- Dynamics NAV
- M3
- Dynamics AX
- Dynamics NAV C5
- Xero
- xLedger
- Dynamics 365 for Finance and Operations
- Maconomy
- 24SevenOffice
- Acumatica
- Fortnox
- PowerOffice
- Standalone Oracle DB
- QlikSense
- Standalone SQL DB
- TripleTex
- Standalone DB with ODBC/DSN connection
- Standalone IBM DB
- Unit4
- Visma
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Rockwell Automation, Renaissance Learning, PRA Health Sciences
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 flexible BPM software that enables businesses to implement a robust and agile planning process for a variety of business needs, including budgeting, financial reporting, cost allocation, and KPI visualization. It improves budgeting and forecasting accuracy and provides design models that reflect your workflows and business performance.
Company Email
Contact No.
Company's Address
8529 Six Forks Rd.
Raleigh, NC 27615
United States of America
insightplanning Comparisons
Popular insightplanning Alternatives
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
It may not always be sufficient to simply compare insightplanning and Upflow with each other. Although useful functionalities, cost and customer reviews are all crucial and should be included when making a final choice, you should also check out the recognition and awards merited by each product. Very often a less known app may turn out to be an excellent choice that was a winner of many SaaS awards such as our Supreme Software Award which shows that despite smaller market popularity it’s a worthy contender to the products that rule the market.
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