AI-Powered Financial Relationship Management

Upflow is the Financial Relationship Management platform that helps B2B finance teams collect smarter and get paid by their customers faster, with AI agents working alongside the team.

Today, the order-to-cash process is mission critical for businesses, yet it remains fragmented across tools, teams, and workflows. Collections, payments, cash application, and analytics are spread across disconnected tools, manual workflows, and incomplete data. Finance teams spend time chasing information instead of driving outcomes, and customers face a payment experience that doesn’t match modern standards.

Upflow is the Financial Relationship Management (FRM) platform for B2B finance teams. FRM is the discipline of managing the financial relationship with a customer, from the moment payment terms are agreed until cash is collected and reconciled, and Upflow is the cutting-edge technological platform built for it end to end. Four products cover the cycle from invoice to cash, with AI agents that work alongside the team and a shared intelligence layer underneath:

• Insights: instant answers on customer health, cash forecasts, and AR performance
• Collections: AR playbook run at scale, on the right channel at the right time while preserving relationship with customers
• Payments: an out-of-the-box and branded way for customers to pay, fit for B2B businesses, with finance optimizing methods, costs, and mix
• Cash Application: automatic matching and application for both offline and online payments, synced to ERP in real time

The AI agents inside these products all work from one foundation: Upflow Intelligence. It holds the full context on customers, from past conversations, tone of voice, and payment history. Ask Upflow, the conversational interface to Upflow Intelligence, queries AR data, configures workflows, and directs agents.

The result: teams collect smarter, strengthen financial relationships, and cut DSO by 30% within three months. We serve 500+ companies across 30+ countries, including Vercel, Lattice, Productboard, and are backed by leading investors including Y Combinator, Hedosophia, Hexa, and Lorimer.

With teams across the US and Europe, we’re building a category-defining company at the intersection of finance, payments, and AI.

Our mission: Radically transform how companies get paid to fulfil their growth potential and control their corporate destiny.

Meet the team at Upflow.mp4

Open positions

We care deeply about the candidate experience. We act diligently and respectfully with every applicant, and we commit to clear, timely communication throughout the entire recruiting journey. Our goal is simple: make every interview process a positive experience.

We believe in the potential of every individual, and we encourage candidates from all backgrounds to apply, even if they don’t meet every qualification. Your unique experience and perspective may be exactly what we need.

https://upflow-job-board.upflow.workers.dev/