Finance AI Index
Index Vendors › Upflow · September 2026 Edition
5 categories · Ranked

Upflow

121Judge labels
22First choices
6Negative labels
12 of 12Models named it
5Categories
September 2026 Edition. Every number here is derived from the raw labels under vendor table vv2026-09.2, every buyer segment counted.
Best standing
12% in Accounts receivable auto for small business buyers
Rank 4 of 83 in the mid-market standingaccepted challenger
2 of 12 models made it the first choice on the direct prompt; 0% of its 13 labels there were negative.
By buyer segmentRead the same way at every buyer size.
In cash application · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named Upflow for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrant
Cash applicationReceivables and billing9%4 of 830%13accepted challenger
Accounts receivable automationReceivables and billing6%6 of 770%17accepted challenger
B2B credit managementReceivables and billing4%9 of 8217%6under 10 labels · led by Tesorio at 16%
B2B payment acceptanceReceivables and billing2%12 of 910%3under 10 labels · led by Helcim at 17%
Cash flow forecastingTreasury and cash2%17 of 860%5under 10 labels · led by Agicap at 18%

Movement

This is the first edition on this tier, so no move can be computed for Upflow yet. From the next edition this section shows, per buyer segment, whether its share moved by more than the measured noise floor.

By model

How each model treated Upflow across every prompt where it was named for a mid-market B2B company. Twelve models, six prompts per category.
ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.512104
GPT-5.4 mini02002
Gemini 3.5 Flash24006
Perplexity Sonar13105
Grok 4.1 Fast02002
Mistral Small12003
DeepSeek V4 Flash12014
Llama 4 Maverick11204
Qwen 3.7 Flash11002
Kimi K222004
GLM 4.7 FlashX03205
MiniMax M2.511103

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct37 labels5
Paraphrase30 labels10
Comparative33 labels2not counted in share
Budget-constrained12 labels3
Scale-constrained5 labels4
Negative4 labels1not counted in share
First choiceAlternativeMentionNegative121 labels in all, every segment counted; 22 of the 25 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“Upflow - Good fit for mid-sized and scaling companies (typically $10M-$500M revenue) that need cash application to feed directly into AR and collections” Llama 4 Maverick · Cash application · direct prompt · first choice
“Upflow is often recommended as the best overall solution due to its seamless integration with collections and AR workflows” Mistral Small · Cash application · direct prompt · first choice
“the best fit is usually Upflow if you want a modern credit/collections tool with a publicly available free plan” Perplexity Sonar · B2B credit management · budget prompt · first choice
“Upflow (for workflow focus) or Billtrust (for full-stack AR focus) are the safest starting points” Qwen 3.7 Flash · Accounts receivable auto · paraphrase prompt · first choice

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

“by ARR/invoice value (Upflow, quote-only)” DeepSeek V4 Flash · B2B credit management · budget prompt · soft negative

Named alongside

The products named in the same answers as Upflow, over the 121 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Upflow was named but was not.
ProductSame answerTook the first choice insteadHead to head
Chaser63 of 12113Not in the top three
Billtrust46 of 1215Not in the top three
BILL34 of 12111Not in the top three
Tesorio25 of 1215Not in the top three
Gaviti25 of 1214Not in the top three
Invoiced23 of 1212Not in the top three
Kolleno21 of 1213Not in the top three
Esker19 of 1211Not in the top three
A head-to-head page exists where both products are in a category's top three. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Upflow. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, four of the twelve in this edition, so these counts come from 99 of the 121 answers that named Upflow and are not a share of its labels.

Domains cited

chaserhq.com60
upflow.ioYour site59
highradius.com46
worldmetrics.org34
learn.g2.com33
lunos.ai31
transformance.ai28
g2.com27
tesorio.com24
trevipay.com23

306 of the 365 domain citations in answers naming Upflow came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Upflow's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Upflow, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

It does not get any change to labels, shares or verdicts, any preview, or any say over which quotes appear. A verification link goes to your work email; an address at upflow.io is approved on the spot, any other address is reviewed by hand.

Your name and company appear on the claimed page, or the company alone if you ask below. A title and a LinkedIn address appear there too if you give them, and are left off if you do not. Your email address is never published.