Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Designed with Mobile Users in Mind
- Delivers Optimized Browser-Based Experiences
- Capture and Generate Expenses Dynamically
- Create Expenses from Captured Receipt Photos or Emailed Receipts
- Track and Calculate Mileage
- Manage Credit Card Transactions and Expenses
- Credit Card Import Feature
- Smartly Categorize Credit Card Transactions based on Behavior
- Reconcile Expenses Reports against Credit Card Statements
- Set And Enforce Internal Controls
- Expense Policy Rules Engine
- Detect Expense Duplicates
- Source Documentation
- Flexible Expense Coding and Categorization
- Create and Configure Multi-Layered Approval Workflows
- Integration and Bidirectional Activity-Based Data Synchronization
Pricing Info
Pricing Info
Tallie delivers three paid plans, a Basic Accounting Plan, Cash Control Plan, and a Cloud ERP Plan.
The Basic Accounting Plan provides you with the opportunity to set up an account for each employee, contractor, or individual who is incurring expenses on behalf of your company and creating expenses.
Basic Accounting Plan – $50/month for 5 users + $9/month for each additional user.
- Manage employee expenses
- Track company card spend
- Capture receipts and expenses on-the-go
- Flexible approval chain configurations
The Cash Control Plan gives you the ability to automate expense reimbursements and simultaneously transfer reimbursement data through our integrations.
Cash Control Plan – $95/month for 9 users + $10/month for each additional user.
- On top of the Basic Accounting Plan, you get the following:
- Automate expense reimbursements and credit card statement remittance through Bill.com
- Simultaneously transfer data to QuickBooks and Bill.com through our award-winning proprietary triangle sync capability
The Cloud ERP Plan provides additional integrations to accounting software including Intacct and Netsuite and more control for larger companies.
Cloud ERP Plan – $200/month for 18 users + $11/month for each additional user.
- On top of the Cash Control Plan, you get the following:
- Integrations into Intacct or NetSuite to manage more data, across a larger distributed workforce.
Integrations
Integrations
Tallie integrates and synchronizes with the following accounting, bill pay, ERP, payroll management, and practice management systems and applications:
- Bill.com
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Intacct
- SmartVault
- Practice Engine
- PEX Prepaid Visa Card
- Right Networks
- Avalara
- SAP
- Oracle
- Sage
- Microsoft Dynamics
- Paychex
- ADP
- My Payroll HR
- SurePayroll
- ZenPayroll
- STAR
- CHH
- Thomson Reuters
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Claudia Rodriguez, Amy Price, Carlos Benson Martinez
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 automated expense report software solution that delivers robust features for reshaping how you capture, manage, and report business-related expenses.
Company Email
support@usetallie.com
Contact No.
Company's Address
Tallie
SpringAhead, Inc.
525 2nd St, San Francisco,
CA 94107,
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
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All the data, information and statistics that we shared in this comparison were taken from official vendor pages, promotional content available online, actual experience from real users as well as our individual hands-on use of each app by an expert. We put a lot of effort to thoroughly test each software, therefore we not only test it on our own, but we also correlate our findings with experiences of other people from the SaaS community.
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