Streamline your firm's finance operations
Tired of doing manual, time-consuming tasks of managing your clients’ finances? It’s time to automate your manual tasks with Peakflo and accelerate your firm’s growth!
Peakflo features for accounting firms
Have full visibility over limitless client accounts
Onboard all your customer’s accounts to Peakflo seamlessly. Change between accounts in one click.
Give your clients and accountants role-specific access and permission for each client’s account.
Say goodbye to manual payment tracking and follow-ups
Create customized reminder workflows based on payment behavior.
Set up multi-channel reminders with WhatsApp, SMS, Email, and more.
Track reminders deliverability, action status, and customers’ payment status easily.
Get visibility on all customer communications and tag relevant stakeholders for easy collaboration.
Streamline procure-to-pay process
Centralize your clients’ procurement documents and communication in Peakflo.
Create a robust approval system between you and your clients with the approval policies.
Check all bill and vendor details via the customer timeline.
Automate your clients’ disbursement schedule based on the due date.
Make reconciliation a breeze
With Peakflo, each of your customers will have their dedicated and unique virtual accounts for easier payments and automatic reconciliation.
Streamline month-end-closing for your clients with Peakflo’s automated account reconciliation and three way matching!
Real-time custom reports for you and your clients
Monitor aging balance for each of your clients’ customers.
Track invoice status, recent courses of action, and customer activity in one place.
Easily predict cash flow of your clients’ customers.
Allow your accountants and clients to access specific reports with role-based access.
Turbocharge your accounting software with Peakflo or import your data seamlessly.
Integrate and leverage the power of automation without affecting the way you work.Get Started!