Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
Invoicing & Billing Management Features:
- Invoiced A/R Management Dashboard
- Automated dunning with Smart Chasing
- Invoice delivery via email, text and print/mail
- Email and invoice view tracking
- Payment Plans
- Estimates and customer approvals
- Deposit and prepayment collection
- Assignment and tracking of A/R team tasks
- Email template customization
- Advanced subscription and metered/usage billing
- Custom invoice and statement templates
- Consolidated invoicing
Your Customer Payment Portal:
- Payments via direct debit, credit card, PayPal and check/wire instructions
- Complete billing and payment history
- Receipt and account statement download
- Portal customization
- Virtual Terminal
- AutoPay
- Automatic failed payment retries
Cash Application:
- Individually match unapplied payments to one or more open invoices
- Short-pay and over-pay application
- Spreadsheet import of unapplied payments
- Virtual lockbox integration
- Automatic bank feed import
- Check lockbox BAI file import
- Automatic remittance advice detection and processing
- User-defined payment applications rules
- CashMatch AI™ payment application recommendations
Advanced Configuration Features:
- Late fees and early payment discounts
- Tax rate management
- Pricing catalog
- Multi-currency support
- Custom fields
- Coupon codes
- Roles and permissions
- Multi-entity support
Reporting & Analytics:
- Top Debtors
- Fastest/Slowest to Pay
- Key A/R Metrics
- Core A/R Reports
- Subscription Metrics
- Cash Forecasting
Pricing Info
Pricing Info
Basic – $100/month for 5 users and up to 100 active customers billed within a month. Additional users cost $25 each. Additional active customers cost $2 each.
- Invoiced A/R Management Dashboard
- Automated dunning with Smart Chasing
- Invoice delivery via email, text and print/mail
- Email and invoice view tracking
- Payments via direct debit, credit card, PayPal and check/wire instructions
- Complete billing and payment history
- AutoPay
- Automatic failed payment retries
Advanced – $500/month for 10 users and up to 500 active customers billed within a month. Additional users cost $25 each. Additional active customers cost $1.5 each. This plan is billed annually with an option for monthly billing at $600/month.
- All features in Basic plan
- Email template customization
- Advanced subscription and metered/usage billing
- Automatic bank feed import
- Check lockbox BAI file import
- Automatic remittance advice detection and processing
- Coupon codes
- Subscription Metrics
Enterprise – Contact Invoiced for pricing information. This plan is designed for high volume billers with a fully customizable number of active customers and users. It has all the features Invoiced can offer for automated accounts receivable management.
Invoiced also offers a 14-day free trial.
Integrations
Integrations
Accounting/ERP Integrations:
- QuickBooks Desktop/Online
- QuickBooks Enterprise
- Xero
- Intacct
- NetSuite
- Oracle
- SAP
- Microsoft Dynamics
- Other ERPs
Specialty Integrations:
- Avalara
- Collbox
- Earth Class Mail
- Flow.ly
- Lob
- Missing Link Technology
- Piesync
- Salesforce
- Slack
- Stitch
- Zapier
Payment Gateways:
- Authorize.net
- Bluepay
- Braintree
- Cardknox
- CyberSource
- Quickbooks Payments
- GoCardless
- LawPay
- Merchant e-Solutions
- Moneris
- nMi
- PayPal Express Checkout
- PayPal Payflow Pro
- Stripe
- USA e-pay
- World Pay
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Boys & Girls Clubs of America, BRAD'S Deals, Uber
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 cloud-based solution complete with dashboards and customization tools that let you automate your entire accounts receivable operation. Includes four key modules to modernize your billing department: Invoice-to-Cash, Customer Portal, Subscription Billing, and Payment Plans.
Company Email
hello@invoiced.com
Company's Address
5301 Southwest Pkwy
Suite 470
Austin, Texas 78735
USA
Invoiced Comparisons
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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
Upflow Comparisons
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The solutions compared on this page are merely a sliver of our complete Accounting Software category and you should take into account that there could be better options out there. If you want to guarantee you make the best possible choice for your business we definitely encourage you to compare more software first. You may also want to check out our top 10 Accounting Software list to find out which apps are at the moment the highest-rated ones and leaders in the market.
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