Case Study: ActivTrak saves 100+ finance team hours per month with Upflow

How ActivTrak saved 100+ finance team hours per month

ActivTrak, a workforce analytics software company based in Austin, Texas, was struggling to keep up with growing accounts receivable demands as the business scaled. Its finance team was manually sending hundreds of collection emails each week and updating spreadsheets to track invoices and payments, creating a slow, hard-to-scale collections process.

To solve this, ActivTrak implemented Upflow’s accounts receivable platform with a native Chargebee integration to automate reminders, centralize invoice tracking, and improve collaboration. Upflow helped automate 85% of follow-up emails, reduce manual work by 100+ finance team hours per month, maintain a 23-day DSO on Net 30 terms, and achieve a CEI of over 85%, while also eliminating the need for an additional hire.

ActivTrak

Melissa Kammberger

Senior AR Analyst