Streamline AP for your firm
Streamline whole procure-to-pay by creating a robust approval and collaboration process with your clients.
Trusted by 100+ Finance Teams
Set up automated approval policies based on your clientsâ requirements
Create a robust approval process between you and your clients. Automate purchase requests, purchase quotes, purchase orders, bills, credit notes, and transaction approvals with just a few clicks!
Set Unlimited Approval Levels
To streamline your client approvals, set up as many approval levels as needed, from team members to any C-level execs and department heads.
Set Approvals Based on Amount
Easily create approval levels based on PR, bill, credit note and transaction amount.
Allow clients to approve on the go
Make it easy for the approvers to approve purchase requests, bills, credit notes and transactions on the go through WhatsApp and speed up the approval process.
Receive approvals through WhatsApp or email
Clients can customize the type of notifications and the channel (WhatsApp or email) of notification from their profile.
Review and approve on mobile
Check all permissions of each role at a glance and make sure the client have the right access levels.
Easily communicate & keep an audit trail of all communications
From the timeline, easily check the PR/PQ/PO, bill, and vendor details and track the approval process at a glance.
Automatically send PR to vendors after approval through email or WhatsApp
At the time of creating a PR, choose âautomatically send to vendor after approvalâ and bypass the process of sending purchase orders to vendors manually.
Notify stakeholders when canceling or deleting a bill
In case a bill needs to get canceled, leave a reason and allow the stakeholders to get informed.
Tag colleagues, leave notes and comments
Easily âtagâ your co-workers and clients and ask them questions. Keep all the stakeholders in the loop and communicate in one place with Peakflo.
Simplify payouts and check bill status in one place
Say goodbye to tracking bill status on spreadsheets and check the invoice due dates and status in real-time from Peakfloâs bills & Reimbursements table!
Schedule payments based on due dates, once its approved.
Make reconciliation a breeze
Perform PO, Bills, and GRN matching in a few click. Peakflo eliminates the need for manual line-by-line matching and automatically flags any discrepancies!
Allow Peakflo to sync all the details back to your clientsâ ERP/ accounting software. Reconciliation can be done without painstaking intervention by your firm!
Request customized, real-time reports from Peakflo
Is your team spending lots of time on creating last-minute error-prone reports? All you need to do is to let us know what report you need and Peakflo will create the report for you, hassle free!
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!