Backed by Y Combinator ยท S21

Agentic workflows
that automate Invoice-to-Cash

Autonomous AI agents that integrate into your finance stack, learn your business rules, make decisions, and execute end-to-end tasks with 99%+ accuracy.

Compliance
AICPASOC 2
๐Ÿ›ก๏ธCASATier 2
โ˜…โ˜…โ˜…โ˜…โ˜…PDPA
SOC 2 โœ“ยทCASA โœ“ยทPDPA โœ“
Single-sign on (SSO)
Azure โœ“ยทGoogle โœ“
Read our reviews
G
4.5
G2 Verified Rating
G2 Leader โœ“
4X
acceleration in process performance
40%
reduction in operational cost
30%
improvement in decision accuracy

Agentic Capabilities

Next-generation autonomy for finance operations

Explore how Peakflo AI agents understand your systems, make decisions, and execute multi-step workflows with real-time evidence.

01 / TEMPLATESInstant Start

Pre-Built Workflow Templates

Choose from an extensive library of pre-built workflow templates fully loaded with domain-specific expertise for finance, HR, procurement, and treasury operations that let you get started in minutes.

Ready-to-deploy templates for AP, AR, PO matching, and expense claims
Embedded compliance rules and tax validation schemas
1-click customization and ERP field mapping
peakflo.ai / pre-built
LIVE ASSET
Pre-Built Workflow Templates
IMAGE ยท Peakflo Cloud

Core capabilities

Built for scale

Enterprise-grade automation that handles complexity across your entire finance stack.

AI-powered extraction

Extract data from any document format โ€” invoices, receipts, POs โ€” with 99%+ accuracy using advanced OCR and LLMs.

Automated validation

Smart rules engine validates against purchase orders, contracts, and company policies automatically.

Intelligent routing

Dynamic approval workflows based on amount, vendor, department, and custom business logic.

Real-time processing

Process thousands of transactions in parallel with sub-second latency and zero manual intervention.

Multi-system sync

Bidirectional sync with Xero, Netsuite, SAP, QuickBooks, and 40+ ERP and banking systems.

Continuous learning

Models improve over time by learning from corrections, feedback, and your team's unique patterns.

AI Workflow Engine

Build your workflow in natural language or video

No manual flowcharting required. Simply upload a screen recording of your current AS-IS process or describe it in plain English. Peakflo AI synthesizes and tests the optimal execution pipeline.

Sample Templates:
Parsed by LLM Compiler
Synthesized Execution DAG (4 Nodes)LLM-as-Judge Validated
01. Document Ingestioncomplete

Extract line items, tax ID, bank IBAN via OCR LLM

02. 3-Way PO Matchcomplete

Compare NetSuite PO #8492 & Goods Receipt Note

03. Policy Validationcomplete

Check departmental budget & approval threshold (< $25k)

04. Slack Approval & Paymentready

Send 1-click Slack interactive button -> auto-disburse

Agent TelemetryLive Active
TRIGGER: New Vendor Invoice via WhatsApp / Email
CHANNELS: WhatsApp OCR + ERP
LATENCY: 1.4s execution
CONFIDENCE: 99.8% precision
> Continuous evaluation via LLM-as-Judge. Workflow auto-tunes branches based on vendor response patterns.

Pre-built workflows

Production-ready automation

Choose from a library of pre-built workflow templates loaded with domain-specific expertise for finance, HR, procurement, and more.

