Streamline your firm's finance operations
Tired of doing manual, time-consuming tasks of managing your clientsâ finances? Itâs time to automate your manual tasks with Peakflo and accelerate your firmâs growth!
Trusted by 100+ Finance Teams
Peakflo features for accounting firms
PR PQ PO Creation
Automated Bill Data Entry (OCR)
Approval Policies
Budget Management & AP Reports
Automated Disbursement & Reconciliation
Vendor Onboarding Management
Vendor Portal
WhatsApp Vendor Portal
Proforma Invoice Validation
E-Invoicing
Payment Reminder Automation
Finance CRM
Customer Portal
AI-Powered Reports
Cash Application
Have full visibility over limitless client accounts
Onboard all your customerâs accounts to Peakflo seamlessly. Change between accounts in one click.
Give your clients and accountants role-specific access and permission for each clientâs 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 customersâ payment status easily.
Get visibility on all customer communications and tag relevant stakeholders for easy collaboration.
Streamline procure-to-pay process
Centralize your clientsâ 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 clientsâ 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 Peakfloâs automated account reconciliation and three way matching!
Real-time custom reports for you and your clients
Monitor aging balance for each of your clientsâ customers.
Track invoice status, recent courses of action, and customer activity in one place.
Easily predict cash flow of your clientsâ customers.
Allow your accountants and clients to access specific reports with role-based access.
Connect your Accounting Software/ERP to Peakflo
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!