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Average Ratings 8 Ratings

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Description

Currency Management Automation involves the complete automation of a company's foreign exchange (FX) processes. This comprehensive workflow initiates with the emergence of new currency exposure and continues through stages such as risk assessment, ongoing monitoring, trade execution, and subsequent performance evaluation. By utilizing advanced technology, businesses can effectively tackle intricate FX issues while striving for their objectives. Our platform simplifies the management of the entire foreign exchange procedure, encompassing everything from setting prices for your products to processing payments. You can effortlessly calculate prices in various currencies when offering products or services internationally. Additionally, our Dynamic Pricing feature ensures that your prices are adjusted in real-time according to fluctuations in the currency market, thereby enhancing your competitive edge and safeguarding your profit margins. Furthermore, you have the flexibility to tailor the management of different types of FX exposure to align with your organization’s unique characteristics and strategic goals. Ultimately, this automation not only streamlines operations but also empowers businesses to respond swiftly to changing market conditions.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Atlar Yes 
Axis LMS No 
Chargebee No 
EXADS Yes 
NetSuite No 
QuickBooks Online No 
Sage Intacct No 
Salesforce No 
Slack No 
Stripe Billing No 
Xero No 
Zuora No 

Integrations

Atlar No 
Axis LMS Yes 
Chargebee Yes 
EXADS No 
NetSuite Yes 
QuickBooks Online Yes 
Sage Intacct Yes 
Salesforce Yes 
Slack Yes 
Stripe Billing Yes 
Xero Yes 
Zuora Yes 

Pricing Details

No price information available.
Free Trial No 
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) No 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Kantox

Founded

2011

Country

United Kingdom

Website

www.kantox.com/en/

Vendor Details

Company Name

Upflow

Founded

2018

Country

United States

Website

upflow.io

Product Features

Accounts Receivable

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

Currency Exchange

Analytical Reporting No 
Client Management No 
Custom Account Statements No 
Data Backup Scheduling No 
For Money Exchanges No 
Margin Management No 
Market Data Access No 
Position Management No 
Real Time Currency Quotes No 
Real Time Tracking No 
Transaction Management No 

Debt Collection

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

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management Yes 
Operational Risk Management No 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

Treasury

Cash Management No 
Debt Management No 
For Government No 
For Hedge Funds No 
Forecasting No 
Liquidity Management No 
Payment Management No 
Risk Management No 

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

CEIFX Reviews

CEIFX

Currency Exchange International

Alternatives

DCS Foreign Currency Exchange Reviews

DCS Foreign Currency Exchange

Digital Currency Systems