Upflow
28 Case Studies
A Upflow Case Study
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.
Darrnell Long
Corporate Controller