# Upflow Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Upflow the right Debt Collection solution for you? Explore 15 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/193097/Upflow/reviews

---

Upflow

4.5 (15)

[View alternatives](https://www.capterra.com/p/193097/Upflow/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated April 21st, 2026

# Reviews of Upflow

Ease of use

4.5

Customer Service

5.0

## Showing most helpful reviews

Showing 1-15 of 15 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Thomas M.  
CFO  
Wholesale  
Used the software for: 1-2 years

### "What an impressive software !"

March 13, 2020

5.0

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.

Pros

The software has been efficiently implemented (only a few weeks of work from both sides - Upflow and our software). In our company, sales representatives/assistant are in charge of using Upflow and they are all impressed by the time gained using this tool. Upflow team is always available for new developments allowing us to continue gaining time and efficiently.

Cons

More integration with our software will be always interesting. We continue to have regular contacts with Upflow team to have new improvements.

Reason for choosing Upflow

N/A

Review Source

Response from Upflow

June 27, 2022

Hey Thomas, As you probably already know, we can do so much more with our integrations now. For instance, you can import, in real-time, Custom fields from your billing software of choice and use them in Upflow to customize your collection and filter your analytics even more. Thanks a lot for all your feedback and our constructive discussions to make sur Upflow always brings the best for its customers and yours. What's even cooler is that since your comment (march 2020), we've added a few integrations: Netsuite, Chargebeen, Xero, and Zuora. And we're not stopping there ;) Feel free to contact us again to set it up and offer new inputs: we love them. Talk soon The Upflow team

CT

Charlène T.  
Sales Administrative  
Electrical/Electronic Manufacturing  
Used the software for: 6-12 months

### "Great discovery!"

March 13, 2020

5.0

We have so much more customer feedback than before, we can see who is receiving and opening emails and who is not. we have a good relationship with the client, even if it is a collection process

Pros

It is very easy to use, it does not require a very good knowledge of software. It has a clear home page, you can see in a few clicks what you have to do, who has not yet paid, who needs a different reminder, etc...

Cons

It is quite difficult, at the beginning, to put the email in each invoice sending.

Switched from

[Odoo](https://www.capterra.com/p/135618/Odoo/)

Odoo is very difficult to use for the collection process, and it is unreliable.

Review Source

Response from Upflow

June 27, 2022

Hello Charlène, We're very happy to know that Upflow has allowed you to improve your collection performance and your relationships with your customers at the same time. Were you talking about customizing the email actions? If yes, you are provided with a template workflow to use and adjust. Let us know if we understood you well. Talk soon The Upflow team

JG

Jake G.  
MGR  
Apparel & Fashion  
Used the software for: 2+ years

### "Expensive for Lack of Features"

June 21, 2024

1.0

Great at first (nice sales guy!) and then went downhill when their eng team did not fulfill one feature request over 2+ years.

Pros

Easy no code integration was great to go live. Sets up seamlessly with Stripe.

Cons

The engineering team never completed one of my feature requests. You cannot chareg a customer credit card immediately (2 day lag between issuing an invoice and auto charging a card)

Alternatives considered

[Paystand](https://www.capterra.com/p/131733/PayStand/)

Reason for choosing Upflow

Paystand was even more expensive!

Switched from

[authorize.net](https://www.capterra.com/p/221412/authorizenet/)

Integrate further with Netsuite to reduce manual processes.

Review Source

AE

Anaïs E.  
Finance Ops Manager  
Staffing and Recruiting  
Used the software for: 1-2 years

### "Tested and approved!"

January 25, 2021

5.0

The main impact of using Upflow is the reduction of our DSO, we have gain about 15 DSO days since we implemented Upflow (with an increasing number of invoices issued).

Pros

Upflow has been a great help for us to save time and reduce our DSO. The platform is easy to use and to implement, we could easily connect it with our existing tools and processes (or replace some of them) and it is now one of our finance team's most widely used tools on a daily basis. Features we appreciate most is the centralization of recovery actions (based on customized recovery "workflows"), a precious help to make sure you don't miss out on any unpaid invoice, and the possibility to have analytics. The team is also very reactive and eager to collect feedbacks and continuously improve the platform!

