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About

HappyAR is a SaaS solution that integrates with leading accounting and ERP systems. It was launched by a couple of experienced business owners that got tired of manually chasing clients for money. We organized our processes and designed an integrated tech solution to address this widespread problem. HappyAR was born out of the need to improve the way accounts receivables are handled. No more reminders. No more guessing if recipients have viewed an email. Now there’s better visibility, better compliance, and a much better and faster way to go paid. Do you know for sure if your invoice recipient actually got the document in the first place? It could take weeks or even months to realize they aren't even there anymore or the message went to SPAM. HappyAR eliminates the guessing with better visibility and insights across communication channels.

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 that need an ever-evolving toolkit that helps optimize invoice collections process

Audience

Businesses looking for an efficient cash collection system

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not 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

Screenshots and 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:

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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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

HappyAR
Founded: 2021
United States
www.happyar.com

Company Information

Upflow
Founded: 2018
United States
upflow.io

Alternatives

HappyAccounts

HappyAccounts

AICO Arena International

Alternatives

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Abivo

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Trove

Trove

Trove Data
Tickler

Tickler

Lovestock & Leaf

Categories

Categories

Debt Collection Supported
Payment Processing Supported
Reconciliation 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

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

NetSuite Supported
Sage Intacct Supported
Salesforce Supported
Xero Supported
Acumatica Cloud ERP Supported
Axis LMS Not Supported
BlueSnap Supported
Chargebee Not Supported
Google Workspace Supported
MYOB Acumatica Supported
Microsoft Dynamics 365 Supported
Microsoft Outlook Supported
QuickBooks Online Not Supported
SAP ERP Supported
Slack Not Supported
Stripe Billing Not Supported
Zapier Supported
Zuora Not Supported

Integrations

NetSuite Supported
Sage Intacct Supported
Salesforce Supported
Xero Supported
Acumatica Cloud ERP Not Supported
Axis LMS Supported
BlueSnap Not Supported
Chargebee Supported
Google Workspace Not Supported
MYOB Acumatica Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Outlook Not Supported
QuickBooks Online Supported
SAP ERP Not Supported
Slack Supported
Stripe Billing Supported
Zapier Not Supported
Zuora Supported
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