--- title: Peakflo Reviews meta_title: 'Peakflo Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 69 reviews by the users' company size, role or industry to find out how Peakflo works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 69 scale: '5' date_modified: '2026-08-07' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Peakflo Reviews **Vendor:** Peakflo **Category:** [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) **Average Rating:** 4.5/5.0 **Total Reviews:** 69 ## About Peakflo Peakflo AI-powered automation with SOC 2 Type II compliance allows businesses to streamline their finance operations processes. 100+ finance teams, use Peakflo each to: ✅ Save 2000 man-hours/month on finance ops ✅ Get paid faster on customer invoices by 15-25 days ✅ Cut vendor bill payment time by 50% ✅ Streamline travel and expense reimbursements ## Peakflo Pros & Cons **What users like:** - Users value the **customized reminders** in Peakflo, enhancing efficiency in managing accounts receivables. (9 reviews) - Users appreciate the **automation capabilities** of Peakflo, significantly improving efficiency and accuracy in financial processes. (4 reviews) - Users value the **custom solutions** of Peakflo, appreciating tailored workflows and exceptional customer support throughout their experience. (4 reviews) - Users value the **user-friendly interface** of Peakflo, facilitating effective navigation and team collaboration for various tasks. (4 reviews) - Users find the **excellent vendor management capabilities** of Peakflo enhance collaboration and streamline invoicing processes effectively. (4 reviews) - Automation Efficiency (3 reviews) - Bill Management (3 reviews) - Dashboards (3 reviews) - Users value the **customizable workflows** of Peakflo, enhancing efficiency and collaboration across departments. (3 reviews) - Financial Management (3 reviews) **What users dislike:** - Users express concerns about **syncing issues** , which disrupt workflow and hamper overall usability of Peakflo. (4 reviews) - Users report frequent **sync issues** that disrupt workflows and limit Peakflo's operational effectiveness. (4 reviews) - Users often face **connectivity issues** like sync failures and difficulties updating vendor selections, hindering their experience. (2 reviews) - Users experience **delays in exporting data** and reflecting payments, which can hinder their overall efficiency. (2 reviews) - Users experience significant **email delay issues** with payments not reflecting in real-time, causing frustration. (2 reviews) - Email Notifications (2 reviews) - Feature Absence (2 reviews) - Users face **implementation issues** with misclassifications and a lack of customization in required workflows and reporting. (2 reviews) - Users face **integration issues** with Peakflo, particularly with invoicing and accounting system compatibility. (2 reviews) - Invoicing Issues (2 reviews) ## Peakflo Reviews ### 1. Serves our purpose but the app needs a lot of improvements **Rating:** 3.0/5.0 stars **Reviewed by:** Melizza G. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2022 **What do you like best about Peakflo?** - Customizable workflows for A/R tasks (i.e., sending reminders to clients, and many other items like sending SMS, or email, etc.) - Client Portal where clients can check their account status - As a Quickbooks Online user, I like that it marks my client's invoices as "Paid" when they pay through the Peakflo portal - I like seeing in a dashboard how much people owe me, who are my highest overdue, etc. - The price is budget-friendly compared to other providers. **What do you dislike about Peakflo?** - The app still feels like it is in developmental stages because the UI is not, at many times, self explanatory. - There is a lack of professional feel in the client portal, which is essential for us since it affects Customer Experience. - When a Client has already paid through the portal, the tags still indicate that payment is "due" or "overdue" due to a limitation on Peakflo's end. The tag only changes to fully "paid" after money is received credit to our bank accounts which takes as much as 7-8 days to process for credit card payments. Thus, on the client's end, they can get confused. They informed me that there is currently no workaround for this... Lastly, I hate that it advertises $99/month, but when they invoice me the charges, I am asked to pay via Bank Transfer which is very inconvenient as a Corporate bank user. I asked to pay via Credit Card, and they charged me extra money to pay via credit card. Credit Card Processing Fees are always covered by application providers, based on my experience as someone who used many apps personally and professionally. No one has ever asked me to pay extra if I want to pay via credit card. Moreover, as an online service provider like Peakflo, it is a given that most people, if not all, will pay via credit card and not bank transfers. **What problems is Peakflo solving and how is that benefiting you?