Invoice Processing

Accounts Payable

Ready
Volume
10K+/mo
Accuracy
99.5%

Payment Collections

Accounts Receivable

Ready
Volume
5K+/mo
Accuracy
98.2%

Expense Management

Employee Expenses

Ready
Volume
15K+/mo
Accuracy
99.8%

PO Matching

Procurement

Ready
Volume
8K+/mo
Accuracy
97.9%

Cash Application

Receivables

Ready
Volume
12K+/mo
Accuracy
99.1%

Vendor Onboarding

Vendor Mgmt

Ready
Volume
2K+/mo
Accuracy
99.9%

Invoice Approval

Workflow

Ready
Volume
20K+/mo
Accuracy
98.7%

Payment Scheduling

Treasury

Ready
Volume
7K+/mo
Accuracy
99.4%

Invoice Processing

Accounts Payable

Ready
Volume
10K+/mo
Accuracy
99.5%

Payment Collections

Accounts Receivable

Ready
Volume
5K+/mo
Accuracy
98.2%

Expense Management

Employee Expenses

Ready
Volume
15K+/mo
Accuracy
99.8%

PO Matching

Procurement

Ready
Volume
8K+/mo
Accuracy
97.9%

Cash Application

Receivables

Ready
Volume
12K+/mo
Accuracy
99.1%

Vendor Onboarding

Vendor Mgmt

Ready
Volume
2K+/mo
Accuracy
99.9%

Invoice Approval

Workflow

Ready
Volume
20K+/mo
Accuracy
98.7%

Payment Scheduling

Treasury

Ready
Volume
7K+/mo
Accuracy
99.4%

Invoice Processing

Accounts Payable

Ready
Volume
10K+/mo
Accuracy
99.5%

Payment Collections

Accounts Receivable

Ready
Volume
5K+/mo
Accuracy
98.2%

Expense Management

Employee Expenses

Ready
Volume
15K+/mo
Accuracy
99.8%

PO Matching

Procurement

Ready
Volume
8K+/mo
Accuracy
97.9%

Cash Application

Receivables

Ready
Volume
12K+/mo
Accuracy
99.1%

Vendor Onboarding

Vendor Mgmt

Ready
Volume
2K+/mo
Accuracy
99.9%

Invoice Approval

Workflow

Ready
Volume
20K+/mo
Accuracy
98.7%

Payment Scheduling

Treasury

Ready
Volume
7K+/mo
Accuracy
99.4%

Invoice Processing

Accounts Payable

Ready
Volume
10K+/mo
Accuracy
99.5%

Payment Collections

Accounts Receivable

Ready
Volume
5K+/mo
Accuracy
98.2%

Expense Management

Employee Expenses

Ready
Volume
15K+/mo
Accuracy
99.8%

PO Matching

Procurement

Ready
Volume
8K+/mo
Accuracy
97.9%

Cash Application

Receivables

Ready
Volume
12K+/mo
Accuracy
99.1%

Vendor Onboarding

Vendor Mgmt

Ready
Volume
2K+/mo
Accuracy
99.9%

Invoice Approval

Workflow

Ready
Volume
20K+/mo
Accuracy
98.7%

Payment Scheduling

Treasury

Ready
Volume
7K+/mo
Accuracy
99.4%

Invoice Processing

Accounts Payable

Ready
Volume
10K+/mo
Accuracy
99.5%

Payment Collections

Accounts Receivable

Ready
Volume
5K+/mo
Accuracy
98.2%

Expense Management

Employee Expenses

Ready
Volume
15K+/mo
Accuracy
99.8%

PO Matching

Procurement

Ready
Volume
8K+/mo
Accuracy
97.9%

Cash Application

Receivables

Ready
Volume
12K+/mo
Accuracy
99.1%

Vendor Onboarding

Vendor Mgmt

Ready
Volume
2K+/mo
Accuracy
99.9%

Invoice Approval

Workflow

Ready
Volume
20K+/mo
Accuracy
98.7%

Payment Scheduling

Treasury

Ready
Volume
7K+/mo
Accuracy
99.4%

Invoice Processing

Accounts Payable

Ready
Volume
10K+/mo
Accuracy
99.5%

Payment Collections

Accounts Receivable

Ready
Volume
5K+/mo
Accuracy
98.2%

Expense Management

Employee Expenses

Ready
Volume
