Make it easy for your customers to pay you!
Streamline statement of account generation, dispute management and payment proof submission by giving your customers their own secure customer portal!
Trusted by 100+ Finance Teams
Why finance leaders choose Peakflo
All your customers' payables in one place!
Allow your customers to have visibility over their balance, paid invoices, disputes, credit notes, and payments in a fully white-labeled 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
Receive multi-currency payments
Easily receive payments in any currency from all across the world.
Resolve disputes professionally!
Your customers can easily raise disputes against a specific invoice with customizable dispute reasons.
Customize dispute reasons
Define the dispute reasons that are tailored to your customers and avoid any miscommunications
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.
Notify the right stakeholders
Based on the dispute reason, the right stakeholders will get notified instantly via email
Upload dispute templates
Your customers can access the dispute template and upload the filled out template for your company
Make it easier for customer to communicate with you!
Instead of having multiple channels with no visibility over customers' questions, disputes and file submissions, centralize all the communications for your customers in their own portal.
Ask questions
Your customers can ask questions and get their queries answered instantly.The account owner will get notified via email after the question submission.
Tax & payment proof
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.
Collect payments easily!
Allow customers enrolled in smart workflows to have access to different features in their customer portal based on their categories.
Withholding tax
Activate WHT for your clients and allow them to choose the right withholding tax amount
Partial payments
Activate partial payments for your customers through smart workflows
Easily identify which customer is making a payment!
Unburden your customers to add your company's payment details for every payment. With Peakflo, each of your customers will have their dedicated and unique virtual accounts for easier payments and automatic reconciliation.
Virtual accounts
Create unique static and dynamic virtual accounts for your customers with and without expiration (Indonesia & Singapore only).
Fast & secure
Your customers can make payments securely to your company without any hassle.
Track your revenue collection in real-time!
Access a secure wallet for all your receivables and track all the transactions in real-time.
Payments page subsection
Access Peakflo's payments page and check the status of paid invoices in real-time.
Daily auto-disbursements of collections
Automatically receive the collected payments in to your local bank account daily.
Access customer audit trail that keeps all communications in one place!
From the customer timeline, have full visibility over all that has happened! From your clients WhatsApp messages to the raised disputes and file uploads, it will all get recorded in Peakflo timeline. You can reply to all of them within the timeline itself!
Incoming whatsapp responses
The whatsapp responses along with the file submissions will be accessible in the customer timeline
Disputes, questions, payments, payment proof and tax proof
All the communications and files uploaded through the customer portal will be visible from the timeline
Create tasks and respond to customers
With Peakflo’s finance CRM, leverage a centralized dashboard with all pending and future tasks. All customer queries also appear as pending tasks and will get auto-assigned to the right owner so that no customer replies will be missed.
Success Stories
Ninja Van
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.
InMobi
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.
EverPlate
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
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.
Janio
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.
Pickupp
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%.
EstimateOne
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.
Glints
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.
Aris Infra
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 payments
We Interactive
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.
Advance
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.
Driver Logistics
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. We’ve 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
Put an end to inefficient invoicing
automate your collections and get paid up to 20 days faster!
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FAQ
- What is a customer portal?
- How does the Peakflo customer portal work?
- How can I collect overdue payments from clients in the customer portal?
- How to resolve disputes for clients with Peakflo?
- How can customers access the statement of the account?
- How to get payment proofs and tax proofs from customers?
- How to answer customer questions regarding their invoices in Peakflo?
- How to activate partial payments in the Peakflo customer portal?
- What happens to automated reminders when a customer raises a dispute?
- Will the necessary stakeholders get notified once an invoice is disputed in the customer portal?
- How much is the charge for each transaction?
- What currencies does Peakflo support for receiving payments?
- Will we have dedicated support for customizations?