Agentic workflows that automate and execute your back-office operations.
Agentic workflows that automate and execute your business operations
Peakflo's Agentic Workflows integrate seamlessly with your finance and operations processes, continuously learning from your workflows to automate tasks, enhance accuracy, and accelerate decision-making.
Trusted By Global Enterprises Across Industries
What businesses can achieve with Peakflo Agentic Workflow
4X
acceleration in process performance
40%
reduction in operational cost
30%
improvement in decision accuracy
Pre-Built Templates
Choose from a library of pre-built workflow templates fully loaded with domain specific expertise for finance, HR, procurement, and more that lets you get started in minutes.
Build Your Own Workflow
No need to map it all out manually. Simply upload a screen recording or describe the AS-IS flow of your business process, Peakflo AI will analyze it and generate a draft workflow for you. Fine-tune, optimize, and launch—your ops, your way.
Multi-Channel Process Triggers
Peakflo doesn't ask your team to change platforms, it meets them where they are. Connect your everyday tools—Slack, ERP, HRM, CRM, Calendly, and more— so workflows can start automatically, from any touchpoint.
AI Browser Agents
Peakflo AI agents can browse internal web apps and browser-based systems, makes decisions and takes action, just like a human would. AI agent just logs in and gets the job done.
Voice AI Agents
Automate calls without lifting a finger for collections, follow-ups, reminders, or survey responses powered by human-like voice agents.
Gen AI-Powered Reports
Forget dashboards that require manual input. Our generative AI creates reports from real-time data across your systems.
Knowledge Base Insights
Our AI agents can instantly search and understand vast data sources, turning static, complex information into actionable insights. Agents use this knowledge to make informed decisions and power workflows with confidence.
Self-Evaluation & Continuous Optimization
Peakflo's agentic system uses LLM-as-Judge, enabling agents to evaluate their own workflow output and optimize based on your success criteria. Agents test different workflow patterns, identify the best-performing one, and auto-apply it, making each execution smarter than the last.
See Peakflo’s Agentic Workflows in action below with a few real-world use cases.
Peakflo AI Agents - Analyze
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Adaptive AI That Learns Your Workflow
After uploading your as-is flows into Peakflo AI, the system analyzes each step and generates customizable workflows tailored to your process. Choose between the finance functions below to see how AI Agents generate customizable workflows.
Invoice ProcessingInvoice Delivery to AP Portals
Autonomous Finance Workflows, Tailored to Your Industry
Peakflo helps global businesses across industries eliminate manual finance work, accelerate receivables and payables, and streamline payment cycles—without changing how you work or increasing headcount.
Food & Beverage
F&B businesses face rising financial pressures and manual inefficiencies. Peakflo's AI-powered automation streamlines invoicing, payments, and reconciliation—cutting costs and boosting efficiency so teams can focus on growth.
Manufacturing
Logistics companies face complex payments and compliance. Peakflo's AI-powered AP automation simplifies vendor onboarding, invoice checks, and cross-border payments—cutting errors, costs, and back-office strain.
Logistics
Manufacturers face complex supply chains, heavy paperwork, and strict compliance. Peakflo's AI automation streamlines 3-way matching, tax validation, and vendor collaboration—reducing errors, delays, and manual work across the procure-to-pay cycle.
IT & Services
IT and service firms struggle with budget gaps, manual entry, and complex approvals. Peakflo's AI automation enforces budgets, auto-codes GLs, flags duplicates, and streamlines AP—cutting costs and boosting audit-ready efficiency.
Why Peakflo's Agentic Workflows
Automate at Scale
Peakflo's Agentic Workflows bring expert-level automation to finance and operations teams, handling high-volume, complex workflows with precision—eliminating manual bottlenecks and reducing overhead.
Intelligent AI with Deep Context
Powered by advanced AI models, Peakflo's Agentic Workflows understand financial and operational workflows natively, applying adaptive learning to automate invoice processing, reconciliations, and compliance tasks without rigid rule-setting.