15K+/mo
Accuracy
99.8%

PO Matching

Procurement

Ready
Volume
8K+/mo
Accuracy
97.9%

Cash Application

Receivables

Ready
Volume
12K+/mo
Accuracy
99.1%

Vendor Onboarding

Vendor Mgmt

Ready
Volume
2K+/mo
Accuracy
99.9%

Invoice Approval

Workflow

Ready
Volume
20K+/mo
Accuracy
98.7%

Payment Scheduling

Treasury

Ready
Volume
7K+/mo
Accuracy
99.4%

Payment Scheduling

Treasury

Ready
Volume
7K+/mo
Accuracy
99.4%

Invoice Approval

Workflow

Ready
Volume
20K+/mo
Accuracy
98.7%

Vendor Onboarding

Vendor Mgmt

Ready
Volume
2K+/mo
Accuracy
99.9%

Cash Application

Receivables

Ready
Volume
12K+/mo
Accuracy
99.1%

PO Matching

Procurement

Ready
Volume
8K+/mo
Accuracy
97.9%

Expense Management

Employee Expenses

Ready
Volume
15K+/mo
Accuracy
99.8%

Payment Collections

Accounts Receivable

Ready
Volume
5K+/mo
Accuracy
98.2%

Invoice Processing

Accounts Payable

Ready
Volume
10K+/mo
Accuracy
99.5%

Payment Scheduling

Treasury

Ready
Volume
7K+/mo
Accuracy
99.4%

Invoice Approval

Workflow

Ready
Volume
20K+/mo
Accuracy
98.7%

Vendor Onboarding

Vendor Mgmt

Ready
Volume
2K+/mo
Accuracy
99.9%

Cash Application

Receivables

Ready
Volume
12K+/mo
Accuracy
99.1%

PO Matching

Procurement

Ready
Volume
8K+/mo
Accuracy
97.9%

Expense Management

Employee Expenses

Ready
Volume
15K+/mo
Accuracy
99.8%

Payment Collections

Accounts Receivable

Ready
Volume
5K+/mo
Accuracy
98.2%

Invoice Processing

Accounts Payable

Ready
Volume
10K+/mo
Accuracy
99.5%

Payment Scheduling

Treasury

Ready
Volume
7K+/mo
Accuracy
99.4%

Invoice Approval

Workflow

Ready
Volume
20K+/mo
Accuracy
98.7%

Vendor Onboarding

Vendor Mgmt

Ready
Volume
2K+/mo
Accuracy
99.9%

Cash Application

Receivables

Ready
Volume
12K+/mo
Accuracy
99.1%

PO Matching

Procurement

Ready
Volume
8K+/mo
Accuracy
97.9%

Expense Management

Employee Expenses

Ready
Volume
15K+/mo
Accuracy
99.8%

Payment Collections

Accounts Receivable

Ready
Volume
5K+/mo
Accuracy
98.2%

Invoice Processing

Accounts Payable

Ready
Volume
10K+/mo
Accuracy
99.5%

Payment Scheduling

Treasury

Ready
Volume
7K+/mo
Accuracy
99.4%

Invoice Approval

Workflow

Ready
Volume
20K+/mo
Accuracy
98.7%

Vendor Onboarding

Vendor Mgmt

Ready
Volume
2K+/mo
Accuracy
99.9%

Cash Application

Receivables

Ready
Volume
12K+/mo
Accuracy
99.1%

PO Matching

Procurement

Ready
Volume
8K+/mo
Accuracy
97.9%

Expense Management

Employee Expenses

Ready
Volume
15K+/mo
Accuracy
99.8%

Payment Collections

Accounts Receivable

Ready
Volume
5K+/mo
Accuracy
98.2%

Invoice Processing

Accounts Payable

Ready
Volume
10K+/mo
Accuracy
99.5%

Payment Scheduling

Treasury

Ready
Volume
7K+/mo
Accuracy
99.4%

Invoice Approval

Workflow

Ready
Volume
20K+/mo
Accuracy
98.7%

Vendor Onboarding

Vendor Mgmt

Ready
Volume
2K+/mo
Accuracy
99.9%

Cash Application

Receivables

Ready
Volume
12K+/mo
Accuracy
99.1%

PO Matching

Procurement

Ready
Volume
8K+/mo
Accuracy
97.9%

Expense Management

Employee Expenses

Ready
Volume
15K+/mo
Accuracy
99.8%

