Accounts Receivable Management Software
Accounts Receivable Management Software for B2B Finance Teams
Upflow gives finance teams full control over their AR portfolio: track DSO and CEI in real time, run structured collection workflows and manage every customer relationship around payment.
Trusted by the world’s leading B2B Finance Teams
What to Look for in an Accounts Receivable Management Software
The right accounts receivable management software should centralize workflows, standardize processes and give finance teams full control over collections performance.
Automated and Personalized Collections
Good AR management software builds multi-step collection workflows around each customer's payment history, invoice age and risk profile. Reminders that feel tailored to the account get faster responses and cost less relationship capital than generic chasing.
Real Time Cash Flow Visibility
AR management software should show you DSO, CEI, aging balances and forecasted cash inflows in one dashboard. When you can see exactly who owes what and when it was due, your team prioritizes the right accounts rather than the loudest ones.
Seamless ERP and Accounting Integrations
AR management software that syncs two-way with NetSuite, Sage Intacct, QuickBooks, Xero and Salesforce keeps invoice data, payment records and customer status consistent across every tool your finance team uses, without manual re-entry.
Customer Friendly Payment Experience
The payment experience is part of the customer relationship. A branded portal where customers can view invoices, pay by ACH, credit card or direct debit and set up Autopay removes the friction that strains that relationship and slows collections.
Smart Cash Application
Managing AR means knowing which invoices are actually settled. Upflow's Cash App agent auto-applies bank transactions when the match is clear and flags anything ambiguous for your team to review.
Cross Team Collaboration
AR management breaks down when finance, sales and customer success work from different information. Upflow brings them into one shared workspace where tasks are assigned, customer context is visible and follow-up is consistent across every account.
How Accounts Receivable Management Software Like Upflow Works
From DSO tracking to payment matched, here is how Upflow manages your AR portfolio.
Automated Collections
Upflow lets you build multi-step collection sequences tailored to each customer's payment history, invoice age and risk profile. Schedule emails, calls, SMS or postal letters automatically while keeping control over tone and timing per account. Collections managed this way get paid faster without straining the relationships your sales team spent months building.
Customer Segmentation
Upflow's Smart Rules let you group customers by payment behavior, invoice status, account health or any custom field from your ERP, then assign the right collection workflow automatically. A customer flagged as at-risk gets a different sequence than one who is just slightly late. Your team applies the right level of attention to every account without reviewing each one manually.
Collaborative Workflows
Every collection action, customer reply and internal note lives on one shared timeline. Finance can tag sales when a customer raises a billing dispute. Customer success can check an account's overdue balance before they go into a renewal call. Account managers see exactly what reminders have gone out and what the customer said in response. Nobody manages blind.
Smart Cash Application
When a payment arrives, Upflow's Cash App agent checks whether it maps cleanly to a single open invoice. If it does, it applies automatically. If there is any ambiguity, it surfaces as a suggestion for your team to review. Unambiguous matches post without anyone touching them. Anything unclear stays visible until a person resolves it.
Flexible Payment Options
Upflow's branded payment portal gives customers a clear view of what they owe and how to pay. ACH, credit card and direct debit are all supported. Autopay handles recurring accounts. Promise to pay lets a customer commit to a date when they cannot pay now. Every payment interaction is logged on the account timeline so your team always has context.
Real Time Performance Insights
Upflow tracks DSO using the Countback method and shows your Best Possible DSO alongside your actual figure so you can measure the gap. CEI, aging balances, at-risk rates and collection performance by segment all update in real time. Finance leaders can schedule dashboard reports by email so stakeholders stay informed without being asked.
Upflow Accounts Receivable Management Software
Three capabilities that help B2B finance teams reduce DSO and manage AR at scale.
Automated Cash Collection
Automate personalized reminder workflows, escalate intelligently and reduce manual follow ups while maintaining strong financial relationships.
Real Time AR Analytics
Track DSO, CEI, aging balances and cash forecasts with live dashboards that provide actionable insights across your receivables portfolio.
B2B Payment Experience
Offer secure online payments, Autopay and promise to pay features through a branded portal that simplifies collections for your customers.
