Peakflo

Freemium

AI workflow automation for finance and operations teams managing back-office processes.

什么是 Peakflo？

Peakflo is an AI workflow automation platform for finance and operations teams. It supports accounts payable, accounts receivable, procurement, travel and expense reimbursements, and payment operations. Teams can use it to coordinate document processing, approvals, collections, and reconciliation across their existing business systems.

Its agentic workflows combine process triggers, AI agents, and reporting to execute recurring tasks. Teams can start with domain-specific templates or generate a draft workflow from a screen recording or a description of their current process, then refine it to match their approval hierarchy.

Peakflo 能做什么？

Invoice capture and matching

AI-powered invoice capture, automatic purchase order matching, and non-PO invoice processing support payable workflows. Peakflo also lists 2-way and 3-way matching, data validation, and document categorization.

Connected workflow triggers

Connect tools such as Slack, ERP, HRM, CRM, and Calendly so events in existing systems can initiate workflows automatically.

Browser and voice agents

Browser agents act within internal web applications and browser-based systems. Voice agents automate calls for collections, follow-ups, reminders, and surveys.

Reporting and knowledge retrieval

Generative AI produces reports using real-time data across connected systems. Agents can search knowledge sources to inform workflow decisions.

Approval and budget controls

Configurable approval workflows support bill processing and procurement. Bills and payments can be assigned to budgets, helping teams track spending alongside approvals.

Workflow self-evaluation

Peakflo describes an LLM-as-Judge approach that evaluates workflow outputs against success criteria, tests alternative workflow patterns, and applies the best-performing pattern.

使用场景

“Handle vendor invoices across departments”

Procurement and AP teams can coordinate invoice checks, supporting documents, vendor communication, approvals, payments, and reconciliation in a shared process.

“Manage high-volume customer collections”

Receivables teams can automate personalized payment reminders and track payment status. Customer portals centralize communication and dispute management for customers with differing invoice requirements.

“Capture employee expenses from receipts”

Employees can photograph bills and submit them through WhatsApp OCR to automate bill entry. Finance teams can then track approval and payment progress.

“Prepare region-specific invoices”

Teams handling Indian GST invoicing can customize invoices with HSN/SAC codes, QR codes, GSTIN, and electronic signatures, as described in Peakflo’s InMobi customer example.

常见问题

How is Peakflo priced?

Peakflo offers custom pricing for agentic workflows. Its pricing page directs businesses to a no-obligation call with solution experts to discuss their processes and build a suitable plan.

Can I explore the product before arranging a demo?

Peakflo offers short interactive tours for accounts payable, accounts receivable, travel and expense reimbursements, and end-to-end payment automation.

Does Peakflo support NetSuite synchronization?

Peakflo describes two-way NetSuite synchronization in its Ninja Van customer example, including field mapping for customized invoicing.

Is grant support available for SMEs?

Peakflo lists AI Accounting Automation as a pre-approved solution under the IMDA SMEs Go Digital programme, with up to 50% grant support for eligible SMEs. Its grant page describes Essential and Pro packages supporting up to 1,000 and 5,000 invoices per month, respectively.

快速信息

Product category: AI workflow and finance automation
Primary users: Finance, operations, and procurement teams
Solution areas: Accounts payable, accounts receivable, travel and expense, and payments
Website: https://peakflo.co