Upflow
28 Case Studies
A Upflow Case Study
WorkMotion, a leading Employer of Record (EOR) and HR software company, was struggling with a fully manual accounts receivable and cash collection process. Before using Upflow, the team relied on bulk reminders, Excel-based tracking, and time-consuming data extraction from NetSuite, making it difficult to manage overdue invoices, maintain a single source of truth, and scale collections effectively.
With Upflow’s AR and collections platform integrated with NetSuite, WorkMotion automated reminders, centralized customer and invoice tracking, and improved internal collaboration across finance and customer experience teams. The results included a 79% reduction in invoices 31+ days overdue, DSO reaching Best Possible DSO in June and July 2024, and an estimated 98 hours saved per month through 14,000+ automated follow-up actions.
Emilie Hart
Finance Operations Team Lead