Financial Relationship Management
Getting paid in security and compliance has its own rules.
Manage the moving parts of complex AR, from shifting contracts to long approvals, in one audit-ready system.
Trusted by the world's leading security and compliance finance teams
The collections bottleneck
What slows AR down in security and compliance.
01
Order forms keep changing.
Seat changes and security updates trigger new paperwork.
02
Strict procurement adds approval layers.
Multi-step AP workflows route invoices through several reviewers.
03
Auditors expect a full AR log.
Outreach and payment events need to be documented and traceable.
04
Cash forecasts get built manually.
Shifting contracts force finance to rebuild forecasts in spreadsheets.
How security teams collect cleanly.
Scale your collections
Collections that keep up with changing deal terms.
Sync collections to moving balances as commercial terms change. Keep outreach current with the terms reflected in your billing stack.
- Collections Agent adapts outreach to each invoice type
- Automated sequences for true-ups, renewals, and usage billing
- Dynamic collections logic that adjusts as deal terms change
- Full AR picture synced live from the tools your team already runs
Keep control
Outreach built for complex approval chains.
Map each approval chain and route outreach to the right approver. Escalate when a contact stops responding, so payment keeps moving.
- Invoices routed straight to the approver who unlocks payment
- Invoice submission into AP portals like Coupa, tracked from your AR view
- Automatic escalation paths that switch stakeholders after no reply
- Payment status visible to your revenue team in real time
Full visibility
A complete audit trail for your collections.
Log the full account history, from first outreach to final payment, in one searchable place. Pull a complete record for auditors on request.
- Outreach and payment history per invoice, timestamped and evidenced
- Cash App Agent that keeps a full payment audit trail
- Auditor-ready records available on request
- SOC 2 Type 2 and GDPR compliant
Visibility into cash flow
Cash visibility leadership can act on.
Give CFOs a cash picture that updates on its own as your AR changes. Make faster collection calls on a position that's current.
- Real-time DSO tracked against B2B benchmarks
- Cash flow forecast by billing cohort, updated continuously
- At-risk account signals surfaced before they escalate
- Role-based dashboards for finance and leadership
Ready to hold AR to your audit-grade standard?
See why security and compliance teams run collections on Upflow.
