No more manual payment reminders for your finance team!
With Peakfloās accounts receivable software and smart payment reminder workflows, automate your collections and get paid up to 20 days faster!
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What finance teams have achieved with Peakflo
Set up collections based on customer categories!
Every customer is unique. Segment your customers based on payment behavior, size and invoice amount and tailor the right outreach for each segment.
Reminder Escalation
Change recipients of the reminder based on the aging receivables and tailor the messaging
Message Frequency
Increase the frequency of your messages based on customer payment behavior and category to get paid faster
Reach your customers wherever, whenever!
Not all your customers check their emails frequently. Send multi-channel manual or automated payment reminders to your customers based on their preference.
Workflow triggers
Trigger workflows based on the invoice due date or specific intervals to get paid on time.
Multi-channel reminders
Follow up with your customers through email, SMS, WhatsApp, LINE and Zalo to reach them via the right channels
Flexible messaging for your customers!
Communicate easily with each customer based on the channel, customer category and payment behavior.
Personalize your messages
Tailor the right message for your customer segments and allow Peakflo to auto-fill information for you with placeholders
Loop in all the stakeholders
Add the sales team and customer contacts as cc or Bcc in all your communications
Keep track of ALL your communications!
How many times have you lost track of internal and external communication trails? Peakflo will capture all the follow-ups, messages, questions, bounced messages and open rates in the timeline of invoice and customer.
Adhoc messages
Your sales or collections team can directly send SMS, WhatsApp or email, create tasks or post notes
Dispute resolutions
Get notified when your customers raise disputes and resolve them instantly in Peakflo
Success Stories
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 HereHow 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 HereHow EverPlateās operational team saves 60 man-hours per month, gets paid 15 days faster with Peakflo
EverPlateās 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 HereHow 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 HereHow Janio reduced the DSO of over 1,000 customers to 40 days using Peakflo
Before Peakflo, Janio didnāt 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 Peakfloās customer status tracking report, Janio is able to see customersā 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, PickuppĀ reduced monthly overdue by 40% and DSO by 25%.
Read Full Story HereHow EstimateOne saves 376 hours and collects AU$ 83.3k faster with Peakflo
EstimateOneās three-women financial team had a tough time recording payment status in spreadsheets ā which didnāt provide them much visibility on overdue invoices. With Peakflo reports and real-time tracking, EstimateOne was able to gain more insights into customersā invoice status through the comprehensive reports, making collection much easier and faster.
Read Full Story HereHow 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 Peakfloās automated workflows, now Glints team automatically sends all the invoice reminders through emails to their customers and reduce DSO.
Read Full Story HereHow ArisInfra saves 3003 man-hours in a year with Peakflo
ArisInfraās collections team sent email reminders manually and it took a five-person team to handle all these follow ups. With Peakfloās automated workflows, now ArisInfraās finance team automatically sends all the invoice reminders through emails. Now, just one person checks on the automated reminders and tracking customer payments
Read Full Story HereHow 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 Peakfloās automated workflows, now We! Interactive accounting team automatically sends all the invoice reminders through email to their customers.
Read Full Story HereHow 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 HereConnect 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.
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Get paid up to 20 days faster with payment reminder automation!
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FAQ
- What is an invoice or payment reminder automation?
- Can I send payment reminders automatically through WhatsApp?
- What are the steps for automating payment reminders in Peakflo?
- How to track customer and invoice status in Peakflo?
- How to integrate my accounting software with Peakflo?