Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Client Tracking
- Reporting & Outcomes
- Financial Management Tools
- Intelligent Process Administration
- Electronic Approvals
- Custom Form Builder
Pricing Info
Pricing Info
KaleidaCare offers the following SMB and enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your business.
KaleidaCare Professional – request pricing information
- Client Tracking & Placing
- Reports Generation
- Reports Management
- Billing Management
- Electronic Claims
- Deadlines Management & Notifications
- Electronic Signature Support
- Electronic Document Storage
KaleidaCare Lite – request pricing information
- Data Storage & Hosting
- Unlimited Logins
- Client Tracking
- Standard Documentation
Assessment Lite – $150.00/month + $250.00/one-time set-up fee
- CANS Assessment
- Assessment Storage & Analysis
- Client Tracking
- Summarized Reports
Document Management Lite – $150.00/month + $250.00/one-time set-up fee
- Document Storage
- Multiple File Formats
- Custom Storage Size
KaleidaCare also has additional modules that can extend the functionalities of the core software, such as mobile apps, RCM, mileage tracker, and more.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Nazareth Children’s Home North Carolina, Connie Maxwell Children’s Home South Carolina, Lutheran Services Carolinas
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 user-friendly and comprehensive social services and foster care management solution.
Company Email
info@kaleidacare.com
Contact No.
Company's Address
KaleidaCare Management Solutions.
2535 Brockton Dr #450
Austin, TX 78758
USA
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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
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You don’t want simply a wide range of functionalities and scalable pricing from a reliable Accounting Software. Almost as crucial as main features is a top-notch customer support. You want to guarantee that in a situation where you have any questions about KaleidaCare or Upflow, or you struggle with some problems, or maybe you’ll want to ask for a specific change or feature useful to your company you can trust in a responsive and helpful customer support. Check out whether solutions such as phone support, tickets or live chat are provided. Additionally, it’s a major asset if you can enjoy individual training or at the very least an FAQ you can use.
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