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I don't use any accounting software, how can I start?

If you don't use accounting software, never fear! Getting your information onto the platform is straightforward.

 

First things first: To input the initial list of customers, contact us at support@peakflo.co.

 

Uploading Contacts

To manually upload your contacts, go to 'Upload Contacts.' This will give you the option to 'Upload Contacts' and prompt you to select a file from your personal device.

NOTE: Make sure your file is in XLSX or CSV format — Learn more here.

 

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Uploading Invoices

To manually upload your invoices, go to 'Upload Invoices.' This will give you the option to 'Upload Invoice File' and prompt you to select a file from your personal device. NOTE: Make sure your file is in XLSX or CSV format — Learn more here.

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For more information on getting started: check out  Getting Started: Admin