Based in: Singapore Peakflo customer since: January 2022

Integrations & Onboarding

The process of integrating Peakflo with Xero accounting software was fast, and only a few customizations were needed for everything to come together. The Peakflo support team handled the process of integration smoothly along with an efficient and quick onboarding process.

Problem: Sending payment reminders manually

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.

Solution: Peakflo automated reminders and ready-made reminder templates

Peakflo’s automated reminder workflows have helped our client’s finance team and now they have automated sending all the invoice reminders through email to their customers. With accurate placeholders and ready-made reminder templates, there’s no need to add invoice details to the reminders manually. The automated reminders save 6394 man-hours per year for their team and they have the bandwidth to work on more strategic tasks. 

Problem: Manually Tracking Customer Payments

By relying on Excel Sheets,  our client’s finance team was not able to easily track which customers had not yet paid so that they could follow up with their payments. They also wanted to be able to make payments on behalf of their clients in some cases but tracking payments for all their customers was quite difficult.

Solution: Customer and Invoice Status Tracking Report

With Peakflo’s customer and invoice status tracking report, the overdue amount and all the payments for customers are easily trackable and the follow-ups with customers with overdue payments are now done smoothly. The overdue invoices can be filtered and our client’s finance team can send them ad-hoc or automated messages.