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Ease of Creating Expense Reports | Creation of expense reports takes little time and is intuitive for new users | Not enough data | |
Bank / Credit Card Integration | Can easily pull in receipts from all credit card statements | Not enough data | |
Smart Categorization | Automatically assigns categories/accounts based on past entries and credit card statements | Not enough data | |
Digital Receipt Management | Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc. | Not enough data | |
Employee Reimbursement | Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system | Not enough data | |
Currency Conversions | Enables easy entry of expenses in other currencies and converts to expense report currency | Not enough data | |
Credit Card Integration | Integrates with corporate or personal credit cards (import or bi-directional) | Not enough data |
Ease of Booking | Can book Flights, Hotels, and Rental cars directly from software. | Not enough data | |
Itinerary Management | Creates travel itineraries based on booking | Not enough data | |
Trip Notifications | Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. | Not enough data | |
Advanced Integrations | Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc. | Not enough data |
Invoice Creation and Delivery | Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. | Not enough data | |
Electronic Payments | Accepts electronic payments from clients | Not enough data | |
Project Accounting / Revenue Recognition | Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately | Not enough data |
Receipt Capture | Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device | Not enough data | |
Mileage Tracking | See feature definition | Allows users to track mileage from mobile device using maps or GPS. | Not enough data |
Travel Itinerary and Flight Status Updates | Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes | Not enough data |
Business Tool Integration | Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems | Not enough data | |
Workflow | Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer | Not enough data | |
Automated Reminders | Sends automatic reminders to employees that have not completed expenses reports and/or timesheets | Not enough data | |
Policy Compliance Management | See feature definition | Enables administrators to create rules that enforce compliances of corporate time and expense policies | Not enough data |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
PCI Regulation Compliant | Complies with PCI security standards | Not enough data |
Reporting | Access pre-built and custom reports and dashboards. | Not enough data | |
APIs / Integration | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data | |
Offline | Provides users ability to create and access expense reports/timesheets while not connected to internet. | Not enough data | |
Embedded AI / Machine Learning | Offers embedded AI/machine learning | Not enough data | |
Complex Approval Workflow | Provides workflow for complex approval structures | Not enough data |
Usage Tracking | Track usage per company, custom time period, or contract | Not enough data | |
Deferred Revenue | Track payments received for products that haven't be delivered yet | Not enough data | |
Revenue Accrual | Recognition rules to accrue revenue on a daily or monthly basis | Not enough data |
Vehicles | Manage various types of vehicles used for business travel such as company cars or cars owned by employees. | Not enough data | |
Employees | Identify the employees that use vehicles for business travel. | Not enough data | |
Travel Types | Define and manage different travel types such as business or personal. | Not enough data | |
Locations | Assign locations to employees, such as the office address or customer locations. | Not enough data |
Mileage | Track traveled distances by employee, vehicle, location, or time period. | Not enough data | |
Logs | See feature definition | Ability to automatically generate IRS compliant travel logs. | Not enough data |
Automation | Define travel start and stop times to track miles automatically. | Not enough data |
Reimbursement | Define reimbursement rules and how many cents per mile employee should receive. | Not enough data | |
Expenses | Allow employees to track expenses related to business travel such as gas bills. | Not enough data | |
Workflows | Provide business rules for calculating reimbursements per employee. | Not enough data |
Credit Limits | Define credit limits per customer or by customer type. | Not enough data | |
