InvoiceSherpa vs Upflow: public plans or a quote by revenue

InvoiceSherpa vs Upflow: published plans against a quote

InvoiceSherpa publishes three plans sized by open invoices, $49, $99 and $199 a month on its Monthly view plus a 1% transaction fee on all invoices paid, while Upflow publishes no plan price and sells its paid plans by quote, sized by yearly invoiced revenue. Prices and terms are as read on October 31, 2026.

InvoiceSherpa's column sits behind the Try InvoiceSherpa button on this page, which opens its pricing page with the three plans and the 14-day free trial.

What each plan is sized by

InvoiceSherpa counts open invoices: any unpaid invoices synced from your accounting platform that are in open or draft status, so drafts count. It sets the plan from that count, and passing a limit moves the account up with a prorated charge.

Upflow counts Gross Invoice Value, the total value of the invoices you manage through Upflow in a year. Starter covers up to $10M of it and 40,000 new invoices a year, and larger plans raise both limits, each by quote. The two meters measure different things, so no figure on one side matches a figure on the other.

Channels: email, SMS, calls and letters

InvoiceSherpa sends reminders by email or SMS, chosen for each reminder in a workflow, and SMS payment reminders are ticked on all three plans. Upflow lists email, SMS, call and letter reminders. Its pricing page marks SMS, calls and letters as subject to a usage fee, with plans prepaid and usage fees billed afterward.

Payments and their fees

InvoiceSherpa takes card and ACH payments through the processor you connect and adds a 1% transaction fee on all invoices paid. On $10,000 collected in a month that is $100, before the processor's own fees. The fee is waived for payments run through Propelr when the account is opened through InvoiceSherpa's integrations page.

Upflow sells its own payment gateway as a paid add-on: cards at 3.5% + $0.30, ACH direct debit at 0.8% capped at $5, and a platform fee of $390 a month.

Users, entities and the free Discover plan

Every InvoiceSherpa plan includes unlimited user accounts and unlimited customers. Upflow lists unlimited user seats, and its plans include 1 entity, 2 entities or unlimited entities, by plan.

Upflow's free option is its Discover plan, a dashboard with insights that it calls full visibility of accounts receivable, free forever. InvoiceSherpa has no free plan: its pricing page offers a 14-day free trial of the full platform with no credit card, and at the end you pick a plan and enter card details.

Who should pick InvoiceSherpa and who should pick Upflow

Pick InvoiceSherpa when your firm has 1 to 30 people, invoices from QuickBooks Online or Xero, and wants a printed price with an open-invoice count that fits a band. Its limits: drafts count toward the plan, a yearly payment is a year's commitment, and its integrations page lists QuickBooks Online, Xero and Clio as its accounting platforms.

Pick Upflow when your firm accepts a quote and a yearly commitment and wants calls and letters, at usage fees, beside email and SMS. Pick Paidnice when a small firm wants a printed monthly price: Essentials is $69 a month, billed monthly, for up to 150 new invoices a month. The wider field is in Upflow alternatives and best accounts receivable automation software, and InvoiceSherpa pricing has the plan bands.