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Upland AccuRoute Reviews for 2025

Content capture, routing, and fax software
Tekpon Score:
4.2/5

Score is based on User Sentiment from reviews and public chatter. We weight volume, recency, and consistency, then normalize to 5.

See our Methodology.
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What is Upland AccuRoute?

Upland AccuRoute is a document management software that simplifies paper-intensive processes by automating data capture, OCR, data extraction, routing, and fax transmission securely from a single platform. Moreover, it allows users to transmit, organize, and convert content in one step, eliminating manual entry and ensuring data accuracy.

Additionally, AccuRoute enables the extraction of data from structured, semi-structured, and unstructured documents and integrates with leading DMS, CRM, ERP, and email platforms for quicker and more secure work completion. Furthermore, with a focus on security and compliance, the software provides features like encryption at rest, content monitoring, and data loss prevention to align with regulations like HIPAA and PCI DSS.

It offers cloud-based or hybrid fax services to reduce costs and facilitates paper management with customizable business workflows. Upland AccuRoute can be used in various sectors, including enterprise, legal, healthcare, and financial services. The software supports OCR in over 42 languages, offers 24/7 support coverage, and is ready for enterprise deployment right out of the box.

Found in these Categories

Best For

  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization

Upland AccuRoute Pricing

Starting From: Custom
Pricing Model: Subscription
This tool doesn't have a publicly shown price, for more info and to request a demo, check on with their sales team.
Free Trial
Free Version

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Upland AccuRoute Features

  • Activity Tracking
  • Data Import/Export
  • Content Management
  • Cloud Access
  • Document Automation
  • Document Classification
  • File Management
  • Secure Data Storage
  • Version Control
  • Reporting & Statistics
  • Procurement Management
  • Carrier Access Billing
  • IT Asset Tracking
  • Billing & Invoicing
  • Client Portal
  • Billing & Provisioning
  • Contract/License Management
  • Asset Lifecycle Management
  • Multi-Currency
  • Third Party Integrations
  • API
  • Accounting Integration
  • Customizable Reports
  • Cost Management
  • Billing Rate Management
  • Inventory Optimization
  • Data Verification
  • Scheduled/Automated Reports
  • Workflow Approval
  • Contract Lifecycle Management
  • Self Service Portal
  • Customer Database
  • Usage Tracking/Analytics
  • Inventory Management
  • Chargeback Tracking
  • Move/Add/Change Options
  • Product Catalog
  • Call Monitoring
  • Lifecycle Management
  • Ad hoc Reporting
  • Fixed Line Compatibility
  • Billing for Voice
  • Contract Negotiation
  • Demand Monitoring
  • Cost Analysis
  • Inventory Tracking
  • Mobile Line Compatibility
  • Internal Cost Allocation
  • Data Storage Management
  • Vendor Management
  • Discount Management
  • Data Visualization
  • IT Cost Management
  • Customization
  • Access Controls/Permissions
  • Help Desk Management
  • Audit Management
  • Compliance Management
  • Order Management
  • Financial Management
  • Activity Dashboard
  • Workflow Management
  • Invoice Processing
  • Cost Tracking
  • Asset Tracking
  • Billing for Data
  • Invoice Management

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Upland AccuRoute Company Details

Company Name

Upland Software

Headquarters

United States

Website

uplandsoftware.com

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