Developer-first Integration
Custom logic. Open architecture. Total flexibility.
Built for finance teams ready to bring any system into Upflow or layer custom logic onto their native integration.
Trusted By The World's Leading B2B Finance Teams
The API in action
What teams are building with it today.
01
Feed AR data into your data warehouse
Export customer, invoice, and payment data to Snowflake, BigQuery, or Redshift.
02
Create support tickets from disputes
Disputes logged in Upflow automatically open tickets in Intercom or Zendesk.
03
Automate escalation actions
Suspend customer access to merchant apps as a collection escalation step.
04
Power executive dashboards
Push AR metrics into Looker, Tableau, or Power BI for leadership visibility.
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimization
Auto Reconciliation
How it works
How it works
"It has quite a few native integrations available “out of the box” which makes the setup very smooth.
In our case, we had one local accounting tool which didn’t have a native integration and the team at Upflow worked closely with us to find a 3rd party integrator that could develop the integration."
Jean-Thomas Cock
VP Finance @parcelLab
Frequently asked questions
Can’t find what you’re looking for?
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The REST API lets you connect any system to Upflow and layer custom logic onto your setup. Teams commonly use it to push customers, invoices, contacts, and payments from a homegrown or unsupported billing system, feed AR data into a warehouse like Snowflake, BigQuery, or Redshift for reporting, open support tickets in tools like Zendesk or Intercom when a dispute is logged, and trigger escalation actions such as restricting app access at a certain collection stage.
Every request is authenticated with two headers, X-Api-Key and X-Api-Secret. Administrators generate these credentials from the Settings menu under API, and you can create separate keys for each environment so testing stays isolated from production.
You can work with customers, contacts, invoices, credit notes, payments, and custom fields. Upflow enforces referential integrity, so a customer must exist before the invoices, contacts, credit notes, or payments that reference it. The recommended order is customers first, then contacts, then invoices and credit notes, and finally payments.
Yes, and this is a common pattern. When your financial data already flows in through a native integration such as NetSuite or QuickBooks, the API sits on top to extend it, letting you enrich records with custom fields, manage dunning plans, read data for reporting, and connect Upflow events to your other tools.
Yes. It is a public but fully authenticated API, so every request requires your API key and secret, and access is scoped to your organization. Financial data stays encrypted and protected in transit.
Ready to build on Upflow?
Explore the API documentation or talk to our professional services team about your use case.
