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About
A fully automated reconciliation solution that will automate and standardize your account reconciliation process to generate real-time and accurate financial statements. Summarized view of real-time data, reconciliations with relevant statuses, breaks by age, interfaces, notifications and reminders. Customer-specific templates, matching rules, files interfaces and effective break management for performing automated reconciliations. Effectively manage reconciliation process between custodian accounts and internal accounting systems, funds and legal entities. Leaders can continuously monitor and evaluate performance to drive further process optimization by leveraging a combination of data. Process standardization, embedded internal controls, real-time reporting and dashboards, accounting and finance.
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About
Upflow helps B2B companies around the world unlock owed cash reserves with cutting-edge AR technology. Join thousands of finance leaders achieving cash collection excellence with Upflow.
We seamlessly integrate with your accounting stack in just a few clicks to help you better manage your Accounts Receivables and gain instant real-time insights through our comprehensive analytics to drive effective cash collection efforts.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses seeking for a loan servicing software
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Audience
Businesses looking for an efficient cash collection system
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
Free to Start
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCashTrax
United States
www.cashtrax.net/index.html
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Company InformationUpflow
Founded: 2018
United States
upflow.io
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Alternatives |
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Categories |
Categories |
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Loan Servicing Features
Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans
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Accounts Receivable Features
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
Debt Collection Features
Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management
Payment Processing Features
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture
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Integrations
Axis LMS
Chargebee
NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Slack
Stripe Billing
Xero
Zuora
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Integrations
Axis LMS
Chargebee
NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Slack
Stripe Billing
Xero
Zuora
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