Record verified
Upflow
Upflow is accounts receivable software for mid-market B2B companies, covering collections, B2B payments and cash application. Its AI agents run collections outreach across email, SMS, calls and letters, read replies for disputes and promises to pay, submit invoices to customer AP portals, match payments to invoices and summarize customer context. Customers set agent autonomy from suggestion-only to fully autonomous.
- SOC 2
- Type II
- Trains on customer data
- Yes
- Human review
- Configurable
- Pricing
- Quote only
What the AI does
- Collections Agent prioritizes and times outreach, sends and follows up on messages, routes complex accounts to people, and extracts dispute and promise-to-pay intent from replies
- Insights Agent summarizes customer context, what is blocking payment and suggested next steps, and answers questions about AR data
- Cash App Agent matches partial and complex payments to open invoices, captures remittance details from email and portals, and writes reconciled payments back to the ERP
- AP Portal Agent handles invoice submissions through customers' buyer portals
- Upflow MCP runs AR analysis inside Claude and ChatGPT
Summarized from upflow.io.
Facts, checked against the source
- Category
- AR & collectionsSource: upflow.io (opens in a new tab)
- Built for
- Mid-marketSource: upflow.io (opens in a new tab)
- Ledger integrations
- QuickBooks Online, Xero, NetSuite, Sage IntacctAlso documents: Pennylane, Rillet, Zuora, Chargebee, Stripe Billing, Salesforce, HubSpot, Slack, Gmail, Outlook.Source: upflow.io (opens in a new tab)
- Pricing
- Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
- Free plan
- YesA free plan is listed on the vendor's site. A free trial does not count.Source: upflow.io (opens in a new tab)
- SOC 2
- Type IISource: security.upflow.io (opens in a new tab)
- Trains on customer data
- YesUpflow's AI page says its agents are trained on how the customer's own customers behave and how its team works. Neither that page nor the privacy policy (last updated 2024-10-25) says whether one customer's data trains models used for others, and no opt-out is described.Source: upflow.io (opens in a new tab)
- Human review
- ConfigurableUpflow offers autonomy controls for its agents from suggestion-only to fully autonomous and routes complex accounts to people; the default setting is not stated.Source: upflow.io (opens in a new tab)
- Company
- Privately held
- Funding
- Last round: Series A, $15M, June 15, 2021Investors named: 9yards Capital, Y CombinatorSource: upflow.io (opens in a new tab)
- Checked against the linked official source on the date shown.
- Unconfirmed: we could not find an official statement.
Funding rounds
| Announced | Round | Amount | Led by | Source |
|---|---|---|---|---|
| June 15, 2021 | Series A | $15M | Not named | upflow.io |
Sources
Official pages read for this listing on October 30, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.
- upflow.io/
- upflow.io/upflow-intelligence
- upflow.io/pricing
- upflow.io/integrations
- security.upflow.io/
- upflow.io/about-us
- docs.upflow.io/en-us/legal-and-security/contractual-documents/upflow-privacy-policy
- upflow.io/blog/inside-upflow/upflow-raises-15-million
1 logged change to this listing, most recently October 30, 2026. See the changelog.
Upflow questions
- Does Upflow train AI on customer data?
- Upflow's policy says customer data is used in some form to train or improve its models. Upflow's AI page says its agents are trained on how the customer's own customers behave and how its team works. Neither that page nor the privacy policy (last updated 2024-10-25) says whether one customer's data trains models used for others, and no opt-out is described.
- Does Upflow have SOC 2?
- Upflow states that it holds a SOC 2 Type II report.
- Which accounting systems does Upflow integrate with?
- Upflow documents integrations with QuickBooks Online, Xero, NetSuite and Sage Intacct.
- How much does Upflow cost?
- Upflow does not publish prices; pricing is by quote.
- What are alternatives to Upflow?
- Other AR & collections tools in this directory include Billtrust, Chaser, Esker, HighRadius and Invoiced.