Real-time insights for your finance team!
Access real-time AI-powered financial reports and make accurate strategic decisions!
What finance teams have achieved with 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).
Check dispute invoices and the details for faster dispute resolution
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.
Peakflo system will automatically flag the payment behavior of your customer based on history
Check the overdue, paid and disputed invoices at a glance and take actions accordingly
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.
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.
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!
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.Read Full Story Here
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.Read Full Story Here
How EverPlate’s operational team saves 60 man-hours per month, gets paid 15 days faster with Peakflo
EverPlate’s 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.Read Full Story Here
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.Read Full Story Here
How Janio reduced the DSO of over 1,000 customers to 40 days using Peakflo
Before Peakflo, Janio didn’t 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 Peakflo’s customer status tracking report, Janio is able to see customers’ payment behavior and timeline. The automated reminder workflow also remove the needs to manually follow-up on customer payments.Read Full Story Here
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, Pickupp reduced monthly overdue by 40% and DSO by 25%.Read Full Story Here
How EstimateOne saves 376 hours and collects AU$ 83.3k faster with Peakflo
EstimateOne’s three-women financial team had a tough time recording payment status in spreadsheets – which didn’t provide them much visibility on overdue invoices. With Peakflo reports and real-time tracking, EstimateOne was able to gain more insights into customers’ invoice status through the comprehensive reports, making collection much easier and faster.Read Full Story Here
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 Peakflo’s automated workflows, now Glints team automatically sends all the invoice reminders through emails to their customers and reduce DSO.Read Full Story Here
How ArisInfra saves 3003 man-hours in a year with Peakflo
ArisInfra’s collections team sent email reminders manually and it took a five-person team to handle all these follow ups. With Peakflo’s automated workflows, now ArisInfra’s finance team automatically sends all the invoice reminders through emails. Now, just one person checks on the automated reminders and tracking customer paymentsRead Full Story Here
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 Peakflo’s automated workflows, now We! Interactive accounting team automatically sends all the invoice reminders through email to their customers.Read Full Story Here
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.Read Full Story Here
Turbocharge your accounting software with Peakflo or import your data seamlessly.
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Put an end to inefficient reporting!
- 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?