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!

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Why finance leaders choose Peakflo

Save 1000+ man hours per month
Increase your sales & collections team’s efficiency
Reduce DSO by at least 15 days
Streamline day-to-day finance operations and get paid faster
Receive Enterprise grade support and security

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.

Allow your customers to have visibility over their balance, paid invoices, disputes, credit notes, and payments in a fully white-labeled customer portal.

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

Your customers can easily raise disputes against a specific invoice with customizable dispute reasons.

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.

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.

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

Allow customers enrolled in smart workflows to have access to different features in their customer portal based on their categories.

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.

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!

Success Stories

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!

Request A Demo

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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?