Peakflo + Zoho CRM:
Pay & Get Paid Seamlessly
Invite any stakeholders within your company with our role-based access controls. Sync your bills and payments, taxes, invoice status, and charts of accounts adapted to company's size and needs.
👥 Invite unlimited users with role controls for free
⌛ Get paid 2x faster
📝 Eliminate double entry
🔁 2-way sync of invoices, payments, and credit notes
⏰ Save 100 hours/month on manual finance tasks!
Trusted by 100+ Finance Teams
Finance Operations Made Easy with Zoho Integration with Peakflo
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.
What Our Customers Say
Peakflo has a simple interface that is easy to use. It makes monitoring and collecting outstanding payments very easy for us. We've reduced our monthly overdues by 40% and DSO by 25%. The customization offered is an additional plus point.
Lee Chee Meng
Co-COO, Pickupp
reduction in bill payment fees
days reduction in invoice collection time