Overview
Peakflo, with its simple API and one-click accounting software integrations, allows businesses to streamline their customer collections and vendor payments. 187 finance team users, from early-stage startups to unicorns in SE Asia, use Peakflo each week to:
🧑💼 Invite any internal stakeholder with role-based access controls ⌛ Save 100 hours/month on finance ops 💸 Get paid faster on customer invoices by 10-20 days 💰 Save 50-90% on bill and vendor payment fees 📝 Eliminate double entry 💳 Pay international or domestic vendors
Why should you connect Peakflo to Xero?
Streamline procure-to-pay process
✅ Create purchase quotes and streamline the approval process before sending them to the vendor.
✅Enjoy automated purchase quote matching to vendor invoice and track open/closed purchase quotes with budgets
✅ Capture vendor invoice details automatically or manually and make payments confidently at 0% FX markup.
Get paid 2x faster
✅ Create professional draft invoices and allow customers to confirm the amount before you invoice them.
✅ Set up smart workflows with automated WhatsApp and email reminders.
✅ Receive payments straight to your bank account.
✅ Static and dynamic virtual accounts that help with instant reconciliation.
Improve team productivity
✅ Integrated task management. A centralized workspace with promise-to-pay tasks and actions allows your team to follow up with customers with a click.
✅ Two-way integration with your accounting software. Save hundreds of man-hours wasted in payment reconciliation.
Stay informed to plan the next move
✅ Say goodbye to spreadsheets. Leverage the dashboard, detailed out-of-the-box reports, and customer timelines to stay up to date
✅ Visualize cash flow health and predict future cash inflows.
✅Understand detailed collection efficiency for each month’s invoices and get a big picture on invoices likely to be overdue.
✅ Keep a tab on customer credit limits via the credit control report.
Peakflo + Xero
Peakflo connects and syncs with the data in your Xero account in just a few minutes. We securely import and sync the following data from Xero automatically:
- your company information
- customers
- invoices
- bills and payments
- credit notes
- payments and overpayments
- chart of accounts
- currencies
- taxes
Peakflo syncs with Xero every 5 minutes (for bills, payments, withholding taxes, and credit notes) and in real-time (for customers and invoices) to ensure you're always working with the most up-to-date information.
Map out which accounts in Xero should be debited/credited when you receive invoice payments via Peakflo for easier tracking.
Getting started
To get started, sign up for a 30-day free trial. No credit card required.