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!

G2 User Love Us Badge
Image
G2 User Love Us Badge

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

Featured On

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

All your customersā€™ 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

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

Resolve disputes professionally

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

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

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.

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.

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

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

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!

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

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

Put an end to inefficient invoicing

automate your collections and get paid up to 20 days faster!

Request a demo

Discover Peakflo

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?