Your collections team also needs task management!

Collections, finance and sales team can collaborate seamlessly to streamline receivables and get paid 10-20 days faster!

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"Peakflo seamlessly integrated into our existing ERP and improved our finance team productivity significantly. We have sent over 100,000 workflow guided payment reminders to our customers and now collect our accounts receivable 10-15 days (~20%) faster on average. The multitude of reports also help monitor our accounts receivable transparently."
Ritchie Wong
Group CFO
Ninja Van
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"By using Peakflo’s invoicing and automated reminders, we’ve been able to decrease our average overdue days by 9, increase invoicing efficiency by 100%, and the bandwidth of our finance team by 30%. The custom reports in Peakflo also help us have visibility over our due and overdue invoices."
Sahil Handa
Senior Manager
InMobi
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"Peakflo has helped us reduce our average overdue days by 7 and 95% improvement in productivity for invoice reminder followups. Peakflo has the ability to customize each invoice reminder workflow based on the client's tagging and segmentation. It helps to properly group our clients and escalate them to the correct leads."
Villa Kartika Damayanti
Accounts Receivable Manager
Glints
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"We've tried other global AR solutions like Upflow, but needed a localized solution for SE Asia. Through its easy workflow builder and multi-channel systematic reminders, Peakflo has made it easy to manage our AR process. This has helped provide our agents with a heightened structure and transparency at scale, ultimately leading to better collections and lower DSO as we continue to grow."
Carl Cedarholm
VP of Finance
Shipper Indonesia
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"Peakflo is amazing for tracking customer payments. It helps with sending reminders to customers regarding payments or new invoices issued. This greatly reduces our work for daily follow-ups."
Swati Sopariya
Accounts Receivable Lead
FarMart
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"With Peakflo’s automated payment reminders, we’ve been able to save 3003 man-hours in total. Our collections team has become more productive and the allocation of resources is more effective now."
Suvesh Sinha
Assistant Vice President
ArisInfra
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"Peakflo is easy and straightforward to use. Our team has been able to reduce manual work, streamline finance processes, and centralize collections data."
Alvia Lampa
Head of Finance
Advance Tech Lending
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"After using Peakflo, we have more time to focus on value-added tasks. We have saved more than 66 man-hours per month by automating payment reminders and additionally, we are tracking the invoice due dates in real-time instead of using Excel."
Kyaw Soe Oo
Accountant
We! Interactive
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"Right from the first demo to our onboarding and then dedicated customer support everything was delightful and above expectations."
Rohan Sharma
Entrepreneur In Residence
91Squarefeet
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"Peakflo has been an amazing partner for us. It has saved us approximately 50-60 man-hours per month in receivable collection operations through automated workflow and payments.On average we are able to receive payments faster by 15-20 days, and disputes are decreased by 30%."
Satrio Wiavianto
Head of Operations
Everplate Indonesia
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"Peakflo has a simple interface that is easy to use. It makes monitoring and collecting outstanding payments very easy for us. We've reduced our monthly overdues by 40% and DSO by 25%. The customisation offered is an additional plus point."
Lee Chee Meng
Co-COO
Pickupp
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"We appreciate the customized workflows as it allows us to create an optimal workflow that includes reminder emails, SMS messages, and phone calls. We use the Customer Status Tracking Report to predict our customers' payment behavior. Overall, our Finance team is quite pleased with Peakflo's performance, we believe it does save time and effort in managing receivables."
Michelle Byrnes
Financial Controller
Estimate One
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"Overall I'm very satisfied with the Peakflo system. It synchronizes seamlessly with our accounting software. The dashboard layout and reports are very helpful. Lastly it was very simple and easy to setup the workflows and trigger logic."
Fabian Loke
Accounts Receivable Manager
Janio
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"Peakflo has helped our team a lot in terms of automated reminders, SMS reminders, and even letters of demand. We used to do this process manually. I love how Peakflo offers a lot of options and customizations in terms of editing workflows as well as the necessary placeholders for each reminder."
Emman S.
Senior Credit Analyst
Ninja Van
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"Peakflo is easy to access and learn. It’s very accommodating. Especially the daily review of my accounts and mostly the overdue accounts"
Merical Obosa
Finance team
Ninja Van - PH
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Trusted by 100+ Finance Teams

Inmobi
Janio
Pickupp
Ninja Van
HaiSia
Advance
Rey
Shipper
Estimateone
Vida
Glints
Luther
Qoala
Everplate
Hypefast
Farmart
Aris Infra
Waste4Change
We! Interactive
Gazzda
Bharathi Homes
City furnish
Driver Logistics
MyRobin

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What finance teams have achieved with Peakflo

200
hours saved per month by the finance team
15
days reduction in invoice collection time
+700K
Automated reminders sent
Give the right access and permissions to the sales and finance team or any other stakeholder based on their roles.

