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Home > Integrations > Xero Integration with Peakflo

Peakflo + Xero:
Pay & Get Paid Seamlessly

Invite any stakeholders within your company with our role-based access controls. Sync your bills and payments, taxes, invoice status, and charts of accounts adapted to company's size and needs.

💸Cut bill pay time by 50%
⌛Get paid 2x faster
📝 Eliminate double entry
💳 Pay international or domestic vendors

Xero integration with Peakflo
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Finance Operations Made Easy with Peakflo + Xero

Without Peakflo
ACCOUNTS PAYABLE
The procurement team generates a purchase quote that needs to get manually approved by the stakeholders, convert the PQ into PO, manually approve and send to the vendor. Finance manager approves purchase quotes and bills by logging into Xero
Accountant matches the purchase order with vendor bills which leads to having delayed and error-prone reports
Every department enters and tracks budgets through different spreadsheets, resulting in inefficient and delayed reports and lack of visibility over expenses and expense limits
Accountant enters bill & vendor details in Xero, authorizes different payment gateways, and requests OTP from the finance lead
ACCOUNTS RECEIVABLE
AR manager sends manual payment reminders on multiple channels to customers, making it difficult to keep up with the invoice promise to pay date, actions and tasks due to a decentralized workspace
Customer makes payments in different back accounts and AR manager has to verify the payments one by one, therefore the balance is not auto-updated
AR manager has to reconcile each payment one by one and handle disputes manually, which can impede productivity
AR manager, sales reps, and finance officers need to track status of payments in spreadsheets, causing siloed communications & delay
Finance manager needs to create more detailed manual reports using spreadsheets to track customers' credit control limit and payment behavior and has no access to cash flow predictions
With Peakflo
ACCOUNTS PAYABLE
Finance teams can set custom approval workflows with multi-level stakeholders and assign to a budget. Generate purchase quotes and once the purchase quote is approved, will auto-convert into a purchase order and sent to the vendor automatically
Match your purchase order with the vendor bill and track open/closed purchase order balance for more accurate reporting
All departments can track budget in real-time, have full visibility over business expenses, and get notifications when the budget is about to exceed the limit
Schedule payments and pay right on the due date. Customers can attach supporting documents to prove payments

ACCOUNTS RECEIVABLE
AR managers can leverage a centralized workspace with multi-channel payment reminders based on an escalation matrix, promise-to-pay tasks, and actions for one-click follow ups
Customers can make payments from Peakflo self-serve portal. The finance team can receive payments straight to their bank account, enter payments outside of Peakflo, and the balance will auto-update
Finance teams can save 100 man-hours by utilizing static and dynamic virtual accounts that help with instant reconciliation
All stakeholders can stay on top of invoice status and customer status payments in real-time in an interactive workspace for seamless communication
Finance team can access detailed reports and predictive cashflow analytics, credit control reports, plus customers' payment status and behavior for better strategic decision-making

Connect Peakflo to Xero in 4 Steps

See how you can connect and sync your Xero account with Peakflo in a minute.
 

What Our Customers Say

"Overall I'm very satisfied with the Peakflo system. It synchronizes seamlessly with our Xero accounting software. Lastly, it was very simple and easy to setup the workflows and trigger logic."
Fabian Loke, AR Manager at Janio
Fabian Loke
Accounts Receivable Manager, Janio
1000 total automated reminders
Total of automated reminders
days reduction in invoice collection time
days reduction in invoice collection time
"Overall, I'm very satisfied with the Peakflo system.
It synchronizes seamlessly with our Xero accounting software. Lastly, it was very simple and easy to setup the workflows and trigger logic."
Fabian Loke, AR Manager at Janio
Fabian Loke
Accounts Receivable Manager, Janio
1000 total automated reminders
total automated reminders
40 days reduction in invoice collection time
days reduction in invoice collection time

Achieve Peak Cash Flows with Peakflo

Ready to cut bill pay time by half & get paid 2x faster?