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About

With more than 40 years’ experience in receivables management, nobody understands the business of getting paid better than Finvi. Finvi has simplified and streamlined revenue cycle management. Finvi’s all-in-one revenue acceleration platform provides payment solutions that enable faster collection rates, shorter recovery time, and increased agent productivity. Our industry-leading solutions allow clients to automate repetitive tasks that were once manual and focus on high-potential accounts. And with consumer-preferred digital contact methods, clients can drive outreach with the utmost intelligence for improved outcomes.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Healthcare, debt collection

Audience

Businesses looking for an efficient cash collection system

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Free to Start
Free Version
Free Trial

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:

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Reviews/Ratings

Overall 4.6 / 5
ease 4.8 / 5
features 4.5 / 5
design 4.4 / 5
support 4.6 / 5

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Finvi
Founded: 1980
Burlington, MA, United States
finvi.com

Company Information

Upflow
Founded: 2018
United States
upflow.io

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Categories

Categories

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

Revenue Cycle Management Features

Accounts Receivable
Claims Management
Collections Management
EHR/EMR Integration
For Healthcare
ICD-10 Compliance
Insurance Verification
Medical Billing
Patient Portal
Patient Registration
Patient Scheduling
Payment Processing

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

Integrations

Axis LMS
Chargebee
ClearTouch Contact Center Platform
NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Slack
Stripe Billing
Xero
Zuora

Integrations

Axis LMS
Chargebee
ClearTouch Contact Center Platform
NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Slack
Stripe Billing
Xero
Zuora
Claim Finvi and update features and information
Claim Finvi and update features and information
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Claim Upflow and update features and information