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

"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." - Sharon Kasachkoff

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

How efficiently Does Upland AccuRoute manage your 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

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
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
CUSTOMERS TESTIMONIALS
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
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

Johnson Controls, Inc. - Mechanical Or Industrial Engineering

PowerSteering helped Johnson Controls, Inc. expand its Six Sigma and continuous improvement programs. The company needed a better way to manage projects across 300+ global plants. PowerSteering suppo...rted over 600 CI professionals and 1,000 Green Belts, enabling about 10,000 projects each year. In one plant, over 70% of savings, nearly $1 million, came from projects shared from other plants. The software made it easy to share best practices and track results, leading to big cost savings and lower energy use.

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A Fortune Global 500 oilfield services firm - Oil & Energy - Very Large

BA Insight delivered modern search solutions for a Fortune Global 500 oilfield services firm. The company needed to improve enterprise search and information access. BA Insight's platform enabled bet...ter search, discovery, and knowledge delivery. The solution helped unlock the firm's AI investments and improved employee productivity. The case highlights the impact of advanced search technology in the oil and energy sector.

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Federated Media - Media Production

Upland Second Street helped Federated Media run public service campaigns with radio and digital contests. They worked with The City of Fort Wayne to raise awareness on key issues. The campaigns broug...ht in $13,600 in annual revenue. Community engagement and participation increased. Federated Media used quizzes and contests to educate and collect first-party data.

Read on →

Incisive Media - Publishing

Incisive Media improved email deliverability with Upland Adestra's workshops. Open rates increased from 9.7% to 26% and 8.8% to 24% after implementing recommendations. Click-through rates also improv...ed significantly. The company plans to continue using the Premier Service Plan for ongoing improvements.

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Nestlé - Food & Beverages

Nestlé partnered with RightAnswers by Upland to improve their IT customer support. This helped reduce demand on support teams and improved the end user experience. Nestlé is the world's largest food ...and beverage company.

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USA Today - Media Production - Large

Upland Second Street powered a national sweepstakes for USA Today, generating $2.2M in revenue. The campaign featured HGTV stars and a $100,000 grand prize, driving 145,000 entries. USA Today gained ...thousands of new opt-ins and social followers. The interactive platform enabled strong audience engagement and first-party data growth. Strategic brand alignment boosted measurable results for the media company.

Read on →
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 42 G2 Spring 2026 badges

Upland Software received 42 badges in the G2 Spring 2026 awards, highlighting its strong performance and recognition in the software industry.

Awards

Upland Software Earns Over 40 Badges in G2s Spring 2026 Market Reports

Upland Software earned 42 badges in G2's Spring 2026 market reports, highlighting the success of its AI-powered solutions like Upland Panviva and Upland RightAnswers. These recognitions reflect Upland's commitment to delivering impactful customer value through its knowledge management and content automation tools.

Awards

Upland Software Earns Over 40 Badges in G2s Spring 2026 Market Reports

Upland Software earned 42 badges in G2's Spring 2026 market reports, highlighting the success of its AI-powered solutions like Panviva, RightAnswers, BA Insight, and InterFAX. These recognitions underscore Upland's commitment to delivering impactful results and customer value through its knowledge and content management software.

Product

Upland Software Adestra Improves Marketing Impact With Multi-Channel Automation

Upland Software's Adestra enhances marketing impact through multi-channel automation, optimizing email marketing performance and maximizing digital ROI. Adestra integrates email with other digital touchpoints, offering sophisticated automation, flexible segmentation, and real-time analytics. This empowers marketers to deliver personalized experiences and improve engagement across customer journeys.

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