Upland AccuRoute Overview

Upland-AccuRoute offers OCR cloud software for automating data capture, extraction, and secure transmission via fax. Data can be routed to workflows, recipients, or storage.

Use Cases

Customers recommend Workflow Management, Content Management, Social Media Analytics, as the business use cases that they have been most satisfied with while using Upland AccuRoute.

Other use cases:

  • Contract Management
  • Digital Signature
  • Measuring Customer Satisfaction
  • Collaboration
  • Revenue Cycle Management
  • Engaging And Following Up
See all use cases See less use cases

Business Priorities

Scale Best Practices and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Upland AccuRoute.

Upland AccuRoute Use-Cases and Business Priorities: Customer Satisfaction Data

Upland AccuRoute works with different mediums / channels such as Offline. and Point Of Sale.

Upland AccuRoute's features include Recording. and Upland AccuRoute support capabilities include 24/7 Support, AI Powered, Email Support, etc. also Upland AccuRoute analytics capabilities include Custom Reports, and Analytics.

Reviews

"Converting years of paper into searchable, instantly accessible content has substantially transformed our Trusts and Estates practice. Our proactive records scanning project saved countless nonbillable hours and has dramatically improved service lev...els and overall client experience." - Robert Baumgarten

Peer review evidence (same sources as the product rating summary)

"...Our secure document capture and fax application is used by our customers to enable secure document process automation through an all-in-one platform that accelerates paper and electronic document-intensive workflows and communications...." Peer review
"...Prioritize data integrity with features like encryption at rest, content monitoring, and data loss prevention to align with regulations like HIPAA and PCI DSS. ..." Content capture, routing, and fax software
"...Automated activity reporting and analytics. ..." Content capture, routing, and fax software

Upland AccuRoute, belong to a category of solutions that help Content Management Systems. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Upland AccuRoute

Top Industries

  • Human Resources
  • Legal Services
  • Food & Beverages

Popular in

  • Enterprise

Upland AccuRoute is popular in Human Resources, Legal Services, and Food & Beverages and is widely used by Enterprise,

Upland AccuRoute Customer wins, Customer success stories, Case studies

Why is Upland AccuRoute the best choice for Workflow Management?

How does Upland AccuRoute facilitate Content Management?

11 buyers and buying teams have used Cuspera to assess how well Upland AccuRoute solved their Content Management Systems needs. Cuspera uses 249 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Content Management Systems needs.

CUSTOMERS TESTIMONIALS
Upland AccuRoute testimonial

Robert Baumgarten

Chief Information Officer

Shulman Rogers

Converting years of paper into searchable, instantly accessible content has substantially transformed our Trusts and Estates practice. Our proactive records scanning project saved countless nonbillable hours and has dramatically improved service levels and overall client experience. Testimonial By Robert Baumgarten
Upland AccuRoute testimonial

Director of Human Resources

One of Top 10 US Fruit Farming Companies

For us, there is nothing more important than our employees, as we are nothing without them. Our teams work together to produce an outstanding product. The efficiencies that Upland helps us drive in the background play a large part in that. Testimonial By One of Top 10 US Fruit Farming Companies
Upland AccuRoute testimonial

Sharon Kasachkoff

Chief Logistics Officer

Jackson Walker

When we moved into the new 104,000 square foot office, we only moved approximately 3,700 linear feet of paper records storage, down from the original 15,000. At present, we are down to 2,500 linear feet of storage, a massive 80% reduction. Testimonial By Sharon Kasachkoff
CUSTOMERS TESTIMONIALS
Upland AccuRoute testimonial

Robert Baumgarten

Chief Information Officer

Shulman Rogers

Converting years of paper into searchable, instantly accessible content has substantially transformed our Trusts and Estates practice. Our proactive records scanning project saved countless nonbillable hours and has dramatically improved service levels and overall client experience. Testimonial By Robert Baumgarten
Upland AccuRoute testimonial

Director of Human Resources

One of Top 10 US Fruit Farming Companies

For us, there is nothing more important than our employees, as we are nothing without them. Our teams work together to produce an outstanding product. The efficiencies that Upland helps us drive in the background play a large part in that. Testimonial By One of Top 10 US Fruit Farming Companies
Upland AccuRoute testimonial

Sharon Kasachkoff

Chief Logistics Officer

Jackson Walker

When we moved into the new 104,000 square foot office, we only moved approximately 3,700 linear feet of paper records storage, down from the original 15,000. At present, we are down to 2,500 linear feet of storage, a massive 80% reduction. Testimonial By Sharon Kasachkoff
 

PPG Industries - Manufacturing - Very Large

Pittsburgh, USA

ComSci helped PPG Industries improve IT cost visibility. Managers now track spending and validate charges with dashboards. The solution replaced a legacy system, making data more accurate and easy to... use. PPG uses ComSci modules for billing, demand management, and analytics. This led to better control of IT consumption and reduced overall spend.

