AI-powered AR Automation
Collect smarter with
Collection Agents that
scale your AR playbook.
Turn collections into an intelligent, context-aware engine, where you own the strategy and agents handle the volume.
Trusted by the world's leading B2B finance teams
The solution
By
An agentic collections engine built for real-world complexity.
The operating layer for modern collections that now spans teams, channels, and the customer relationship itself.
AI
Agents
50 (%)
Average DSO reduction in 3 months
$$8855,,660000,,000000,,000000
Live
Total cash collected via Upflow
Configurable agents
Smart collections that adapt as complexity increases.
Run sophisticated multi-channel collection strategies that automatically adapt to customer segment, payment behavior, and risk.
- Collection agents from fully autonomous to suggestions only
- Agent instructions built from last six months of conversations
- AP Portal Agent for submitting invoices in customer portals
- Multi-channel outreach across email, SMS, calls, and letters
- Email tracking with open and read status
- VOIP and Calling agents, with transcripts and summary
- Smart Rules to assign customers to tailored workflows
- Customer-level and invoice-level workflow triggers
Personalized outreach
Context-aware collections that strengthen relationships.
Send the right message, on the right channel, at the right time based on payment history and conversation context.
- Insights Agent for account context and payment blockers
- Personalized, on-brand outreach informed by the full relationship
- Unified customer timeline with native email integration
- AI detection and logging for promise-to-pay dates and disputes
- Emails sent from your domain (not "no-reply")
- Customizable templates by customer segment
Team collaboration
Cross-team collections with unlimited user access.
Empower Finance, Sales, CS, and leadership to collaborate on collections with full context, whether in Upflow or the tools they already use.
- Centralized AR Inbox shared across teams
- @mention teammates with in-app, email and slack notifications
- Collection data pushed directly into your CRM
- Role-based permissions
- Unlimited users at no extra cost
The teams rewriting how B2B gets paid.
"Being able to keep track all the collections and communications that we’re having with our customers and also with our team internally…it’s just been really helpful in being able to automate a lot of things."
Teonia Hansome
ex Staff Accountant @Veryable
"Upflow is an indispensable tool for efficient cash collection.
The real-time DSO tracking, risk assessment, and outstanding balance visibility provide crucial insights that make the collection process so much easier."
Melissa Kammberger
Senior AR Analyst @ActivTrak
"Great product, always adapting, and awesome customer service! Upflow has helped us collect more efficiently on overdue invoices and get a clear picture of our customers and what they owe."
Ashley B
ex Sr. Financial Operations Associate @Appcues
Frequently asked questions
Ask AI
AI Agents that run your collection workflows and handle customer replies. You assign an agent to a workflow, which carries your customer segmentation, and it works with full account context to reply, log promise-to-pay dates, and flag disputes.
Each skill (replies, promise-to-pay, disputes) has its own mode: off, ask before sending, or fully autonomous, so you can start with suggestions and expand autonomy as trust builds. For replies, you add custom instructions in plain language, and Upflow can generate a starting set from your last six months of past conversations.
In autonomous mode, the agent sends only when it is confident. When confidence is low it hands the draft to a person to review, and for sensitive situations like cancellations, payment plans, disputes, or a frustrated customer, it escalates to a collector rather than sending.
Yes. The AP Portal Agent takes on the manual work of submitting invoices into your customers' AP portals. You set it up once with triggers, and the agent logs in, fills in the invoice, runs its checks, and saves a draft. You get a task in your to-do to review and submit, and you can track everything on the invoice timeline with a link straight to the portal.
Every message draws on payment history, account context from the Insights Agent, and active conversations on a unified customer timeline. Upflow detects and logs promise-to-pay dates and disputes, personalizes templates by segment, and sends from your domain rather than a "no-reply" address.
Ready to collect faster
and strengthen relationships?
See why finance teams make Upflow the last tool they'd ever cut.
