Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Mobile-responsive forms
- Dynamic fillable forms
- Forms and documents customization
- Custom dashboard
- Automated notifications
- Workflow customization
- Workflow routing
- Workflow automation
- If/then conditional branching
- Digital signature capture
- Security standards-compliant
- Signature auditing
- Automated approvals
- Version control
- Pre-made templates
- Custom template library
- Multiple file type support
- API integration
- Document Collaboration
- CRM integration
Pricing Info
Pricing Info
OnTask offers a variety of pricing plans depending on the volume of transactions you handle and the features you require. In case you want a closer look at the platform before committing to a subscription, the vendor offers a 14-Day free trial.
Self-Service Plans
Starter – $25/month
- 25 transactions
- Unlimited support for users
- 1 Hour training
- Interactive template assistant
- Web forms
- Multi-level approvals
- Real-time tracking
- Digital signatures
- Smart document processing
- Integrations
- Custom branding
- Task reminders and escalations
- Custom templates
Business – $99/month
- Customized number of transactions
- Unlimited support for users
- 1 hour training
- Interactive template assistant
- Web forms
- Multi-level approvals
- Real-time tracking
- Digital signatures
- Smart document processing
- Integrations
- Custom branding
- Task reminders and escalations
- Custom templates
Premium Plan
Enterprise – $2400/year
- Customized number of transactions
- Unlimited support for users
- 10 hours of professional services
- Interactive template assistant
- Web forms
- Multi-level approvals
- Real-time tracking
- Digital signatures
- Smart document processing
- Integrations
- Custom workflows
- Bulk send workflows
- HIPAA compliance
Custom – By Quote
OnTask also offers scalable plans that are customized depending on your requirements
Available Add-Ons
- Custom transaction plans
- SMS text messaging
- Support for multiple organizations
- Professional service hours
- API access
Integrations
Integrations
OnTask connects with Zapier so users can connect with most CRM software and other business systems. The platform can also integrate signatures and workflows in the app through API access.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
TLC Family Care, Mungo Homes, The Wyanoke Group
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
OnTask transforms tedious paper-based forms and tasks into efficient digital materials and processes. It is designed to help organizations create mobile-responsive and dynamic digital forms that may be set up with automated notifications.
Company Email
support@ontask.io
Contact No.
Company's Address
OnTask
4001 N. Riverside Dr.
Tampa, FL 33603
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
Upflow Comparisons
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In the event you continue having doubts about which app will perform best for your business it might be a sound idea to analyze each service’s social metrics. These metrics are quite often an indicator of how popular every app is and how extensive is its online presence. For example, in case of Facebook OnTask has 3841 likes on their official profile while Upflow profile is liked by 0 users.
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