Peakflo

Peakflo AI is an intelligent platform providing agentic workflows designed to automate and execute complex back-office and business operations. It addresses the critical challenge of manual finance work, integrating seamlessly into existing processes to continuously learn, enhance accuracy, and accelerate critical decision-making. High-growth and globally operating organizations rely on Peakflo to streamline payment cycles, accelerate receivables (AR), and optimize payables (AP) management, eliminating repetitive tasks and focusing teams on strategic work.

Key Features

Peakflo AI moves beyond simple automation by deploying intelligent, self-optimizing agents that mimic human decision-making and action-taking across complex, multi-step business processes.

🧠 Agentic Workflows with Continuous Optimization

Peakflo’s core offering automates and executes entire operational sequences, not just individual steps. The system leverages an advanced LLM-as-Judge mechanism, enabling agents to evaluate their own workflow output against predefined success criteria. This unique capability allows the system to continuously test and auto-apply the best-performing workflow patterns, ensuring maximum efficiency and accuracy with up to a 95% reduction in manual intervention.

📞 Human-like AI Voice Agents for Collections and Follow-ups

Scale your outreach without increasing headcount using Voice AI Agents trained specifically on finance and operations workflows. These agents automate business calls for collections, follow-ups, reminders, and surveys. They offer 24/7 availability in multiple languages and dialects, handling up to 5x more calls daily with concurrent AI calling. Crucially, the system features smart escalations, knowing precisely when to hand off a call to a human team member if the customer expresses confusion or anger.

🛠️ Instant Workflow Generation

Expedite adoption by skipping complex setup. You can simply upload a screen recording or describe the current AS-IS business process flow, and Peakflo AI will analyze the input to generate a draft workflow instantly. This capability, combined with a library of pre-built templates loaded with domain-specific expertise for finance, HR, and procurement, allows teams to implement sophisticated automation in minutes.

🌐 AI Browser Agents and Multi-Channel Triggers

Peakflo integrates into your existing digital environment by deploying AI Browser Agents that can browse internal web applications and browser-based systems, making decisions and taking actions just like a human operator. Furthermore, workflows can be triggered automatically from everyday tools like Slack, ERPs (Netsuite, SAP, Quickbooks), CRMs, and Calendly, meeting your teams and processes where they already are.

Use Cases

Peakflo AI transforms key financial functions by providing deep, systemic automation across the entire cash conversion cycle.

1. Accelerating Accounts Receivable (AR) and Cash Flow

If your organization struggles with high Days Sales Outstanding (DSO) or delayed payments, Peakflo provides end-to-end collections automation. This includes automated payment reminder dunning sequences, AI-powered remittance extraction for touchless cash application, and a self-serve Customer Portal where clients can view invoices, ask questions, and make payments directly. Customers have reported reducing average overdue days by as much as 16 days and accelerating collection by 10–15 days on average.

2. Streamlining Accounts Payable (AP) and Procurement

Eliminate costly errors and fraud risk in your procure-to-pay process. Peakflo uses AI-powered Invoice Capture and automated 2-way/3-way PO Matching to detect overpayments and unauthorized transactions instantly. The platform simplifies complex approval automation using flexible, rules-based routing, ensuring vendor invoices are processed quickly and accurately, leading to an 80% reduction in AP process errors.

3. Enforcing Expense Policies and Travel Management

Automate the entire employee travel and expense (T&E) lifecycle. Employees can use AI-powered expense capture via email or WhatsApp to instantly digitize receipts. Peakflo automatically validates travel requests and expenses against highly configurable company policies, flagging violations before approval and reducing processing costs by over 43%. Furthermore, automated two-way matching of receipts and reports virtually eliminates duplicate expenses and mismatches.

Conclusion

Peakflo AI empowers finance and operations teams to move away from tedious, error-prone manual tasks and towards strategic oversight. By implementing continuously learning agentic workflows, your organization can achieve unprecedented levels of efficiency, accuracy, and operational agility.