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


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Peakflo cash flow software

Trusted by 100+ Finance Teams

Inmobi
Janio
Pickupp
Ninja Van
Hai Sia
Advance
Rey
Shipper
Estimateone
Vida
Glints
Luther
Qoala
Aris Infra
Waste4Change
We! Interactive
Gazzda
Bharathi Homes
City furnish
Driver Logistics
MyRobin
Yava
Hitachi

Why Use Peakflo + Xero For Your Finance Ops?

Accounts ReceivableAccounts Receivable
Accounts ReceivableAccounts Receivable
Unlimited custom fields for your invoicesUnlimited custom fields for your invoicesUnlimited custom fields for your invoices
Automated multi-channel remindersAutomated multi-channel remindersAutomated multi-channel reminders
Centralized collections task management & audit trail recordingCentralized collections task management & audit trail recordingCentralized collections task management & audit trail recording
Automated reconciliationAutomated reconciliationAutomated reconciliation
Secure customer payment portalSecure customer payment portalSecure customer payment portal
AI-powered reports & cash flow predictionAI-powered reports & cash flow predictionAI-powered reports & cash flow prediction
Real-time collections trackingReal-time collections trackingReal-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.

Manage Notifications

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.

Having trouble giving just the right access to each user or teams?

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 customers

Segment your customers based on payment behavior, size and invoice amount and tailor the right outreach for each segment.

Flexible messaging

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.

Sending more than 300 invoice reminders a month manually?

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.)

Tired of emails, Excel & meetings to manage tasks?

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.

Is tracking collections on spreadsheets a nightmare?

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

Is Xero OCR not accurate enough to capture invoice details?

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 manual approvals blocking your payables process?

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!

Are you communicating with your vendors through email and WhatsApp?

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.

Wasting many eyes and hours on 3-way matching?

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.

Are you communicating with your vendors through email and WhatsApp?

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

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