CollBox vs. Upflow Comparison


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Features and tools include robust import-export functions, large set of stock reports and letter templates, report generator tool, account segmentation tool, flexible trust accounting, account level forms and document attachments, consumer portal, client portal, integrated payment processing, reporting dashboard, HIPAA and SOC 2. 77 Ratings Visit Website Monk Monk is an AI-native accounts receivable platform that automates invoice to cash for B2B finance teams: invoicing, AP portal submission, collections and cash application, on top of your existing ERP. Across the $2B+ in receivables Monk manages, 92% of enterprise invoices have to be submitted through a corporate AP portal rather than paid from an emailed invoice. Monk submits into more than 600 of them, including Coupa, Ariba and SAP Business Network, and uploads 87% autonomously. Julia, the Monk agent for Intelligent Collections, reads customer replies and responds to what was written rather than advancing a fixed dunning sequence. 90% of invoices resolve without escalation. Email sends from your own mailbox via Gmail or Microsoft 365, so there is no new sending domain. Payments match to open invoices at 80%, rising to 95% with rules your team configures. Connects to QuickBooks, NetSuite and Dynamics 365 Business Central. Live in one to three days. SOC 2 Type II. 8 Ratings Visit Website D&B Finance Analytics AI-driven credit-to-cash solutions powered by Dun & Bradstreet’s industry-leading global data and analytics. D&B Finance Analytics provides AI-driven solutions powered by the Dun & Bradstreet Data Cloud. Intelligent, flexible, and easy to use, D&B Finance Analytics helps finance teams manage risk, increase operational efficiency, reduce cost, and improve the customer experience. 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Built natively on the Microsoft Power Platform (Dynamics 365), Gravity delivers robust multi-entity financial management with seamless integration to Microsoft 365, Power BI, Teams + Copilot — no third-party add-ons required. 🎈 Multi-entity & multi-location accounting 🎈 Automated intercompany transactions 🎈 AP automation & multi-level approvals 🎈 Real-time consolidated reporting & dashboards 🎈 Advanced analytics with Microsoft Power BI 🎈 Easy navigation from accounting to sales & service Trusted by growing companies in real estate, family offices, professional services, healthcare, hospitality, and nonprofits, Gravity helps businesses simplify complex accounting, improve cash flow, and scale with confidence. 45 Ratings Visit Website EBizCharge EBizCharge is the leading embedded payments application for businesses to accept payments directly inside QuickBooks, Microsoft Dynamics, NetSuite, SAP, Acumatica, and 100+ other business systems. Trusted by 20,000 companies and voted best fintech solution by the Globee® Awards, EBizCharge combines modern billing tools with integrated payment processing to help B2B companies get invoices paid faster, eliminate manual work, and keep payment data automatically synced to their ERP. Companies use EBizCharge to: ◉ Accept credit card, debit card, and ACH payments natively in their ERP, CRM, or shopping cart ◉ Automate billing and reconciliation to save time and reduce errors ◉ Speed up collections with easy billing tools: payment links, online customer portal, recurring billing, saved cards, and more ◉ Reduce risk with enterprise-grade security certified by the PCI-Security Council: PCI-compliance, encryption, and tokenization 208 Ratings Visit Website Polonious Polonious is an ISO27001 certified secure, extremely flexible and highly configurable investigation workflow solution. 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About Improve your collection process with CollBox. Getting paid what you’re owed can be a painful, time-consuming, and inefficient process. The CollBox platform simplifies the process of getting paid by connecting to your existing cloud accounting software, identifying past-due accounts, and instantly pairing them with the best provider for the job, whether that’s a gentle Receivables Specialist or a vetted Collection Agency. CollBox analyzes your accounts receivable to identify slow-pay and no-pay customers. Simply select the past-due accounts you want help with and we’ll take it from there. Behind the scenes, CollBox manages a network of reputable, vetted receivables agents and collection agencies. Your specific debt is matched with the provider who has been proven to be effective within your industry. CollBox seamlessly integrates with cloud accounting systems so you can get started immediately.	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.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Companies searching for a solution to manage their accounts receivable process	Audience Businesses looking for an efficient cash collection system
