详细内容
Agentic workflows that automate and execute your business operations
Peakflo's Agentic Workflows integrate seamlessly with your finance and operations processes, continuously learning from your workflows to automate tasks, enhance accuracy, and accelerate decision-making.
Trusted By Global Enterprises Across Industries
What businesses can achieve with Peakflo Agentic Workflow
4X
acceleration in process performance
40%
reduction in operational cost
30%
improvement in decision accuracy
Pre-Built Templates
Choose from a library of pre-built workflow templates fully loaded with domain specific expertise for finance, HR, procurement, and more that lets you get started in minutes.
Build Your Own Workflow
No need to map it all out manually. Simply upload a screen recording or describe the AS-IS flow of your business process, Peakflo AI will analyze it and generate a draft workflow for you. Fine-tune, optimize, and launch—your ops, your way.
Multi-Channel Process Triggers
Peakflo doesn't ask your team to change platforms, it meets them where they are. Connect your everyday tools—Slack, ERP, HRM, CRM, Calendly, and more— so workflows can start automatically, from any touchpoint.
AI Browser Agents
Peakflo AI agents can browse internal web apps and browser-based systems, makes decisions and takes action, just like a human would. AI agent just logs in and gets the job done.
Voice AI Agents
Automate calls without lifting a finger for collections, follow-ups, reminders, or survey responses powered by human-like voice agents.
Gen AI-Powered Reports
Forget dashboards that require manual input. Our generative AI creates reports from real-time data across your systems.
Knowledge Base Insights
Our AI agents can instantly search and understand vast data sources, turning static, complex information into actionable insights. Agents use this knowledge to make informed decisions and power workflows with confidence.
Self-Evaluation & Continuous Optimization
Peakflo's agentic system uses LLM-as-Judge, enabling agents to evaluate their own workflow output and optimize based on your success criteria. Agents test different workflow patterns, identify the best-performing one, and auto-apply it, making each execution smarter than the last.
See Peakflo’s Agentic Workflows in action below with a few real-world use cases.
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Record
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Record
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Create Workflow
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Automate
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Self-improve
Users simply record screens with audio explanation and upload their AS-IS flows into Peakflo AI, which captures existing workflows with zero interruption to users or operations.
Autonomous Finance Workflows, Tailored to Your Industry
Peakflo helps global businesses across industries eliminate manual finance work, accelerate receivables and payables, and streamline payment cycles—without changing how you work or increasing headcount.
Food & Beverage
F&B businesses face rising financial pressures and manual inefficiencies. Peakflo's AI-powered automation streamlines invoicing, payments, and reconciliation—cutting costs and boosting efficiency so teams can focus on growth.
Manufacturing
Logistics companies face complex payments and compliance. Peakflo's AI-powered AP automation simplifies vendor onboarding, invoice checks, and cross-border payments—cutting errors, costs, and back-office strain.
Logistics
Manufacturers face complex supply chains, heavy paperwork, and strict compliance. Peakflo's AI automation streamlines 3-way matching, tax validation, and vendor collaboration—reducing errors, delays, and manual work across the procure-to-pay cycle.
IT & Services
IT and service firms struggle with budget gaps, manual entry, and complex approvals. Peakflo's AI automation enforces budgets, auto-codes GLs, flags duplicates, and streamlines AP—cutting costs and boosting audit-ready efficiency.
Why Peakflo's Agentic Workflows
Automate at Scale
Peakflo's Agentic Workflows bring expert-level automation to finance and operations teams, handling high-volume, complex workflows with precision—eliminating manual bottlenecks and reducing overhead.
Intelligent AI with Deep Context
Powered by advanced AI models, Peakflo's Agentic Workflows understand financial and operational workflows natively, applying adaptive learning to automate invoice processing, reconciliations, and compliance tasks without rigid rule-setting.
Automation That Fits You, Not the Other Way Around
Peakflo's Agentic Workflowsare highly customizable, adapting to your team's specific processes and approval hierarchies—ensuring automation aligns perfectly with your operations while minimizing manual intervention by up to 95%.
Success Stories
Ninja Van
AR Automation
Ninja Van issues 10,000 invoices per month to customers with different requirements. Before Peakflo, Ninja Van needs to prepare the invoices manually. Not to mention the effort needed to follow up and resolve disputes. With Peakflo and Netsuite 2-Way-Sync, NinjaVan is able to issue custom invoicing smoother based on specific field mapping. The customer portal also centralizes communication and dispute management with customers.
NRI
AP Automation
Before Peakflo, vendors manually submitted invoices in hard copy to NRI’s client. The Procurement team had to check if the received supporting documents or invoices are correct. Then, The Accounting (AP) team would recheck the invoice and input the details already processed by the Procurement team. For new vendors, the Procurement team would input the invoice using a template, and the approvers would manually validate and verify the purchase order details. This entire process was time-consuming for the procurement and AP team.
Haisia
AP Automation
Before Peakflo, every department in Hai Sia had to submit reimbursements and bills for approval via email or hardcopy documents. Approvals is also very hard to track. With Peakflo WhatsApp OCR, Hai Sia team need to only take a picture of the bill and send it to WhatsApp, and the bill entry gets automated. On top of it, Hai Sia team can track approvals, payments and vendor communication seamlessly in one place.
InMobi
AR Automation
Before Peakflo, InMobi AR team had to create invoices manually with many customizations unique to different regions across the globe. Now, with Peakflo, InMobi can create GST tax invoices with high customization, like HSN/ SAC code, QR code, GSTIN, and e-signatures. Following up on unpaid invoices also made easy with real-time reports.
