Upflow

Overview

Upflow integrates with Chargebee to synchronize your invoices and give you control over your cashflow. Improve your cash collection thanks to an AR analytics dashboard, streamlined workflows and customer payment portals.

With this integration, you will:
- Gain visibility on your AR: DSO, aging balance, cashflow forecasting, billing cohorts and more
- Save time on collections: collaboration with internal stakeholders, systematized reminders, automatic reconciliations
- Get paid faster: Customer portals, multiple payments methods, recurring payments

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Features

Drive your cash flow

Improve your business decisions with a real-time AR dashboard that tracks Financial projections, Customer analysis and DSO & aging balance"

Streamline your collections

Get paid on time with systematic yet personalised reminders. A centralised workspace to set up your workflows with collaboration at its best.

Keep it simple for your Customers

Make your invoices easy to pay with dedicated payment portals, which supports a wide range of payment methods and automatic reconciliation

Data Flow

Upflow Data	Data Flow	Chargebee Data
Customer		Customer
Invoice		Invoice
Credit note		Credit note
Payment		Payment
Refund		Refund
Payment Reversal		Refund

Upflow

Drive your cash flow

Streamline your collections

Keep it simple for your Customers

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