What is better Sertifi or Upflow? You can use our scoring system to provide you with a general idea which Accounting Software product is more suitable for your business. For overall product quality, Sertifi received 8.3 points, while Upflow received 10 points. At the same time, for user satisfaction, Sertifi scored 100%, while Upflow scored 97%.
Details about their unique elements, tools, supported platforms, customer service, and more are available below to give you a more correct review. Remember to choose only the tools your business requires so you don’t waste money for features that you won’t be using.
Currently, the leading solutions in our category are: .
eSignatures Plan: starts at $150/month/organization
Simple solution for agreement signing and secure electronic storage for documents. Includes the following features:
5 users (senders)
Sending unlimited documents for signature
Integrations with Salesforce, Newmarket International’s Delphi.fdc, Conga Composer & Drawloop’s LOOP for Salesforce
Customized user permission levels
Deal.Stream – unique collaboration feature for senders & signers
Custom branding
Shared document library
Full support service & onboarding training
Dedicated customer success manager
Closing ePayments Plan: starts at $250/month/organization
An integrated system perfect for businesses that need to gather signed agreements & secure customer payments. Includes all features from the eSignatures plan plus:
1,000 payment requests/year
Payment gateway integrations with Merchant Link, Element, Authorize.net, Shift4 Corporation & leading billing system Zuora
Collect one-time, re-occurring or authorized credit card payments
Ability to collect ACH payments with select payment gateways
eAuthorizations Tool: starts at $105/month/organization
Digitize your credit card authorization process. Cards are verified & collected in a secure, PCI-compliant process.
Includes the following features:
Unlimited users (senders)
Includes 500 payment authorizations per year (tiered pricing for additional payment authorizations)
Cardholder’s eSignature included on all authorization forms
Payment gateway integrations for authorizations include Check Commerce, Merchant Link, Shift4 Corporation, and Payeezy
Integration with Oracle Hospitality OPERA – Integration fees apply
Customized user permission levels
Unique collaboration feature for senders and signers
Custom branding
Full support service, implementation, and onboarding training
Sertifi offers integrations with the following business systems and applications:
Drawloop
Salesforce
Salesforce Billing
Zuora Payments
Infusionsoft
Shift4
Conga
Google Apps
Merchant Link
Microsoft Dynamics
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Digital Alchemy, Belly, ASCAP, HomeSphere
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
An innovative e-signature solution that streamlines the agreement process. Sertifi is great for those who want to simplify the process of signing documents and accelerate the sales process. It gives companies a secure way to get contracts signed to process payments faster without flouting PCI regulations.
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
email
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.
Both Sertifi and Upflow were reviewed by a panel of reliable B2B experts who carried out a full analysis of all core aspects of every product. Their total rating was prepared with unique SmartScore algorithm that gives a separate partial score to each component such as: main functionalities, client support, mobile support, security, client satisfaction and market presence. Here at FinancesOnline we know useful features are not the only factor essential to a business so we make an effort to pay attention to all sides of a app prior to calculating its final rating.
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FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.