Credit History | Track the changes made to credit limits and the corresponding reasons. | Not enough data | |
Credit Limits Adjustment | Adjust credit limits manually or automatically (based on pre-defined threasholds). | Not enough data | |
Integration with Credit Rating Agencies | Such as CreditSafe, Searches Group, Credit Assist, Experian, Equifax, and Dun & Bradstreet. | Not enough data | |
Credit Limit Suspension | Ability to revoke credit limits temporarily or permananetly when the amount due by a customer exceeds a predefined amount. | Not enough data |
Incomplete Payments | Identify incomplete payments and track the rest of the amount due. | Not enough data | |
Match Invoices and Payments | Track one to many and many to one relationships between invoices and payments. | Not enough data | |
Errors and Adjustments | Identify invoicing errors such as the wrong amount or due date, and make sure that customers pay the correct amount on time. | Not enough data | |
Cash Application | Apply payments to the right Accounts Receivables accounts for each customer. | Not enough data |
Late Payments | Manage late payments by time buckets (30, 60, 90 days). | Not enough data | |
Disputed Transactions | Workflows to manage and escalate disputed transactions. | Not enough data | |
Personalized Customer Messaging | Ability to communicate with customers using the best channel (ie SMS, online chat, and social media), message, and timing | Not enough data | |
Customer Profiles | Comprehensive view of customer details for collections agents. | Not enough data |
At Risk Customers | Identify and flag customers that are more likely to pay late. | Not enough data | |
Esimated vs Actual Receipts | Calculate the total amount received during a time period and compare with the estimate. | Not enough data | |
Collections Effectiveness | Use KPIs to monitor the effiency of the collections department. | Not enough data | |
Scaleability | Ability to scale to any collections volume, at any time | Not enough data | |
Artificial Intelligence | Maximize engagement using live data, behavioral insights, sentiment analysis and payment history | Not enough data | |
Compliance Control | Ability to identify and adjust to updated rules and regulations | Not enough data | |
Due Dates | Track invoices based on due dates to identify overdue payments | Not enough data | |
Benchmarking | Ability to compare AP automation metrics with other companies | Not enough data | |
KPIs | Monitor KPIs such as time to process an invoice or erroneous payments | Not enough data | |
Due Dates | As reported in 12 Peakflo reviews. Track invoices based on due dates to identify overdue payments | 92% (Based on 12 reviews) | |
Cashflow | Analyze variations between incoming and outgoing cash This feature was mentioned in 10 Peakflo reviews. | 88% (Based on 10 reviews) | |
KPIs | Based on 10 Peakflo reviews. Monitor KPIs such as time to process an invoice or erroneous payments | 85% (Based on 10 reviews) | |
Payment Tracking | Track different types of payment such as deposits or partial payments This feature was mentioned in 10 Peakflo reviews. | 92% (Based on 10 reviews) | |
Variance Analysis | Project out as the year progresses to accommodate trends that affect key business drivers. | Not enough data | |
Reports | Generate cash flow reports in order to see where money is coming in and where it's going | Not enough data | |
Forecast Comparison | Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods | Not enough data | |
Forward Looking | Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data | Not enough data |
Customer Portal | Customers can use an online portal to submit information and documents required for collections. | Not enough data | |
Financial Documents | Customers have online access to document such as copies of Invoices, proofs of delivery, and contracts. | Not enough data |
Capture | Provide features to capture invoices such as import or scanning 12 reviewers of Peakflo have provided feedback on this feature. | 86% (Based on 12 reviews) | |
Supplier Portal | Allow suppliers to submit invoices using an online portal | Not enough data | |
Repository | Deliver a central repository of AP documents, such as POs and invoices | Not enough data |
Matching | Ability to match AP invoices to POs, contracts, or payments 10 reviewers of Peakflo have provided feedback on this feature. | 88% (Based on 10 reviews) | |
Payments | Based on 10 Peakflo reviews. Identify incomplete or late supplier payments | 88% (Based on 10 reviews) | |
Workflows | Include workflows for approvals and invoice processing 12 reviewers of Peakflo have provided feedback on this feature. | 92% (Based on 12 reviews) | |
