Automated reminder plans
The page describes personalized, automated workflows. The documentation speaks of step-by-step plans assigned to a client: automatic steps go out on their own and manual steps show up in the responsible person’s Actions tab.
AI tools · Accounting, finance, HR, legal
Upflow pricing, use cases, and first steps
Upflow is collections and receivables tracking software. It chases overdue invoices with personalized, automated reminder plans, gives each client a portal to pay, and shows DSO, aged balance and outstanding amounts live. It connects to accounting, billing and CRM software.
Upflow has no free plan. The recommended plan to start with: Upflow subscription, on quote. Prices checked on October 20, 2026 on the vendor’s official page.
UpflowCustomer reminders and unpaid-invoice tracking, in one place- Vendor
- Upflow (France)
- Free plan
- No
- Recommended plan
- Upflow subscription, on quote
- Page checked on
- October 20, 2026
What Upflow does
Who it’s for: collections officers, accounts receivable accountants and finance departments that chase many invoices.
A payment portal for each client
Each client has a personalized portal where they pay by card, transfer or direct debit, and can settle several invoices at once.
Live DSO, aged balance and outstanding
Indicators display in real time. Sales and finance teams share the same workspace, with unlimited access for all staff.
Also
- Many connectors
- Security on display
Upflow pricing
The presentation page we read publishes no price.
| Plan | Price | Who it’s for |
|---|---|---|
| Upflow subscription Recommended to start | On quote | Companies that chase many invoices |
Nova’s advice
First calculate the cost of your payment delays, then ask for a demo with your own invoices.
A first try, in 40 minutes
Your data. Upflow displays a SOC 2 Type II attestation, hosting in the European Union (Ireland, with AWS) and data encryption.
What it does less well
- Registered letters and SMS or phone reminders come from the documentation, not the presentation page: check them in a demo.
- The page cites an MCP server for Claude, ChatGPT and Copilot, without describing its functions.
Set up a reminder plan for ten clients with no disputeUpflow- Pick ten clients whose invoices are late with no disagreement.
- Create a plan with three steps, one of them a manual task.
- Review each message before it goes out.
- See who has paid after two weeks.
- Adjust the tone and the timing.
The prompt to copy
Write a courteous reminder for [client], invoice [number] of [amount] due on [date]. Restate the amount, the due date and how to pay. Do not threaten and do not cite any article of law. End by offering to call if they are having difficulty.
Alternatives to Upflow
Frequently asked questions about Upflow
How much does Upflow cost?
Upflow subscription: on quote. Prices checked on October 20, 2026 on the vendor’s official page.
Can you use Upflow for free?
No: Upflow has no free plan. First calculate the cost of your payment delays, then ask for a demo with your own invoices.
What happens to my data with Upflow?
Upflow displays a SOC 2 Type II attestation, hosting in the European Union (Ireland, with AWS) and data encryption.
What are the alternatives to Upflow?
Agicap: To link reminders to the cash forecast. Pennylane: For reminders built into the accounting software.
Official pages consulted
Page checked on October 20, 2026. Brands are named to identify the tools. No affiliation.