Key Results

• Allowed mountainFLOW to move all wholesale orders through Shopify

• Decreased DSO by over 50%

• Saved their team 8+ hours every week

About mountainFLOW

mountainFLOW is a company dedicated to creating sustainable, high-performance products for outdoor enthusiasts. Known for their plant-based ski waxes, bike maintenance items, and ski poles made from recycled aluminum, mountainFLOW focuses on minimizing environmental impact without sacrificing quality. Their mission is to deliver innovative solutions that protect the natural landscapes their customers cherish.

Today, mountainFLOW’s products are available in large retailers like REI, as well as at world-renowned ski resorts across the country. Their commitment to sustainability and innovation has made them a leader in the outdoor gear industry.

The Challenge

mountainFLOW’s rapid success in the direct to consumer space encouraged the brand to expand into wholesale/B2B, and they’ve seen significant growth as a result. Their products are now sold nationwide, with spikes in wholesale orders during ski season for their plant-based waxes and in the summer for their bike maintenance products.

However, this influx of wholesale orders has created operational challenges:

• Invoicing bottlenecks: The team struggled to ensure invoices were created promptly as orders were fulfilled. This resulted in many hours spent confirming that order information was correctly attached to invoices and that invoices were sent to the right recipients.

• Payment delays: Oftentimes, the person placing an order wasn’t the one responsible for paying, leading to delays in invoicing and cash flow disruptions.

• Data gaps: With a constant flow of new customers and products, syncing data between Shopify and QuickBooks became an ongoing struggle, creating inefficiencies and inaccuracies in their accounting.

The result was a time-consuming, error-prone process that delayed cash flow, drained resources, and limited their ability to focus on growth.

Our Solution

mountainFLOW partnered with Upsteer to address these challenges and streamline their invoicing process. Upsteer provided a fully automated solution tailored to their unique wholesale needs. Here’s how Upsteer helped:

• End-to-end invoicing automation: Upsteer tracked wholesale orders directly from mountainFLOW’s Shopify-based wholesale store. Once an order was fulfilled, Upsteer automatically created and sent invoices, ensuring that the process was seamless and timely.

• Flexible customer requirements: Upsteer accommodated the unique needs of mountainFLOW’s diverse wholesale customers. For some accounts, invoices were sent to multiple email addresses; for others, manual review by the team was prioritized before sending the invoice.

• Accurate data synchronization: Upsteer ensured that customer and product data was always perfectly aligned between Shopify and QuickBooks, eliminating data silos and ensuring that accounting records were always up to date.

With Upsteer handling these processes, mountainFLOW’s team was able to refocus on growing their business instead of managing operational headaches.

The Results

Since implementing Upsteer, mountainFLOW has achieved the following:

• Reduced Days Sales Outstanding (DSO) by over 50%, improving cash flow and speeding up payments from wholesale customers.

• Saved 8+ hours per week by automating invoicing and bookkeeping processes, freeing up their team for higher-value tasks.

• Eliminated data silos between Shopify and QuickBooks, ensuring that their customer, product and receivables data is always accurate and up-to-date.

"Upsteer has completely transformed the way we handle our wholesale operations. Invoicing used to take hours every week, and errors would delay our cash flow. Now, the process is seamless, our receivables are always accurate, and we've cut our DSO in half. Upsteer is a must-have for any brand scaling their wholesale channel on Shopify."

— Brian Gallagher, COO @ mountainFLOW eco-wax

Why Upsteer?

Upsteer is purpose-built for E-Commerce brands using Shopify for their B2B and wholesale channels. By focusing exclusively on the unique challenges of wholesale operations, Upsteer delivers:

• Seamless invoicing automation that ensures accuracy and speeds up payments

• Perfectly tracked receivables for clear cash flow visibility

• Full data synchronization between Shopify and QuickBooks, eliminating manual updates and errors

With Upsteer, brands like mountainFLOW can scale their wholesale operations with ease, saving time, reducing errors, and getting paid faster.