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Not Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing Free to Start Free Version Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.6 / 5 ease 4.8 / 5 features 4.5 / 5 design 4.4 / 5 support 4.6 / 5 Read all reviews
	Pros & Cons from Real Users Pros Upflow's seamless ERP integration and user-friendly interface have greatly enhanced our efficiency. Additionally, the comprehensive reporting tools allow us to monitor our financial health on a regular basis. Upflow's ability to provide real-time A/R metrics has been a game-changer for us. Also the automated reminders and detailed reporting have made a huge difference. Plus, the responsive support team ensures we always get the help we need promptly. Quick and very simple to get started. Integration and updates in just a few minutes. Perfect team responsiveness. I like how it's easy to use, the reactivity of the team, the statistic space and the recurring and relevant updates ! Dashboard, Automated dunning plan, possibility of adapting the dunning plan to the customer (type, language), implementation of intelligent assignment rules, good integration with Chargebee. Cons The learning curve for some advanced features could be shorter, but Upflow's overall benefits and excellent customer support make it a worthwhile investment. Upflow's integration with our ERP could be more seamless, but their support team is always helpful and responsive. The inability to modify or delete integrated contacts and postal addresses at will. I would like that the connection with pennylane become most powerful. We could not have the payment method. It's impossible to have a task after being paid. (Like to delete an error message or something else.) No historical data on dashboard longer than 12 months.
Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information CollBox Founded: 2015 United States collbox.co	Company Information Upflow Founded: 2018 United States upflow.io
Alternatives ezyCollect	Alternatives Abivo Abivo Inc.
Epicor Cash Collect Epicor Software	HighRadius
InterProse ACE InterProse	Melio
Collect! Comtech Systems	Kantox
9ci View All	Growfin View All
Categories Accounts Receivable Supported AR Automation Supported Debt Collection Supported	Categories Accounts Receivable Supported Debt Collection Supported Payment Processing Supported Reconciliation Supported
Accounts Receivable Features ACH Payment Processing Not Supported Billing & Invoicing Not Supported Check Processing Not Supported Collections Management Supported Online Payment Processing Not Supported Overpayment Processing Not Supported Partial Payments Not Supported Receivables Ledger Not Supported Recurring Billing Not Supported Debt Collection Features Agency Management Supported Auto Dialer Not Supported Automated Notices Not Supported Callback Scheduling Not Supported Client Management Supported Commission Management Not Supported Compliance Management Not Supported Contact Management Not Supported Credit Bureau Reporting Not Supported In-House Collections Not Supported Payment Plans Not Supported Transaction Management Not Supported	Accounts Receivable Features ACH Payment Processing Supported Billing & Invoicing Not Supported Check Processing Not Supported Collections Management Supported Online Payment Processing Supported Overpayment Processing Supported Partial Payments Not Supported Receivables Ledger Supported Recurring Billing Supported Debt Collection Features Agency Management Not Supported Auto Dialer Not Supported Automated Notices Supported Callback Scheduling Not Supported Client Management Supported Commission Management Not Supported Compliance Management Not Supported Contact Management Supported Credit Bureau Reporting Not Supported In-House Collections Supported Payment Plans Supported Transaction Management Not Supported Show More Features Payment Processing Features ACH Check Transactions Supported Bitcoin Compatible Not Supported Debit Card Support Supported Gift Card Management Not Supported Mobile Payments Supported Online Payments Supported POS Transactions Not Supported Receipt Printing Not Supported Recurring Billing Supported Signature Capture Not Supported
Integrations QuickBooks Online Supported Xero Supported Axis LMS Not Supported Chargebee Not Supported FreshBooks Supported Invoiced Supported NetSuite Not Supported QuickBooks Online Advanced Supported Sage Accounting Supported Sage Intacct Not Supported Salesforce Not Supported Slack Not Supported Stripe Billing Not Supported Zuora Not Supported Show More Integrations View All 7 Integrations	Integrations QuickBooks Online Supported Xero Supported Axis LMS Supported Chargebee Supported FreshBooks Not Supported Invoiced Not Supported NetSuite Supported QuickBooks Online Advanced Not Supported Sage Accounting Not Supported Sage Intacct Supported Salesforce Supported Slack Supported Stripe Billing Supported Zuora Supported Show More Integrations View All 10 Integrations
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