Peakflo - Agentic Process Automation Tool
Agentic workflows that automate your back‑office operations.
Agentic workflows that automate your back‑office operations.
You can use Peakflo to automate your finance operations including invoice processing, payment reconciliation, vendor management, and customer collections. The system uses AI agents to handle manual data entry, 2-way and 3-way matching, document categorization, and cash flow management. It integrates with existing accounting software like Netsuite and provides automated payment reminders, approval workflows, and real-time financial reporting across multiple channels.
Use Cases
Automate invoice processing for 10,000 monthly invoices
Set up approval workflows for bill payments across departments
Send automated payment reminders via email, SMS and calls
Reconcile payments automatically with accounting software
Process vendor invoices through WhatsApp OCR
Create custom invoices with tax codes and compliance requirements
Standout Features
AI agents browse web apps and take actions automatically
Voice AI agents handle collection calls without human intervention
Screen recording converts existing workflows into automation
Multi-channel payment reminders across email, SMS and calls
Real-time 2-way sync with accounting software
Self-evaluating AI that improves workflows over time
Tasks it helps with
Extract data from invoices using OCR technology
Match purchase orders with invoices and receipts
Send personalized payment reminder emails automatically
Process approval workflows for bill payments
Reconcile bank transactions with accounting records
Generate aging reports for accounts receivable
Who is it for?
Financial Analyst, Business Analyst, Operations Manager, Business Development Manager, Small Business Owner
Overall Web Sentiment
People love itTime to value
Quick Setup (< 1 hour)Tutorials
Peakflo, accounts payable automation, accounts receivable automation, AI workflows, invoice processing, payment reconciliation, cash flow management, finance automation, vendor management, agentic workflows, AP automation, AR automation, financial operations, bill payments
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