How does cash flow forecasting software work?

To start with our business cash flow management software, import your customer data manually or integrate with your accounting software . Find out how to import data or connect your accounting software to Peakflo’s cash flow planning software. Once your customer data is integrated or uploaded into the business cash flow analysis software, Peakflo’s self-learning algorithm will begin generating insightful and interactive reports. Now you can forecast and manage cash flow way more easily and efficiently!

Are workflows in Peakflo customizable?

Yes, you can create and customize the workflows based on your needs. Visit our help portal and YouTube channel , to learn more about how to create workflows in Peakflo.

What types of reports are available in Peakflo’s cash flow management system?

Peakflo can be one of the best cash flow software for small business or scaling enterprises as it provides the most comprehensive set of interactive and insightful reports: Cashflow Analytics Invoice Status Tracking Report Credit Control Report Aging Balance Report Customer status tracking report Team Activity Report Reminder Delivery Tracking Report Curious to know more about our cash flow projection software? Learn how our reports work. Check out our account payable software and account receivable software as well.

Cash Flow Management at Your Fingertips!

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Cashflow Management Made Easy in 4 Simple Steps

1. Forecast

2. Plan

3. Chase

4. Sync

Anticipate future with cash inflow forecasts

✅ Visualize cash flow health and predict future cash inflows.

✅ Get a big picture on invoices likely to be overdue.

✅ Understand the payment behaviour of customers through AI-powered reports.

Peakflo’s cash flow management software — analytics, invoice tracking, etc

Stay informed to plan the next move

✅ Understand detailed collection efficiency for each month’s invoices.

✅ Get a quick overview of your team’s collection process.

✅ Keep a tab on customer credit limits via credit control report.

Peakflo business cash flow analysis — invoice collection, credit control report, etc

Get paid 2x faster

✅ Assign customers to smart workflows based on their payment behaviour and size.Automate personalized email or whatsapp reminders that follow escalation matrix.

✅ Provide a unique self-serve portal for customers to quickly view and clear invoice payments.

✅ Offer multiple payment methods and receive all payments straight to your bank account.