Peakflo + Xero:
AR & AP Automation
Peakflo’s Xero accounting automation allows you to invite all stakeholders within your company with role-based access to empower collaborations. Automate reminders, reconciliation, approvals, budget management, and payouts with high-customizable software to
💸 Cut bill pay time by 50%
⌛ Get paid 2x faster
📝 Eliminate double entry
💳 Pay international or domestic vendors
Why Use Peakflo + Xero For Your Finance Ops?
|Unlimited custom fields for your invoices
|Automated multi-channel reminders
|Centralized collections task management & audit trail recording
|Secure customer payment portal
|AI-powered reports & cash flow prediction
|Real-time collections tracking
Peakflo Accounts Receivable For Xero Users
Having trouble giving just the right access to each user or teams?
Give the right access and permissions to the sales and finance team or any other stakeholder based on their roles.
Permissions at a glance
Check all permissions of each role at a glance and make sure the users have the right access levels.
Users can customize the type of notifications and the channel (WhatsApp or email) from their profile.
Customized roles-based access & permissions
Assign custom roles and out-of-the-box roles like Account Manager, Collections, Admin, … based on specific permissions. Empower your team and ensure compliance information security.
Limitless entities & sub-entities
Define as many entities and sub- entities needed for your company and also for your customers.
Sending more than 300 invoice reminders a month manually?
No need to send invoice payment reminders one by one without tailored messaging from Xero. Peakflo will automate payment reminders for you.
Segment your customers based on payment behavior, size and invoice amount and tailor the right outreach for each segment.
Communicate easily with each customer based on the channel, customer category and payment behavior.
Multi-channel reminders from a single platform
Send multi-channel automated and manual payment reminders (Email, SMS, WhatsApp, LINE and Zalo) to your customers based on their preference.
Send SoAs automatically
Automatically send the summary of accounts as a PDF attachments to your customers.
Tired of emails, Excel & meetings to manage tasks?
Easily filter all the overdue invoices and create tasks based on customer aging balance and course of action.
Track Promise to pay date
View or add the promise to pay date based on your customers’ feedback.
Manage tasks professionally
Access your pending tasks from your personalized ”Actions” tab. See all your pending and future tasks in one place and execute manual follow-ups with one click!
Daily task reminders
All the task owners will get daily reminders of the pending tasks to make sure the follow-ups are timely
Categorize customers and define next steps
Tags will allow you to quickly classify customers based on your business preference (e.g. Freeze/escalate to CEO etc.)
Is tracking collections on spreadsheets a nightmare?
Say goodbye to spreadsheets and allow your team to see pending and future task, execute follow-ups, and gain full visibility over customer payments all in one place with Peakflo’s accounts receivable software.
Track invoice status recent courses of action and last customer activity
Check the last customer activity details and date from the report to better gauge next steps.
Monitor the aging balance!
Access summarized financial data on a customer level. By Peakflo’s AI engine, you can quickly understand the payment behaviour of your customers and set up tailored workflows.
Real-time payment status
Get a big picture of all the invoices raised along with their current status. With Peakflo’s predictive AI, you can focus your time and effort on following up on invoices that are likely to be overdue.
Invoice reminder deliverability
Check the deliverability and open rate of all your reminders with reminder delivery report.
Peakflo Accounts Payable For Xero Users
Is Xero OCR not accurate enough to capture invoice details?
Capture invoice details accurately just by forwarding your invoice by email or send them to Peakflo WhatsApp and allow Peakflo to take care of the rest!
Invoice OCR Through WhatsApp & email
Your vendors, finance, and procurement team can submit hard copy or digital invoices for scanning through Peakflo’s WhatsApp or email OCR.
Automate PO to invoice matching!
With Peakflo, the purchase order will automatically match the invoice and flags any line item mismatch.
Add custom fields to bills
Add limitless custom fields to your invoice and tailor the invoice to your exact requirements.
Flag duplicate bills
Peakflo will automatically flag any duplicate invoice to make sure you are not overpaying for the same bills
Are manual approvals blocking your payables process?
Automate purchase requests, purchase quotes, purchase orders, bills, credit notes, and transaction approvals with just a few clicks with Peakflo’s accounts payable approval workflow software.
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.
Keep the approvers accountable!
With Peakflo’s timeline, the audit trail will be automatically captured and stakeholders will have full visibility over approvals.
Approve invoices through WhatsApp or email
Users can customize the type of notifications and the channel (WhatsApp or email) of notification from their profile
Streamline the most complex approvals!
Do you have too many departments and interdepartmental business units? With Peakflo, create rules even for the most complex approvals with Peakflo
Are you communicating with your vendors through email and WhatsApp?
Allow your vendors and suppliers to issue invoices against approved POs and GRNs, track their payment status and communicate with you easier than ever through Peakflo’s secure vendor portal.
GRN and invoice match
Vendors can check if their invoice or the Goods Received Note or Service Received Note has been matched with the PO
The overview of the PO and GRN info, items, and timeline
Vendors can check the PO and GRN information and line item details and monitor the history of changes and communications.
