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

"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." - One of Top 10 US Fruit Farming Companies

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

"...Upland AccuRoute helps organizations accelerate business processes by automating data capture and extraction using optical character recognition (OCR) to securely process through workflows to applications, people, or storage...." Case Study Post & Schell
"...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 benefits does Upland AccuRoute offer for Workflow Management?

What benefits does Upland AccuRoute offer 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

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
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

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
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

Jisc - Education - Medium

Bristol, UK

Upland Software’s Audience Development solution helped Jisc boost email sign-ups. Jisc used exit intent widgets and Adestra integration to remind visitors to complete registration. The program achiev...ed a 71% conversion rate from reminder emails and a 4.7% click-through rate. Jisc tailored email journeys and improved list growth. The solution enabled ongoing optimization with Upland’s support team.

LabVantage Solutions - Computer Software - Medium

Somerset, USA

LabVantage Solutions used RightAnswers to centralize their knowledge management. They faced issues with fragmented expertise and knowledge loss when employees left. RightAnswers helped them create a ...single, governed source of truth. This improved knowledge retention and agent confidence. The solution also prepared their support operation for AI adoption and reduced knowledge sprawl.

Desert Financial Credit Union - Banking - Large

Phoenix, USA

Panviva Sidekick helped Desert Financial Credit Union boost service accuracy by 75%. Agents used conversational AI to find answers faster and improve call resolution. The tool made onboarding and tra...ining easier for new staff. 54% of responses were fully acceptable, and user sentiment was 63% positive. Panviva Sidekick fit into existing workflows without major changes.

 

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.

 

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

Executive

Upland Software Appoints Jennifer Simon as New Chief Financial Officer ...

Upland Software has appointed Jennifer Simon as its new Chief Financial Officer, effective August 17, 2026. Simon brings over two decades of experience in the software industry and private equity-backed leadership roles. This leadership change is expected to support Upland's transformation and growth initiatives.

Awards

Upland Software Earns 43 Badges in G2's Summer 2026 Market Reports

Upland Software earned 43 badges in G2's Summer 2026 Market Reports, highlighting the impact of its AI-powered solutions like Upland Panviva and Upland RightAnswers. These accolades reflect customer satisfaction and the effectiveness of Upland's products in delivering AI-driven results.

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.

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