Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Automated invoice reminders
- No lengthy installation, up gradation or configuration
- Live payment analytics
- Payment alerts
- Custom templates and scripting
- Reminder scheduling
- Custom HTML code
- Payment via reminders
- Two-way Sync
- Payment/invoice status reports
- Auto updating of payments in accounting systems
- Data Sync @ 30 minute intervals
- ACH/eChecks and Credit Cards
- Customer Portal
- Recurring Payments
- Multiple accounts
- Personalized Emails
Pricing Info
Pricing Info
InvoiceSherpa offers three SMB and enterprise pricing plans, all of them including custom scripting & scheduling and payment & accounting software integration. Extending functionality with live calls and ACH payments is also possible.
Here are the details:
- Sole Proprietor – $49/month/100 invoices
- Small Business – $99/month/500 invoices
- Enterprise – $199/month/1,000 invoices
- Live calls – $0.99/minute
- ACH Payments – $4.99/payment and paper checques $1.99/checque
Integrations
Integrations
InvoiceSherpa integrates with the following business systems and applications:
- QuickBooks
- FreshBooks
- Xero
- Harvest
- Clio
- SageOne
- MYOB
- LessAccounting
- Wave
- PayPal
- Stripe
- Authorize.NET
- Payfirma
- QuickBooks Payments
- eWay
- CardAccess
- LawPay
- Forte
- GoCardless
- Moneris
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
Account Receivable and Invoice Reminder Software that can be easily integrated with major accounting software and payment solutions.
Company Email
support@invoicesherpa.com
Contact No.
Company's Address
InvoiceSherpa Comparisons
Popular InvoiceSherpa 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
Popular Upflow Alternatives
Almost as essential as functionalities and client support level are pricing options given by InvoiceSherpa and Upflow. Although pricing should not be the sole element it’s definitely a key thing to consider. You should look for a flexible pricing plan that can be adjusted to your business size and easily scaled up every time your company develops. You should be certain you don’t choose pricing plans that include additional functionalities that you won’t use and always try to contact with the vendor directly because big companies can often benefit from discounts. You should also try out a free trial or demo of every app to spend at least some time using it. It’s a useful experience that doesn’t ask you to invest any money and offers a reliable overview of what it feels like to work with InvoiceSherpa and Upflow.
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