Payment Collections

Accounts Receivable

Ready
Volume
5K+/mo
Accuracy
98.2%

Invoice Processing

Accounts Payable

Ready
Volume
10K+/mo
Accuracy
99.5%

Payment Scheduling

Treasury

Ready
Volume
7K+/mo
Accuracy
99.4%

Invoice Approval

Workflow

Ready
Volume
20K+/mo
Accuracy
98.7%

Vendor Onboarding

Vendor Mgmt

Ready
Volume
2K+/mo
Accuracy
99.9%

Cash Application

Receivables

Ready
Volume
12K+/mo
Accuracy
99.1%

PO Matching

Procurement

Ready
Volume
8K+/mo
Accuracy
97.9%

Expense Management

Employee Expenses

Ready
Volume
15K+/mo
Accuracy
99.8%

Payment Collections

Accounts Receivable

Ready
Volume
5K+/mo
Accuracy
98.2%

Invoice Processing

Accounts Payable

Ready
Volume
10K+/mo
Accuracy
99.5%

Full-Stack Finance Modules

Enterprise automation for every financial workflow

Modular, interoperable AI workflows that plug into your existing ERP without disruption.

Autonomous Accounts Payable from Invoice Capture to Bank Disbursement

Eliminate manual 2-way and 3-way matching. Peakflo's AI extracts line items from PDFs, scans, and WhatsApp messages, cross-checks against ERP purchase orders, flags anomalies, and executes touchless payments through integrated virtual accounts.

Included Workflows:

AI-powered OCR & Multilingual Invoice Capture
Automated 2-way & 3-way PO line-item matching
Non-PO invoice approval routing with departmental budgets
WhatsApp Vendor Self-Service Portal
AP Wallet & Virtual Account automated disbursement
Vendor Statement Reconciliation & Amortization
Monthly Vol
15,000+
Automation
95%
Efficiency Gain
220 hrs/mo
AI 3-Way Match Inspector
100% MATCH
INVOICE #9201$14,250.00OCR Extracted
PO #PO-8491$14,250.00NetSuite Synced
GRN #GR-104Qty: 50 UnitsWarehouse Verified
Vendor Tax GSTIN:27AABCP1234F1Z5 (Valid)
Department Budget:Within Headcount Limit
Disbursement Route:Peakflo Virtual Account (Auto-Scheduled)
Zero human intervention required. Passed straight-through to payout queue.

Peakflo AI

AI agents that work for you

Build your own workflows or let AI agents browse, call, analyze, and optimize โ€” autonomously.

Autonomous

AI Browser Agents

Peakflo AI agents browse internal web apps and browser-based systems, make decisions and take action โ€” just like a human would. The agent logs in and gets the job done.

New

Voice AI Agents

Automate calls without lifting a finger โ€” collections, follow-ups, reminders, and survey responses powered by human-like voice agents.

Analytics

Gen AI-Powered Reports

Forget dashboards that require manual input. Our generative AI creates reports from real-time data across your systems.

Intelligence

Knowledge Base Insights

AI agents instantly search and understand vast data sources, turning static, complex information into actionable insights that power workflows with confidence.

Adaptive

Self-Evaluation & Optimization

Peakflo uses LLM-as-Judge โ€” agents evaluate their own output, test different patterns, identify the best-performing one, and auto-apply it. Each execution gets smarter.