Tax Compliance | Comply with local and global tax regulations for collections | Not enough data | |
Approvals | Include workflows for approvals of invoices or payments 10 reviewers of Peakflo have provided feedback on this feature. | 95% (Based on 10 reviews) | |
Batch Processing | Based on 11 Peakflo reviews. Process multiple invoices without human intervention | 89% (Based on 11 reviews) | |
Consolidation | Allow users to consolidate multiple invoices into one | Not enough data | |
Match Invoices | As reported in 11 Peakflo reviews. Match invoices with purchases and sales orders, as well as with payments | 91% (Based on 11 reviews) |
Accounting | Provide integration with accounting and financial management software This feature was mentioned in 12 Peakflo reviews. | 88% (Based on 12 reviews) | |
Payment Integration | Integrate with payment gateways and enterprise payments software | Not enough data | |
ERP | Deliver integrations with accounting modules of ERP systems | Not enough data | |
Accounting | Provide integration with accounting and financial management software | Not enough data | |
Payments | Based on 12 Peakflo reviews. Integrate with payment gateways and enterprise payments software | 92% (Based on 12 reviews) | |
ERP | Deliver integrations with accounting modules of ERP systems | Not enough data | |
Account Sync | Sync with company accounts to transfer payments for approved invoices 12 reviewers of Peakflo have provided feedback on this feature. | 93% (Based on 12 reviews) | |
Accounting | Provide integration with accounting and financial management software This feature was mentioned in 14 Peakflo reviews. | 90% (Based on 14 reviews) | |
Payments | Integrates with other payments software This feature was mentioned in 15 Peakflo reviews. | 92% (Based on 15 reviews) | |
ERP | Deliver integrations with accounting modules of ERP systems This feature was mentioned in 14 Peakflo reviews. | 87% (Based on 14 reviews) |
Templates | As reported in 12 Peakflo reviews. Provide standard invoice templates that can be customized by users | 86% (Based on 12 reviews) | |
Digital Invoices | As reported in 11 Peakflo reviews. Ability to convert invoices to digital formats such as PDF | 94% (Based on 11 reviews) | |
Recurring Invoices | Automatically generates invoices at pre-defined time intervals | Not enough data |
File Exports | Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. | Not enough data | |
Income and Expenses | Add one-time or recurring items to your cash flow and add line items for each payment or deposit. | Not enough data | |
Track Cash Flow | Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds. | Not enough data |
Historical Data | Cash flow forecasting is based on past transactions and historical financial or operational data | Not enough data | |
Rolling Forecasts | Used to review and update budgeting assumptions for a predefined period (usually one year) | Not enough data | |
AI | Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns | Not enough data |
Data Transfer | Automates the transfer of data between an organization's ERP system and its bank | Not enough data | |
Data Exchange | Streamlines the exchange of information between internal systems | Not enough data | |
Reporting | Automatically extracts data required for cash forecasting and liquity reporting | Not enough data | |
Access | Restricts access to certain users within an organization, or provides access for third parties | Not enough data | |
Integration | Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software | Not enough data |
Expense Automation | Captures data using scanned receipts and electronic invoices and automatically aligns invoices and expenses | Not enough data | |
Integration | Integrates seamlessly and securely into IT ecosystems | Not enough data | |
Compliance | Set regulations set forth by each company and keeps travel and reimbursement policies in compliance | Not enough data | |
Mobile Functionality | Snaps receipts, capture and approve expense on the move, and track travel through GPS | Not enough data |
Rules | Incoporates company travel restrictions and guidelines to help stay in compliance and on budget | Not enough data | |
Workflows | Creates a path of tasks that need to be completed and assigns approval tasks to individuals | Not enough data | |
Submit | Allows users to submit travel requests and expense reports directly to the correct approvers | Not enough data |
Templates | Provide standard invoice templates that can be customized by users 19 reviewers of Peakflo have provided feedback on this feature. | 89% (Based on 19 reviews) | |
