Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Online invoicing
- Time tracking
- Recurring billing
- Team management
- Online accounting software
- Invoice maker
Pricing Info
Pricing Info
ZipBooks is available in 4 pricing packages. Among the choices is a completely free plan with no time limits while the rest are premium plans with more advanced features. A custom plan for Accountants is available. You may also start with its 30-day free trial to check out its full functionality.
Here are the options to choose from:
Free – $0
- Unlimited invoicing
- Unlimited vendors & customers
- Unlimited bookkeeping
- Accept credit cards and PayPal
- Connect & manage 1 bank account
- Business Health & Invoice Quality Score
Smarter – $15/month
- All Free features
- Unlimited recurring invoices with auto-bill
- Unlimited bank connections
- Auto-import time & expenses into invoices
- Advanced bookkeeping & accounting
- Add and collaborate with team members
- Basic intelligence
- Invoicing saved items & inventory
- Time tracking
Sophisticated – $35/month
- All Smarter features
- Advanced reporting
- Advanced intelligence
- Easy bank reconciliation
- Smart tagging to track by location, project, and custom labels
- Secure document sharing
Accountant – By quote
- Custom pricing
- All Sophisticated features
- Text clients directly from Zipbooks
- Time tracking across client accounts
- Financial packages export
- Firm cobrand on client accounts
- Bulk transactions editing
- Single dashboard for client management
- Existing accounting data migration
Integrations
Integrations
ZipBooks integrates seamlessly with the following business systems and applications:
- Asana
- Google Chrome
- Google Apps
- Google Drive
- Slack
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Haley Walls Photography, Adrial Designs, ColourBlind Studio
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
Invoicing and cash flow management solution for small businesses. It lets you track expenses, manage your team, send recurring invoices, and manage projects.
Company Email
help@zipbooks.com
Contact No.
Company's Address
195 W Main Street Lehi,
UT 840, Lehi,
UT 84043
ZipBooks Comparisons
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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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All the data, facts and experiences that we presented in this table were gathered from official company sites, marketing content available online, actual experience from real clients as well as our individual direct use of every app by a professional reviewer. We put a lot of effort to extensively study each app, as a result we not only test it ourselves, but we also correlate our findings with opinions of other people from the SaaS community.
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