EverPlate
AR Automation
EverPlate’s operational team, coming from a non-finance background, had a difficult time issuing invoices and tracking payments, resulting in incredibly tight cash flows and wasted man-hours spent doing repetitive tasks. With Peakflo's centralized dashboard, Everplate is able to track invoice status accurately and make customized multi-channel payment reminders
Gazzda
AR & AP Automation
Before Peakflo, Gazzda team had to manually send follow-up emails for 300 invoices per month. Gazzda team also had a hard time doing manual data entry for vendor invoices received by paper and track their status. With Peakflo, Gazzda can automate payment reminders. The scattered vendor invoice management became centralized and the vendor invoice processing has gotten much faster and easier.
Rey
AP Automation
Before Peakflo, manual bill approvals could take days and budget management could take a full month for the finance and other divisions in Rey. With Peakflo, Rey can now automate complex approval with the approval workflow. All bills and payments are assigned to a budget automatically and recorded in a structured manner, so the team wouldn’t spend so many hours doing budget recap.
Janio
AR Automation
Before Peakflo, Janio didn’t have any visibility into their collections process, making it challenging to plan their budgets. They also need to follow-up manually on 5,000 invoices/month. With Peakflo’s customer status tracking report, Janio is able to see customers’ payment behavior and timeline. The automated reminder workflow also remove the needs to manually follow-up on customer payments.
Pickupp
AR Automation
Before Peakflo, Pickupp had a manual process for collecting and monitoring outstanding payments. This manual approach has led to data silos in communications. With Peakflo easy-to-use interface, monitoring and collecting outstanding payments is very easy. As a result, Pickupp reduced monthly overdue by 40% and DSO by 25%.
EstimateOne
AR Automation
EstimateOne’s three-women financial team had a tough time recording payment status in spreadsheets – which didn’t provide them much visibility on overdue invoices. With Peakflo reports and real-time tracking, EstimateOne was able to gain more insights into customers’ invoice status through the comprehensive reports, making collection much easier and faster.
Glints
AR Automation
Before Peakflo, Glints team had to sent invoice reminders one by one manually from their accounting software. The process of sending and personalizing took around a full day. With Peakflo’s automated workflows, now Glints team automatically sends all the invoice reminders through emails to their customers and reduce DSO.
Aris Infra
AR Automation
ArisInfra’s collections team sent email reminders manually and it took a five-person team to handle all these follow ups. With Peakflo’s automated workflows, now ArisInfra’s finance team automatically sends all the invoice reminders through emails. Now, just one person checks on the automated reminders and tracking customer payments
We Interactive
AR Automation
WE! Interactive, as a Xero accounting software user, needs to send reminders that were sent out one at a time and only through email. With Peakflo’s automated workflows, now We! Interactive accounting team automatically sends all the invoice reminders through email to their customers.
Advance
AR Automation
Before using Peakflo, Advance used Google sheets to send around 500 invoices and send manual email reminders to their customers. It took around half a day every day. With Peakflo automated workflows, now Advance finance team automatically sends all the invoice reminders through emails to their customers and their team is able to focus on more value-added tasks.
Driver Logistics
AR Automation
The Peakflo team was very efficient in understanding our requirements, and they developed customized solutions to make the day-to-day finance operations much more effortless. We’ve been able to reduce our average overdue days by 16 and increase our receivable efficiency by 35%.
Bharathi Homes
AP Automation
Peakflo’s customizable approval automation has been highly beneficial for our team, We’ve been able to save 200 man-hours per month. We have also automated manual tasks such as PO creation and 2-way matching and increased efficiency by 74%.
My Robin
AP Automation
Before Peakflo, the approvals were done using emails, and MyRobin’s finance team attempted to use Excel to track the approvals. Lack of approval workflow automation resulted in too much time being spent on manually chasing approvers and Excel did not provide any visibility over the audit trail for the team.
Vida
AP Automation
Peakflo approval workflows have been a great help for streamlining our purchase order and bill approvals. We’ve been able to save 20,254 man hours with Peakflo. We also no longer need to create reports manually and have saved 16 man hours by using Peakflo's out-of-the-box AP reports.
Construction Machinery
AP Automation
Before Peakflo, our client used Excel sheets and other tools for creating and managing their purchase orders and bills. The entire process was not centralized and the AP team had to spend many hours using different platforms for their invoice processing.
Law Firm
AR Automation
In Xero accounting software, the reminders are not supported to have workflows and cannot be sent to specific customer segments in one go. Therefore, the biggest pain point for our client’s finance team was to send all the reminders and follow-ups manually and spend hours on crafting the right messages.
Peakflo’s End-to-End Finance Automation at a Glance!
Collections
Dunning
Customer Portal
Finance CRM
Cash Application
AI-powered Remittance Extraction
Exception Handling Workflows
Touchless Posting
Accounts Payable
AI-powered Invoice Capture
AI-powered PO Matching & Posting
Streamlined Approvals
Procurement
Vendor Portal
Purchase Management
Payments
Automated Payments
Automated Reconciliation
Expense Management
Expense Policy
Travel Request
AI-powered Receipt extraction
Single source of truth for your collections, payments and expenses!
Integrations
Payments
Communication Channels
API/SFTP
CSV/XLSX
Connect your accounting software/ ERP/ SFTP
CRM & HRMS
Integrations
CSV/XLSX
CRM & HRMS
API/SFTP
Connect your accounting software/ ERP/ SFTP
Payments
Communication Channels
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