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Peakflo - Agentic Process Automation Tool

Peakflo

Peakflo

Founded by Saurabh Chauhan in 2021

Agentic workflows that automate your back‑office operations.

Cost

Demo

Rating

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Time to value

Quick Setup (< 1 hour)

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.

What Peakflo does

Extract data from invoices using OCR technologyMatch purchase orders with invoices and receiptsSend personalized payment reminder emails automaticallyProcess approval workflows for bill paymentsReconcile bank transactions with accounting recordsGenerate aging reports for accounts receivableCreate and send invoices with custom tax calculationsTrack payment status across multiple customersAI agents browse web apps and take actions automaticallyVoice AI agents handle collection calls without human interventionScreen recording converts existing workflows into automationMulti-channel payment reminders across email, SMS and callsReal-time 2-way sync with accounting softwareSelf-evaluating AI that improves workflows over timePre-built workflow templates for common finance tasksGenerative AI creates reports from real-time data

Tutorials & Demos

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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