Real-time insights for your finance team!
Access real-time AI-powered financial reports and make accurate strategic decisions!
Trusted by 100+ Finance Teams
Why finance leaders choose Peakflo
Your Receivables at a glance!
With the receivables dashboard, monitor metrics such as overall days sales outstanding, total overdue amount, doubtful debt and aging balance (AR Aging Report).
Disputed invoices
Check dispute invoices and the details for faster dispute resolution
Actions pending
Check the overview of pending actions and take timely measures for customer follow-ups
Track invoice payment status in real-time!
Eliminate the burden of tracking invoices on spreadsheets with the invoice status tracking report. Get a big picture of all the invoices raised along with their current status' With Peakflo's predictive AI, you can focus your time and effort on following up on invoices that are likely to be overdue.
Payment Predictions
Peakflo system will automatically flag the payment behavior of your customer based on history
Invoice status
Check the overdue, paid and disputed invoices at a glance and take actions accordingly
Never miss a change in customer payment behavior!
Define your risk assessment matrix and segment your customers based on their payment behavior.
AI-powered reports based on risk management
You can check the customers that are at risk of changing behavior using AI-powered reports with High, Medium, and Low tags and tend to the customers that are at a higher risk of changing behavior.
Get timely notifications when customers are about to change payment behavior
Get notified immediately when customers are at risk of changing their payment behavior to take timely action.
Monitor customer payments and aging balance!
Access summarized financial data on a customer level. Again, using Peakflo's AI engine, you can quickly understand the payment behaviour of your customers and setup workflows that are tailored to them.
Aging balance
Track the aging receivables of your customers at a glance
Course of action
You can see three most recent course of actions taken for each customer along with the timestamp.
Check the deliverability of all your invoice reminders
Are you sending reminders to your customers but still not receiving payments? Your customers might have not received the reminders at all! Check the deliverability and open rate of all your reminders with reminder delivery report!
WhatsApp and email reminders
Track the deliverability of all your reminders including SMS, WhatsApp and email reminders
Open rates and bounces
Track if the reminder open rates and in case the reminder bounces, check the bounce reason to make corrections accordingly.
Cash flow analytics at your fingertips!
Cashflow analytics is an incredibly powerful report that helps understand the cashflow health of your company through an easy visualization of the total amount billed and collected each month.
Cash flow prediction
With Peakflo's AR-powered analytics, easily predict your cash flow
Invoice collection cohort
Understand company-wide collection efficiency by tracking how long it took for each month's invoices to be collected.
Get a quick overview of your team's collection process.
Your team can check the activity report and monitor their performance daily, weekly, and monthly.
Amount collected
Easily understand the amount collected by each payment collections team member
Actions pending & skipped
Keep track of skipped and pending actions for better task management
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!
Success Stories
How Ninja Van saves 1000+ manhours/month and reduced DSO by 12 days using Peakflo
Ninja Van issues 10,000 invoices per month to customers with different requirements. Before Peakflo, Ninja Van needs to prepare the invoices manually. Not to mention the effort needed to follow up and resolve disputes. With Peakflo and Netsuite 2-Way-Sync, NinjaVan is able to issue custom invoicing smoother based on specific field mapping. The customer portal also centralizes communication and dispute management with customers.
How InMobi decreased their Average overdue days by 9 and increased invoicing efficiency by 100%
Before Peakflo, InMobi AR team had to create invoices manually with many customizations unique to different regions across the globe. Now, with Peakflo, InMobi can create GST tax invoices with high customization, like HSN/ SAC code, QR code, GSTIN, and e-signatures. Following up on unpaid invoices also made easy with real-time reports.
How EverPlateās operational team saves 60 man-hours per month, gets paid 15 days faster with Peakflo
EverPlateās operational team, coming from a non-finance background, had a difficult time issuing invoices and tracking payments, resulting in incredibly tight cash flows and wasted man-hours spent doing repetitive tasks. With Peakflo's centralized dashboard, Everplate is able to track invoice status accurately and make customized multi-channel payment reminders
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 Janio reduced the DSO of over 1,000 customers to 40 days using Peakflo
Before Peakflo, Janio didnāt have any visibility into their collections process, making it challenging to plan their budgets. They also need to follow-up manually on 5,000 invoices/month. With Peakfloās customer status tracking report, Janio is able to see customersā payment behavior and timeline. The automated reminder workflow also remove the needs to manually follow-up on customer payments.
How Pickupp's finance-ops increased productivity by 30% using Peakflo
Before Peakflo, Pickupp had a manual process for collecting and monitoring outstanding payments. This manual approach has led to data silos in communications. With Peakflo easy-to-use interface, monitoring and collecting outstanding payments is very easy. As a result, PickuppĀ reduced monthly overdue by 40% and DSO by 25%.
How EstimateOne saves 376 hours and collects AU$ 83.3k faster with Peakflo
EstimateOneās three-women financial team had a tough time recording payment status in spreadsheets ā which didnāt provide them much visibility on overdue invoices. With Peakflo reports and real-time tracking, EstimateOne was able to gain more insights into customersā invoice status through the comprehensive reports, making collection much easier and faster.
How Glints improved their average overdue days by 7 and invoice reminder follow up efficiency by 95%
Before Peakflo, Glints team had to sent invoice reminders one by one manually from their accounting software. The process of sending and personalizing took around a full day. With Peakfloās automated workflows, now Glints team automatically sends all the invoice reminders through emails to their customers and reduce DSO.
How ArisInfra saves 3003 man-hours in a year with Peakflo
ArisInfraās collections team sent email reminders manually and it took a five-person team to handle all these follow ups. With Peakfloās automated workflows, now ArisInfraās finance team automatically sends all the invoice reminders through emails. Now, just one person checks on the automated reminders and tracking customer payments
How WE! Interactive saves 66 man-hours per month by automating invoice reminders
WE! Interactive, as a Xero accounting software user, needs to send reminders that were sent out one at a time and only through email. With Peakfloās automated workflows, now We! Interactive accounting team automatically sends all the invoice reminders through email to their customers.
How Advance PH saved almost 300 man-hours per month on automating invoices collections
Before using Peakflo, Advance used Google sheets to send around 500 invoices and send manual email reminders to their customers. It took around half a day every day. With Peakflo automated workflows, now Advance finance team automatically sends all the invoice reminders through emails to their customers and their team is able to focus on more value-added tasks.
How Driver Logistics reduced average overdue days by 16 and increased receivable efficiency by 35% with Peakflo.
The Peakflo team was very efficient in understanding our requirements, and they developed customized solutions to make the day-to-day finance operations much more effortless. Weāve been able to reduce our average overdue days by 16 and increase our receivable efficiency by 35%.
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
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FAQ
- What metrics can I track from Peakflo accounts receivable report dashboard?
- What is customer status tracking report?
- What is an invoice status tracking report?
- Does Peakflo have cash flow analytics and predictions?
- What is a delivery tracking report and how does it work?
- How can I create custom reports in Peakflo?