 

Fortune 100 financial services firm - Financial Services - Very Large

New York, USA

Upland ComSci helped a Fortune 100 financial services firm allocate $50 million in IT expenses to the right business lines. The firm used ComSci to gain detailed IT financial insight and improve cost... transparency. Senior leaders now use ComSci data to make critical business decisions. The tool enabled real-time, consumption-based conversations and streamlined data gathering. Managers can now accurately forecast technology costs and approve projects with confidence.

 

A large retail brokerage and bank - Financial Services - Very Large

Upland ComSci helped a large retail brokerage and bank gain full visibility into IT costs. The firm struggled with unclear technology cost allocation and rising regulatory expenses. ComSci provided a... single, holistic view of IT spend, enabling better collaboration between IT and business units. Reporting that once took six months now takes one day. The bank can now make strategic decisions with accurate, unified data.

 

Immediate Media Co. - Media Production - Large

London, UK

Immediate Media Co. used Upland Adestra to personalize emails for BBC Good Food consumers. Personalized emails led to a 6.5% higher click-through rate. Users were 133% more likely to click on persona...lized content. There were 49% more sign-ins from those who clicked through personalized emails. Page views increased by 13%.

 

Salem Five Bank - Banking - Medium

Salem, USA

Salem Five Bank uses Panviva to train new contact center agents faster. The bank faces a tough job market for skilled agents with banking experience. Panviva helps new hires learn complex processes q...uickly. This reduces the time it takes for agents to become competent on the phones. The learning curve for new recruits is much shorter with Panviva.

 

Zimmer Radio, Inc. - Media Production - Medium

Joplin, USA

Zimmer Radio, Inc. used Second Street to run a "Mutt Madness" contest during March basketball season. The contest drove over 2,000 participants and 200 photo entries. Cornerstone Animal Hospital, the... sponsor, gained 600+ new email subscribers and saw a $20,000 year-over-year sales increase. Zimmer Radio earned $2,500 in sponsorship revenue and grew its own email list. Social media and email marketing were key to the campaign's success.

lightning

Peers used Upland AccuRoute for workflow management and content management

Upland AccuRoute Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.03/5 ★

Read Reviews (14)
Analytics

3.67/5 ★

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.03/5 ★

Read Reviews (14)
Analytics

3.67/5 ★

Read Reviews (3)

Software Failure Risk Guidance

?

for Upland AccuRoute

Overall Risk Meter

Low Medium High

Top Failure Risks for Upland AccuRoute

Upland Software, Inc. News

Awards

Upland Software Earns 43 Badges in G2’s Fall 2026 Market Reports

Upland Software earned 43 badges in G2's Fall 2026 Market Reports, highlighting its AI-powered solutions like Upland RightAnswers and Upland Panviva. These recognitions are based on customer reviews and reflect Upland's focus on unifying enterprise knowledge and data.

Awards

Upland Software Earns 43 Badges in G2’s Fall 2026 Market Reports

Upland Software earned 43 badges in G2's Fall 2026 market reports, highlighting its AI-powered solutions like Upland RightAnswers and Upland Panviva. These badges reflect customer satisfaction and the company's focus on unifying enterprise knowledge and data for actionable outcomes.

Partnership

Upland Software and Carahsoft Partner to Expand Public Sector Impact

Upland Software has partnered with Carahsoft Technology Corp. to expand its reach in the public sector. Carahsoft will act as Upland's Master Government Aggregator, distributing Upland's knowledge management and contact center solutions through various government procurement channels. This partnership aims to enhance service delivery and compliance for government agencies by leveraging Upland's AI-powered technologies.

Financial

Upland Software Reports Second Quarter 2026 Financial Results - Yahoo Finance

Upland Software announced its financial results for Q2 2026, reporting a total revenue of $49.1 million, an 8% decrease from the previous year due to prior divestitures. The company also issued guidance for Q3 and full-year 2026, projecting further revenue declines. Despite the losses, Upland added 81 new customers and expanded relationships with 200 existing ones.

Upland Software, Inc. Profile

Company Name

Upland Software, Inc.

Company Website

https://uplandsoftware.com/

Year Founded

2010

HQ Location

Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788

Employees

251-500

Social

Financials

PRIVATE