Digital Billing | Ability to convert invoices to digital formats such as PDF 18 reviewers of Peakflo have provided feedback on this feature. | 93% (Based on 18 reviews) | |
Recurring Billing | Automatically generates invoices at pre-defined time intervals 16 reviewers of Peakflo have provided feedback on this feature. | 88% (Based on 16 reviews) |
Consolidation | As reported in 15 Peakflo reviews. Allow users to consolidate multiple invoices into one | 93% (Based on 15 reviews) | |
Batch Invoicing | Based on 18 Peakflo reviews. Ability to create multiple types of invoices | 90% (Based on 18 reviews) | |
Management | Manage invoicing for different types of products or services 15 reviewers of Peakflo have provided feedback on this feature. | 93% (Based on 15 reviews) |
Analysis | Reduces future risks through root cause analysis and process improvement | Not enough data | |
Identification | Reduces frequency of errors, identifies risk and improves efficiency | Not enough data | |
Scoring | Scores suppliers and employees based on risk factors | Not enough data |
Post Audits | Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims | Not enough data | |
Overpayments | Detects and prevents a wide range of overpayment errors | Not enough data | |
Duplicates | Detects and prevents a wide range of duplicate payments | Not enough data |
Vendor Checks | Enables automatic checks of new vendors being set up in the system to combat potential billing schemes | Not enough data | |
Data Generation | Generates comprehensive data needed to conduct a thorough investigation | Not enough data | |
Monitoring | Provides continuous, proactive fraud monitoring across multiple systems and data formats | Not enough data |
Status | Based on 33 Peakflo reviews. Reports on the status of invoices or payments | 91% (Based on 33 reviews) | |
Customer Credit | Run reports on customer credit 30 reviewers of Peakflo have provided feedback on this feature. | 87% (Based on 30 reviews) | |
History | Tracks all transactions, from issuing invoices to payment reminders to receiving payment This feature was mentioned in 31 Peakflo reviews. | 89% (Based on 31 reviews) |
Accounting | Based on 25 Peakflo reviews. Integrates with accounting or similar platforms | 91% (Based on 25 reviews) | |
ERP | Based on 22 Peakflo reviews. Integrates with ERP systems | 92% (Based on 22 reviews) | |
CPM | Based on 18 Peakflo reviews. Integrates with Corporate Performance Management platforms | 91% (Based on 18 reviews) |
Credits | Based on 24 Peakflo reviews. Manages credit limits based on customer credit scores, payment history, or other financial metrics | 88% (Based on 24 reviews) | |
Invoices | Creates or imports invoices 33 reviewers of Peakflo have provided feedback on this feature. | 91% (Based on 33 reviews) | |
Payments | Based on 34 Peakflo reviews. Collects different payment types and manages payment terms | 88% (Based on 34 reviews) |
Approvals | Offers customizable approval processes for all types of transactions This feature was mentioned in 21 Peakflo reviews. | 93% (Based on 21 reviews) | |
Reconciliation | Reconciles payments to invoices to ensure matching This feature was mentioned in 26 Peakflo reviews. | 90% (Based on 26 reviews) |
Reporting | Able to access dashboards and download logs and expenses in report format by managers or administrators filed by employees manually or automatically. Helps in documenting and filing. | Not enough data | |
Customer Support | Assist users with questions and concerns to ensure a smooth sailing experience for monitoring and generating reports. | Not enough data |
Personalization | Uses AI to offer highly personalized experiences by analyzing data from previous travel patterns, preferences, and behaviors | Not enough data | |
Predictive Analytics | Uses ML and AI to analyze historical data to identify trends and make predictions for travel costs, peak travel times, weather conditions, or flight cancellations | Not enough data | |
Cost Savings | Uses AI and ML to automate tasks such as booking, expense reporting, and itinerary management, to reduce admin costs | Not enough data | |
Efficiency | Uses AI and ML to analyze spending patterns to identify cost-saving opportunities, such as recommending alternative travel options of similar quality at lower prices | Not enough data | |
Real-Time Assistance | Provides AI guided chatbots to provide real-time assistance to travelers, answering questions, providing updates, and offering support 24/7 | Not enough data |
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data |