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Finance AI Index
Index › Products › Upflow · October 2026 Edition
6 categories · Ranked

Upflow

171Judge labels
30First choices
14Negative labels
14 / 14Models named it
6Categories
October 2026 Edition. Every number here is derived from the raw labels under vendor table v2026-10.7, every buyer segment counted.
Best standing
17% in Accounts receivable auto for mid-market buyers
Rank 1 of 79 in the mid-market standingaccepted challenger
3 of 14 models made it the first choice on the direct prompt; 4% of its 25 labels there were negative.
What the models named instead of Upflow →
By buyer segmentStrongest at mid-market.
In accounts receivable auto · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named Upflow for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrantSince September 2026
Accounts receivable automationReceivables and billing17%1 of 794%25accepted challenger▲+12Since September 2026: 6% → 18%, +12 points. Past the 10-point floor: movement. Read over the models both editions asked.
Cash applicationReceivables and billing9%2 of 838%13accepted challenger▼−2Since September 2026: 9% → 7%, −2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Cash flow forecastingTreasury and cash6%7 of 1010%9under 10 labels · led by Agicap at 13%▲+3Since September 2026: 2% → 5%, +3 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
B2B credit managementReceivables and billing0%25 of 10811%9under 10 labels · led by Chaser at 16%▼−4Since September 2026: 4% → 0%, −4 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Invoicing softwareReceivables and billing0%24 of 710%2under 10 labels · led by Zoho Invoice at 24%newNew since September 2026: not ranked then, 0% now.
Payment orchestration platformsReceivables and billing0%50 of 810%1under 10 labels · led by BlueSnap at 18%

Movement

Since September 2026, Upflow moved past the floor in one of six categories: Accounts receivable auto, +12 points to 18%. It held within the floor in the other five.

Best category · Accounts receivable auto · by segment

Small business▼−4Since September 2026: 12% → 9%, −4 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
9%from 12% in September 2026
Inside the floor by 6 pointsRank 3 → 5 of 57
Mid-market▲+12Since September 2026: 6% → 18%, +12 points. Past the 10-point floor: movement. Read over the models both editions asked.
18%from 6% in September 2026
Cleared the floor by 2 pointsRank 6 → 1 of 75
Enterprise=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
0%from 0% in September 2026
Inside the floor by 10 pointsRank 21 → 14 of 71

All categories · Mid-market

CategorySeptember 2026NowChangeReadingRank
Accounts receivable auto6%18%▲+12Since September 2026: 6% → 18%, +12 points. Past the 10-point floor: movement. Read over the models both editions asked.Moved past the floorRank 6 → 1 of 79
B2B credit management4%0%▼−4Since September 2026: 4% → 0%, −4 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 9 → 25 of 108
Cash flow forecasting2%5%▲+3Since September 2026: 2% → 5%, +3 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 17 → 7 of 101
Cash application9%7%▼−2Since September 2026: 9% → 7%, −2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 4 → 2 of 83
Invoicing software0%0%newNew since September 2026: not ranked then, 0% now.New this editionRank 24 of 71, unchanged
Payment orchestration0%0%newNew since September 2026: not ranked then, 0% now.New this editionRank 50 of 81, unchanged

Shares here are read over the models both editions asked, so they can differ by a point or two from the standing above, which counts every model in this edition.

The floor is 10 points of share, measured: how far the models move a leader on their own when the same questions are asked twice with nothing changed. A larger change is movement; a smaller one is noise, and both are shown. Movement is read over the twelve models both editions asked; GPT-6 Luna, Muse Glimmer 30B joined this edition and are in the standing but not yet in the comparison. How the floor is measured · The editions

By model

How each model treated Upflow across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.
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ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.521003
GPT-5.4 mini04004
Gemini 3.5 Flash16018
Perplexity Sonar13105
Grok 4.1 Fast02103
Mistral Small12003
DeepSeek V4 Flash24017
Llama 4 Maverick22004
Qwen 3.7 Flash12003
Kimi K213004
GLM 4.7 FlashX22015
MiniMax M2.520103
GPT-6 Luna10001
Muse Glimmer 30B23106

