Upflow

““By us not having to have employees go into Upflow and click through a hundred tasks, that  saves us hours and hours . We can trust Upflow to do what it was designed to do””

““Most of our autopay customers are our midsize to smaller businesses, which is actually great for us because those are the ones that tend to be higher touch. This has saved countless hours for our AR team having to do manual outreach””

““Upflow just seemed easy to implement. And the team seemed willing to work with us and help us as we grew””

““Training time really didn’t exist. I mean, we didn’t even need it. We’ve had a new AR person join since implementing Upflow and they were up and running within hours””

““We were really only addressing the larger accounts and the higher risk accounts, but a lot of those little accounts would continue to grow and grow and not get collected. Left unchecked, they were becoming a big risk for write-offs or having to send to a third-party collections agency.””

““Upflow’s customer portal has enabled us to present our payment process in a more professional way towards our customers. It empowers our customers to take control of their accounts, reducing friction and improving their overall experience.””

““It made so much sense to go Upflow”, summarizes Ron.”

““Upflow came at the exact right time. My VP Finance is calling our collection process a major success story for our organization. Cash flow is key for the health of any business and Upflow has made such a difference in a short time.””

““When it comes to quick reporting or analysis, I find myself going straight to Upflow instead of NetSuite. It’s just much easier to get the information I need.””

““Sometimes our customers write to us and say, ‘can you prepare me an email where you update me about the situation, what I have to pay when?’ Now, instead of losing, time from our side and also from their side, you just send them the link of the customer portal and this task is automatically done, so it’s very, very easy”.”

““My favorite Upflow feature…it’s the customer portal. It’s very easy, very user-friendly. And we have found it very useful. We’ve received some good feedback about it from our customers.””

““In Upflow I can give my account managers access to only the customers that they manage. And those that are responsible for a geographical area can have visibility into all the customers in that area.””

““Upflow is able to sort the invoices, organize them and register the main data…So customer amount due, invoice date, due date…And we very rarely need to manually link the document to the customer.””

““It’s a ready-to-use product. Our integration took one week, just to see how our invoicing is done, where to find the information and how then to automatically take the information out of the invoice and organize it. And then that’s it. After just one or two tests we were immediately able to start using it.””

“When we had a look at Upflow and we tested it, one thing that I personally very much liked was the simplicity in the user interface. It’s so easy to understand it. Anyone can actually understand.”

“Now with Upflow, we have full visibility on what the DSO is, and it’s easy to keep track of it. DSO is a metric that management looks at each quarter. And Upflow has helped us identify the areas we could improve”

“Upflow is a really powerful tool. It gives you a lot more data, more data points than you could probably derive manually on your own. We're up like 40- 50% compared to August of last year. So it's a big, big jump for us. And if we didn't have Upflow, we wouldn't have been able to work with the scale. It just would have been far too much for us to do manually.”

“If the analytics disappeared tomorrow, it would be kind of devastating. Having to manually run a DSO, having to manually calculate everything we collected versus everything we billed in a previous month. I'm just not interested in doing that manually ever again.”

“Sales had no visibility into QuickBooks, so they were just guessing when things were getting paid. Now they have full visibility. We’re getting a lot less ‘is this paid, did we get this?’ It’s much, much cleaner.”

“I’ve done a lot of implementations of ERPs and AR softwares, so I’m really hesitant to press go. This one was much, much smoother. We had great customer care at the outset, and a couple of weeks later you’re ready to go. If it wasn’t for me being hesitant, it could have happened even faster.”

“The ease of connecting, and having the customer have a clean payment portal. You can select invoices, you can see your other invoices, it passes the credit card fee instead of having to manually add it to the charge. All those things weren’t happening. We were doing a ton of manual work just to get a customer over the line.”

“We didn't have a clear picture on our risk rate. We were running agings, but we were tracking those agings manually. So you were seeing changes, but can you report back on the age of our payments, the age of our credits, put them into buckets and actually report back on them?”

“Maybe they changed their mind and don’t want to pay ACH, they want to pay with a credit card. We’re adding the fee to the invoice, we’re resetting the invoice, updating all this stuff that should be happening in the background. And our customers had to see it.”

“Everything was manual. We have tons of new customers every single day, so we were assigning those customers to collectors as best we could and trying to run reports out of QuickBooks to show those assignments, which was not very successful.”

“We gained a lot of time to send reminders to customers and most important we empower the sales rep/assistant with the importance of obtaining cash.”