Upflow

?? Go from chasing invoices to engaging customers. The new era of accounts receivable is here with Financial Relationship Management by Upflow. The hypergrowth era is over. It's time to pivot now, in the era of efficient growth. The era of easy VC money is over. Today, investors demand more reliability and proof of product-market fit. Profitability, not growth at all costs, is key. While other teams focus on customer engagement, Finance has often overlooked the customer behind the invoice. It's time for Finance to lead business growth by engaging customers throughout the experience. Upflow helps you manage and optimize this financial interface. Find out more: https://lnkd.in/eMJaf4tC

Does location still matter for business success? ?? “Location, location, location” right? But in 2025, does your ZIP code define your business—or is it more about how you run it? In our new report, we analyzed U.S. Census Bureau data and combined them with qualitative insights from founders who have run successful businesses across the US and globally - like Ben Rubenstein (Setpoint) and John Berkowitz (OJO & Movoto). ?? Explore the data in the full report to see which states are thriving. https://lnkd.in/eqQRSsRV

Smart finance leaders know this: In 2025, real-time access to your DSO is essential. But understanding WHY payments are delayed? That’s even more valuable. ?? That’s where AI-powered Accounts Receivable intelligence changes the game. ? Beyond charts Identify the root causes of late payments—not just the numbers. Get clear, actionable recommendations on where to focus your efforts. ? Advanced strategies Forget generic follow-ups. Upflow AI personalizes outreach based on customer payment behavior and proven best practices—helping you collect cash faster. With embedded AI functionality throughout Upflow, you don’t just track AR. You optimize it. Discover more and request early access: https://lnkd.in/gfUcaw3t

For finance teams, outdated Accounts Receivable data isn’t just an inconvenience—it leads to wasted time, frustrated customers, and cash flow blind spots. That’s why Upflow’s real-time NetSuite sync is a game-changer. Most AR solutions rely on: ? Manual SFTP transfers – High-risk, outdated, and error-prone. One misaligned column can corrupt data and trigger incorrect reminders. ? Daily syncs – Better than manual uploads, but still lagging. Payments made during the day won’t reflect until the next cycle, leading to bad decisions. ? Custom API builds – Expensive and fragile. Once deployed, they’re rarely updated to scale with your business, creating technical debt. Upflow is different. ? Our real-time synchronization ensures your AR is always up to date—so you never chase payments that have already been made. ? We optimize for NetSuite’s API limits and, as a certified SDN partner, have direct access to NetSuite support—giving our customers reliability they won’t get elsewhere. With Upflow, you’re not just getting an integration. You’re getting an AR process built to scale. Curious to see how it works? Let’s talk.

?? In 2024, our users were more active than ever, performing 2 million actions in Upflow—almost double the 2023 volume of 1.1 million. The acceleration throughout the year has been phenomenal, with finance teams leveraging automation at an unprecedented scale to manage their collections efficiently. ?? But automation is just one piece of the puzzle. Our users are also using sophisticated MANUAL strategies, collaborating across teams by tagging colleagues, and having conversations on the best ways to approach specific customers. This deeper level of teamwork ensures that each case is handled with the right balance of automation and personalized touch. We're seeing more and more finance teams are setting up advanced workflows that combine automated reminders with manual follow-ups when a more personal approach is needed. Whether it’s through email, SMS, phone calls, or even letters, our users are mixing and matching follow-up channels to ensure they connect with customers in the most effective way possible. This approach is helping businesses scale their cash collection efforts while maintaining the human touch where it counts. Find out more: https://lnkd.in/e__jTFeb

?? Does success depend more on where your business operates or how it runs? Our latest research explores this question using data from the U.S. Census Bureau’s Statistics of U.S. Businesses (SUSB), as well as input from John Berkowitz and Ben Rubenstein - entrepreneurs who have run successful businesses across diverse US and international geographies. Key Takeaways: ? Tax benefits help—but they’re not everything. Favorable tax policies can provide a head start, but long-term success depends on reinvesting savings into growth, talent, and innovation. ? Access to talent fuels growth. Business hubs like New York and Austin thrive due to their deep talent pools. Companies position themselves strategically to tap into these networks. ? Remote work is a game changer. Rural states are gaining traction as businesses embrace distributed teams, making top talent accessible from anywhere. ? Financial strategy matters more than location. Cash flow management, smart investments, and operational efficiency often outweigh the advantages of any specific location. ? Diverse economies drive resilience. States that support multiple industries—like Texas—tend to see consistent business growth. ?? Explore The Healthiest State(s) for Business report:

???They are on their way to faster payments, stronger customer relationships and efficient company growth. Welcome aboard Funraisin and HyperNile - thanks for trusting us! Upflow is a Financial Relationship Management (FRM) platform - like a CRM for Finance, empowering businesses to tailor payment experiences for their customers. It ensures you’re connecting with the right person at the right time and place within the finance pillar of the customer journey. With Upflow...yes, it’s about collecting cash faster - but that's just the beginning. Go further and build stronger customer relationships, reduce churn, and unlock sustainable growth for your business with Upflow Funraisin is a standalone platform used by leading nonprofit organisations to run their online P2P fundraising and events, community fundraising and power their brand sites. HyperNile Fulfillment Network is a 3PL network for D2C businesses, providing seamless storage, shipping, and returns to optimize ecommerce fulfillment and customer experience. Ready to embrace Financial Relationship Management and achieve your full growth potential?????Start today with our free?Upflow?Discover plan:?https://hubs.la/Q01Xghfp0 #Upflow #CashCollection #FinanceRevolution

Christine Leclercq, Finance Manager at Botify, shares her experience of using Upflow. ??? "Since we've shifted from a hyper-growth economy to a profitability-focused economy, for us it has been crucial to reduce our DSO to make sure that our client payments come on time...Now that we've started using Upflow we've seen our DSO reduce by about 10 days and we've seen that impact immediately in the business". Read the full Botify story: https://lnkd.in/dZK64HHd

?? What matters more for success - 'where' or 'how' your business operates? In our new research piece, we dig into this question, analyzing data from the United States Census Bureau, specifically from the Statistics of U.S. Businesses (SUSB). Introducing 'The Healthiest State(s) for Business' report. Read it here: https://lnkd.in/eqQRSsRV

Bad debt doesn’t have to stay bad. What seems like lost revenue can still be recovered—with the right approach. Proof? ?? In 2023, businesses using Upflow recovered $11M from invoices that were 1+ years old. ?? In 2024, that number doubled to $22M, with nearly 7,000 overdue invoices finally getting paid. This isn’t just about collections. It’s about unlocking cash flow that businesses once wrote off. Because every dollar recovered: ? Strengthens financial stability ? Fuels business growth ? Proves that with the right tools, getting paid isn’t just possible—it’s inevitable So, how much overdue revenue is still sitting on your books? It's time to turn bad debt into real revenue with Upflow. https://lnkd.in/e__jTFeb #CashFlow #AccountsReceivable #GetPaid