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.

Permissions at a glance

Check all permissions of each role at a glance and make sure the users have the right access levels

Manage Notifications

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 compliant information security.

Design and trigger manual actions for your team members to execute. Make the process of collections faster, more personalized and professional with manual follow-ups. Add, assign owner and schedule customizable manual reminder follow ups for your finance and sales team.

Achieve 10x productivity with greater personalization!

Design and trigger manual actions for your team members to execute. Make the process of collections faster, more personalized and professional with manual follow-ups. Add, assign owner and schedule customizable manual reminder follow ups for your finance and sales team.

Loop in the right stakeholders at different stages of collection

Change ownership from collections to sales based on aging receivables

Escalation management

Escalate to the right stakeholders in your customer’s organization

Save time with personalized templates

With over 30 placeholders, auto-fill information such as the table of the outstanding amount, invoice numbers, overdue amount,… and save your team those precious hours wasted in manual data entry

Be where your customer is

With support for email, WhatsApp, SMS, Zalo, Line, and Viber, you can have multi-channel communications based on your customers’ preferences

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!

Manage all your pending tasks in one place!

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!

Record promise to pay information instantly

Jot down the promise to pay date, amount and other details that your customer mentions to simplify collections

Personalize, personalize, personalize

Layer personalized messaging on top of the pre-filled messages generated for your customers before you click on send!

Create scripts for your collections team

Make it easy for your collections team to manage follow-up phone calls by making notes and following a script

Get context on your customer

At a glance, get access to all relevant invoices and a full timeline of communications, payments, and disputes,… to have full context before engaging with your customers

Real-time customer status tracking report makes it easy to manage your weekly collections meetings by tracking all your customer receivables in one place!

Say goodbye to manual spreadsheets for collection tracking!

Real-time customer status tracking report makes it easy to manage your weekly collections meetings by tracking all your customer receivables in one place!

Understand your customers better

Re-assign customers to different collection workflows using Peakflo’s AI-powered payment behavior classification

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.)

Track recent courses of action and last customer activity

Check the last customer activity details and date from the report to better guage next steps

Track Promise to pay date & amount

View or add the promise to pay date and amount based on customer feedback

Need to track all messages received/sent to the customer and their historical payments? Want to ask questions from your teammates or loop them in for customer communications? All you need to do is to go to your customer timeline!

Get visibility on all customer communications with an immutable audit trail

Need to track all messages received/sent to the customer and their historical payments? Want to ask questions from your teammates or loop them in for customer communications? All you need to do is to go to your customer timeline!

Adhoc messages

Send adhoc WhatsApp messages, emails and SMS to your customers directly from the customer timeline

Post notes

“Tag” your teammates in notes and communicate with them easily. Keep track of all your internal communications in the timeline!

Don’t spend any time on creating reports or analyzing your vital accounts receivable metrics. All you need to do is to check your emails and get the week over week analysis of your collections’ health.

Keep a bird’s eye view with weekly receivables reports

Don’t spend any time on creating reports or analyzing your vital accounts receivable metrics. All you need to do is to check your emails and get the week over week analysis of your collections’ health.

Daily task reminders

All the task owners will get daily reminders of the pending tasks to make sure the follow-ups are timely

Teammates pending actions

Get an overview of your sales and finance team pending actions in the weekly briefing emails

Wonder how much is being collected by your collections team? Use the “Team activity report” and understand each user’s collections and overdue amount.

Track collections KPIs from the “Team Activity Report”

Wonder how much is being collected by your collections team? Use the “Team activity report” and understand each user’s collections and overdue amount.

Action status

Monitor actions pending or completed per each user at a glance

Actions skipped

Gain visibility over skipped actions and the last action date

Success Stories

Connect your accounting/ERP

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 your CRM and HRMS

Connect through Peakflo API

API

Streamline collections team's task management and get paid faster today!

Request a demo

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FAQ

  • Who can benefit from Peakflo collection task management?
  • What are roles-based access and permissions?
  • How can I create and assign tasks to owners in Peakflo?
  • How can I track the performance of the task owners?