Create customizable approval workflows and streamline your companyâs approvals!
Having trouble with keeping track of approvals and their audit trails? Create customized approval policies based on your company requirements and get PRs, PQs, POs, bills, and transactions approved in no time!
Trusted by 100+ Finance Teams
Why finance leaders choose Peakflo
Empower different teams to work together!
Give the right access and permissions to the sales and finance team or any other stakeholder based on their roles.
Manage Notifications
Users can customize the type of notifications and the channel (WhatsApp or email) of notification from their profile.
Permissions at a glance
Check all permissions of each role at a glance and make sure the users have the right access levels.
Customized roles-based access & permissions
Custom roles and out of the box roles like bill maker, AP manager, Admin, procurement etc. to empower your team and ensure compliant information security.
Limitless entities & sub-entities
Define as many entities and sub-entities needed for your company and your customers
Set up automated approval policies based on your company requirements!
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 approvals, set up as many approval levels as needed, from team members to any C-levels and department heads.
Set approvals based on amount
Easily create approval levels based on PR, bill, credit note and transaction amount.
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
Users 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 users have the right access levels
Take approvals to the next level!
Are your company's complex approval matrixes confusing even for employees sometimes? Do you have too many departments and interdepartmental business units? With Peakflo, create rules even for the most complex approvals and streamline the whole approval process!
Rule over even the most complex approvals!
Assign rules to approval policies and watch the magic happen! The assigned rule will automatically add the right approver to the approval flow and streamline all your complex approvals.
Keep the approvers accountable!
Itâs impossible to manually track when and where approvals happen. With Peakfloâs timeline, the audit trail will be automatically captured and stakeholders will have full visibility over approvals.
Tag colleagues, leave notes and comments
Easily "tag" your co-workers and ask them questions. Keep all the stakeholders in the loop and communicate in one place.
Keep track of the approval process
Easily check the trail of approvals and follow up on the pending approvals.
Success Stories
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 Hai Sia saved 66 manhours per month and reduced bill pay time by 80%
Before Peakflo, every department in Hai Sia had to submit reimbursements and bills for approval via email or hardcopy documents. Approvals is also very hard to track. With Peakflo WhatsApp OCR, Hai Sia team need to only take a picture of the bill and send it to WhatsApp, and the bill entry gets automated. On top of it, Hai Sia team can track approvals, payments and vendor communication seamlessly in one place.
How Rey Saves 89% Time and 210 Man-Hours on Payment Approval and Budget Management with Peakflo
Before Peakflo, manual bill approvals could take days and budget management could take a full month for the finance and other divisions in Rey. With Peakflo, Rey can now automate complex approval with the approval workflow. All bills and payments are assigned to a budget automatically and recorded in a structured manner, so the team wouldnât spend so many hours doing budget recap.
How GT Bharathi saved 200 man-hours per month and increased accounts payable efficiency by 74%.
Peakfloâs customizable approval automation has been highly beneficial for our team, Weâve been able to save 200 man-hours per month. We have also automated manual tasks such as PO creation and 2-way matching and increased efficiency by 74%.
How MyRobin saved 800 man-hours per month by automating their approvals.
Before Peakflo, the approvals were done using emails, and MyRobinâs finance team attempted to use Excel to track the approvals. Lack of approval workflow automation resulted in too much time being spent on manually chasing approvers and Excel did not provide any visibility over the audit trail for the team.
How Vida saved 20,254 man-hours per month by automating their approvals
Peakflo approval workflows have been a great help for streamlining our purchase order and bill approvals. Weâve been able to save 20,254 man hours with Peakflo. We also no longer need to create reports manually and have saved 16 man hours by using Peakflo's out-of-the-box AP reports.
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!Import your CSV/XLSX
Connect through Peakflo API/ SFTP
Automate your approvals today!
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FAQ
- How do Peakflo automated approvals work?
- Does Peakflo also send approvals through WhatsApp?
- Can I create the approval workflow based on the amount and define approval levels?
- I have a complex approval matrix at my company, how can Peakflo streamline it?
- Can Peakflo sync bills back to the ERP/ accounting software after the approval is done?
- Can we define the parent-child relationship for our customers?
- How can I keep my team and approvers accountable?
- How can I assign approval policies to purchase requests?