Peakflo Is Now Available On The Xero App Store
If you’re running a cash management team, chances are you’ve already dealt with repetitive tasks, from slow invoicing and reminder systems to cluttered AR team workflows.
These mundane and resource-intensive tasks just take up a LOT but still leave you chasing customer payments at the end of the day.
Now, you wouldn’t have this problem with AR automation.
Yes, you’re already on Xero. Why not compliment it with a solution that’s laser-focused on:
- Helping you collect what customers owe .
- Helping you improve your business cash flow.
- And providing the necessary seamless tools to make all these a reality.
If you’re on the hunt for a solution that provides all this sweet, helpful stuff mentioned above, and you already have Xero in your system, you’re in luck because Peakflo is now available in the Xero App Store.
How Peakflo Improves Your Cash Management
At Peakflo, we believe that exceptional cash management boils down to getting three essential factors right: team productivity, customer payment times, and communication.
Improve Your Team’s Productivity
Peakflo lets you streamline your entire accounts receivable process. Using our intuitive built-in tools, you can automate workflows and eliminate time and resource-intensive tasks for good.
- Simplify cash management using a centralized workspace
- Reduce costly errors and send ad-hoc or scheduled customized multi-channel reminders for customers, team members, and shareholders
- Leverage a dashboard, out-of-the-box reports, and customer timelines
- Always remain on top of accounts receivable, financial KPIs, and customer status
Get Paid 2x As Fast
Getting paid faster and reducing bad debt is key to smooth and healthy business cash flow. Peakflo offers a plethora of features to help you achieve just that.
- Track historical payment behaviors and understand your customers at a single glance.
- Implement a stronger credit control using historical data and automated reminders.
- Keep track of all essential cash flow KPIs like DSO and aging balance distribution.
- Leverage an unmatched customer dispute resolution process that gets the job done.
Ease Transparency and Communications
We get it. You’ve already got a lot on your plate. Tracking and attending to each customer takes up a considerable chunk of resources. We’ve built an all-in-one portal for you, your team, and your customers to communicate effectively.
- Provide a unique accounts payable portal for each of your customers where they can view a summary of their status, ask questions, and raise disputes.
- The all-in-one portal allows your customers to make convenient multi-channel payments from their local bank, eWallet, credit card, or OTC.
- Eliminate countless hours reconciling payments since all payments made on the portal automatically conforms with your accounting system.
Why Integrate Peakflo With Xero?
Xero is one of the most popular cloud-based accounting and bookkeeping software out there. Many small to medium-sized businesses use this system because of its utility and how effectively it centralizes and automates general accounting and bookkeeping workflows.
It’s practically an all-in-one accounting tool that lets you run your business easily and efficiently.
Peakflo allows you to get the most out of it. With Peakflo connected, you’ll bolster existing cash and AR management features while bringing new ones to the table.
- Track Outstanding Receivables
Improve accounts receivables tracking with Peakflo’s integration. Enjoy increased transparency and stay current with advanced reporting, forecasting, and centralized dashboards.
- Manage Customer and Team Communications
Leverage a centralized workspace that comes with pre-written templates to send scheduled or ad-hoc emails, SMS, WhatsApp, calls, or physical letters of demand with a click of a button. Collaborate efficiently with your team members using customized instant reminders.
- Make Things Significantly Easier For Customers
Empower customers with our unique customer portal! This feature allows them to view their invoices, ask questions, raise disputes, and pay outstanding balances all in one place.
How Do You Connect Peakflo with Xero?
Peakflo’s robust, user-friendly platform works seamlessly with Xero’s accounting software. You can integrate your Xero account to Peakflo in just three simple steps:
Step 1: Sign up with Peakflo at https://app.peakflo.co/login
Step 2: Under the settings menu option, you should see a tab called ‘Integrations.’ Click it!
Step 3: You’ll see a screen with ‘Accounting Software’ and a button labeled ‘Connect’ to the right. Click connect and input your Xero log-in info to connect the account. You’re all set!
Connect your Xero account to Peakflo today! Start putting your AR and cash management on autopilot, get paid 2x faster, and boost your cash flow by up to 33%.