Upflow blog · Jun 2026
Explains Upflow’s human-in-the-loop AI approach for AR, including drafting outreach, detecting disputes, and recommending next actions while keeping finance teams in control.
Public company, workplace, funding, and market signals
Updated Jul 29, 2026
Upflow is a B2B financial relationship management (FRM) and accounts-receivable platform that helps finance teams automate collections, payments, cash application, and cash visibility to improve DSO and customer relationships.
Primary product
Financial Relationship Management (FRM) / accounts receivable automation platform
Founded
2018
Headquarters
New York, NY, United States (33 Irving Pl)
Team size
60-70 employees
Work style
Flexible
Industry
Software Development
Sub-industry
Financial software / accounts receivable automation
Offices
Business model
Stage
Series A
Total raised
$25.8M
Latest round
Series A extension / Series A II · Apr 2024
Latest amount
$5M
Series A extension / Series A II
Apr 2024 · Lorimer Ventures
Jun 2021 · 9yards Capital
Seed / Y Combinator investment
Jan 2020 · Y Combinator
Sep 2019 · Kima Ventures / eFounders
Leadership
Co-founder & CEO
Co-founder & Board Member
VP of Engineering
Director of Engineering
Director of Product Management
Global Sales Director
Payments Director
Alexandre Antoine
Finance Director
Investors
Upflow presents itself as a small, tight-knit, distributed team with a product-led culture. Public blog posts emphasize radical ownership, simplicity, continuous improvement, small-batch shipping, refactoring, experimentation, and embedding operating principles into hiring, onboarding, and performance reviews.
Work style
Flexible
Compensation
No public salary bands were found. Public hiring guidance says offers may include fixed salary, variable pay, and equity, and it prompts candidates to ask about health, retirement, meal/travel allowances, home stations, and employee rewards, but it does not confirm a company-wide compensation policy.
Pricing
Tiered pricing with a free Discover plan plus paid plans segmented by ARR band; paid tiers are quote-based and positioned around SaaS + payments usage.
Differentiators
Technology
Customers
Competitors
Estimated revenue
$1M-$10M
Estimated monthly visits
70.2K
Traffic estimate as of Apr 2025
Upflow blog · Jun 2026
Explains Upflow’s human-in-the-loop AI approach for AR, including drafting outreach, detecting disputes, and recommending next actions while keeping finance teams in control.
Upflow blog · Apr 2026
Launch of Upflow’s MCP server for Claude/Copilot-style AI access to real AR data, positioning the product as an AI-native interface for receivables analysis and action.
Upflow blog · Nov 2025
Announces a native Pennylane integration and frames Upflow as the FRM layer for cash collection on top of Pennylane’s financial OS.
TechCrunch · Oct 2024
Independent coverage of Upflow’s move from AR automation into a broader B2B payments platform with a Stripe-backed payment gateway and a hybrid SaaS + payments model.
Upflow blog · Oct 2024
Launches Upflow’s FRM category and explains the shift from transactional AR to relationship-driven payments; highlights customer results such as Walnut, OVRSEA, and WorkMotion.