Streamline invoice management for your MSME vendors!
Conventional vendor portals are too complex for MSME vendors. But with Peakflo’s WhatsApp vendor portal, your vendors can easily check their POs, send invoices, streamline credit note approvals, and check their SoA without disturbing your procurement team!
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Why finance leaders choose Peakflo
Allow vendors to check unbilled POs and delivered POs on the go!
It can be quite difficult for your MSME vendors to check all their purchase orders one by one from a complex vendor portal. Instead, you can bypass all these processes by Allowing your vendors to easily check their POs on their WhatsApp!
List of unbilled POs
Allow vendors to access and check a full list of unbilled purchase orders on WhatsApp or check specific unbilled purchase orders.
List of delivered but unbilled POs
Your vendors can easily check the list of delivered but unbilled purchase orders along with their details from their WhatsApp vendor portal.
Allow vendors to upload invoices using WhatsApp!
Do your vendors share their invoices through different channels that often get lost due to decentralized communications? Allow vendors to check their receipt notes, and upload invoices against specific receipt notes for your company to make the process of invoicing much faster and more efficient. All the PDF invoices will be stored in the Peakflo timeline and will be accessible at all times.
Allow vendors to check the invoice status without disturbing your finance or procurement team!
Is your procurement and finance team overwhelmed with vendor queries about invoice status updates? Are the conversations with vendors happening on different platforms that often lead to overlooked vendor responses? Allow the Peakflo WhatsApp vendor portal to automatically share the invoice status with the vendors without taking a minute of your AP team’s time! All your vendors need to do is choose a specific invoice from the list of their invoices and get an immediate invoice status update!
Capture vendor acceptance of debit notes in an audit trail!
Raise debit notes in Peakflo, which will appear as credit notes for your vendors, and allow your vendors to check and approve them through WhatsApp before the credit notes get applied to a vendor invoice. Peakflo audit trail will also ensure that there are no future disputes.
Allow vendors to access their summary of accounts!
Is generating a SoA reports for your vendors a time-consuming process? Now with a self-serve SoA generator, you can quickly reduce the workload on your AP teams. All your vendors need to do is choose the time frame for their required summary of account report and immediately receive the SoA PDF report file on WhatsApp!
Keep track of all the approvals and invoice submission on Peakflo!
From the bill timeline, your AP team can easily check the bill and vendor details and track the credit note approvals and invoice issuance at a glance.
Notify and communicate with all the stakeholders!
Allow vendors to access and check a full list of unbilled purchase orders on WhatsApp or check specific unbilled purchase orders.
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.
Leave notes and comments
Instead of using different messaging apps and emails to communicate, easily "tag" your co-workers and ask them questions.
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Success Stories
Gazzda
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.
Haisia
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.
Rey
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 wouldn’t spend so many hours doing budget recap.
Bharathi Homes
Peakflo’s customizable approval automation has been highly beneficial for our team, We’ve 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%.
My Robin
Before Peakflo, the approvals were done using emails, and MyRobin’s 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.
Vida
Peakflo approval workflows have been a great help for streamlining our purchase order and bill approvals. We’ve 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.
Vida
Before Peakflo, vendors manually submitted invoices in hard copy to NRI’s client. The Procurement team had to check if the received supporting documents or invoices are correct. Then, The Accounting (AP) team would recheck the invoice and input the details already processed by the Procurement team. For new vendors, the Procurement team would input the invoice using a template, and the approvers would manually validate and verify the purchase order details. This entire process was time-consuming for the procurement and AP team.
Construction Machinery
Before Peakflo, vendors manually submitted invoices in hard copy to NRI’s client. The Procurement team had to check if the received supporting documents or invoices are correct. Then, The Accounting (AP) team would recheck the invoice and input the details already processed by the Procurement team. For new vendors, the Procurement team would input the invoice using a template, and the approvers would manually validate and verify the purchase order details. This entire process was time-consuming for the procurement and AP team.
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Streamline invoice management for your MSME vendors!
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