Upflow design examples

Upflow

Sign-in screen where the user authenticates via email and password or a Quickbooks integration.

• Sign In

Upflow

Password recovery screen where the user enters their email address to receive a reset link.

• Forgot Password

Upflow

Signup page for a 10-day trial where the user can create an account using Quickbooks or an email address, featuring a customer testimonial and product preview on the left.

• Sign Up
• Trial

Upflow

Onboarding step where the user selects their accounting or billing software like QuickBooks, Stripe, or Odoo to synchronize their data.

• Integrations
• Browse

Upflow

Settings page showing an empty state for the Chargebee integration, informing the user that it is not yet available and offering documentation or expert contact.

• Integrations
• Empty State

Upflow

Dashboard showing financial metrics like amount due and DSO, with several widgets currently fetching data.

• Loading
• Dashboard

Upflow

Dashboard showing outstanding amounts, main debtors, and empty states for DSO and aging balance metrics.

• Dashboard
• Empty State

Upflow

List view displaying customer accounts with their assigned workflows, due amounts, and overdue balances.

• Table
• Search

Upflow

List view where the user manages automated workflows with options to duplicate or delete existing templates.

• Workflow Builder
• Table

Upflow

Workflow editor where the user configures a new dunning plan by setting contact delays and building a sequence of automated invoice reminders.

• Workflow Builder
• Automation

Upflow

Detail page for a customer record showing outstanding amount KPIs, workflow settings, and a timeline of received payments.

• Profile
• Timeline

Upflow

Settings page where the user configures company details like logo, name, VAT, and support email.

• Account Settings