Customer Rules
Keep track of each customer's unique requirements to pay.
Reduce stress and take control of your billing process.
Keep track of each customer's unique requirements to pay.
Format your invoices to include all the documentation required by the customer. Automatically check to make sure each invoice meets the bar.
Automate payment reminders via e-mail and SMS. Escalate and handle any exceptions.
Monitor your A/R performance with smart dashboards and metrics. Track Days Sales Outstanding (DSO) and overdue accounts.
Make your CFO wonder how you got this done so quickly.
Stay on top of things with always up-to-date reporting features.
Track Days Sales Outstanding and many more financial metrics.
Never lose track of which customers owe and why.
Attach the right documentation to every invoice and follow up with customers proactively.
Match up payments with invoices and see where you stand.
Invoices are only half the equation. Matching with payments will show you if there are any follow ups needed.
It’s time to take control of your AR process. Put more cash in the bank faster.
Here are some of what's being said about Upwell's potential to improve the industry's AR practices.
Upwell's modern approach to freight invoice management will upend the industry.
This is way simpler to use than most TMS systems AR modules and I can actually see when my customers are going to pay.
We're anticipating a huge improvement in cash flow after using Upwell's simple invoice rules system.
Large or small, our software will scale to your needs.
Try out Upwell for free and explore our features.
Get StartedPerfect for small / medium sized businesses.
Get StartedLarge brokers, freight forwarders, and asset-based transporters.
Get StartedIf you can’t find what you’re looking for, email us at support@upwell.ai.
Yes, for Enterprise customers we can integrate with almost any system, even legacy on-premise systems.
Absolutely, we are happy to accept a purchase order.
Email us at careers@upwell.ai with a compelling cover letter and resume.
Yes, this is a feature we will be rolling out soon.
Upwell is a Delaware corporation but is based in Omaha, NE. Our founders are SaaS and freight industry veterans with roots in Nebraska and California.
Upwell is 100% focused on serving freight and logistics companies. We understand freight invoices and know that customers require an accurate Bill of Lading and Proof of Delivery.
We're working on adding support for all major TMS providers such as MercuryGate, JDA, Oracle, Transplace, LeanLogistics, Descartes, Kuebix, BluJay, Infor, etc.
You can integrate with us via REST API or GraphQL.
Yes, we take security extremely seriously. We use ISO 27001 as our security framework. All data is stored in SOC2 compliant data centers. Single Sign-On (SSO) via SAML, Okta, etc. is available for Enterprise customers.