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Average Ratings 8 Ratings

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support

Description

A powerful, integrated platform for managing receivables that optimizes your workflows. You can create effective workflows, collaborate with colleagues, follow up better, get paid quicker, and increase cash flow. Your team can come together on one platform around a workflow that suits your business. You can assign accounts to different roles, streamline follow up campaigns, and view and track the performance of all levels of your staff. Innovative tools within FG Receiveables Manager can help you accelerate your order-to cash cycle by as much as 5x. Don't let past due accounts slow down your team's productivity. You are entitled to be paid. Powerful Reporting and Analytics -- Analyze your accounts, generate smarter interactive reporting, and use Funding Gates for easy customer account prioritization. Funding Gates monitors your receivables to recommend who you should contact. Eliminate Spreadsheets and Notepads

Description

Upflow is the ultimate solution for B2B companies across the globe, revolutionising cash flow management through state-of-the-art AR technology. Join a thriving community of finance leaders who have unlocked their owed cash reserves with Upflow's seamless integration into their accounting stack. Effortlessly manage Accounts Receivables and gain real-time insights from our comprehensive analytics by integrating Upflow with your accounting tool in a few clicks, driving effective cash collection efforts. Experience the difference in cash collection excellence with Upflow today!

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Sage Intacct Yes 
Xero Yes 
Axis LMS No 
Chargebee No 
Epicor Kinetic Yes 
Oracle BPM Suite Yes 
QuickBooks Enterprise Yes 
QuickBooks Online Advanced Yes 
SAP Access Control Yes 
Salesforce No 
Slack No 
Stripe Billing No 
VS1 Cloud Yes 
Zuora No 

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Sage Intacct Yes 
Xero Yes 
Axis LMS Yes 
Chargebee Yes 
Epicor Kinetic No 
Oracle BPM Suite No 
QuickBooks Enterprise No 
QuickBooks Online Advanced No 
SAP Access Control No 
Salesforce Yes 
Slack Yes 
Stripe Billing Yes 
VS1 Cloud No 
Zuora Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Free to Start
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

FundingGates

Founded

2009

Website

www.fundinggates.com

Vendor Details

Company Name

Upflow

Founded

2018

Country

United States

Website

upflow.io

Product Features

Accounting

Accounts Payable No 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency Yes 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Accounts Receivable

ACH Payment Processing Yes 
Billing & Invoicing Yes 
Check Processing Yes 
Collections Management Yes 
Online Payment Processing Yes 
Overpayment Processing Yes 
Partial Payments Yes 
Receivables Ledger Yes 
Recurring Billing Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

Customer Communications Management

Batch Communications Yes 
Chat / Messaging Yes 
Content Management Yes 
Email Distribution Yes 
Interactive Content Yes 
Multi-Channel Communications Yes 
On-Demand Communications Yes 
Personalization Yes 
Print Management No 
Template Management Yes 
Video Content Yes 

Customer Engagement

Analytics Yes 
Churn Management No 
Communication Management Yes 
Community Management Yes 
Content Syndication No 
Feedback Collection No 
Gamification No 
Live Chat Yes 
Video Content Yes 

Debt Collection

Agency Management Yes 
Auto Dialer Yes 
Automated Notices Yes 
Callback Scheduling Yes 
Client Management Yes 
Commission Management Yes 
Compliance Management Yes 
Contact Management Yes 
Credit Bureau Reporting Yes 
In-House Collections Yes 
Payment Plans Yes 
Transaction Management Yes 

Product Features

Accounts Receivable

ACH Payment Processing Yes 
Billing & Invoicing No 
Check Processing No 
Collections Management Yes 
Online Payment Processing Yes 
Overpayment Processing Yes 
Partial Payments No 
Receivables Ledger Yes 
Recurring Billing Yes 

Debt Collection

Agency Management No 
Auto Dialer No 
Automated Notices Yes 
Callback Scheduling No 
Client Management Yes 
Commission Management No 
Compliance Management No 
Contact Management Yes 
Credit Bureau Reporting No 
In-House Collections Yes 
Payment Plans Yes 
Transaction Management No 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible No 
Debit Card Support Yes 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions No 
Receipt Printing No 
Recurring Billing Yes 
Signature Capture No 

Alternatives

Alternatives