Upflow
vsUpflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
Online Invoicing
- Customizing your invoice
- Tracking Invoice Views
- Puting Business on Auto-Pilot
- Getting paid with deposits
- Getting paid with credit cards
- Customizing due dates
- Quick discounts
- Estimates
- Online Payments
- Late Payment Fees
- Recurring Invoices & Auto Payment
- Multi Currency & Multi Language
- Client Portal
- Late Payment Reminders
- Sales Taxes
- Client Credit
- Track Offline Payments
- Send Emails or Snail Mail
- Automated Tax Circulations
- Invoice Previews
- Knowing when the customer has seen the invoice
Expense Tracking
- Automatic expense import
- Snaps
- Tracking spending per project
- Remember vendors
- Tax friendly categories
- Easy-to-read categorization
- Attach receipts (PDF or Image)
- Expense Report Filters
- File import
- Recurring Expenses
- Assign & Rebill Expenses
Time Tracking
- Timer
- Team timesheets
- Clear breakdown of the day
- Tracking against clients and projects
- Detailed Time entry notes
- Automated bills for tracked hours per project
- Project Managers
- Track Unbilled Time
- Different Rates for each Project
- Generate Invoices
Projects
- Sharing images and files
- Collaborating with clients, contractors, and employees
- Project due dates
- Centralized conversations
- Current Project overviews
Payments
- MasterCard, Visa, and American Express
- Quick bank deposits
- Automatically recorded payments
- Fees recorded as expenses
- Single-click setup
- Safe & secure
- Simple payment experience
Accounting Reports & Taxes
- Accounts Aging
- Profit & Loss
- Balance Sheet
- Expense Reports
- Item Sales
- Sales Tax
- Export to CSV or Excel
- Invoice Details Reports
- Accounts Aging Reports
- Filters for report customization
- Summary of outstanding revenue
- Clear spending breakdowns
Pricing Info
FreshBooks offers a flexible SMB and enterprise pricing scheme where plans are tailored to suit the needs of every business or small accounting team. FreshBooks is offering a 70% off for the Lite, Plus, and Premium plans for 3 months for new customers. What is more, the company offers a 30-day free trial where you can examine the features prior to choosing the most suitable plan. The difference between plans depends on the number of active clients you intend to bill, while functionalities remain the same allowing you to:
- Customize and send unlimited invoices
- Invoice status tracking and updates
- Automatic late payment reminders and fees
- Easily accept online credit card payments
- Easily add and categorize expenses
- Track your time by project and clients
- Clear and simple reports and dashboards
- Work on any device – computer, tablet or mobile
- Data that’s 100% secured and automatically backed up
These are the pricing details for each available plan:
Lite – $21.00 USD/month or $226.80 USD/year (with a 10% annual discount)
- Bill up to 5 active clients
Plus – $38.00 USD/month or $410.40 USD/year (with a 10% annual discount)
- Bill up to 50 active clients
Premium – $65.00 USD/month or $702.00 USD/year (with a 10% annual discount)
- Bill unlimited active clients
Note that the company also offers discounts for annual payment.
Integrations
FreshBooks integrates with the following business systems and applications:
- Google Apps for Work
- Gusto
- OneSaas
- Shopify
- Stripe
- Capsule
- Acuity Scheduling
- Partial.ly
- hurdlr
- You don’t need a CRM!
- Yalla
- 123 Form Builder
- Revamp CRM
- EazyBI
- FUNDBOX
- Zapier
- HubSpot
- Braintree
- Solve
- Zendesk
- LiveChat
- Automatic
- MileIQ
- ReceiptBank
- Xpenditure
- Wufoo
- MailChimp
- Authorize.net
- PayPal
- PAYMENTEVOLUTION
- Basecamp
- Citrix Podio
- Bidsketch
- Proposify
- Blacktimer
- Chrometa
- ChronoMate
- Hours
- toggl
- Avalara TrustFile
- RightSignature
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Chocosol, Giant Robot Engine, InfluAds, Mimic Interactive
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
A winner of our 2021 Best Accounting Software Award, this robust cloud accounting app for small businesses makes billing easy and efficient. FreshBooks allows users to manage key processes easily from turning receipts into expense files to tracking billable hours. Special modules to manage projects and tax are also available.
Company Email
info@freshbooks.com
Contact No.
Company's Address
35 Golden Avenue, Suite 105
Toronto, ON M6R 2J5
Canada
FreshBooks Comparisons
Popular FreshBooks Alternatives
All the data, facts and opinions that we offered in this table were collected from official vendor websites, advertising materials available online, real-life experience from real clients as well as our individual hands-on use of each software by an expert. We do our best to extensively examine each service, so we not only examine it ourselves, but we also compare our results with opinions of other people from the B2B community.
Page last modified