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Shogo Point of Sale Accounting Integration

Upflow

Status: Unverified

Upflow helps companies collect invoices effortlessly. Our solution manages your Accounts Receivables for you. Personalizing and automating your workflows has never been so easy. Upflow is only one-click away from seamlessly integrating with your finance stack.

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Description

Collaborative Accounts Receivables Software. Fuel your cash flow with cutting-edge technology.

Upflow is an analytics-driven approach to Accounts Receivable that will enable you to unlock modern payment methods and scale your business.

Key Benefits

We’ve partnered with Netsuite to fuel your company’s cash collection with our cutting-edge technology. Simply put, we are the modern method for B2B companies to get paid. Our collaborative Accounts Receivable Software will help you manage your AR more efficiently.

Upflow is an analytics-driven approach to cash collection that enables you to unlock modern payment methods and scale your business. It’s the technology chosen by trailblazing finance teams. Our key features include the following:
– Real-time AR dashboard analytics.
– Cross-team collaboration for efficient cash collection.
– Modern payments to get paid faster.

Customer Quote

With Upflow, we are able to get 99% collection, and that remaining 1%, that’s where we bring in the CSMs for maximum efficiency.

– Jason Lopez, Controller @ Lattice

With Upflow achieve…

– 81% time reduction on cash collection.
– 99% automatic cash collection.
– 53% DSO reduction.
– 32% reduction of bad debt write-off.

FEATURES

Real-time AR dashboard analytics

Understand your Accounts Receivable

Use our out-of-the-box reports to analyze your financials, measure how they improve over time, and drive better decisions for your business.

Measure your efficiency

Understand the speed at which your company collects cash by measuring Days Sales Outstanding (DSO).

Know who's falling behind

Use aging balance drill downs to find out which receivables are at risk.

Know what's next

Leverage our historical and predictive cash flow reports to measure your collection rate and anticipate your cash inflows.

Cross-team collaboration for efficient cash collection

Streamline your cash collection process

Upflow is the central place to resolve invoicing and payment matters with your clients.

Schedules that work for you

All customers are different, use our schedule editor to customize reminders based on the size or type of account, the role of the recipient, and how late the invoice is.

Keep your team in the loop

Keep your sales and finance teams on the same page by giving them an overview of their receivables.  Bring the right team members into the loop when needed. Automate account assignation from Salesforce.

Modern payments to get paid faster

Keep payments simple for your Customers

Provide your clients with their own Customer Portal, so they get a real-time overview of their Accounts Payable. And let them pay you with new payment methods (easily enable new payment methods in a single click).