It's time to automate your receivables!
Does your team manually issue send and track reminders for 300+ invoices per month?
Get paid 20 days faster with Peakflo's secure accounts receivable software.
Why finance leaders choose Peakflo
Having trouble giving just the right access to each user or team?
Give the right access and permissions to the sales and finance team or any other stakeholder based on their roles.
Permissions at a glance
Check all permissions of each role at a glance and make sure the users have the right access levels.
Users can customize the type of notifications and the channel (WhatsApp or email) from their profile.
Customized roles-based access & permissions
Assign custom roles and out-of-the-box roles like Account Manager, Collections, Admin, … based on specific permissions. Empower your team and ensure compliance information security.
Limitless entities & sub-entities
Define as many entities and sub- entities needed for your company and also for your customers.
Having limitations with invoice customization?
Create and customize multi-currency and branded e-invoices (Tax invoices, GST invoices, recurring and pro forma invoices,..) in seconds with Peakflo.
Import invoices with a click!
Import all and every customized invoice field in Peakflo using CSV/EXCEL files in seconds.
Set up approval policies for your invoices and credit notes!
Set up limitless approval policies to streamline your invoice and credit note approvals.
Approve and add e-signs
Approve and add validated digital signature or stamps to your invoices in bulk.
Add custom fields to invoices
Customize your invoices exactly the way your organization needs with invoice custom fields.
Sending more than 300 invoice reminders a month manually?
No need to send invoice payment reminders one by one from your ERP/accounting software to your customers. Peakflo’s invoice processing software will automate the whole process.
Segment your customers based on payment behavior, size and invoice amount and tailor the right outreach for each segment.
Communicate easily with each customer based on the channel, customer category and payment behavior.
Multi-channel reminders from a single platform
Send multi-channel automated and manual payment reminders (Email, SMS, WhatsApp, LINE and Zalo) to your customers based on their preference.
Send SoAs automatically
Automatically send the summary of accounts as a PDF attachments to your customers.
Tired of using emails, Excel & meetings to manage tasks?
Easily filter all the overdue invoices and create tasks based on customer aging balance and course of action.
Track Promise to pay date
View or add the promise to pay date based on your customers’ input.
Manage tasks professionally
Access your pending tasks from your personalized ”Actions” tab. See all your pending and future tasks in one place and execute manual follow-ups with one click!
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.).
Daily task reminders
All the task owners will get daily reminders of the pending tasks to not miss any timely followups.
Is tracking collections on spreadsheets a nightmare?
Say goodbye to spreadsheets and allow your team to track tasks, execute follow-ups, and gain full visibility over customer payments all in one place with Peakflo’s accounts receivable software.
Track invoice status, recent courses of action & last customer activity
Check the last customer activity details and date from the report to better gauge next steps.
Monitor the aging balance!
Access summarized financial data on a customer level. By Peakflo’s AI engine, quickly understand the payment behavior of your customers & set up tailored workflows.
Realtime payment status
Get a big picture of all the invoices raised along with their current status. With Peakflo’s predictive AI, focus your time and effort on following up on invoices that are likely to be overdue.
Invoice reminder deliverability
Check the deliverability and open rate of all your reminders with reminder delivery report.
Are disputes slowing down your collections?
Your customers can easily raise disputes against specific invoices with customized dispute reasons in their own secure customer portal.
Upload dispute templates
Your customers can access the dispute template and upload the filled out template for your company.
Customize dispute reasons
Define the dispute reasons that are tailored to your customers and avoid any miscommunications
Notify the right stakeholders
Based on the dispute reason, the right stakeholders will get notified instantly via email to fast-track the dispute resolution process
Put reminders on pause to resolve disputes
Once a dispute is raised against an invoice, the automated reminders will be paused automatically and will resume once the dispute is resolved.
Difficult to receive payments to your bank account?
Make it easy for customers to pay you by giving your customers their own secure customer portal!
Statement of the account generation (Outstanding and activity based)
Your customers can download the statement of their account at any time within any time span.
Aging Balance tracking
Your customers can have visibility over their aging balance from Peakflo customer portal.
Tax/ payment proof upload
Make it easy for your customers to send you payment proof and tax proof for each invoice. The tax and payment proof will be sent to the assigned stakeholders.
Receive multi-currency payments
Easily receive payments in different currencies from all across the world.
Spending many eyes and hours on month-end closing?
Your finance team does not need to spend weeks on month-end closing. Peakflo will automate reconciliations for you and sync the data to your accounting software
Identify which customers is making a payment by using unique static and dynamic virtual accounts to reconcile faster (Indonesia & Singapore only).
Access a secure wallet for all your receivables and track all the transactions in real-time. Automatically receive the collected payments in to your local bank account daily.
Integrate your accounting software with Peakflo without disturbing your current finance process.
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!
Get started with Peakflo in 3 easy steps:
Short Meeting with Peakflo Experts
Our team will contact you to set up a short demo and understand your unique requirements. Prefer to explore Peakflo on your own?
Streamline your receivables and get paid faster today!
- How can Peakflo account receivable software help your business?
- Why choose Peakflo as your account receivable software?
- How can you automate and streamline your cash flow with Peakflo’s accounts receivable solution?
- How to sync or upload my customer data into Peakflo?
- How does Peakflo’s automated accounts receivable system enable payments and reconciliation?
- How does Peakflo’s account receivable software help in financial forecasting?
- Can I customize the workflows?
- How does Peakflo help in reporting?
- How can you create an invoice in Peakflo?
- Can we mark duplicate invoices?
- How can Peakflo assist in sending payment reminder emails automatically?
- Can Peakflo connect to WhatsApp Business (WAB)?
- How do I get started to use Peakflo accounts receivable software?