Peakflo

What is Peakflo?

Peakflo is an AI-driven finance operations automation platform designed to simplify and accelerate invoice-to-cash and procure-to-pay processes. It integrates seamlessly with existing ERP and accounting software to automate invoice capture, payment reminders, approval workflows, and reconciliation tasks. By leveraging AI for predictive payment behavior, customizable workflows, and real-time reporting, Peakflo empowers finance teams to reduce manual workloads, improve cash collections, and optimize vendor payments, enabling strategic focus on high-value activities.

Key Features

• AI-Powered Invoice Capture

  Automatically digitizes and structures invoices using AI-driven OCR, capturing custom fields and eliminating manual data entry.

• Automated Accounts Receivable Management

  Tracks customer payments, sends multi-channel reminders (email, WhatsApp, SMS), predicts payment behavior, and reduces days sales outstanding.

• Procure-to-Pay Automation

  Streamlines purchase order approvals, 3-way matching, vendor onboarding, and automated bill payments with role-based access and e-signatures.

• AI-Powered Reporting and Analytics

  Provides real-time insights on cash flow, aging balances, disputed invoices, and customer risk segmentation for proactive financial management.

• Centralized Vendor and Customer Portals

  Facilitates transparent communication, dispute resolution, and collaboration with vendors and customers through dedicated portals.

• Travel and Expense Management

  Simplifies travel requests, expense reporting, and reimbursements with automated workflows to control costs efficiently.

Use Cases

• Finance Teams in Enterprises : Automate high-volume invoice processing, payment collections, and vendor payments to save thousands of man-hours monthly.
• Accounting Firms : Manage multiple client accounts with role-based access, streamline invoicing, and automate reconciliations to boost client satisfaction.
• Logistics and Manufacturing : Eliminate manual bottlenecks in procurement and payment workflows to improve cash flow and operational forecasting.
• Marketplaces and Online Travel Businesses : Set rules-based workflows for end-to-end payment collections and mass payouts to vendors and partners.
• Small and Medium Businesses : Leverage AI-powered reminders and predictive analytics to reduce overdue invoices and improve working capital management.

FAQs