Automation That Fits You, Not the Other Way Around
Peakflo's Agentic Workflows are highly customizable, adapting to your team's specific processes and approval hierarchies—ensuring automation aligns perfectly with your operations while minimizing manual intervention by up to 95%.
Success Stories
Ninja Van
AR Automation
Ninja Van issues 10,000 invoices per month to customers with different requirements. Before Peakflo, Ninja Van needs to prepare the invoices manually. Not to mention the effort needed to follow up and resolve disputes. With Peakflo and Netsuite 2-Way-Sync, NinjaVan is able to issue custom invoicing smoother based on specific field mapping.
NRI
AP Automation
Before Peakflo, vendors manually submitted invoices in hard copy to NRI’s client. The Procurement team had to check if the received supporting documents or invoices are correct.
Haisia
AP Automation
Before Peakflo, every department in Hai Sia had to submit reimbursements and bills for approval via email or hardcopy documents. Approvals is also very hard to track. With Peakflo WhatsApp OCR, Hai Sia team need to only take a picture of the bill and send it to WhatsApp, and the bill entry gets automated.
InMobi
AR Automation
Before Peakflo, InMobi AR team had to create invoices manually with many customizations unique to different regions across the globe. Now, with Peakflo, InMobi can create GST tax invoices with high customization, like HSN/ SAC code, QR code, GSTIN, and e-signatures.
EverPlate
AR Automation
EverPlate’s operational team, coming from a non-finance background, had a difficult time issuing invoices and tracking payments, resulting in incredibly tight cash flows and wasted man-hours spent doing repetitive tasks.
Gazzda
AR & AP Automation
Before Peakflo, Gazzda team had to manually send follow-up emails for 300 invoices per month. Gazzda team also had a hard time doing manual data entry for vendor invoices received by paper and track their status.
Rey
AP Automation
Before Peakflo, manual bill approvals could take days and budget management could take a full month for the finance and other divisions in Rey.
Janio
AR Automation
Before Peakflo, Janio didn’t have any visibility into their collections process, making it challenging to plan their budgets.
Pickupp
AR Automation
Before Peakflo, Pickupp had a manual process for collecting and monitoring outstanding payments.
Advance
AR Automation
Before using Peakflo, Advance used Google sheets to send around 500 invoices and send manual email reminders to their customers.
Driver Logistics
AR Automation
The Peakflo team was very efficient in understanding our requirements, and they developed customized solutions to make the day-to-day finance operations much more effortless.
Bharathi Homes
AP Automation
Peakflo’s customizable approval automation has been highly beneficial for our team.
My Robin
AP Automation
Before Peakflo, the approvals were done using emails, and MyRobin’s finance team attempted to use Excel to track the approvals.
Vida
AP Automation
Peakflo approval workflows have been a great help for streamlining our purchase order and bill approvals.
Construction Machinery
AP Automation
Before Peakflo, our client used Excel sheets and other tools for creating and managing their purchase orders and bills.
Law Firm
AR Automation
In Xero accounting software, the reminders are not supported to have workflows and cannot be sent to specific customer segments in one go.
Cove
AR Automation
Before Peakflo, Cove's AR team manually composed payment reminders and chased thousands of tenants monthly with no centralized tracking.
Peakflo’s End-to-End Finance Automation at a Glance!
Collections
Dunning
Customer Portal
Finance CRM
Cash Application
AI-powered Remittance Extraction
Exception Handling Workflows
Touchless Posting
Accounts Payable
AI-powered Invoice Capture
AI-powered PO Matching & Posting
Streamlined Approvals
Procurement
Vendor Portal
Purchase Management
Payments
Automated Payments
Automated Reconciliation
Expense Management
Expense Policy
Travel Request
AI-powered Receipt extraction
Single source of truth for your collections, payments and expenses!
Integrations
CSV/XLSX
Connect your accounting software/ ERP/ SFTP
CRM & HRMS
Connect your accounting software/ ERP/ SFTP
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