Multi-Channel Triggers

Connect Slack, ERP, HRM, CRM, Calendly, WhatsApp, and more โ€” so workflows start automatically from any touchpoint. Peakflo meets your team where they are.

Interactive ROI Model

AR & AP Savings Calculator

Estimate your annual hard-dollar cost reduction, labor hours saved, and DSO acceleration with Peakflo AI.

Configure your finance team metrics
2,500
20010,00020,000+
$35/hr
$15/hr$50/hr$90/hr
4 people
1 person15 people30+ people
โšก Model: LLM 3-Way Match + WhatsApp OCRLive Calculated
Peakflo Projected Impact ReceiptEstimated ROI
Net Annual Savings
$209,625
+4.8x ROI on software
Hours Saved / Year
6,372 hrs
~3 full-time roles
DSO (Days Sales Outstanding) Reduction:-16 Days
Invoice Extraction & Matching Accuracy:99.4%
Customer Dispute Resolution Speed:4.2x Faster
Singapore PSG Grant Rebate Eligibility:Up to 50% Supported

Ecosystem & Connectivity

Works seamlessly with your existing tech stack

Bidirectional 2-way sync with 40+ ERP, banking, accounting, and messaging platforms.

XeroAccounting
Oracle NetSuiteEnterprise ERP
QuickBooksAccounting
SAP S/4 HANAGlobal ERP
Microsoft Dynamics 365Business Central
SlackApprovals
WhatsAppDunning & OCR
Jurnal (Mekari)SEA Accounting
CalendlyScheduling
SalesforceCRM Feeds
StripePayments
XeroAccounting
Oracle NetSuiteEnterprise ERP
QuickBooksAccounting
SAP S/4 HANAGlobal ERP
Microsoft Dynamics 365Business Central
SlackApprovals
WhatsAppDunning & OCR
Jurnal (Mekari)SEA Accounting
CalendlyScheduling
SalesforceCRM Feeds
StripePayments
XeroAccounting
Oracle NetSuiteEnterprise ERP
QuickBooksAccounting
SAP S/4 HANAGlobal ERP
Microsoft Dynamics 365Business Central
SlackApprovals
WhatsAppDunning & OCR
Jurnal (Mekari)SEA Accounting
CalendlyScheduling
SalesforceCRM Feeds
StripePayments

โ€œPeakflo's customizable approval automation has been highly beneficial. We've saved 200 man-hours per month and increased efficiency by 74%.โ€

Bharathi Homes
Finance Director

โ€œPeakflo approval workflows have been a great help for streamlining our purchase order and bill approvals. We've saved 20,254 man hours.โ€

Vida
Head of Finance

โ€œThe Peakflo team was very efficient in understanding our requirements, and they developed customized solutions. We've reduced average overdue days by 16.โ€

Driver Logistics
CFO

Getting started

Up and running in minutes

01

Sign Up

Create your account on the Peakflo platform โ€” it takes less than 2 minutes.

Get Started โ†’
02

Short Meeting with Peakflo Experts

Our team will set up a short demo and understand your unique requirements. Prefer to explore on your own?

Product Tour โ†’
03

Start Exploring Peakflo

Streamline your finance operations. Upload a screen recording or describe your AS-IS flow โ€” Peakflo AI generates a draft workflow for you.

Help Portal โ†’

Frequently Asked Questions

Everything you need to know about Peakflo

Find answers to common questions about agentic workflows, ERP integrations, security, and setup.

Agentic Workflows in Peakflo AI are autonomous multi-step pipelines where AI agents interact with your accounting software, email, WhatsApp, and internal web portals. They make contextual decisions, execute tasks, and continuously learn from feedback to optimize accuracy.

Still have questions?

Our documentation and engineering team are here to help.

Visit Help Portal โ†’

Get started today

Streamline your
back-office operations

Join 1,000+ companies automating their finance operations with Peakflo's AI-powered agentic workflows.

Free trialNo credit cardSetup in minutes