Peakflo

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About Peakflo

Deep Dive with Clara AI

Peakflo's Agentic Workflows streamline your finance and operations processes, using AI to automate tasks, improve accuracy, and speed up decision-making. Get started quickly with pre-built workflow templates designed for finance, HR, procurement, and more—no need to map everything manually. Simply upload a screen recording or describe your current process, and Peakflo AI will analyze it to create a draft workflow. Fine-tune, optimize, and launch—your operations, your way. Peakflo integrates with your existing tools like Slack, ERP, HRM, CRM, and Calendly, so workflows start automatically from any platform. Its AI agents can navigate internal apps, browse web systems, make decisions, and take action just like a human. Automate tasks like follow-ups, calls, reminders, or surveys with human-like voice agents. Forget manual dashboards—Peakflo’s generative AI pulls real-time data to create reports and actionable insights. Its LLM-based system evaluates workflows, tests patterns, and optimizes performance based on your criteria, ensuring smarter execution every time. Peakflo meets your team where they are, transforming processes effortlessly.

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Pricing

Free Trial Not Available
Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

97%
Reviews

60%
Momentum

66%
Popularity

65%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Online

Peakflo Features

Show Feature Explanation

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Accounting Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

97%

Budget Forecasting

Helps to create budgets using past performance and future projections. Forecasting uses data, trends, and analytics to predict revenue, expenses, and cash flow.

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Spend Management

Managing the expenditure of a business in order to build its product or services

Revenue Recognition

Determining the specific conditions under which revenue is recognized or accounted for

Purchasing

Acquiring goods or services required for the business at minimal cost

Project Accounting

Creation of financial reports specifically designed to track the financial progress of projects

Multi-Currency

Enables payment and collection in multiple currencies.

General Ledger

Maintaining and recording all the accounting related transactions.

Fixed Asset Management

Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.

Expense Tracking

Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.

CPA Firms

Offers collaboration with a professional expert for financial and consulting services.

Collections

Recovery of cash from a business or individual.

Cash Management

Collection and management of cash.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Bank Reconciliation

Matching the balances of an entity's accounting records with the corresponding information on a bank statement.

Accounts Receivable

Handling the money the client owes to the company.

Accounts Payable

Handling the money owed by a business to its suppliers.

Payroll Management

Helps in automating the employee payment process, reduces incorrect data input and keep at bay paystub confusion

Peakflo Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Peakflo Custom

Features

AI Voice Agents
Procure-to-Pay Automation
- PR Creation
- AI-Powered Invoice Capture
- Auto PO Matching
- Approval Automation
- Automated Payments & Reconciliations
- Budget management
- Vendor Onboarding Management
- Vendor Portal
- WhatsApp Vendor Portal
- Vendor Reconciliation
- Amortization
Invoice-to-Cash Automation
- Proforma Invoice Validation
- E-Invoicing
- Finance CRM
- Payment Reminder Automation
- Customer Portal
- AI-powered Reports
- Cash Application
- VA-based Reconciliations
Reimbursements - Travel & Expense
End-To-End Payment Automation

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Disclaimer: The pricing details were last updated on 05/11/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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