** As a business with numerous invoices per week, being able to consolidate the payments automatically in Quickbooks account has been Godsend. It has definitely made work processes quicker. ### 2. Regional Fins Ops **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.) **Reviewed Date:** March 29, 2023 **What do you like best about Peakflo?** The peakflo system is user friendly and able to auto remind for outstanding due for settlement **What do you dislike about Peakflo?** The initiative set up involve some complication **What problems is Peakflo solving and how is that benefiting you?** To remind AR due to payment **Official Response from Mina C.:** > Hi, thank you for taking the time to leave us a review. Depending on the accounting software and technical difficulties of the integration, the process might take longer but please let us know the complications that you and your team had during the integration. We will make sure to address them. Please reach out to your account manager at Peakflo and let us know more about your experience. Thank you. - [View Peakflo pricing details and edition comparison](https://www.g2.com/products/peakflo/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+17%3A43%3A17+-0500&secure%5Bsession_id%5D=ec6cbe56-4b3d-486b-8619-178f747f216d&secure%5Btoken%5D=74bce488209066a2c071ee5d5e3ecd94174053cbd3ece9bb57877c903671df18&format=llm_user) ## Peakflo Integrations - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [Xero](https://www.g2.com/products/xero/reviews) ## Peakflo Features **Expense Reports** - Ease of Creating Expense Reports - Bank / Credit Card Integration - Smart Categorization - Digital Receipt Management - Employee Reimbursement - Currency Conversions - Corporate Card - Credit Card Management **Setup** - Vehicles - Employees - Travel Types - Locations **Customer Credit** - Credit Limits - Credit History - Credit Limits Adjustment - Integration with Credit Rating Agencies - Credit Limit Suspension - Collection Agencies - Accounting Integration - Third-Party Integrations **Invoice Management** - Capture - Supplier Portal - Repository **Invoice Generation** - Templates - Digital Invoices - Recurring Invoices **Cash Flow Management** - File Exports - Income and Expenses - Track Cash Flow **Bill Generation** - Templates - Digital Billing - Recurring Billing - Hourly Billing - Contingency Billing - Project Billing - Multi-Period Recurring Billing - Recurring/Subscription Billing - Deferred Billing **Reporting** - Status - Customer Credit - History - Sales Tax Management - Activity Dashboard - Customer Statements **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - Vendor Management** - Decision Making **Agentic AI - Expense Management** - Autonomous Task Execution - Cross-system Integration **Additional Functionality** - Generative AI - Billing & Invoicing - Customizable Templates - User Management - Invoice Processing - Onboarding - Search/Filter - Sourcing Management - Vendor Master Data Management - Procurement Management - Reporting & Statistics - Document Management - Project Management - Data Visualization - Access Controls/Permissions - Transaction History - Risk Assessment - Activity Dashboard - Real-Time Data - Alerts/Notifications - Offboarding - AI Copilot - Self Service Portal - Audit Management - Collaboration Tools - API - Approval Process Control - Vendor Payment - Third-Party Integrations - Performance Metrics - Purchase Order Management - Contract/License Management - Data Import/Export - Single Sign On - Workflow Management - Compliance Management - Task Management **Travel Management** - Ease of Booking - Itinerary Management - Trip Notifications - Advanced Integrations - Online Booking - Credit Card Management - Booking Management - User Management - Restriction Management - Reservations Management - Reimbursement Management - Vendor Management - Travel Management - Promotions Management - Workflow Management - Receipt Management - Supplier Management - Compliance Management - Policy Management - Invoice Management - Real-Time Notifications - Third-Party Integrations - Timesheet Management - Invoice Management - Reimbursement Management - Real-Time Notifications **Revenue Recognition** - Usage Tracking - Deferred Revenue - Revenue Accrual **Tracking** - Mileage - Logs - Automation **Invoice Matching** - Incomplete Payments - Match Invoices and Payments - Errors and Adjustments - Cash Application **Invoice Processing** - Matching - Payments - Workflows - Tax Compliance - Recurring Payments **Invoice Processing** - Approvals - Batch Processing - Consolidation - Match Invoices **Cash Flow Forecasting** - Historical Data - Rolling Forecasts - AI **Bill Processing** - Consolidation - Batch Invoicing - Management - Compliance Management - Purchase Order Management - Document Management - Email Management - Client Management - Dunning Management - Master Data Management - Refund Management - Discount Management - Sales Tax Management - Subscription Management - Recurring Invoicing - Billing & Invoicing **Integrations** - Accounting - ERP - CPM **Reimbursement** - Reimbursement - Expenses - Workflows **Collections** - Partial Payments - Disputed Transactions - Personalized Customer Messaging - Customer Profiles - Electronic Payments **Analytics** - Due Dates - Benchmarking - KPIs **Analytics** - Due Dates - Cashflow - KPIs - Payment Tracking **Analytics** - Variance Analysis - Reports - Forecast Comparison - Forward Looking **Integration** - Accounting - Payments - ERP - Mobile Payments - CRM **Transactions** - Credits - Invoices - Partial Payments **Client Invoicing** - Invoice Creation and Delivery - Electronic Payments - Project Accounting / Revenue Recognition - Biometric Recognition - Optical Character Recognition **Analytics** - At Risk Customers - Esimated vs Actual Receipts - Collections Effectiveness - Scaleability - Artificial Intelligence - Compliance Control - Payment Collection - In-House Collections **Integration** - Accounting - Payment Integration - ERP - ERP integration **Integration** - Accounting - Payments - ERP - Account Sync **Financial Data Transfer** - Data Transfer - Data Exchange - Reporting - Access - Integration **Workflows** - Approvals - Bank Reconciliation **Platform - Mileage Tracking** - Reporting - Customer Support **Agentic AI - Billing** - Autonomous Task Execution **Generative AI - Expense Management** - Image-to-Text - Text Generation - Text Summarization **Additional Functionality** - File Encryption - Reporting & Statistics - Alerts/Notifications - Contact Database - Third-Party Integrations - AI Copilot - File Sharing - Purchasing & Receiving - Multi-Language - Activity Dashboard - Customizable Invoices - Real-Time Reporting - Credit Card Processing - Quotes/Estimates - Fraud Detection - Real-Time Data - Generative AI - Dynamic Pricing - Credit Note - Duplicate Detection - Invoice History - Reminders - Billing Portal - Accounting Integration - Backup and Recovery - Customizable Branding - Bulk Send - Invoice Creation - Time & Expense Tracking - API - Customizable Reports - Projections - Multi-Currency - Event Logs - Invoice Processing - Automated Receipt Matching - Tax Calculation - Payment Processing - Data Import/Export - Real-Time Analytics - Client Portal - Email Reminders - Mobile Access - Bank Reconciliation - Transaction History - Customer Accounts - Customizable Fields - PCI Compliance - Audit Trail - Multiple Payment Options - Self Service Portal - ACH Payment Processing - Third-Party Integration - Payment Tracking - Batch Processing - Approval Workflow - For Small Businesses - Tax Compliance - Workflow Automation **Additional Functionality** - Audit Trail - Secure Data Storage - AI Copilot - Approval Process Control - Data Import/Export - Duplicate Detection - Expense Claims - Budgeting/Forecasting - Customizable Fields - Spend Control - Customizable Templates - Access Controls/Permissions - Reporting & Statistics - Automated Receipt Matching - Mobile Receipt Upload - Billable & Non-Billable Hours - Financial Analysis - Categorization/Grouping - Single Sign On - Activity Dashboard **Self Service** - Customer Portal - Financial Documents **Agentic AI - Cash Flow Management** - Autonomous Task Execution **Agentic AI - Invoice Management** - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Accounts Receivable Automation** - Autonomous Task Execution **Agentic AI - Mileage Tracking** - Autonomous Task Execution - Adaptive Learning - Data Classification **Additional Functionality** - Multiple User Accounts - Mileage Tracking - Direct Deposit - GPS - Corporate Card - Compliance Management - Time Tracking - Spend Analysis - AI Copilot - Location Tracking - Reporting & Statistics - Alerts/Notifications - Customizable Reports - Mobile Access - Vehicle Management - Receipt Management - Payment Processing - Transaction History - Policy Creation - User Management - Fuel Tracking - Itinerary Creation - Approval Process Control - Data Security - Generative AI - Cloud Backup - Expense Tracking - Reimbursement Management - Activity Dashboard - Third-Party Integrations - API **Mobile** - Receipt Capture - Mileage Tracking - Travel Itinerary and Flight Status Updates - Expense Tracking - Real-Time Updates **Platform** - Embedded AI / Machine Learning - Complex Approval Workflow - Generative AI **Agentic AI - Credit and Collections** - Autonomous Task Execution - Multi-step Planning - Adaptive Learning **AI - Accounts Receivable** - Generative - Responses - Predictive Analytics **Additional Functionality** - Reporting & Statistics - Customizable Reports - Generative AI - Expense Tracking - Data Import/Export - Real-Time Data - User Management - ACH Payment Processing - Invoice Processing - Billing & Invoicing - Alerts/Notifications - AI Copilot - Contact Database - Aging Tracking - Purchase Order Management - Audit Trail - Discount Management - General Ledger - Document Management - Receivables Ledger - Recurring/Subscription Billing - Multi-Currency - Workflow Management - Credit Card Processing - Task Management - Customizable Templates - Forecasting - Cash Flow Management - Self Service Portal - Reminders - Check Processing - Receipt Management - Overpayment Processing - Financial Management - Third-Party Integrations - Payment Collection - Approval Process Control - API - Profit/Loss Statement **Additional Functionality** - Real-Time Updates - Compliance Management - Activity Dashboard - Auto-Dialer - Credit Card Processing - Payment Plans - Automated Scheduling - API - Workflow Management - Activity Tracking - Multi-Currency - Multiple Payment Options - Callback Scheduling - Generative AI - Business Process Automation - Email Templates - Historical Reporting - Multi-Channel Communication - Data Import/Export - Invoice Management - Reporting & Statistics - Transaction Management - Multiple User Accounts - Risk Assessment - Customizable Templates - AI Copilot - Alerts/Notifications - Client Management - Contact Management - Automated Notices - Call Recording - User Management - Real-Time Analytics - Credit Reporting - Search/Filter - Commission Management - Borrower Management - Template Management - Customizable Reports - Monitoring - Reminders - Real-Time Reporting **Administration** - PCI Regulation Compliant **Administration** - Business Tool Integration - Workflow - Automated Reminders - Policy Compliance Management - User, Role, and Access Management - Timesheet Management - Payroll Management - Employee Management - Invoice Management - Calendar Management - Workflow Management - Task Management - Mobile Access - Mobile Access - Workflow Management - Compliance Management **Platform** - Reporting - APIs / Integration - Internationalization - Performance and Reliability - Mobile User Support - Offline - Accounting Integration - QuickBooks Integration - Real-Time Reporting - Third-Party Integrations - Payroll Integration - Accounting Integration **Risk** - Analysis - Identification - Scoring **Audit** - Post Audits - Overpayments - Duplicates **Fraud** - Vendor Checks - Data Generation - Monitoring **Agentic AI - AP Automation** - Autonomous Task Execution - Proactive Assistance - Decision Making **Additional Functionality** - Data Import/Export - Invoice Management - Online Banking - 1099 Preparation - Generative AI - Receipt Management - AI Copilot - Fraud Detection - Duplicate Payment Alert - Document Management - Compliance Management - Inventory Management - Check Writing - Mobile Access - Audit Trail - Reporting/Analytics - Multi-Currency - Status Tracking - Activity Dashboard - Cash Management - Alerts/Notifications - Billing & Invoicing - Vendor Management - Anomaly Detection - API - ACH Payment Processing - Invoice Processing - Aging Tracking - Supplier Management - General Ledger - Expense Tracking - Bank Reconciliation - Workflow Management - Customizable Reports - Approval Process Control - Electronic Funds Transfer - Purchase Order Reconciliation - Financial Management - Workflow Automation ## Top Peakflo Alternatives - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) - 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