Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Flexible document capture
- Optical Character Recognition
- Data validation
- Central document database
- Search function
- Electronic workflow
- Information extraction
- SmartForms
- ERP integration
- CRM integration
- Microsoft applications integration
- Blackbaud integration
- Intacct integration
- Mobile apps
Pricing Info
Pricing Info
PaperSave pricing is available only by request. You can get in touch with the vendor’s sales representatives to discuss a solution that meets your organization’s requirements.
PaperSave – request a quote
- Document Capture
- Document Management
- Electronic Workflow
- Transaction Automation
- SmartForms
- Mobile Apps
Integrations
Integrations
PaperSave can integrate with your ERP and CRM software. It can also connect with platforms from the following:
- Microsoft
- Blackbaud
- Intacct
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
TriOak Foods, WVU Foundation, Answer Financial
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 robust system for document capture and management with electronic workflows and smart forms. It efficiently captures documents, extracts information from multiple sources like scanners, faxes, emails, and even Microsoft Office, validates data, and streamlines business processes.
Company Email
Contact No.
Company's Address
PaperSave
3150 SW 38 Avenue 4th Floor
Miami, FL 33146
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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No Accounting Software will be able to solve all the needs of a business. While main features of PaperSave and Upflow are important you should also carefully examine the integrations offered by each product. In many cases your team will already be working with various kinds of SaaS software in your company and it’s much better to choose services that integrate well with each other. That way you will be able to guarantee a reliable exchange of information between your teams and services, which can significantly reduce time spent on migrating between one solution and the other.
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