Peakflo + Zoho Automation
for Accounts Payable & Receivable
Empower your company’s stakeholders with secure role-based access controls. Seamlessly Integrate your Zoho accounting software with Peakflo to automate all your invoice-to-cash and procure-to-pay processes.
Trusted by 100+ Finance Teams
What you can achieve by integrating Peakflo and Zoho Accounting Software:
1000+
man-hours per month saved by automating receivable processes.
10-20
Days reduction in DSO
50%
Reduction in invoice payment time
Why Use Peakflo + Zoho to Automate Your Finance Operations?
Without Peakflo
Accounts Receivable
Manual Payment Reminders
AR manager creates and sends manual payment reminders one by one, and manages invoice payment status on spreadsheets
Ineffective Customer Management
Account managers spend excessive time chasing different customers for follow-ups and managing disputes, often losing track of invoice changes and scattered communications. This leads to prolonged collection cycles and reduced team productivity.
Cumbersome Payment Process
Customers make payments to various bank accounts, requiring the AR manager to verify each payment individually, preventing automatic balance updates. The finance team must also handle disputes manually, which hampers productivity and efficiency
Manual Reconciliation
The AR manager manually reconciles each vendor payment, resolving any discrepancies with the finance team. This process can take up to a month to complete.
Manual Collections Tracking
AR managers, sales reps, and finance officers track payment statuses in spreadsheets, leading to siloed communication and delays.
Basic Financial Reporting
The finance manager manually creates detailed reports using spreadsheets to monitor customer credit limits and payment behavior, with no access to cash flow forecasts.
Manual Cash Application
Your AR team needs to manually match and apply incoming payments from customers to their corresponding invoices. This requires reviewing payment details, remittance information, and customer accounts manually which is error prone and time-consuming
With Peakflo
Accounts Receivable
Automated Payment Reminders
With smart reminder workflows, AR teams can automate sending multi-channel reminders to different segments of customers based on payment behavior with pre-filled reminder details.
Finance CRM
Account managers can easily create and manage tasks, track customer responses, resolve disputes, and stay on top of pending and upcoming tasks. They can make calls, send multi-channel follow-ups, and respond to customers—all while Peakflo automatically records every communication and detail in a clear, centralized timeline.
Streamlined Payment Process
Peakflo's self-serve customer portal allows customers to make payments and raise disputes quickly. The finance team receives payments directly into their bank account and can manually enter off-platform payments, with balances automatically updated for seamless reconciliation.
Instant reconciliation
Finance teams can save up to 100 man-hours by using static and dynamic virtual accounts, enabling instant reconciliation and streamlining the process.
Real-Time Collections Tracking
All stakeholders can track invoice and payment statuses in real-time within an interactive workspace, ensuring seamless communication and up-to-date visibility.
AI-powered Reports & Predictions
The finance team gains access to detailed reports, predictive cash flow analytics, and credit control insights, along with customer payment status and behavior, to enhance decision-making and optimize collection strategies.
AI-Powered Cash Application
Peakflo's AI-powered remittance extraction automatically extracts the payment details and auto-matches the payment based on the remittance payment reference number. Peakflo AI can automatically identify and apply exception rules for discounts and taxes. Set up workflows for unapplied payment reminders, and let customers review and apply payments to invoices with one click.
Success Stories
Aris Infra
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
Check out Zoho + Peakflo Integrations on Peakflo Help Portal!
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