Put your travel and expense reimbursements on easy mode!
With Peakflo’s travel & expense management, streamline travel requests, expense reports, and reimbursements at a reasonable cost!
Trusted by 100+ Finance Teams
Why finance leaders choose Peakflo
Seamlessly add all your employees to Peakflo!
Add and grant just the right access and permissions to the employees to manage and control their expenses seamlessly.
Mass upload employees
Import your employees or vendors using a CSV/XLSX file.
Permissions at a glance
Check all permissions of the employee role at a glance and make sure the users have the right access levels.
Assign to corresponding User & Direct Manager
Assign the Employee created or synced in Peakflo, with the associated user account in a single click, along with Direct Manager across tenants.
Define highly configurable expense policies!
Based on your company’s expense requirements, add and configure specific policies to outline allowable work-related expenses, purchases, travels and other details to help your business manage the spend accurately and efficiently.
Limit surcharge on currency conversion
Limit the surcharge of currency conversion rate for money exchange or credit card usage in different countries to make sure the surcharge of exchange rate of the local currency is not violating the company policies. If the limit is exceeded, the traveler will be informed immediately.
Assign policy admins
Define admin(s) for expense policies and allow them to create, edit or view the policy details.
Manage expense categories based on your company policies!
Define expense categories
Structure and track your spending records and make it easy to identify where money is being spent to manage expenses.
Sync categories from your accounting software/ERP
Easily integrate your accounting software/ERP and sync all the predefined categories for travel and expense in Peakflo without lifting a finger.
Incorporate company guidelines for mileage & fuel reimbursements!
If your agents are getting around or traveling by car, you can easily define fuel rates for a specific date and reimburse them later for the mileage.
Assign fuel reimbursements to predefined categories
Easily assign the fuel and mileage reimbursements to the predefined expense category for a more accurate expense management.
Enable/disable submitters to change expense category
During the expense creation for fuel reimbursement, enable/disable employees to easily change the preset category to the correct expense category.
Create Dynamic Per Diem expense limits!
Defining fix rates for per diem expenses can become problematic once your agents are traveling from one country to another or require only half a day of per diem expenses instead of a full day. With Peakflo Per Diem expense limit, have better control & visibility over the daily budget and make the travel experience easier for your agents.
Define hours and rates for per diem expenses
Define hours and rates employees require half day of per diem expense or need to utilize the expense at a specific time span.
Define per diem expense limit based on different cities or countries
Different cities or countries may require different per diem expense limits, easily define the per diem limit based on location for your employees.
Assign per diem expense limits to travel categories
Choose the correct category from the category list and assign the per diem limit conditions to a specific expense category.
Rule over even the most complex approvals!
With Peakflo, create rules based on users, categories, travel limits, or custom fields and assign them to workflows to streamline even the most complex approval processes!
Set approvers based on departments
With rules, automatically add department heads to the approval flow based on each department.
Route approvals to the right approver based on the expense category limits
Easily define rules based on expense category limits and expense report amount and add the right approver to the approval flow.
Put approvals on easy mode!
Automate expense reports and travel request approvals with just a few clicks!
Set unlimited approval levels
To streamline your approvals, set up as many approval levels as needed, from team members to any C-levels and department heads.
Assign predefined rules to the approval flow
Now it’s time to assign rules to approval flows and watch the magic happen! Based on the rules’ conditions, Peakflo will execute and route the approvals to the right approvers automatically.
Avoid delayed approvals
In case the approver is on leave or unavailable, define fallback approvers or delegate approvals to avoid any delays.
Travel request creation is now a breeze!
Instead of paper-based travel requests or google form submissions, easily add the required travel details such as hotel or flight and submit your request.
Automate Travel Request approval
Based on rules, Peakflo can automatically assign the right approval policy to your travel request and save your finance team the hassle of manually chasing approvals. Finance team can edit the approvals assigned to the travel requests if needed.
Take travel request customization to the next level!
Make travel requests as detailed and customized as your company needs.
Allow employees to upload attachments on line item level
Allow employees to add multiple receipts or invoices on line item level for airfare, hotel and other travel requests.
Add custom fields on line item level
Add any required custom field to the line items and gather all the necessary info for reviewing and approving the travel requests.
Digitize and record all your expenses on the go!
Allow employees to create expenses or upload receipts directly in Peakflo and keep a record of all the travel expenses in a single place using mobile or desktop.
AI-powered expense capture
Peakflo will automatically scan all the expense details and create a digital copy in Peakflo.
Enter expense details
Don’t have an expense receipt yet? Allow employees to add expense details manually and later on attach the receipts to the expense.
Expense report creation and approval is no longer painful!
For any expenses that the company is going to cover, employees can easily create expense reports and submit them for approval to get reimbursed for the expenses made on behalf of the company.
Assign the right approval policy to expense reports
Based on rules setup, the right approval policy will get automatically assigned to the expense report.
Create expense reports from unreported expenses
Your employees can create expense reports using unreported expenses with a single click.
2-way matching is now trouble-free with Peakflo OCR!
Peakflo will automatically match the expense report with the receipt and flag if there are any mismatches.
Travel Request Policy Validation
Peakflo will all the travel report details against the pre-defined policies and flag any mismatches before the full approval.
Put anomaly detection on auto-pilot!
Finance teams often deal with many expense reports slipping through the cracks, including hidden costs, duplicate claims, expense tampering, and fraudulent claims. Manually detecting these anomalies and preventing fraud is a significant challenge.
Automate anomaly detection
Peakflo AI can provide real-time alerts for claims deviating from expected patterns, such as unusually high amounts, out-of-policy purchases, or duplicate submissions.
Approve or reject travel requests and business expenses anytime, anywhere!
Receive notifications for approvals through email, WhatsApp or even on Slack for a faster approval process, Peakflo’s got you covered! Easily check the approvals on the go and approve or reject them with one click!
Notifications for all the daily approvals
Receive summary notifications for all the pending approvals of travel expenses.
Have full visibility over your approvals!
Access all your approvals in one place for easier and faster approval process.
Bulk action
Perform bulk actions on multiple travel requests or expense reports in one go.
Allow Peakflo to flag policy violations!
Before the full approval of the expense report, Peakflo will automatically validate the travel request details against its policy and flag any violations.
Centralize communications and approvals for a crystal clear audit trail!
From the expense timeline, the stakeholders and approvers can easily check the travel request or expense report details and track the approval process at a glance.
Download, decline or decline for re-submission
The approvers will be able to download, decline or even decline the travel request or expense report for getting re-submitted from the Peakflo timeline.
Leave notes and comments
Instead of using different messaging apps and emails to communicate, easily “tag” the stakeholders and ask them questions.
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.
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