Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Financial Forecasting
- Workflows
- Transaction-Level Details
- Team Collaboration
- Visualized Performance
- Business Planning
Pricing Info
Pricing Info
PlaceCPM offers three pricing plans for you to choose from depending on the number of employees in your organization and the user licenses you need. Here are the details of each plan:
Startup – $350/month + $35/1 user/month (billed annually)
- Startups get discounted access to PlaceCPM’s toolset
Growth – $1,400/month + $28/user/month (billed annually)
- For growing companies that handle multiple accounting complexities
Established – $2,500/month + $21/user/month (billed annually)
- Establish companies can amplify adoption through per-user discounts
Enterprise and Non-Profit – By quote
Integrations
Integrations
PlaceCPM integrates with the following business systems and applications:
- Salesforce
- Xero
- Quickbooks
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
PlaceCPM is a corporate performance management software that enables you to produce accurate financial forecasts and business plans.
Company Email
hey@placetechnology.com
Contact No.
Company's Address
Place Technology, Inc.
603 Davis Street, Suite 103
Austin, Texas 78701
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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Every time you test various Accounting Software products you shouldn’t just explore their list of features and available pricing plans. Keep in mind the solution should be adjusted to your requirements and company so the more flexible their offer the better. Learn which platforms are supported by PlaceCPM and Upflow and be certain you will get mobile support for whichever devices you use in your company. You should also learn which languages and geographies are supported, because this might be a deal breaker for many companies.
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