Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Integrated and automated Inventory Control
- Professional Quotes
- Reduced Data Entry
- Sales Driven Action
- Purchase Orders
- Order Tracing
- Credit Card Payment
- Contact Management
- Flexible and Out-of-the-box Reproting
- Outstanding Support
Pricing Info
Pricing Info
OfficeBooks offers 3 affordable priced plans plus a free version that will surely meet the needs as well as the budget of all businesses of any shape and size. Whether you require a purchasing pack or a distribution bundle or a combination of both, OfficeBooks has the plan you require. Plus, each edition comes with a free trial offering if you want to check them out before making a purchase.
Free Version
- up to 5 users
- Up to 25 records
- Reports
- Optimized for manufacturing
- All distributor features
- Inventory control
- Credit card processing
- Invoices
- Tax reports
- Work orders
- Work centers
- Workflows
- Bill of Materials
Purchasing – $19/month
- Unlimited users
- Unlimited records
- Reports
- Purchase Orders
Distributor – $79/month
- Unlimited users
- Unlimited records
- Reports
- Sales & Quotes
- All purchasing features
- Inventory control
- Credit card processing
- Invoices
- Tax reports
Full Suite – $169/month
- Unlimited users
- Unlimited records
- Reports
- Optimized for manufacturing
- All distributor features
- Inventory control
- Credit card processing
- Invoices
- Tax reports
- Work orders
- Work centers
- Workflows
- Bill of Materials
Integrations
Integrations
OfficeBooks supports integrations with the following business systems and applications:
- QuickBooks Online
- Google Drive
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Conquest Auto Parts, LightMachinery, Untamed Confections
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
Controlling inventory, sales, and billing functions is also a breeze as well, even via mobile devices.
Company Email
support@officebooks.com
Contact No.
Company's Address
80 Colonnade Rd North Unit #1
Ottawa, ON Canada K2E 7L2
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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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All the data, facts and opinions that we shared in this table were taken from official vendor websites, marketing resources available online, actual experience from real clients as well as our own everyday use of each service by an expert. We put a lot of effort to thoroughly study each service, so we not only analyze it ourselves, but we also correlate our results with opinions of other people from the B2B community.
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