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Peakflo
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Peakflo Features

What are the features of Peakflo?

Bill Generation

  • Templates
  • Digital Billing
  • Recurring Billing

Bill Processing

  • Batch Invoicing

Reporting

  • Status
  • Customer Credit
  • History

Integrations

  • Accounting
  • ERP
  • CPM

Transactions

  • Credits
  • Invoices
  • Payments

Workflows

  • Approvals
  • Reconciliation

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Technology Glossary Features

View full feature definition

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Expense Reports

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

Travel Management

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

Client Invoicing

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

Mobile

Receipt Capture

Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

Not enough data

Mileage TrackingView full feature definition

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

Administration

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 ManagementView full feature definition

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

Platform

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

Revenue Recognition

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

Setup

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

Tracking

Mileage

Track traveled distances by employee, vehicle, location, or time period.

Not enough data

LogsView full feature definition

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

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

Customer Credit

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

Invoice Matching

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

Collections

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

Analytics

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

Self Service

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

Invoice Management

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

Invoice Processing

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)

Integration

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)

Invoice Generation

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

Cash Flow Management

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

Cash Flow Forecasting

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

Financial Data Transfer

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 Reporting

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

Approval

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

Bill Generation

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)

Bill Processing

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)

Risk

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

Audit

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

Fraud

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

Reporting

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)

Integrations

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)

Transactions

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)

Workflows

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)

Platform - Mileage Tracking

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

AI - Travel Management

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

Agentic AI - Cash Flow Management

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Not enough data