Cons

I would say that all our recents feedbacks have already been implemented. It could maybe be great if we could customise the platform and datas even more (e.g. add "tags" to sort our customers by industries)

Review Source

Response from Upflow

June 27, 2022

Hello and thank you Anais! It's good to read that from the fast and easy implementation to the integration and daily usage, you are reaping the benefits of Upflow with a much reduced DSO and a lot of time saved. It's also great to see that you were able to keep improving your DSO while growing your business. Upflow is made to scale with you. As for the customization, I'm sure you've paid close attention to our recent releases and know that you can now import custom fields from your tool and use the tags that most fit your business. Can't wait for your next review ;) The Upflow team

VR

Verified Reviewer  
Campus Manager  
Facilities Services  
Used the software for: 1-2 years

### "Upflow changes my everyday life"

March 13, 2020

5.0

Upflow is instinctive, well designed, easy to use, collaborative, and most importantly, really solve a pain !

Pros

Automatic bank reconciliation changed my life !

Cons

It is not yet possible to have multiple bank accounts linked to my Upflow account. But I know that it will be possible very soon. Can't wait ;)

Review Source

Response from Upflow

June 27, 2022

Hello, Thank you again for your feedback. We are so happy to know that we've had such an impact on your work (and life). Great news for you: you can now have multiple bank accounts in Upflow!!! It's been a quarter now! Let's talk to set it up together if you want. The Upflow team

Henri D.  
CEO  
Human Resources  
Used the software for: 6-12 months

### "A real relief in my day to day business"

March 6, 2020

5.0

Onboarding is very fluid, escpacially regarding the fact that I use Quickbooks.

Pros

I pretty much have noting to do to recover the money I earned

Cons

I would love to be able to integrate paiment methods directly on the customer facing landing page, but I understood that the feature is already roadmaped

Review Source

Response from Upflow

March 13, 2020

Hi Henri, Thanks so much for your feedback. We're happy to confirm you can already add additional payment methods to your customer portal, such as credit card payment for small invoices. You can add in the section "payment account" Let us know if you need help to set it up. Best, the Upflow team.

YR

Yuliya R.  
Secretary  
Transportation/Trucking/Railroad  
Used the software for: 1-2 years

### "User's opinium "

March 13, 2020

5.0

Pros

\* Helps quickly send the reminders \* Easy to sort and store all the invoices \* Easy to link each credit note to the appropriate invoice \* Very helpful for audit and statistics in general \* Excellent and fast service from the platform representative \[SENSITIVE CONTENT HIDDEN\] \* Saves a lot of time

Cons

The only issue I have with Upflow is that our customers/agents often perceive my emails as a spam, seeing that my address is different: reminders@upflow.io

Review Source

Response from Upflow

September 29, 2020

Hi Yuliya, thanks for the feedback! We heard you, and since June 2020, you can send emails from your own domain and own email address. Let's set that up together?

Carlos D.  
CTO  
Financial Services  
Used the software for: Less than 6 months

### "powerful and easy to set up "

September 10, 2022

5.0

Pros

How easy it is to set up and configure it. Very intuitive design and functionalities. Good customer service.

Cons

Nothing in particular. Maybe it needs a bit more power in getting customized fields from the ERP

Alternatives considered

[Tesorio](https://www.capterra.com/p/198469/Tesorio/)[HighRadius Accounts Receivable](https://www.capterra.com/p/127948/ReceivablesRadius/)

Review Source

Response from Upflow

September 21, 2022

Thank you Carlos for your review! We're very happy that Upflow brought value to your Finance team so quickly. Our Customer Service team will love your comment also. They make it their mission to answer each of your requests efficiently. Regarding the ERP customized fields, I'm guessing you've tried our improved integrations to import in real-time data from the custom fields of your ERP. They allow you to build even more specific sequences. We'd love to hear from what more we could do in that regard. Please reach out to your Customer Success Manager. Talk soon

FS

Faroudja S.  
CEO  
Environmental Services  
Used the software for: 1-2 years

### "Simple and effective"

October 13, 2020

5.0

Pros

The ease of daily use. The software is very intuitive. The management of the customer account is no longer reserved for experts, everyone can effectively manage his client and cash raisings.

Cons

Hard to say... Nothing All the features I've long dreamed of to make it easier for me to relaunch my client are brought together in this software.

Review Source

Response from Upflow

June 27, 2022

Well, it's not so hard to reply to this review, except by saying a big thank you! We're very glad to know that you enjoy Upflow and its benefits so much. Talk soon, The Upflow team

MB

MAUD B.  
OFFICE MANAGER  
E-Learning  
Used the software for: 1-2 years

### "Upflow review"

March 18, 2020

4.0

Pros

Easy to use and a very reactive customer service.

Cons

sometimes the robot dont read the customer name on the invoice so we need to complete it ourself.

