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What is Plena?

Custom Plena bots are specifically engineered to perform a three-way match and effectively pinpoint duplicate entries. Moreover, these bots are capable of implementing business rules to allocate general ledger codes, compute taxes, and extract essential information from invoices. Accounts Receivable (AR) robots significantly improve the management of cash postings, scrutinize billing reports, and send reminders for overdue invoices. The automation facilitated by a Plena robot streamlines the payment collection process, making it quicker and more efficient than ever before. A customized bot can be set up to analyze incoming payments multiple times throughout the day, which is especially advantageous for accounts receivable teams managing net terms or overdue invoices. Additionally, AR robots are adept at handling even the most complex billing procedures, ensuring accurate receivables documentation and managing bad debt effectively. Our robots take control of the keyboard, mouse, and screen on any device to perform tasks and make informed decisions by interacting with various applications or files. This capability enables the automation of entire workflows from beginning to end with minimal human intervention. Digital robots execute their tasks in a manner akin to humans but do so without making mistakes and consistently uphold maximum efficiency, thus transforming operational productivity. Ultimately, the future of automation is rooted in the flawless integration of these intelligent bots into the daily functions of businesses, paving the way for unprecedented advancements in productivity and accuracy. This evolution marks a significant leap toward a more automated and efficient business landscape.

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.

Media

Media

Integrations Supported

NetSuite
QuickBooks Online
Acumatica Cloud ERP
Microsoft Dynamics GP

Integrations Supported

NetSuite
QuickBooks Online
Chargebee
WhatsApp
Xero
Zoho CRM

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

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

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Plena

Date Founded

2018

Company Location

United States

Company Website

plena.io

Company Facts

Organization Name

Peakflo

Company Location

Singapore

Company Website

peakflo.co/en/

Categories and Features

Accounts Payable

Not specified

Accounts Receivable

Not specified

AR Automation

Not specified

Lead Intelligence

Not specified

Categories and Features

Accounting

Accounts Receivable
Billing & Invoicing

Accounts Payable

Approval Process Control

Accounts Receivable

Receivables Ledger

AR Automation

Not specified

Billing and Invoicing

Online Invoicing

Payment Processing

Not specified

Recurring Billing

Not specified

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