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About

Currency Management Automation is the process of completely automating the entire foreign exchange (FX) workflow of a business. This workflow starts when new currency exposure arises, followed by risk analysis and monitoring, trade execution and post-trade performance analysis. We enable businesses to start leveraging technology to overcome complex FX challenges and achieve their goals. Our software allows you to easily manage your business’s entire foreign exchange process, from pricing your products all the way to collecting your payments. Calculate prices in foreign currencies, while selling products or services overseas. Dynamic Pricing automatically updates your prices based on currency market movements to help your business gain a competitive advantage and protect your margins. Customise how different types of FX exposure are managed according to your business’s characteristics and goals.

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

Platform for businesses wanting to automate their currency management

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

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Kantox
Founded: 2011
United Kingdom
www.kantox.com/en/

Company Information

Upflow
Founded: 2018
United States
upflow.io

Alternatives

Alternatives

Abivo

Abivo

Abivo Inc.
CEIFX

CEIFX

Currency Exchange International
DCS Foreign Currency Exchange

DCS Foreign Currency Exchange

Digital Currency Systems
Datasoft FxOffice

Datasoft FxOffice

Datasoft Group

Categories

Currency Exchange Supported
Debt Collection Supported
Forex Trading Supported
Reconciliation Supported
Trading Supported
Treasury Supported

Categories

Debt Collection Supported
Payment Processing Supported
Reconciliation Supported

Financial Risk Management Features

Compliance Management Not Supported
Credit Risk Management Not Supported
For Hedge Funds Not Supported
Liquidity Analysis Not Supported
Loan Portfolio Management Not Supported
Market Risk Management Supported
Operational Risk Management Not Supported
Portfolio Management Not Supported
Portfolio Modeling Not Supported
Risk Analytics Benchmarks Not Supported
Stress Tests Not Supported
Value At Risk Calculation 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

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

Atlar Supported
Axis LMS Not Supported
Chargebee Not Supported
EXADS Supported
NetSuite Not Supported
QuickBooks Online Not Supported
Sage Intacct Not Supported
Salesforce Not Supported
Slack Not Supported
Stripe Billing Not Supported
Xero Not Supported
Zuora Not Supported

Integrations

Atlar Not Supported
Axis LMS Supported
Chargebee Supported
EXADS Not Supported
NetSuite Supported
QuickBooks Online Supported
Sage Intacct Supported
Salesforce Supported
Slack Supported
Stripe Billing Supported
Xero Supported
Zuora Supported
Claim Kantox and update features and information
Claim Kantox and update features and information
Claim Upflow and update features and information
Claim Upflow and update features and information