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Peakflo

Also known as: Peakflo AI

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Enterprise operations agentindependentVerified 2026-07-08

Agentic finance operations platform that automates accounts payable, receivable, procurement, and approvals, with self optimizing workflows, voice agents, and internal web app automation.

Peakflo is an agentic AI platform that automates finance and back office operations, covering the full invoice-to-cash (accounts receivable, collections, dunning, cash application, disputes) and procure-to-pay (vendor onboarding, AI invoice capture and OCR, two and three way matching, GL coding, approvals, payments) cycles plus expense and cash flow management. Its AI agents search and understand large data sources, pull real time invoice and payment status from the ERP, and handle the judgment calls that rigid RPA cannot, contextualizing a PO mismatch or partial shipment and routing appropriately rather than failing. A distinctive agentic layer uses an LLM as Judge pattern so agents evaluate their own workflow output against success criteria, test different workflow patterns, and auto apply the best performing one, getting smarter each run. Teams start from a library of prebuilt, domain specific workflow templates for finance, HR, and procurement, or generate a draft workflow by uploading a screen recording or describing the process. Agents can browse internal web apps and browser based systems, logging in and acting like a human where no API exists, and human like voice agents automate collections calls, follow ups, and reminders, while an AI AP Assistant reads and routes vendor email. Approval workflows, escalation with full context, and auditable decisions keep humans in control.

Vendor details

Canonical URL

https://peakflo.co

Category

Enterprise operations agent

Funding status

Founded 2021 in Singapore; roughly $4M to $4.6M raised (source totals vary), backers include Y Combinator, Entrepreneurs First, Amino Capital, Soma Capital, and Rebel Fund. Admitted to Google's AI Accelerator (2024). Co-founders Saurabh Chauhan (CEO) and Dmitry Vedenyapin (CTO).

Company status

independent

Use cases & customers

Primary use cases

accounts payable automationaccounts receivable and collectionsprocurement and approvalsinvoice matching and GL codingfinance workflow automation

Target customers

SMBmid marketenterprisefinance teams

Deployment options

SaaS

Integrations

One-click integrations with ERP, accounting software, HRM, CRM, procurement, and vendor management tools, plus Slack, WhatsApp (including invoice OCR over WhatsApp), Calendly, Google Sheets, and Jira. Workflows can start from any connected touchpoint.

Capability coverage

11.0 / 14 capabilities · 79%

Integrations & Tool CallingOffers one-click integrations with ERP, accounting, HRM, CRM, procurement, and vendor tools plus Slack, WhatsApp (invoice OCR), Calendly, Google Sheets, and Jira, and lets workflows start automatically from any connected touchpoint without changing platforms. Full
Workflow OrchestrationAgentic workflows orchestrate the full accounts payable and receivable cycles, including approval routing, two and three way matching, and autonomous exception resolution that contextualizes PO mismatches and partial shipments rather than failing. Full
Knowledge Grounding & RAGAI agents instantly search and understand vast data sources to turn complex information into actionable insights, pull real time invoice and payment status directly from the ERP, and ground decisions in company specific financial context. Full
Human Oversight & GuardrailsProvides rules based, multi level approval workflows, escalates tricky cases to the right stakeholder with full context, lets finance teams review and adjust AI suggestions, and maintains an auditable trail over every decision. Full
Security, Identity & GovernanceDocuments that sensitive data never appears in logs, every decision is auditable, and suspicious or blacklisted emails are flagged, and positions enterprise grade security, but specific compliance certifications were not retrieved this session. Partial
Observability & AuditabilityGives finance leaders full visibility into how the AI teammate performs, from email processing volumes by category to success rate of automated responses, with a centralized dashboard and auditable records of every action. Full
Memory & State PersistenceAgents learn company specific coding preferences, budget structures, and acceptable variance patterns from historical data, refining logic to match organizational standards and adapting to the customer's procedures over time. Full
Deployment & Data ResidencyDelivered as a cloud SaaS platform that integrates with existing systems. No on premise or configurable data residency options are documented on the retrieved pages. Partial
Prebuilt Agents / Templates / PacksProvides a library of prebuilt workflow templates loaded with domain specific expertise for finance, HR, and procurement, plus out of the box AP and AR reports, so teams can get started in minutes. Full
Triggers & Channel CoverageWorkflows can start automatically from any connected touchpoint (Slack, ERP, CRM, Calendly, email), and the platform spans channels including email, WhatsApp, and human like voice calls for collections and reminders, with real time flagging of urgent items. Full
Model Flexibility & RoutingPeakflo uses LLMs internally including an LLM as Judge pattern, but no customer selectable model or multi provider routing is documented on the retrieved pages. Unable to verify
APIs / SDKs / MCP ExtensibilityOffers rich prebuilt integrations and can write into Sheets, Jira, and the ERP, but no public API, SDK, or MCP support for building on the platform is documented on the retrieved pages. Partial
Testing, Debugging & OptimizationThe agentic system uses an LLM as Judge so agents evaluate their own workflow output against the customer's success criteria, test different workflow patterns, identify the best performing one, and auto apply it, making each execution smarter than the last. Full
Browser / Computer-usePeakflo AI agents can browse internal web apps and browser based systems, logging in and taking action like a human where no integration exists, though this is a supporting capability rather than the core product. Partial

Recent platform changes

No recent material changes tracked yet.

Pricing

Contact sales; no public pricing. Sign up and schedule a demo. Positioned around 90 day ROI.

not disclosed; likely modules and volume

Contact onlyMedium variable cost

Cost watchouts

Cost likely scales with modules (AP, AR, procurement, expense) and transaction or invoice volume. Implementation involves a consultation and workflow setup phase.

Variable cost rationale

Platform subscription likely scoped by modules and invoice or transaction volume; no public rate card, so exposure is moderate and hard to pin precisely.

Sales call required

Yes — required for paid access

Free / trial

No public free tier; demo on request

Lowest paid plan

Not public

Key ambiguities

No public pricing. Whether billing is per module, per seat, or by invoice or transaction volume is not disclosed.

Verified 2026-07-08

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