Put your client proforma invoice validation on easy mode!

Streamline client confirmation of your proforma invoices for your service-based business.

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Ninja Van logo
"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."
Ritchie Wong
Group CFO
Ritchie Wong
InMobi logo
"By using Peakflo’s invoicing and automated reminders, we’ve been able to decrease our average overdue days by 9 and increase invoicing efficiency by 100%."
Sahil Handa
Senior Manager
Sahil Handa
Glints logo
"Peakflo has helped us reduce our average overdue days by 7. Peakflo has the ability to customize each invoice reminder workflow based on the client's tagging and segmentation."
Nov 23, 2024
Villa Kartika Damayanti
Accounts Receivable Manager
Villa Kartika Damayanti
Shipper Indonesia logo
"We've tried other global AR solutions like Upflow, but needed a localized solution for SE Asia. Peakflo has made it easy to manage our AR process, leading to better collections and lower DSO as we continue to grow."
Carl Cedarholm
VP of Finance
Carl Cedarholm
FarMart logo
"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."
Feb 21, 2023
Swati Sopariya
Accounts Receivable Lead
Swati Sopariya
ArisInfra logo
"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
Suvesh Sinha
Advance Tech Lending logo
"Peakflo is easy and straightforward to use. Our team has been able to reduce manual work, streamline finance processes, and centralize collections data."
Feb 05, 2023
Alvia Lampa
Head of Finance
Alvia Lampa
We! Interactive logo
"We have saved more than 66 man-hours per month by automating payment reminders. Additionally, we are tracking the invoice due dates in real-time instead of using Excel"
Kyaw Soe Oo
Accountant
Kyaw Soe Oo
91Squarefeet logo
"Right from the first demo to our onboarding and then dedicated customer support everything was delightful and above expectations."
Dec 01, 2022
Rohan Sharma
Entrepreneur In Residence
Rohan Sharma
Everplate Indonesia logo
"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."
Satrio Wiavianto
Head of Operations
Satrio Wiavianto
Pickupp logo
"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
Lee Chee Meng
Estimate One logo
"We appreciate the customized workflows as it allows us to create an optimal workflow that includes reminder emails, SMS messages, and phone calls. 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
Michelle Byrnes
Janio logo
"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
Fabian Loke
Ninja Van logo
"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."
Dec 01, 2022
Emman S.
Senior Credit Analyst
Emman S.
Ninja Van - PH logo
"Peakflo is easy to access and learn. It’s very accommodating. Especially the daily review of my accounts and mostly the overdue accounts"
Dec 01, 2022
Merical Obosa
Finance team
Merical Obosa
Driver Logistics logo
"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."
Sep 02, 2023
Ranjith Av
Account Manager
Ranjith Av
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Trusted by 100+ Finance Teams

Inmobi
Janio
Pickupp
Ninja Van
Hai Sia
Rey
Shipper
Estimateone
Vida
Luther
Aris Infra
We! Interactive
Gazzda
Carousell
Meratus
City furnish
MyRobin
Yava
Hitachi
Paradise Group
Cravia
Lucence
Evermos
Cove
Pacific Internet

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

Create professional proforma invoice validations!

Create proforma invoices with your company branding and customize the line items, discounts and tax rates to make sure all the details can easily be checked and validated by your customers before issuing the invoice.

Create or sync invoices effortlessly!

Allow clients to review the proforma invoice for validation!

Using the Peakflo customer portal, easily share the proforma invoice validation with your clients and allow them to approve the proforma invoice in one go!

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.

Raise a dispute

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

Add any required custom fields to your invoices!

Allow your clients to raise disputes even for the line items!

It’s quite often that in proforma invoice validation, disputes need to be raised only for some line items . Your clients can raise disputes on a line-item level and choose dispute reason from a fully customizable dispute list. Your team will get notified immediately once a customer raises a dispute and will be able to resolve the dispute without delay.

Customize your Invoices

Track and respond to customer disputes in the timeline!

In the invoice timeline, all the customer remarks and disputes will be recorded and the stakeholders will be notified immediately.

Post notes

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

Centralize communications

Respond to customers directly using SMS, WhatsApp or email, from the timeline and keep a record of all the communications.

Create more visibility with custom fields

Allow clients to accept proforma invoices with a single click!

Your clients can accept and validate the proforma invoice with a single click and your accounts receivable team can see the validation status from the invoice status tracking report.

Easily Setup Approval Policies on your invoices and credit notes.

No more inefficient invoicing for your finance team!

Create and send professional e-invoices (Tax invoices, GST invoices, recurring and proforma invoices) in seconds. Approve and add your validated digital signature to the invoices.

Make certain file uploads mandatory for invoice creation!

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


Discover other Peakflo’s features for enterprises


Make invoice validation a breeze with Peakflo

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