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

"Our lawyers and staff across the entire firm can scan paper in and manipulate it any way they want. We don’t have to recreate the wheel anymore. We have a ‘dayforward’ approach meaning that we are carefully scrutinizing paper files before they are s...ent to off-site storage." - Catherine Saldutti

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

"...Enable MFP devices with new panel buttons and even prompt for important data that can be set up to fit your business workflows. ..." Content capture, routing, and fax software
"...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

What makes Upland AccuRoute ideal for Workflow Management?

What solutions does Upland AccuRoute provide for 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

Catherine Saldutti

Records Supervisor and Trainer

Post & Schell

Our lawyers and staff across the entire firm can scan paper in and manipulate it any way they want. We don’t have to recreate the wheel anymore. We have a ‘dayforward’ approach meaning that we are carefully scrutinizing paper files before they are sent to off-site storage. Testimonial By Catherine Saldutti
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
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
CUSTOMERS TESTIMONIALS
Upland AccuRoute testimonial

Catherine Saldutti

Records Supervisor and Trainer

Post & Schell

Our lawyers and staff across the entire firm can scan paper in and manipulate it any way they want. We don’t have to recreate the wheel anymore. We have a ‘dayforward’ approach meaning that we are carefully scrutinizing paper files before they are sent to off-site storage. Testimonial By Catherine Saldutti
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
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
 

A top law firm - Legal Services - Large

BA Insight’s AI Enablement Platform helped a top law firm connect Microsoft Copilot with iManage. Attorneys now use natural language to find case files instantly. The firm automated document summarie...s and improved security compliance. Copilot became more useful, saving time and boosting accuracy. The law firm now leads in legal AI adoption and future-proofs its workflows.

 

NEXTDC - Information Technology And Services - Medium

Brisbane, Australia

NEXTDC used Altify to help their sales team work together better. The team used one approach for all sales. This made it easier to handle complex deals. With Altify, they closed their biggest deal ev...er. The sales team spoke the same language and worked as one group. Altify helped them build stronger relationships and grow revenue.

 

Powerlink - Utilities - Large

Brisbane, Australia

Powerlink uses Altify to improve sales and buyer interactions. They leverage account management features to boost data quality and team collaboration. Insight Mapping gives Powerlink transparency wit...h customers and helps account directors understand buyer needs. This approach helps Powerlink become a trusted advisor and increases revenue. Integration with third-party apps makes their sales process easier.

 

Global life sciences organization - Pharmaceuticals - Very Large

BA Insight’s AI Enablement Platform unified data from Veeva Vault, Confluence, Jira, and SharePoint for a global life sciences leader. Scientists and compliance teams now access all SOPs and regulato...ry guidelines in one place. Copilot delivers complete, context-aware answers for R&D and compliance. Compliance tasks are faster and more accurate. Teams make decisions quicker and save resources. Data security and compliance standards are maintained across all sources.

 

AAA Northeast - Automotive - Large

Providence, USA

Panviva helped AAA Northeast fix knowledge management problems after several mergers. The company had many disconnected sources for policies and procedures. Panviva created a single place for all inf...ormation. This made it easier for agents to find answers and reduced training time by half. Agents now solve more problems on the first call and give members a better experience.

 

Only One - Non Profit Organization Management - Small

Only One used Mobile Commons to boost their digital strategy. In one year, they sent 209,000 SMS messages. They added 40,000 new texting subscribers. Thousands of supporters signed climate petitions.... Mobile messaging helped them reach more people and drive action for climate causes.

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 Summer 2026 Market Reports

Upland Software received 43 badges in G2's Summer 2026 Market Reports, highlighting its strong performance and recognition across various categories.

Financial

Upland Software Reports First Quarter 2026 Financial Results

Upland Software announced its financial results for the first quarter of 2026.

Financial

Upland Software Q1 revenue falls 24%, guides 2026

Upland Software reported a 24% decline in Q1 2026 revenue to $48.7 million, primarily due to 2025 divestitures. Despite the drop, the company exceeded guidance midpoints for revenue and Adjusted EBITDA, and introduced new AI-powered products like the Upland BA Insight Platform and AI Conversational Search for Upland Panviva Sidekick. Upland also expanded its customer base, adding 107 new customers and enhancing relationships with 189 existing ones.

Financial

Upland Software to Release First Quarter 2026 Financial Results on May ...

NR Reason: The article is about the schedule for Upland Software's financial results announcement, which fits the "Financial" category, but the specific details of the financial results are not provided.

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