- Help Center
- Latest Releases
-
New to Peakflo?
-
Accounts Payable
- Getting Started
- Rules
- Approval Workflow
- Custom Fields
- Vendors
- Purchase Requests
- Purchase Quotes
- Purchase Orders
- OCR
- Bill Management
- My Approvals
- Goods Receipt Notes & Service Receipt Notess
- Budget
- Reconciliation
- Reports
- Wallet & Transactions
- Payments
- Vendor Onboarding Management
- Vendor Portal
- WhatsApp Vendor Portal
- Three-way Matching
-
Accounts Receivable
-
Integrations Page
-
Travel & Expense Management
-
Payment Automation
-
Legal Notes
-
Latest Releases
-
Invoice Management
-
Reports
-
General Questions
-
Offboarding
-
Vendor Portal
-
Peakflo Ticket Portal
June 2021 Releases
[Major] WhatsApp for Business Integration
How it works:
Now you can automate messages via WhatsApp for Business
Why you'll love it:
1. Meet your customers where they are
2. Create natural automated communication that sounds real
Take a look:
[Major] B2B Payments
How it works:
Now, your customers can pay invoices directly from the customer portal.
Why you'll love it:
1. Customers can help themselves
2. Frictionless payments
Take a look:
ChargeBee Integration
How it works:
Now, you can connect your ChargeBee accounting software.
Why you'll love it:
1. Autosync your customer data with the platform
Take a look:
Workflow Duplication
How it works:
Now you can clone your favorite workflows
Why you'll love it:
1. Quickly create new workflows from your fave workflows
Take a look:
User Management
How it works:
Manage user roles and permissions for teammates using the platforms
Why you'll love it:
1. Limit access to the features based on role
Take a look: