Case Study: Passport reduces DSO and automates collections with Upflow

How Passport reduced DSO by 32% with autopay and automated dunning

Passport, an international solutions provider helping brands go global, was struggling with a highly manual accounts receivable process after its only full-time AR employee left. The team relied on Excel spreadsheets, manual task assignment, and one-by-one customer follow-ups, which made cash collection slow, error-prone, and hard to track. Passport needed a more scalable way to manage collections, improve visibility, and reduce overdue invoices.

Passport implemented Upflow, integrated with Intuit QuickBooks, to automate dunning reminders, support autopay, and streamline payment reconciliation. With Upflow, Passport achieved 100% automated dunning workflows, a 32% reduction in DSO in under a year, and a 75% decrease in invoices more than 30 days overdue. The new process also saved countless hours for the AR team, increased online payments and autopay adoption, and improved transparency and customer experience.

Passport

Evan Riesman

Controller