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Peakflo

Brand: Peakflo

  • 4.2

  • 5 Ratings

Peakflo is an accounts payable and accounts receivable automation platform managing cash flow management.

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$224

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Starting at $224

Peakflo Software Overview

What is Peakflo?

Peakflo is an accounts payable (AP) and accounts receivable (AR) automation platform. It comes with a friendly interface to help businesses to automate the invoice-to-cash and procure-to-pay processes. It integrates with the existing ERP systems and accounting software gathers customer and accounts data and provides a unified workspace for managing payable and receivable tasks. It helps organizations automate payment collections, vendor payouts, and cash flow management. The platform supports collaborative work, teams to manage and track financial data, improving overall productivity.

Peakflo includes automated payment reminders for timely collections. It uses AI-powered invoice capture to reduce manual data entry, and 2-way/3-way matching for accurate invoice processing. It offers customizable approval workflows, budget management, and vendor portals for smooth collaboration with suppliers. The platform provides customers with self-serve portals to view invoices, make payments, and manage their accounts independently. The platform manages reconciliation of payments with invoices, sends timely reminders, provides real-time reports, and enables smart decision-making.

Why choose Peakflo Account Recevivable Software?

  • Automated Reminders: Notify clients of upcoming and overdue payments, increasing cash flow and reducing manual follow-up efforts.
  • Self-Serve Portals: Allows customers to view invoices, make payments, and manage their accounts independently, giving self service options.
  • Smart Workflows: Automate repetitive tasks, such as invoice approvals and payment processing, increasing efficiency and accuracy.
  • Invoice Capture: Uses AI to automatically capture and process invoice data, reducing manual entry and ensuring accuracy in billing.
  • Vendor Management: Manages the vendor onboarding, invoicing, and reconciliation through dedicated portals, thus improving communications and payments.
  • Data Analytics and Reporting: Provide insights into financial performance, helping businesses make informed decisions for better financial strategies.

Benefits of Peakflo

  • Time Savings: Automates manual tasks, freeing up resources for better strategic business activities and improving productivity.
  • Error Reduction: It reduces human errors in invoicing and payments, giving accurate financial data and smoother processes.
  • Cash Flow Optimization: Manages the payment collections and disbursements, improving cash flow and ensuring timely transactions.
  • Improved Efficiency: Automates workflows that helps to reduce processing time and enhance team collaboration across accounts payable and receivable.
  • Better Decision-Making: Provides real-time financial insights through AI-powered reports, helping in making smarter, data-driven business decisions.
  • ERP System Integration: Ensures smooth data synchronization, reducing manual data entry and minimizing errors for improved accuracy.

Pricing of Peakflo

Peakflo price in India starts at $224. Peakflo comes with multiple pricing plans and caters to the diverse customer base.

For subscription-related details and offers on premium packages, please request a call back from our product experts.

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Peakflo Company Details

Founded Year:  2020

Peakflo provides integrated and automated workflows that streamline invoice collections and bill payments for businesses

Director/Founders Dmitry Vedenyapin, Saurabh Chauhan
Company Size 1-100 Employees

Peakflo Pricing & Plans

Get Paid(Billed Annually)
Key Features
  • Issue invoices
  • Approve Invoices
  • Dynamic invoice creation with rules
  • Customizable fields for invoices
  • Daily task reminders (email)
  • Record promise to pay date and pay amount
Starting at $224
    • Licenses

      Licenses
      Licenses
    • Monthly

      Monthly
      Monthly

Key Features

  • Issue invoices

  • Approve Invoices

  • Dynamic invoice creation with rules

  • Customizable fields for invoices

  • Daily task reminders (email)

  • Record promise to pay date and pay amount

Peakflo Features

  • icon_check Automated Invoice Processing
    AI-powered invoice capture reduces manual data entry, improving accuracy in financial data.
  • icon_check Approval Workflows
    Customizable approval processes ensure compliance and faster decision-making, for bill payments and expense handling.
  • icon_check Payment Management
    Automates payment reminders, collections, and disbursements, improving cash flow.
  • icon_check Real Time Analytics
    Provides actionable financial insights, enabling quick, data-driven decisions to optimize cash flow.
  • icon_check Third Party Integration
    Smoothly connects with accounting software and other tools, for smooth synchronization across systems.
  • icon_check Vendor Management
    Centralizes vendor data, automating onboarding, invoicing, and reconciliation for better supplier relationships.
  • icon_check Document Storage
    Securely stores financial documents for easy retrieval, for document management efficiency.
  • icon_check Collaboration Tools
    Helps team communication and coordination on financial tasks, improving workflow transparency.
  • icon_check Dashboards
    Provides real-time visual dashboards for quick insights into financial status, helping monitor key performance indicators.
Peakflo Demo Video play icon

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Watch the demo video to explore key features, real workflows, and how the software fits your business needs.

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Peakflo Specifications

Supported Platforms
Ubuntu Ubuntu Windows Windows MacOS MacOS Linux Linux
Devices
Desktop Desktop
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Startups Medium Business Enterprises
Customer Support
Email Communities
Language
English
Training Resources
Videos

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Peakflo Review

4.2

Out of 5

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Overall Rating

Based on
5 Verified Ratings

Rating Breakdown

  • Features 4.2
  • Value for Money 4.3
  • Ease of Use 4
  • Customer Support 4.3

86% Recommend this Product

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Why do users use Peakflo?

Peakflo is generally used by finance teams in small businesses and enterprises for automating AP/AR processes and improving cash flow management and overdues.

Is there a demo available for Peakflo?

Yes, Peakflo provides personalized demos to witness its features. Contact www.techjockey.com.

How secure is the business data stored in Peakflo?

Peakflo uses enterprise-grade security protocols with encryption to ensure the business data is secure and safe.

What types of payment reminders does Peakflo send for payment dues?

Peakflo sends customizable email, SMS, and WhatsApp reminders to clients, improving collections and reducing overdue payments.

Does Peakflo support multi-currency transactions?

Yes, Peakflo supports multi-currency invoicing and payments, enabling businesses to manage global transactions.

What file formats can Peakflo accept for data upload?

Peakflo supports data uploads in CSV and XLSX formats for import of customer and financial data.

What is 2-way matching in Peakflo?

2-way matching in Peakflo compares the invoice and purchase order to ensure they match before processing payments.

What is 3-way matching in Peakflo?

3-way matching in Peakflo verifies the invoice, purchase order, and receipt of goods to ensure all documents align before payment.

Which operating systems are compatible with Peakflo?

Peakflo is compatible with Windows, macOS, and Linux, ensuring wide accessibility across different platforms.

Is there a mobile application for Peakflo?

Yes, Peakflo offers a mobile application that allows users to approve purchase quotes, bills, and transactions via WhatsApp, enhancing accessibility.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.