Peak Automations / Finance teams
The invoice is here.Whoever has to review it already knows.
Invoices move from receipt through approval to payment, and someone is waiting at every station. Peak Automations reacts to each of these moments in Peak, extracts the key details with an AI step and creates tasks and notices for the right people.
Put the goal into words. Add perspectives and timing right below.
Two sample flows · Peak pays and books nothing.
One invoice / one approval
Receipt, approval, payment.
- Trigger
- Invoice received, approved or paid.
- Steps
- AI extraction, notice, task, note.
- Control
- Approving the invoice stays with the owner or admin.
Your first automation
How does an invoice run for you?
Set the moment, the preparation and the review. The preview shows the rule and stores nothing.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three answers. A clear invoice path.
Draft · not yet put together
- Trigger
- Still open
- Preparation
- Still open
- Review by
- Still open
Two invoice moments
Where does an invoice get stuck?
Pick the moment. The example shows what Peak prepares and who is informed.
Invoices via email forwarding
An invoice arrives in Peak.
- The action
- An AI step extracts sender, due date and purpose; the owner gets a review notice in the Inbox.
- The intent
- Review starts with a summary.
Example: receipt → review
- When
- Invoice received (example)
- Then
- AI step: extract
- And
- Review notice
The example shows the structure. In Peak Automations you describe an invoice's path at your company.
To the next stepIs this for you?
What works today. What doesn't yet.
A finance team that
doesn't want to search the mailbox for invoices.
This is where the example helps.
- Invoices arrive in Peak.
- Approvals run through owners or admins.
- Bookkeeping should know what to pay next.
Nothing runs
What Peak Automations doesn't do today.
- Peak transfers nothing and books nothing in an accounting system.
- The automation does not send dunning letters to customers on its own.
- Triggers on inactivity or thresholds are planned, not available today.
From the example to a real automation
Build your invoice path.
Describe what should happen at receipt, approval or payment and test with a sample invoice. Approving the invoice itself stays in Peak Finance.
Start with Peak AutomationsPeak Automations / Your next step
Every invoice in the right place.
Start with the station where invoices wait longest today.
See finance examples
For finance teams with many receipts.
Approving the invoice stays with the owner or admin.
Frequently asked questions
Are these real customer cases?
No. They are examples built from triggers and actions that exist today. We only show customer cases with evidence.
Does an automation start running right away?
No. You test it with an example first and then activate it yourself. Nothing runs before that.
Does Peak pay invoices?
No. Peak reads invoices and passes on approvals. Peak does not trigger payments.