Actionable AR Insights

Build your collection strategy with Insights Agent that reasons alongside you.

Get instant answers on customer health, cash forecasting, and AR performance with built-in, ready-to-use analytics.

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Trusted by the world's leading B2B finance teams

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The solution

AR insights you can instantly access and act on.

Insights Agent to turn your AR data into a collection strategy, available the moment you sync.

15+

Pre-built analytic widgets

Ask Upflow

Your chat interface to Upflow Intelligence

Custom report costs

Prioritization

Out-of-the-box risk intelligence for every team.

Know where to focus collection efforts with AI-powered risk intelligence that automatically surfaces at-risk accounts and deteriorating payment behavior.

AI-guided risk analysis and collection strategy with Ask Upflow
Live AR data in Claude and ChatGPT via Upflow MCP
Automated customer risk scoring based on payment behavior
Risk group filtering to focus collection effort
Unlimited team access across every role

Cash planning

Cash forecasts grounded in how customers pay.

Forecast cash based on how customers really pay, informed by promise-to-pay dates and detected disputes. See exactly when cash lands each month and plan investments around it.

Plain-language answers on expected inflows through Ask Upflow
Billing cohort forecasts built on real payment behavior
Promise-to-pay dates factored into the forecast
Disputes identified automatically and weighed into inflow timing
Upcoming billings layered in to forecast past your current AR

Performance clarity

Granular performance analytics that identifies result drivers.

See what's driving collections performance and trace it back to the root cause. Give leadership reporting and dashboards tailored to their need.

Root-cause analysis surfaced by Ask Upflow
Efficiency metrics: DSO and Best Possible DSO
Effectiveness metrics: CEI, payment mix tracking
Stakeholder alignment: role-based dashboards and email reports
Operational visibility: filters by owner, region, and custom fields

The teams rewriting how B2B gets paid.

"Upflow gives us an edge to make the process much easier. Having the right info and KPIs in a single location has been a real game changer for us. Today, healthy cash flow is crucial. Looking back, we are very glad we implemented Upflow when we did."

Arianna Cesareo

ex Accounting Manager @Productboard

"I get reports each week that show the amount collected that week. If I have a report or anything I would like to see, I can reach out to my account representative, and he will assist or work with their development team to see if they can add what I am needing. I like that I can filter the customer account in multiple ways to find what I want. This system really does make my collections so much easier."

Melissa Kammberger

Senior Accounts Receivable Analyst @ActivTrak

"I appreciate how easy it is to generate reports, whether I need a summary that covers all customers or a detailed report for a specific individual. I also find it helpful to quickly look up payments and see exactly which invoices have been paid. Additionally, being able to identify invoices that have had credit memos applied is very useful. From a reconciliation perspective, this functionality significantly reduces the time and effort required."

Veronica Castillo

Senior Finance Operations Analyst @Tekion

Frequently asked questions

Ask AI

The Insights Agent is Upflow's built-in analytics layer that turns your AR data into a collection strategy. It reasons alongside your team, surfacing at-risk accounts, forecasting cash based on real payment behavior, and explaining what is driving your collections performance, all available the moment you sync your data.

Ask Upflow is your conversational interface to Upflow Intelligence. Ask plain-language questions about customer health, cash inflows, and performance, and get answers grounded in your own data with risk analysis, forecasting, and root-cause explanations in one place. It also serves as the control layer for your collections, letting you shape strategy and direct how your Upflow agents operate through the same conversation.

Insights are ready out of the box. Once you sync, you get 15+ pre-built analytic widgets and immediate access to risk intelligence, cash forecasts, and performance analytics, with no integrator-built reports or setup projects required.

No. Everything is pre-built and ready to use, so the cost of custom reports is $0. Teams that previously relied on expensive, integrator-built reporting can access the same risk and performance insights directly, without engineering or analyst support.

Yes. Role-based dashboards let each stakeholder see the view scoped to their role, and you can schedule email reports to keep leadership and cross-functional partners aligned without manual updates.

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