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Connect your Xero account to Peakflo to put your accounts receivable and payable on autopilot. Cut bill pay time by half and get paid 2x faster.

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.

Explore all features of Peakflo
Peakflo
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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.

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Additional info

Shared data

Xero
Peakflo
Accountsshared from Xero to Peakflo
Overpaymentsshared from Xero to Peakflo
Prepaymentsshared from Xero to Peakflo
Paymentsshared from Xero to Peakflo and from Peakflo to Xero
Itemsshared from Xero to Peakflo
Invoicesshared from Xero to Peakflo
Currenciesshared from Xero to Peakflo
Credit Notesshared from Xero to Peakflo
Contactsshared from Xero to Peakflo
Bank Transactionsshared from Xero to Peakflo

App details

Added in 2021

Countries

Australia, Global, Hong Kong, Indonesia, Malaysia, Philippines, Singapore

Languages

English, Indonesian, Malay

Support

Setup walkthroughContact supportsupport@peakflo.co

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