Upflow

🤝 Go from chasing invoices to engaging customers. The new era of accounts receivable is here with Financial Relationship Management by Upflow. The hypergrowth era is over. It's time to pivot now, in the era of efficient growth. The era of easy VC money is over. Today, investors demand more reliability and proof of product-market fit. Profitability, not growth at all costs, is key. While other teams focus on customer engagement, Finance has often overlooked the customer behind the invoice. It's time for Finance to lead business growth by engaging customers throughout the experience. Upflow helps you manage and optimize this financial interface. Find out more: https://lnkd.in/eMJaf4tC

🚩 Not all customers are equally risky In AR, chasing every overdue invoice the same way is a losing game. The real leverage lies in identifying patterned risk before it shows up as bad debt. Your team is likely sitting on a goldmine of signals, they’re just buried inside your AR aging report. Instead of scanning line by line, use AI to spot accounts that: - Are trending toward later payments over time - Have high balances across multiple aging buckets - Regularly slip past your follow-up timelines 📥 Prompt to try: Review this AR aging report (CSV). Identify customers with: 1. A shift into older aging buckets over the past 3 reporting periods, 2. Increasing average days to pay, and 3. A concentration of overdue amounts in the 60+ or 90+ day range. Return a ranked list with reasons and suggested follow-up actions.” ⚡️ Quick win: Export your AR aging report as a CSV and drop it into ChatGPT or your AI tool of choice. This surfaces not just who is risky, but why. It’s the difference between reactive chasing and proactive prioritization. Disclaimer: Before sharing company data in ChatGPT or Claude, ensure that you're using an account with appropriate privacy settings. Both platforms allow users (including non-enterprise users) to disable data usage for training in their settings. #AIinFinance #AccountsReceivable #CollectionsStrategy #Upflow

🔍 Bank reconciliation is more than just a month-end task Every finance team knows the drill of matching books to bank statements. But bank reconciliation isn’t just about ticking a compliance box. When done right, it becomes a powerful tool to: ✅ Prevent fraud ✅ Detect costly errors early ✅ Avoid overdrafts and penalties ✅ Improve working capital and cash forecasting ✅ Protect your customer experience Research shows that poor reconciliation practices can lead to a 15% increase in DSO, creating real pressure on working capital and operational efficiency. So how do you get it right? We’ve published a deep dive into the role of bank reconciliation in today’s finance stack. It covers real-world examples, templates, common pitfalls, and how automation can simplify the entire process. If you're looking to reduce manual errors, accelerate collections, and gain real-time visibility into your cash position, this is for you. 📖 Read the full breakdown: https://lnkd.in/gEJQvJ8S #AccountsReceivable #BankReconciliation #CashFlow #FinanceAutomation #Upflow

When you send payment reminders can be just as important as what you say. Most businesses wing it. But there’s actual science behind the perfect timing. The right cadence can improve your cash flow without adding pressure to customer relationships. Studies show specific timing patterns that consistently drive better results. Swipe for the research-backed cadence 👉 #GetPaidSmarter #PaymentReminders #AccountsReceivable #CashFlow #B2BFinance

Drafting Root Cause Analysis for Delayed Payments Using AI 💡 “Stop guessing why your customers are paying late.” Too often, root cause analysis in collections is based on gut feel or scattered anecdotes. But there's a better way. With AI, you can analyze your team's follow-up notes at scale to identify why payments are really delayed and what to do about it. Here’s how: 1. Export follow-up notes from your collections platform or CRM (e.g. Salesforce, Upflow). 2. Paste them into ChatGPT with this prompt: "Analyze the following follow-up notes from collections reps. Identify recurring reasons for delayed payments. Group them into common themes and quantify their frequency. Suggest resolution strategies for each theme to help reduce future delays." AI will return: - Key reasons like invoice discrepancies, missing PO numbers, internal approval delays, etc. - How often each reason comes up - Practical suggestions to fix the root cause (not just chase the symptom) Why it matters: ✅ Move from reactive collections to proactive prevention ✅ Spot systemic issues across accounts ✅ Empower your finance team with data-backed insights Disclaimer: Before sharing company data in ChatGPT or Claude, ensure that you're using an account with appropriate privacy settings. Both platforms allow users (including non-enterprise users) to disable data usage for training in their settings. #AIinFinance #AccountsReceivable #CollectionsStrategy #Upflow

