Put your client proforma invoice validation on easy mode!
Streamline client confirmation of your proforma invoices for your service-based business.
Trusted by 100+ Finance Teams
Why finance leaders choose Peakflo
Create professional proforma invoice validations!
Create proforma invoices with your company branding and customize the line items, discounts and tax rates to make sure all the details can easily be checked and validated by your customers before issuing the invoice.
Allow clients to review the proforma invoice for validation!
Using the Peakflo customer portal, easily share the proforma invoice validation with your clients and allow them to approve the proforma invoice in one go!
Ask questions
Your customers can ask questions and get their queries answered instantly. The account owner will get notified via email after the question submission.
Raise a dispute
Your customers can easily raise disputes against a specific proforma invoice validation with customizable dispute reasons.
Allow your clients to raise disputes even for the line items!
Itās quite often that in proforma invoice validation, disputes need to be raised only for some line items . Your clients can raise disputes on a line-item level and choose dispute reason from a fully customizable dispute list. Your team will get notified immediately once a customer raises a dispute and will be able to resolve the dispute without delay.
Track and respond to customer disputes in the timeline!
In the invoice timeline, all the customer remarks and disputes will be recorded and the stakeholders will be notified immediately.
Post notes
āTagā your teammates in notes and communicate with them easily. Keep track of all your internal communications in the timeline!
Centralize communications
Respond to customers directly using SMS, WhatsApp or email, from the timeline and keep a record of all the communications.
Allow clients to accept proforma invoices with a single click!
Your clients can accept and validate the proforma invoice with a single click and your accounts receivable team can see the validation status from the invoice status tracking report.
No more inefficient invoicing for your finance team!
Create and send professional e-invoices (Tax invoices, GST invoices, recurring and proforma invoices) in seconds. Approve and add your validated digital signature to the invoices.
Success Stories
How Ninja Van saves 1000+ manhours/month and reduced DSO by 12 days using Peakflo
Ninja Van issues 10,000 invoices per month to customers with different requirements. Before Peakflo, Ninja Van needs to prepare the invoices manually. Not to mention the effort needed to follow up and resolve disputes. With Peakflo and Netsuite 2-Way-Sync, NinjaVan is able to issue custom invoicing smoother based on specific field mapping. The customer portal also centralizes communication and dispute management with customers.
How InMobi decreased their Average overdue days by 9 and increased invoicing efficiency by 100%
Before Peakflo, InMobi AR team had to create invoices manually with many customizations unique to different regions across the globe. Now, with Peakflo, InMobi can create GST tax invoices with high customization, like HSN/ SAC code, QR code, GSTIN, and e-signatures. Following up on unpaid invoices also made easy with real-time reports.
How EverPlateās operational team saves 60 man-hours per month, gets paid 15 days faster with Peakflo
EverPlateās operational team, coming from a non-finance background, had a difficult time issuing invoices and tracking payments, resulting in incredibly tight cash flows and wasted man-hours spent doing repetitive tasks. With Peakflo's centralized dashboard, Everplate is able to track invoice status accurately and make customized multi-channel payment reminders
How Gazzda improved DSO by 8 days by automating payment reminders and saved 72 man-hours per month on vendor invoice data entry and payments.
Before Peakflo, Gazzda team had to manually send follow-up emails for 300 invoices per month. Gazzda team also had a hard time doing manual data entry for vendor invoices received by paper and track their status. With Peakflo, Gazzda can automate payment reminders. The scattered vendor invoice management became centralized and the vendor invoice processing has gotten much faster and easier.
How Janio reduced the DSO of over 1,000 customers to 40 days using Peakflo
Before Peakflo, Janio didnāt have any visibility into their collections process, making it challenging to plan their budgets. They also need to follow-up manually on 5,000 invoices/month. With Peakfloās customer status tracking report, Janio is able to see customersā payment behavior and timeline. The automated reminder workflow also remove the needs to manually follow-up on customer payments.
How Pickupp's finance-ops increased productivity by 30% using Peakflo
Before Peakflo, Pickupp had a manual process for collecting and monitoring outstanding payments. This manual approach has led to data silos in communications. With Peakflo easy-to-use interface, monitoring and collecting outstanding payments is very easy. As a result, PickuppĀ reduced monthly overdue by 40% and DSO by 25%.
How EstimateOne saves 376 hours and collects AU$ 83.3k faster with Peakflo
EstimateOneās three-women financial team had a tough time recording payment status in spreadsheets ā which didnāt provide them much visibility on overdue invoices. With Peakflo reports and real-time tracking, EstimateOne was able to gain more insights into customersā invoice status through the comprehensive reports, making collection much easier and faster.
How Glints improved their average overdue days by 7 and invoice reminder follow up efficiency by 95%
Before Peakflo, Glints team had to sent invoice reminders one by one manually from their accounting software. The process of sending and personalizing took around a full day. With Peakfloās automated workflows, now Glints team automatically sends all the invoice reminders through emails to their customers and reduce DSO.
How ArisInfra saves 3003 man-hours in a year with Peakflo
ArisInfraās collections team sent email reminders manually and it took a five-person team to handle all these follow ups. With Peakfloās automated workflows, now ArisInfraās finance team automatically sends all the invoice reminders through emails. Now, just one person checks on the automated reminders and tracking customer payments
How WE! Interactive saves 66 man-hours per month by automating invoice reminders
WE! Interactive, as a Xero accounting software user, needs to send reminders that were sent out one at a time and only through email. With Peakfloās automated workflows, now We! Interactive accounting team automatically sends all the invoice reminders through email to their customers.
How Advance PH saved almost 300 man-hours per month on automating invoices collections
Before using Peakflo, Advance used Google sheets to send around 500 invoices and send manual email reminders to their customers. It took around half a day every day. With Peakflo automated workflows, now Advance finance team automatically sends all the invoice reminders through emails to their customers and their team is able to focus on more value-added tasks.
How Driver Logistics reduced average overdue days by 16 and increased receivable efficiency by 35% with Peakflo.
The Peakflo team was very efficient in understanding our requirements, and they developed customized solutions to make the day-to-day finance operations much more effortless. Weāve been able to reduce our average overdue days by 16 and increase our receivable efficiency by 35%.
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