Upflow
NOAWARDS
YET
Pricing:
Starting from $29
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- 5-Year Financials
- Detailed Assumption
- Employee Hiring Plan
- Advanced Accounting
- International Currencies
- Cash-level Verification
- Basic Fundraising
- Investor ROI Analysis
- Monthly Model Consultations
- Detailed CLTV Reports
- Breakeven Analysis
- KPI Dashboard
- Stress Testing
- Company Valuation
- Sales Summary
- Ownership Cap-Table
- Advanced fundraising
- Customized Reporting
- Customized Calculations
Pricing Info
Pricing Info
Startup Financial Model offers the following basic and enterprise pricing options:
Entrepreneur Basic Web App – $29/month
- 1 Pro Forma
- Max 3 Users (Read/Write Access)
- Web & PDF
- 5-Year Financials
- Detailed Assumption
- Employee Hiring Plan
- Advanced Accounting
- International Currencies
- Cash-level Verification
- Basic Fundraising
- Investor ROI Analysis
Startup Premium Web App – $79/month
- All Entrepreneur Basic Web App features
- Max 10 Users (Read/Write Access)
- 1 Model Consultation Per Month
- Detailed CLTV Reports
- Breakeven Analysis
- KPI Dashboard
- Stress Testing
- Company Valuation
- Sales Summary
- Ownership Cap-Table
- Advanced fundraising
Startup Licensed Excel – $299 for 36 months
- All Startup Premium Web App features
- 1 Pro Forma
- Compatible With Excel 11 and later versions
- Export To Excel
- Customized Reporting
- Work offline
Custom Premium Web App – $495 One-time Payment
- All Start-Up Premium Web App Features
- Max 30 Users (Read/Write Access)
- 5 Model Consultations Per Month
Custom Unlocked Excel – $495 for 36 months
- All Startup Licensed Excel Features
- Customize Calculations
Integrations
Integrations
You can download the entire model, including the calculations, to Excel so that you can work offline. The model allows for nicely-formatted PDF or CSV downloads of reports.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Columbia Business School, ImpactFactors, Ross School of Business, Robofusion
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
Financial forecasting software for startups. It allows for the quick and easy creation of a comprehensive pro forma financial projection model that will delight investors.
Company Email
hello@boldmore.com
Contact No.
Company's Address
Boldmore Growth Partners
550 Reserve Street, Suite 150
Southlake, TX 76092
United States
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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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Almost as essential as functionalities and client support responsiveness are pricing plans offered by Startup Financial Model and Upflow. While price should not be a deciding aspect it’s surely a key thing to think about. You should expect a flexible pricing plan that can be adjusted to your team size and easily scaled up every time your company develops. Be sure that you don’t opt for pricing plans that include advanced functionalities that you won’t find useful and always make an effort to contact with the vendor directly as big companies can often benefit from discounts. You should also check out a free trial or demo of every software to spend at least some time on actual work with the system. It’s a useful experience that doesn’t ask you to spend any money and gives you a solid overview of what it feels like to work with Startup Financial Model and Upflow.
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