🔍 AI in Finance: From Hype to Strategic Imperative In 2025, AI isn’t a future concept it’s a present mandate. Yet while 85% of CFOs recognize AI’s potential, only 39% are truly implementing it. Why the gap? It’s not just about technology… We published a deep dive on "The CFO’s Role in Driving AI Adoption in Finance" not just a list of tactics, but a narrative shaped by modern CFO and learnings from experiences as shared in the Growth-Minded CFO Podcast 🎙️ 💡 You’ll find: - Why AI is more than Automation, it’s Augmentation. - How CFOs like Charly Kevers (Carta) and Steve Priest (eBay) are driving AI transformation - A 5-step roadmap CFOs can start using today - Real stories on upskilling, cross-functional collaboration, and treating AI like a collaborative partner (not a threat) 🔗 Checkout our blog here: https://lnkd.in/gHg7huy8 #CFO #ArtificialIntelligence #FinanceLeadership #AIinFinance #DigitalTransformation

💰Why do customers with millions in the bank still pay your invoices 30+ days late? Turns out it’s not just about cash flow. It’s about psychology. Human brains are hardwired with cognitive biases that make payment delays feel rational – even when they're not. And most finance teams are unknowingly working against these psychological patterns. The cost? Unnecessary cash flow stress, damaged relationships, and DSO that stays stubbornly high despite your best efforts. The solution? Understanding the psychology behind the delay. Welcome to "Get Paid Smarter" – our weekly deep dive into the behavioral science of faster collections. This week: 5 cognitive biases that make profitable companies procrastinate on payments, plus the exact strategies to work with (not against) these mental patterns. Swipe for the research that's changing how smart finance teams think about AR → Which direction feels right for your brand voice? #GetPaidSmarter #BehavioralFinance #B2BFinance #AccountsReceivable #CashFlow #B2BFinance

🧠 Introducing “Get Paid Smarter” At Upflow, we didn’t start with features, we started with questions: → Why do some emails get responses while others get ignored? → What psychological triggers actually influence payment behavior? → How do the best finance teams structure their processes? The answers became our foundation. Every workflow, every automation, and every interaction in Upflow is built on these core insights. Get Paid Smarter - our weekly series - shares that blueprint. Every Friday, we’ll reveal: ✅ The behavioural principles built into our workflows ✅ Why our escalation logic works the way it does ✅ The communication psychology embedded in our templates ✅ The operational insights that drive our automation This is the research and thinking that lives inside every part of our platform. The principles that make Upflow work for thousands of leading B2B companies. First post drops tomorrow. Stay tuned! #GetPaidSmarter #CashCollection #AccountsReceivable #PaymentPsychology #Upflow

Segmenting AR Customers with AI for Smarter Collections 🔍 “Your collections strategy is only as good as your customer segmentation.” Most AR teams use blanket follow-up rules across all customers. But what if you could segment your entire AR ledger by risk, responsiveness, and payment behavior, in minutes? Here’s how to do it with AI: 1. Export your AR aging report (include: days overdue, prior payment speed, number of follow-ups, industry). 2. Paste it into ChatGPT (Claude also works well for large tables). 3. Prompt: “Based on this data, create 3 customer segments: Low-risk (likely to pay without reminders) Medium-risk (require standard follow-up) High-risk (need escalation) Include reasoning for each group and a recommended action.” This isn’t automation, it’s augmented decision-making. Focus your team where it counts. 🚀 Ready to put this into action? P.S. The hardest part is often getting just getting clean AR data. That’s why we built Discover: our free tool that generates detailed AR aging reports in just a few clicks. 👉 Try Discover for free and transform your collections strategy today: https://lnkd.in/eujC2J77 Disclaimer: Before sharing company data in ChatGPT or Claude, ensure that you're using an account with appropriate privacy settings. Both platforms allow users (including non-enterprise users) to disable data usage for training in their settings. #AIinFinance #AccountsReceivable #CollectionsStrategy #Upflow

Security isn’t a milestone. It’s a mindset. We’ve renewed our SOC 2 Type 2 attestation, once again demonstrating Upflow’s commitment to protecting the sensitive financial data our customers rely on us to handle. As more finance teams move critical processes to the cloud, ensuring data is secure, confidential, and always available is non-negotiable. That’s why we’ve built security into the foundation of our platform, not as an afterthought but as a core principle. SOC 2 is a widely recognized security standard for cloud service providers. It assures our customers that Upflow: 🔒 Implements strong security controls 🔁 Operates them effectively over time 🤫 Safeguards the confidentiality, integrity, and availability of customer data We’re proud to maintain the highest standards and even prouder to do it year after year. #SOC2 #DataSecurity #SOC2Type2 #Compliance #Upflow