Allow vendors to Post notes
Vendors can “tag” the point of contact for asking questions in the timeline and the POC will get notified instantly.
Store and access all files in one place!
If your finance team and vendors share files and payment proofs through different channels and often lose the file records, Peakflo will keep a record of all files in one place!
Wasting many eyes and hours on 3-way matching?
Prevent any incorrect and fraudulent payments and deliveries with Peakflo’s 3-way matching!
3-way Matching with a few clicks
Match PO and GRN/SRN with bills seamlessly with a few clicks.
Allow Peakflo to flag any mismatches
Peakflo eliminates the need for manual line-by-line matching and validates even line items, quantity, unit price or item description and automatically flags any discrepancies!
Track partial payments deliveries automatically!
Peakflo will automatically track all the partial payments made and all the partially delivered goods and services to make sure there are no overpayments.
Approve and add e-signatures to POs!
PO approvers can instantly check and approve POs. After the PO has been approved, with their consent, their e-signatures will be added to the PO automatically.
Are you communicating with your vendors through email and WhatsApp?
Instead of using spreadsheets to manage budgets, easily define budgets for any company expense and manage your budgets professionally.
Give access to budget owners & members
Keep budget owners and budget members in the loop of the budgets assigned to them with the right access.
Budget overlimit flag
At a glance, understand which budgets have exceeded their limit.
Budget management is now a breeze!
Easily assign the right budget to your purchase requests, purchase quotes, and bills. Then allow Peakflo to track all your budgets!
Get notified instantly about budget status!
Budget owners will get email notifications once the budget limit exceeds 50%, 80%, 90%, and when the budget is finished or has exceeded the initial amount.
Connect Peakflo to Xero in 4 Steps
See how you can connect and sync your Xero account with Peakflo in a minute.Sign Up with Xero
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.
How 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.
How EverPlate’s operational team saves 60 man-hours per month, gets paid 15 days faster with Peakflo
EverPlate’s 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
How 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.
How Hai Sia saved 66 manhours per month and reduced bill pay time by 80%
Before Peakflo, every department in Hai Sia had to submit reimbursements and bills for approval via email or hardcopy documents. Approvals is also very hard to track. With Peakflo WhatsApp OCR, Hai Sia team need to only take a picture of the bill and send it to WhatsApp, and the bill entry gets automated. On top of it, Hai Sia team can track approvals, payments and vendor communication seamlessly in one place.
How Rey Saves 89% Time and 210 Man-Hours on Payment Approval and Budget Management with Peakflo
Before Peakflo, manual bill approvals could take days and budget management could take a full month for the finance and other divisions in Rey. With Peakflo, Rey can now automate complex approval with the approval workflow. All bills and payments are assigned to a budget automatically and recorded in a structured manner, so the team wouldn’t spend so many hours doing budget recap.
How Janio reduced the DSO of over 1,000 customers to 40 days using Peakflo
Before Peakflo, Janio didn’t 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 Peakflo’s customer status tracking report, Janio is able to see customers’ payment behavior and timeline. The automated reminder workflow also remove the needs to manually follow-up on customer payments.
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, Pickupp reduced monthly overdue by 40% and DSO by 25%.
How EstimateOne saves 376 hours and collects AU$ 83.3k faster with Peakflo
EstimateOne’s three-women financial team had a tough time recording payment status in spreadsheets – which didn’t provide them much visibility on overdue invoices. With Peakflo reports and real-time tracking, EstimateOne was able to gain more insights into customers’ invoice status through the comprehensive reports, making collection much easier and faster.
How 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 Peakflo’s automated workflows, now Glints team automatically sends all the invoice reminders through emails to their customers and reduce DSO.
How ArisInfra saves 3003 man-hours in a year with Peakflo
ArisInfra’s collections team sent email reminders manually and it took a five-person team to handle all these follow ups. With Peakflo’s automated workflows, now ArisInfra’s finance team automatically sends all the invoice reminders through emails. Now, just one person checks on the automated reminders and tracking customer payments
How 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 Peakflo’s automated workflows, now We! Interactive accounting team automatically sends all the invoice reminders through email to their customers.
How 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.
How Driver Logistics reduced average overdue days by 16 and increased receivable efficiency by 35% with Peakflo.
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. We’ve been able to reduce our average overdue days by 16 and increase our receivable efficiency by 35%.
How GT Bharathi saved 200 man-hours per month and increased accounts payable efficiency by 74%.
Peakflo’s customizable approval automation has been highly beneficial for our team, We’ve been able to save 200 man-hours per month. We have also automated manual tasks such as PO creation and 2-way matching and increased efficiency by 74%.
How MyRobin saved 800 man-hours per month by automating their approvals.
Before Peakflo, the approvals were done using emails, and MyRobin’s finance team attempted to use Excel to track the approvals. Lack of approval workflow automation resulted in too much time being spent on manually chasing approvers and Excel did not provide any visibility over the audit trail for the team.