Upflow

Upflow

4.6 out of 5 stars
Satago Upflow

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Satago:

About

Satago is forward-thinking cash management software for businesses and their accountants. Risk insights and credit control makes getting paid on time easy and helps you avoid bad debt, while flexible finance gives you access to cash when you need it. Satago connects with 300+ accounting software packages and integrates with all the major email providers, offering an all-in-one cash management solution which complements and enhances your accounts package. Empower your business decisions with real-time credit insight into new and existing customers. Get notified when your customers’ risk level changes and protect your business from bad debt. The Satago team is always on hand to help, whether you’re a business owner looking to save time, or an accountant who wants to offer a wider range of services to clients. Get in touch today. Satago is perfect for remote working. Our cloud-based software allows you to manage your finances wherever you choose.
Upflow:

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.
Satago:

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
Upflow:

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
Satago:

Audience

Accountants, SMEs, Small Businesses, Business Owners seeking a solution to improve their operations
Upflow:

Audience

Businesses looking for an efficient cash collection system
Satago:

Support

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

Support

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

API

Offers API Not Supported
Upflow:

API

Offers API Supported
Satago:

Screenshots and Videos

Upflow:

Screenshots and Videos

Satago:

Pricing

£10/month
£10/month - Lite - Automated Credit Control / Invoice Finance
£25/month - Standard - Automated Credit Control / Risk Insights / Invoice Finance
£45/month - Plus - Automated Credit Control / Risk Insights / Invoice Finance / Custom Email Sender / More credit reports
£50/month - Practise - Portfolio Overview / Automated Credit Control / Risk Insights / Invoice Finance / Custom Email Sender / More credit reports
Free Version Not Supported
Free Trial Supported
Upflow:

Pricing

Free to Start
Free Version Supported
Free Trial Not Supported
Satago:

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
Upflow:

Reviews/Ratings

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

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.
Satago:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Upflow:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Satago:

Company Information

Satago
Founded: 2013
United Kingdom
www.satago.com
Upflow:

Company Information

Upflow
Founded: 2018
United States
upflow.io
Satago:

Alternatives

Trove

Trove

Trove Data
Upflow:

Alternatives

Abivo

Abivo

Abivo Inc.
Satago:
Upflow:
Trove

Trove

Trove Data
Satago:
Upflow:
Satago:
Upflow:
Melio

Melio

4.1 out of 5 stars
Satago:
Upflow:
Satago:

Categories

Upflow:

Categories

Debt Collection Supported
Payment Processing Supported
Reconciliation Supported
Satago:

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

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Not Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Not Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported
Upflow:

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
Satago:

Integrations

QuickBooks Online Supported
Xero Supported
Axis LMS Not Supported
Chargebee Not Supported
FreeAgent Supported
NetSuite Not Supported
QuickBooks Online Advanced Supported
Sage 200 Supported
Sage 50 Supported
Sage Accounting Supported
Sage Intacct Not Supported
Salesforce Not Supported
Slack Not Supported
Stripe Billing Not Supported
Zuora Not Supported
Upflow:

Integrations

QuickBooks Online Supported
Xero Supported
Axis LMS Supported
Chargebee Supported
FreeAgent Not Supported
NetSuite Supported
QuickBooks Online Advanced Not Supported
Sage 200 Not Supported
Sage 50 Not Supported
Sage Accounting Not Supported
Sage Intacct Supported
Salesforce Supported
Slack Supported
Stripe Billing Supported
Zuora Supported
Satago:
Claim Satago and update features and information
Claim Satago and update features and information
Upflow:
Claim Upflow and update features and information
Claim Upflow and update features and information