Automate AR for your firm
Improve team productivity and client satisfaction with automated multi-channel reminders, task management, and reconciliation.
Trusted by 100+ Finance Teams
Peakflo's AR features for accounting firms
Set up tailored automated follow-ups
Every customer is unique. Segment your clientsâ customers based on payment behavior, size and invoice amount and tailor the right outreach for each segment.
Reminder Escalation
Change recipients of the reminder based on the aging receivables and tailor the messaging.
Message Frequency
Increase the frequency of your messages based on customer payment behavior and category to get paid faster.
Reach customers whenever, wherever
Not all your clientsâ customers check their emails frequently. Send multi-channel manual or automated payment reminders based on their preference.
Workflow Triggers
Trigger workflows based on the invoice due date, promise to pay date, unapplied payments, or specific intervals to get paid on time.
Multi-channel Reminders
Follow up with your clientsâ customers through email, SMS, WhatsApp, LINE and Zalo to reach them via the right channels.
Say goodbye to manual spreadsheets for collection tracking
Real-time customer status tracking report makes it easy to manage your clientsâ weekly collections meetings by tracking all the clientsâ customer receivables in one place!
Understand your client's customers better
Re-assign customers to different collection workflows using Peakfloâs AI-powered payment behavior classification.
Categorize customers and define next steps
Tags will allow you to quickly classify customers based on your business preference (e.g. Freeze/escalate to CEO etc.).
Track recent courses of action and last customer activity
Check the last customer activity details and date from the report to better guage next steps.
Track Promise to pay date & amount
View or add the promise to pay date and amount based on customer feedback.
Get visibility on all customer communications with an immutable audit trail
Need to track all messages received/sent to the customer and their historical payments? Want to ask questions to your clients and team or loop them in a conversation? All you need to do is to go to your customer timeline!
Adhoc Messages
Send adhoc WhatsApp messages, emails and SMS to your clientsâ customers directly from the customer timeline
Post Notes
âTagâ your team or you client in notes and communicate with them easily. Keep track of all your internal communications in the timeline!
Real-time, custom receivable reports
Monitor important metrics and details for your customers such as overall days sales outstanding (DSO), total overdue amount, invoice status, doubtful debt and aging balance (AR Aging Report).
Request out-of-the-box reports as per your customers request.
Make bank reconciliation a breeze!
Identify which customer is making a payment with a unique virtual account for each of clientsâ customer (Indonesia & Singapore only).
Allow Peakflo to sync all the details back to your clientsâ ERP/ accounting software. Reconciliation can be done without painstaking intervention by your firm!
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!