Case Study: Carver cuts overdue balances by 49% with Upflow

A Upflow Case Study

Preview of the Carver Case Study

How Carver cut their overdue balance by 49% and made collections a business-wide focus

Carver, a hospitality staffing agency, was struggling with a manual accounts receivable process built around QuickBooks, email, and phone follow-ups. The finance team had limited visibility into overdue invoices, continued to front payroll before receiving customer payments, and sometimes gave discounts to late-paying clients because collections were hard to track. To address these issues, Carver turned to Upflow.

With Upflow’s AR platform, Carver implemented centralized dashboards, customizable workflows, and automated reminders alongside manual follow-up for sensitive accounts. The result was a 20% reduction in DSO, from 46 days to 37 days, and a 49% decrease in total overdue balance in less than a year. Upflow also helped Carver save about 15 hours per month through automation and improve collaboration across finance and business development.


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Carver

Darrnell Long

Corporate Controller


Upflow

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