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What is Peakflo?

Streamline your bill payment and invoice collection processes by automating both accounts payable and receivable, allowing you to concentrate on business growth instead of getting bogged down in payment tasks. By generating purchase quotes and refining the approval workflow prior to sending them to vendors, you can improve operational efficiency. Ensure that purchase orders match vendor invoices accurately while monitoring open and closed POs in relation to your budget. Capture vendor invoice information automatically or manually and facilitate secure payments without incurring foreign exchange fees. Create polished invoices and provide customers with the chance to verify amounts before they are billed. Incorporate smart workflows that feature automated reminders sent via WhatsApp and email to maintain effective communication. Transition from traditional spreadsheets to a robust dashboard that includes pre-built reports and customer timelines for better oversight. Take advantage of integrated task management within a unified workspace that organizes promise-to-pay tasks and simplifies customer follow-ups. Additionally, leverage a smooth two-way integration with your chosen accounting software to boost productivity. By adopting these advanced tools, you can significantly enhance your financial management practices while fostering better relationships with vendors and customers alike.

What is Fintech?

For more than thirty years, Fintech’s PaymentSource has been revolutionizing financial operations within the alcohol sector using cutting-edge solutions for accounts payable (AP) and accounts receivable (AR). The AP automation feature offers insights into 15 months of invoice history, performs cost variance analysis, and simplifies the process of reconciling distributor credits. The newly introduced Premium tier expands these capabilities to encompass all types of goods, services, and supplies, providing comprehensive visibility, effortless vendor integrations, and improved cash flow management—all within an intuitive and easy-to-navigate platform. In terms of AR, PaymentSource enables secure and compliant electronic payments from a vast network of over 250,000 retail and hospitality partners across the country. Distributors can conveniently view invoice information, monitor payment statuses, and directly issue credits through the portal, achieving an average cost reduction of $6.80 per delivery while ensuring compliance across all 50 states. With PaymentSource at their disposal, companies can enhance their financial workflows, minimize errors, and boost overall operational efficiency. This innovative approach not only streamlines processes but also empowers businesses to make informed financial decisions with confidence.

Media

Media

Integrations Supported

QuickBooks Online
BirchStreet eProcurement
COGS-Well
Cartzie
Chargebee
CooksTime
NetSuite
PDI
Restaurant365
Sculpture Hospitality
WhatsApp
Xero
Yellow Dog Inventory
Zoho CRM
mPower Beverage

Integrations Supported

QuickBooks Online
BirchStreet eProcurement
COGS-Well
Cartzie
Chargebee
CooksTime
NetSuite
PDI
Restaurant365
Sculpture Hospitality
WhatsApp
Xero
Yellow Dog Inventory
Zoho CRM
mPower Beverage

API Availability

Has API

API Availability

Has API

Pricing Information

$1,120 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Peakflo

Company Location

Singapore

Company Website

peakflo.co/en/

Company Facts

Organization Name

Fintech

Date Founded

1991

Company Location

United States

Company Website

fintech.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Recurring Billing

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Categories and Features

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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