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Upflow logo — Get paid faster, enjoy better customer relationships and rea...

Upflow

Get paid faster, enjoy better customer relationships and realize your full growth potential with Upflow.

Founded 2018 United States New York, United States 79 employees Series A Total: $22.78M B2B, Financial Services +4

General Information

Company Name Upflow
Founded Year 2018
Location United States New York, United States
Employees 79
Industries B2B, Financial Services, Fintech +3
Funding Stage Series A
Business Model B2B, SaaS, Embedded Finance
Revenue Model Subscription, Usage Based, Freemium
Social

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About Upflow

Upflow stands out as a pioneering Financial Relationship Management (FRM) platform aimed at transforming how B2B finance teams handle customer payments. Founded in 2018, this United States-headquartered startup empowers companies with real-time account receivable insights, automated workflows, and modern payment experiences. By addressing the traditionally burdensome task of invoice management, Upflow converts it into a strategic asset, enriching customer relationships and enhancing cash flow predictability.

The platform's robust compatibility is illustrated by its seamless integration with leading accounting and ERP tools like NetSuite and Sage Intacct, and top CRMs like Salesforce. Upflow has gained trust among forward-thinking companies including Vercel and PandaDoc. Supported by notable investors such as Y Combinator and Hedosophia, the startup is fresh from a $5.00M Series A investment as of 01 April 2024, reflecting strong confidence in its growth potential.

Taxonomy: Financial Relationship Management, Accounts Receivable Automation, B2B Finance Solutions, Cash Flow Management, Automated Workflows, Payment Portals, Real-time AR Visibility, DSO Optimization, Cash Forecasting, ERP Integration, CRM Integration, Fintech Innovation, Customer Payment Management, SaaS Payment Platform, Startup Ecosystem

Services & Products

Cash Collection
Payment Solutions
Financial Forecasting
Customer Relationship Management in Finance
Accounts Receivable Automation

Target Customers

B2B Finance Teams Finance Leaders SMB and Enterprise Customers

Funding Rounds & Investors (6)

View All
Funding Stage Amount Investors Lead Investors Date
Series A $5.00M 4
Lorimer Ventures Y Combinator Hedosophia
Lorimer Ventures, Y Combinator +2
01 Apr 2024
Series A $15.00M 5
9Yards Capital Hexa
9Yards Capital, Hexa +3
01 Jun 2021
Seed $130.00K 1
Y Combinator
Y Combinator
01 Jul 2020
Support Program $150.00K -
01 Mar 2020
Seed €2.50M 3
Kima Ventures Xavier Niel Hexa
Kima Ventures, Xavier Niel +1
01 Sep 2019
Seed Undisclosed -
01 Jul 2018

Upflow Alternatives & Competitors

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Upflow vs
Agicap
Agicap France

Pilotez votre trésorerie en temps réel, évitez les factures impayées et simplifiez vos paiements fou...

Series C
819 employees
Fintech, Payments
Compare Upflow vs Agicap
Upflow vs
Nook
Nook United Kingdom

👋 The all-in-one platform to streamline your B2B payments 💳

Pre-Seed
9 employees
Financial Services, Payments
Compare Upflow vs Nook
Upflow vs
Resolve
Resolve United States

All-in-one net terms solution for credit checks, embedded B2B payments, and AR automation. The B2B s...

58 employees
B2B, E-Commerce
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FAQ About Upflow

Get paid faster, enjoy better customer relationships and realize your full growth potential with Upflow.
Upflow was founded in 2018.
Upflow is headquartered in New York, United States.
Upflow operates in B2B, Financial Services, Fintech, Payments, Platforms and SaaS. Its work centres on Financial Relationship Management, Accounts Receivable Automation, B2B Finance Solutions and Cash Flow Management. Its customers include B2B Finance Teams, Finance Leaders and SMB and Enterprise Customers.
Upflow has a B2B, SaaS and Embedded Finance business model. Its revenue comes from Subscription, Usage Based and Freemium.
Upflow has approximately 79 employees.
Upflow has completed 6 funding rounds, raising a total of $22.78M. The latest funding stage is Series A.
Upflow offers: Cash Collection, Payment Solutions, Financial Forecasting, Customer Relationship Management in Finance, Accounts Receivable Automation.
Top alternatives and competitors to Upflow include Agicap, Nook, Resolve, Chargezoom, FinMaks Finansal Teknolojiler A.Ş.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Upflow and Agicap are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Upflow, https://bouncewatch.com/company/upflow, updated 7 April 2026. When citing, please name BounceWatch and link this page.

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