Review Source

Response from Upflow

March 19, 2020

Hi Maud ! Thanks a lot for this review, we are very happy to count you as one of our first early user. Invoice/Customer linking based on the customer name is sometimes tricky. We recommend to use a unique customer id which is more robust. Let us know if you want to implement it ! Upflow team

CP

Clément P.  
RAF  
Logistics and Supply Chain  
Used the software for: 1-2 years

### "Clément PRETRE"

March 13, 2020

5.0

\- Réduction des impayés - équipe au top et réactive - Automatisation des relances

Pros

\- Reconnaissance optique de caractères poussée - Interface et simplicité d'utilisation - Relances automatiques (qui pour nous est le véritable plus) - Reporting et exports pour le comptable

Cons

\- Réticence de notre côté quant à la saisie automatique des paiements (pour les virements groupés constituant parfois le règlement de jusqu'à 30 factures différentes)

Reason for choosing Upflow

Après avoir contacter plusieurs sociétés proposant des solutions proches de celle d'UPFLOW, cette dernière nous a semblé être la plus pertinente et la plus en adéquation avec nos besoins. La solution répond parfaitement à notre besoin principal, à savoir l'automatisation des relances et la réduction de nos en-cours client. Par ailleurs, l'équipe est hyper réactive et à l'écoute.

Review Source

Response from Upflow

June 27, 2022

Bonjour Clément, We understand that at first, it feels a bit overwhelming to do this. That's why our Product and Engineering team made sure it was working perfectly (and still does). It is too important both for our customers (you) and yours). We are of course available to discuss this further. Let's talk soon The Upflow Team

LB

LYES B.  
CFO  
Information Technology and Services  
Used the software for: 1-2 years

### "Beaucoup plus de Pros que de cons :)"

March 19, 2020

4.0

Pros

\- Paramétrage des plans de relance - Espace client - Dashboard principal pertinent et ergonomique - Intégration des accounts manager - Metrics en temps réel

Cons

\- Importation manuelle des paiements - Traçabilité des échanges avec les clients (réponse dans nos boites mails)

Review Source

Response from Upflow

March 23, 2020

Hi Lyes, Thanks for filling out this review. We are happy to count Payintech as one of our power users. Regarding the two points mentioned, you are absolutely right ! This is why we've developed an integration with your accounting tool, that's ready to be used since last week ! Lastly, responses will be soon logged into Upflow as well as the possibility to send reminders from you own email address. Please let us know if you have any doubts Upflow Team

JM

Julien M.  
Head of finance  
Broadcast Media  
Used the software for: 1-2 years

### "Upflow at Adikteev"

March 13, 2020

5.0

Pros

The automatic remittance system allowed my finance team to gain a lot of time (2 days per month) The dashboard and metrics allowed me to have a new vision of our AR and have been added to the presentation i'm making to the management.

Cons

Nothing. The tool fits perfectly our need.

Review Source

Response from Upflow

March 17, 2020

Thanks Julien!

OE

Olivier E.  
CFO  
Internet  
Used the software for: Less than 6 months

### "Great product - Make you save time and money"

March 18, 2020

5.0

Great experience. I recommend highly. Great customer support. It helps you save money by spending less time on admin tasks (that can be expensive if you have to hire someone to monitor your client's payments.

Pros

The fact that it is linked to my billing tool. And the automated messages to follow your customers who haven't paid.

Cons

Messages that are sent from Upflow are not sent directly from your mailbox, so customers might find awkward to receive an email from a third party. Also the fact that invoices are not attached, but you have to clikc on a link. Some customers don't click. If they had the attachment, it could be easier for them to see directly the invoice to be paid.

Reason for choosing Upflow

Because it simplified my process, and also the fact that it is linked to Sellsy helped a lot !

Review Source

Response from Upflow

June 27, 2022

Hello Olivier, Thank you for the feedback! We heard you, and you can send emails from your own domain and own email address. Let's set that up together? Talk soon! The upflow team

TM

THIERRY M.  
COO  
Photography  
Used the software for: Less than 6 months

### "Ooshot"

January 20, 2021

4.0

Pros

1\. Purpose - 2. Design - 3. Customer Service

Cons

1\. Not much unless maybe the consumer service

Reason for choosing Upflow

Team Recommandation by the main user

Review Source

Response from Upflow

June 27, 2022

Hello Thierry, Thank you for your kind review. We've worked non-stop on improving all aspects of Upflow and the company in general. Customer Service is obviously one of them and I'm confident that you now are more than satisfied.

Similar Products

Featured

## Related categories

[Payment Processing](https://www.capterra.com/payment-processing-software/)[Accounts Receivable](https://www.capterra.com/accounts-receivable-software/)[Debt Collection](https://www.capterra.com/debt-collection-software/)