Accounts Receivable Management Software That Connects to Your Existing Stack
NetSuite
Pennylane
QuickBooks Online
Rillet
Sage Intacct
Xero
Chargebee
Stripe Billing
Zuora
Gmail
Slack
MCP Server (Claude, ChatGPT, Copilot)
Professionnal Services
Upflow APIHubspot
Salesforce
Billing
CommunicationGmailSlack
GmailSlackCRMHubspotSalesforce
HubspotSalesforceAdvanced Custom Integrations
Accounting & ERP
Connect Upflow to NetSuite, Sage Intacct, QuickBooks, Xero, Salesforce, Stripe and Slack. Invoice data, payment records and customer status stay in sync across your finance stack without manual reconciliation.
Real-time sync
No-code setup
Enterprise-grace security
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Benefits of Using Accounts Receivable Management Software Like Upflow
Go beyond reminders. Improve cash flow, gain visibility and strengthen financial relationships.
Reduce DSO
Systematic collection workflows reduce the time between invoice sent and payment received. Upflow shows DSO, Best Possible DSO and your target side by side so your team always knows how far from optimal they are.
Increase Cash Flow Visibility
Real-time dashboards track DSO, CEI, aging balances and at-risk rates across your entire portfolio. Spot which accounts are heading toward write-offs before they get there.
Eliminate Manual Work
Replace spreadsheets and disconnected tools with automated workflows and smart cash application. Free your team from repetitive tasks and focus on strategy.
Strengthen Customer Relationships
Upflow treats every payment touchpoint as part of the customer relationship. Personalized outreach, a clean payment portal and context-aware follow-up protect trust while improving collection rates.
Improve Team Collaboration
Finance, sales and customer success work from one shared timeline. Tasks are assigned, context is visible and follow-up is consistent across every account, regardless of who handled it last.
Go Live Quickly
Integrate with your ERP and accounting systems in minutes. Deploy without disrupting existing processes and start accelerating collections immediately.
4.9/5 average rating
from 200+ reviews on G2
Accounts Receivable Management Software FAQs
Everything You Need to Know About AR Management Software
Ask AI
Accounts receivable management software gives finance teams a single platform to monitor, control and improve the entire receivables lifecycle. It centralizes invoice tracking, collection workflows, payment recording and customer communication, with real-time reporting on DSO, CEI and aging balances across the portfolio.
Upflow reduces DSO by standardizing collection workflows, automating reminders based on each account's risk profile and surfacing at-risk invoices before they age further. Real-time DSO tracking and Best Possible DSO benchmarking give teams a clear target to work toward every month.
The core features are real-time DSO and CEI dashboards, customer segmentation with automated workflow assignment, multi-channel collection reminders, smart cash application, ERP integrations and cross-team collaboration tools. Look for aging balance reports, at-risk tracking and cash forecasting built in as standard, not add-ons.
Accounts receivable management software is built for finance leaders, controllers and AR teams managing complex B2B portfolios. It is especially valuable when invoice volumes have grown beyond what spreadsheets and manual follow-up can handle reliably, or when multiple teams need visibility into the same accounts.
Upflow's cash forecast widget projects incoming cash from your receivables based on historical billing cohort patterns and your upcoming sales numbers. Finance leaders can see expected inflows week by week and share the forecast with leadership without building a separate model.
Upflow tracks both DSO and CEI in real time, using the Countback method for DSO and showing your Best Possible DSO alongside your actual figure so you can see exactly how far from optimal your portfolio is at any given moment.
Upflow gives finance, sales and customer success teams a shared timeline for every account. Finance can tag sales on disputed invoices. Sales can see overdue balances before renewal calls. Customer success can log notes that feed into the next collection action. Everyone works from the same information.
Security is central for us, here at Upflow. We use continuous protection and master-slave replication to protect against any database failures:
- Upflow maintains an active SOC 2 Type II attestation covering the Security, Availability, and Confidentiality criteria.
- Our data centres are hosted in the EU (Ireland) by Amazon Web Services.
- All data is encrypted in transit with TLS 1.2 or better, and at rest using AES 256 or better.
- We use Distributed Denial of Service (DDoS) mitigation services provided by Cloudflare.
Upflow connects to NetSuite, Sage Intacct, Rillet, QuickBooks, Xero, Pennylane, Chargebee and Stripe Billing for ERP and billing data, and syncs with Salesforce, Slack and Gmail to keep finance and sales aligned. Setup takes minutes and your invoice data, payment history and customer records stay consistent across every tool without manual reconciliation.
Better receivables start with better relationships.
Join the finance teams already collecting smarter and building stronger relationships.
