Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Query Designer
- Build-a-Template Wizard
- Distribution Manager
- Drill-down capabilities
- Generate reports
- Export reports
- Intellicast
- Profile scheduler
- Password protection
- Formula Assistant
- Lookup
- Recalculate
- Segment lists
- Cache
- Spreadsheet Writeback
Pricing Info
Integrations
Integrations
Spreadsheet Server can be deployed on Windows-based computers via the web, cloud, or SaaS-based servers. It integrates with more than 140 ERP systems, including the following:
- Deltek
- Epicor
- Infor
- JDE
- Oracle
- MRI Software
- NetSuite
- Sage
- SAP
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Isuzu, Lululemon, UNC - Chapel Hill
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
An Excel-based reporting and automation solution for getting real-time, accurate data from your ERP and other data sources, which can be used in various industries ranging from construction to logistics to manufacturing and real estate.
Company Email
globalsupport@insightsoftware.com
Contact No.
Company's Address
8529 Six Forks Rd., Raleigh
North Carolina 27615
USA
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Live financial dashboards
- Native ERP/CRM integrations
- Cross-team visibility
- 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”
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
Popular Upflow Alternatives
Almost as essential as features and customer support quality are pricing packages offered by Spreadsheet Server and Upflow. Although price should not be the sole element it’s definitely a significant thing to think about. You should look for a flexible pricing package that can be adjusted to your business size and painlessly scaled up if your team expands. Make sure you don’t select packages that include extra tools that you won’t find useful and always make an effort to contact with the vendor directly as big companies can usually benefit from special pricing. You should also give a chance to a free trial or demo of every service to spend at least some time on actual work with the system. It’s a helpful experience that doesn’t ask you to pay any money and provides you with a reliable overview of what it’s like to work with Spreadsheet Server and Upflow.
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