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct52 labels14
Paraphrase43 labels15
Comparative27 labels4not counted in share
Budget-constrained28 labelsNone
Scale-constrained8 labels1
Negative13 labels3not counted in share
First choiceAlternativeMentionNegative171 labels in all, every segment counted; 30 of the 37 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“Upflow is the best cash flow forecasting software for B2B companies because it is the only platform that builds inflow projections from billing cohort collection rates” Muse Glimmer 30B · Cash flow forecasting · direct prompt · first choice
“Upflow is best for B2B companies where accounts receivable is the primary source of inflow uncertainty, typically mid-sized companies with $10M–$500M revenue” Claude Haiku 4.5 · Cash flow forecasting · direct prompt · first choice
“The best cash application software for B2B companies because it is the only platform that treats reconciliation as part of the collections process” Claude Haiku 4.5 · Cash application · comparative prompt · first choice
“start with Upflow for trust and collections integration, or Paystand if you want invoice delivery + payment matching in one AR stack.” Muse Glimmer 30B · Cash application · paraphrase prompt · first choice

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

“there is a catch: you cannot automate payment chasing or use active credit-control features on the free tier” Gemini 3.5 Flash · B2B credit management · budget prompt · soft negative
“Higher monthly cost; better suited for mid‑size businesses with more complex workflows.” GLM 4.7 FlashX · Cash application · budget prompt · soft negative
“those typically start at $75–150/month, which may exceed a limited budget” DeepSeek V4 Flash · Accounts receivable auto · budget prompt · soft negative

Named alongside

The products named in the same answers as Upflow, over the 171 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Upflow was named but was not.
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ProductSame answerTook the first choice insteadHead to head
BILL Accounts Receivable36 of 1719Not among the top eight
Tesorio33 of 1712Not among the top eight
A head-to-head page exists where both products are among a category's top eight. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Upflow. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, five of the fourteen in this edition, so these counts come from 170 of the 171 answers that named Upflow and are not a share of its labels.

Domains cited

upflow.ioYour site107
chaserhq.com101
highradius.com69
g2.com62
learn.g2.com45
bluecopa.com42
tesorio.com35
worldmetrics.org33
gitnux.org32
lunos.ai32

451 of the 558 domain citations in answers naming Upflow came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

Search and answers

Where Upflow stands in Google search beside where it stands in the models' answers.
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In search

Google, US estimates
Position for “ar automation tools”
–
not in the top ten
Position for “accounts receivable automation software”
–
not in the top ten
Searches for its name, Google
880 a month (“upflow”)
AI search demand for its name, est.
102 a month
Organic visits to its site
about 25,361 a month
Searches its site ranks for
4,157 · 307 in the top three
Sites linking to it
1,738
Paid Google search
No ads found in the estimate; that does not mean it runs none
Ads on Google
None found in Google's ad transparency records for the US

In answers

This edition
Share of first choices
17%
rank 1 of 79 in accounts receivable auto
First choices
30
across its categories
Named in
171 answers
Its own site cited
in 170 of the answers that named it

Search figures are US estimates from DataForSEO, read September 28, 2026; AI search demand is its modeled, directional estimate, not a count of queries to any assistant. The answers are this edition's. Two measurements side by side: neither is read as the cause of the other.

What it publishes

ShowHide
Addresses on upflow.io
803
subdomains included
Content
270
counted in the table below
Documentation
210
Product · Integration
8 · 20
KindPagesLast 90 days2025-10 to 2026-09LatestCategories named
Blog183152026-09-10Accounting software, Cash flow forecasting
Case study67undated
Comparison1212026-08-05
News or press322026-08-27
Template or tool202025-12-15
Podcast or video202023-03-14
Conference or event1undated
How it is countedHide how it is counted

Every page upflow.io exposes, subdomains included. Kind is read from the address and title. The last 90 days, the latest date and the twelve months count pages by when they were published, from the site's feeds, a date in the address, or the page's own publication date, read from up to a hundred of its most recently changed pages; a page that says only when it last changed is counted in its kind but not in when, so the recent counts are a floor, and a kind none of whose pages gives a publication date reads undated. An event counts as online when its address or title says so (webinar, on demand, virtual or online summit); a conference, summit, trade show, expo or roadshow that does not say so is counted as a conference or event, which on a vendor's site is mostly in person. Read September 29, 2026.

Follow Upflow

An email the morning each edition publishes: where this product moved, where it held, and by how much against the noise floor. One address, confirmed by a click; a stop link in every email.

Already following? Everything you follow, with a stop for each.

