Company intelligence
Upflow
The Financial Relationship Management platform that helps B2B finance teams get paid faster with supervised AI agents.
About Upflow
Upflow helps B2B finance teams get paid faster while strengthening the relationships behind their revenue. Its Financial Relationship Management platform manages the full financial relationship, from agreed payment terms to collected and reconciled cash, with AI agents working alongside the team. It brings the data, workflows, and customer context behind getting paid into one system, so teams can make better decisions and act consistently across every account. Four products run the cycle from invoice to cash: - Insights: instant answers on customer health, cash forecasts, and AR performance - Collections: your AR playbook run at scale, on the right channel at the right time while preserving your relationship with your customers - Payments: an out-of-the-box and branded way for customers to pay, fit for B2B businesses, with finance optimizing methods, costs, and mix - Cash Application: automatic matching and application across online and offline payments, including the short pays, bulk payments, and partial payments that break rule-based tools The agents inside these products all work from one foundation: Upflow Intelligence. It holds the full context on your customers, from past conversations, tone of voice, and payment history. That context is also yours to work with directly. Ask Upflow, the conversational interface to Upflow Intelligence, lets you query your AR data, configure workflows, and direct agents. The result: teams collect smarter, strengthen financial relationships, and cut DSO by 30% within three months.
Verified activity
Signals from Upflow
15 published signals
Products & Services
Upflow turned the book on cash collection into a Claude skill for personalized strategy generation.
Reported by Upflow
Products & Services
Upflow turned the book From Zero to Collected into a Claude skill allowing users to build a personalized strategy from it.
Reported by Alex Louisy
Research & Knowledge
Upflow CEO Alex Louisy wrote a book titled From Zero to Collected, detailing cash collection processes and AI agent design.
Reported by Upflow
Products & Services
Upflow launched Ask Upflow, a financial relationship management tool that analyzes receivables and acts on them in one conversation.
Reported by Upflow
Products & Services
Upflow closes the gap in three steps for finding out what's wrong with receivables, including data integration, intelligence, and workflow automation.
Reported by Alex Louisy
Products & Services
Upflow brings together four products - Insights, Collections, Cash Application and Payments, each with an agent that does the real work, under the Upflow Intelligence layer.
Reported by Upflow
Products & Services
Upflow offers four products designed to help finance teams design and execute their cash collection function with configurable agents, payment experiences, and reconciliation tools.
Reported by Alex Louisy
Products & Services
Upflow launched Financial Relationship Management as a new category built on a different belief.
Reported by Upflow
Products & Services
Upflow introduced the new Upflow.
Reported by Alex Louisy
Presence & Recognition
Upflow unpacked its business and mission on The Growth-Minded CFO Podcast with host Lauren Elizabeth.
Reported by Alex Louisy
Products & Services
Upflow launched a new brand, new website, and a category named Financial Relationship Management.
Reported by Upflow
Products & Services
Upflow launched a new brand, a new category, and a whole new way of thinking about the B2B invoice moment called Financial Relationship Management (FRM).
Reported by Michael Kalodimos
Products & Services
Upflow launched a new brand, a new website, and Upflow Intelligence running through the product on a single day.
Reported by Alex Louisy
Products & Services
Upflow launched a new logo, new website, and a new category named upflow.io on September 1st.
Reported by Upflow
Products & Services
Upflow is building a new product or service with months in the making.
Reported by Alex Louisy