The company

Upflow is its own company.
ShowHide

In its own words

Stated by the vendor, not checked
Positioning
Accounts receivable software that gets you paid
For
B2B finance teams
Price stated
Plans by Invoiced Revenue, No Seat Fees upflow.io/pricing
Starting price
333.00 upflow.io/pricing
Free plan or trial
Full AR visibility, free forever. upflow.io
Certifications
AICPA SOC 2 standardsSOC 2 standardsLevel 1 PCI compliant infrastructurePCI Service Provider Level 1 complianceSOC 2AICPA SOC 2
Customers named
ActivTrakInvictiFlinksPassportVeryableLatticeproductboardCorkboard Concepts
Not stated on the pages read
Integrations, hosting

What Upflow's own pages state, read September 28, 2026: upflow.io, upflow.io/pricing, upflow.io/features/payments, upflow.io/customers, upflow.io/partners. A claimed page can correct any of them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Upflow's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Upflow, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

What a new claim receivesHide what a new claim receives

A new claim receives the current edition's vendor brief for Upflow by email, built from the raw record of the edition. It shows:

  • where Upflow is named, by buyer and by framing, and which cells hold its first choices;
  • the claims the models make when they name it, ranked, with the strongest and the weakest quoted;
  • its vocabulary against the segment leader's, and the pages the models cited;
  • who was chosen in the answers that did not name Upflow, and every reason the record gives;
  • a battlecard for each top rival: the head-to-head split, why they win, and the reservation quoted against them;
  • one page of published figures cleared to show a buyer.
The subscriber app

A verification link goes to your work email; an address at upflow.io is approved on the spot, any other is reviewed by hand. Your email is never published. Claiming gives no say over labels, shares, verdicts or which quotes appear.

Badges

Wins only: a badge exists where Upflow is ranked in a category's top three this edition. Three sizes, one file each, light and dark; the code is under each.
ShowHide
Accounts receivable automation

AI models recommend Upflow first in Accounts receivable automation this edition. Each badge says so in the buyer's words, names the edition, and links to the standing. The next edition issues a new badge; this one stays true as a record of October 2026.

Wide · 320 × 104 Website, beside other badges
AI models' first choice in Accounts receivable automation, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/receivables/accounts-receivable-automation/"><img src="https://finance-ai-index.com/badges/2026-10/upflow--accounts-receivable-automation-wide.svg" alt="AI models' first choice in Accounts receivable automation, October 2026 Edition, Finance AI Recommendation Index" width="320" height="104"></a>

Copy the code as it is. The link is part of the badge: it points at the Accounts receivable automation standing, where the claim can be checked.

Square · 240 × 240 LinkedIn, slides
AI models' first choice in Accounts receivable automation, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/receivables/accounts-receivable-automation/"><img src="https://finance-ai-index.com/badges/2026-10/upflow--accounts-receivable-automation-square.svg" alt="AI models' first choice in Accounts receivable automation, October 2026 Edition, Finance AI Recommendation Index" width="240" height="240"></a>

Copy the code as it is. The link is part of the badge: it points at the Accounts receivable automation standing, where the claim can be checked.

Compact · 200 × 56 Email signature, footer
AI models' first choice in Accounts receivable automation, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/receivables/accounts-receivable-automation/"><img src="https://finance-ai-index.com/badges/2026-10/upflow--accounts-receivable-automation-compact.svg" alt="AI models' first choice in Accounts receivable automation, October 2026 Edition, Finance AI Recommendation Index" width="200" height="56"></a>

Copy the code as it is. The link is part of the badge: it points at the Accounts receivable automation standing, where the claim can be checked.

Cash application

Upflow is among the products AI models recommend first in Cash application this edition. Each badge says so in the buyer's words, names the edition, and links to the standing. The next edition issues a new badge; this one stays true as a record of October 2026.

Wide · 320 × 104 Website, beside other badges
Among AI models' top three in Cash application, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/receivables/cash-application/"><img src="https://finance-ai-index.com/badges/2026-10/upflow--cash-application-wide.svg" alt="Among AI models' top three in Cash application, October 2026 Edition, Finance AI Recommendation Index" width="320" height="104"></a>

Copy the code as it is. The link is part of the badge: it points at the Cash application standing, where the claim can be checked.

Square · 240 × 240 LinkedIn, slides
Among AI models' top three in Cash application, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/receivables/cash-application/"><img src="https://finance-ai-index.com/badges/2026-10/upflow--cash-application-square.svg" alt="Among AI models' top three in Cash application, October 2026 Edition, Finance AI Recommendation Index" width="240" height="240"></a>

Copy the code as it is. The link is part of the badge: it points at the Cash application standing, where the claim can be checked.

Compact · 200 × 56 Email signature, footer
Among AI models' top three in Cash application, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/receivables/cash-application/"><img src="https://finance-ai-index.com/badges/2026-10/upflow--cash-application-compact.svg" alt="Among AI models' top three in Cash application, October 2026 Edition, Finance AI Recommendation Index" width="200" height="56"></a>

Copy the code as it is. The link is part of the badge: it points at the Cash application standing, where the claim can be checked.

Badges read on light and dark pages. Alt text carries the claim, the category, the edition and the index, so it stays a citation where the image does not load.