Video Summary - สอนวิธีการใช้งานโปรแกรม PEAK สำหรับนักบัญชีที่พึ่งเริ่มต้นใช้งาน

Product reviewed

PEAK (Peak) online accounting program for accountants and businesses—especially SMEs/entrepreneurs. The video is a beginner tutorial plus a product/feature introduction and setup walkthrough.

Key features mentioned (what PEAK does)

Business/account creation & setup

Create a company and configure its settings in PEAK.
Setup relies heavily on entering a 13-digit registration/ID number (for legal entities).
PEAK auto-retrieves business data, with editable fields if needed.

Online accounting platform

Create documents for:
- Income
- Expense
Generate tax invoices/receipts.
Supports accounting workflows through the document system.

Recurring documents / convenience automation

Supports recurring/regular document creation, such as monthly rental expense documents prepared in advance.
Schedules can be set daily/weekly/monthly.
Documents can be managed via status flows (e.g., draft/approved).

API connection (“P-connection”)

Connects PEAK to other systems to reduce duplicate work and automate accounting entries.
Example workflow:
- E-commerce/order systems (e.g., Shopee, Lazada, Facebook/Instagram, LINE Official Accounts) send sales data → PEAK records accounting entries automatically.
Claims real-time processing to reduce repetitive manual steps.
Also mentions connecting apps via a settings screen (e.g., “Apps you want”).

Document processing service

Image support:
- Tax invoices can be processed by scanning/sending images.
- Includes a free template plus customization (e.g., logo/seal).
Continuous paper workflows:
- Scan the paper/form as an image and send it to PEAK support.
Mentions AI assistance for expense processing:
- Scanning can detect codes (e.g., a 13-digit number) and recommend accounts/entries.

Comprehensive accounting services (paid/partnered)

Includes initial data setup and other bookkeeping/accounting-firm services.
Additional charges may apply depending on the accounting firm/partner.

Secure data + audit trail

Data backup every 5 minutes.
Maintains usage history:
- who created/edited documents
- when changes occurred
- whether documents were revised/cancelled
Privacy policy is mentioned:
- no disclosure to third parties
- restricted access permissions

User management & permission system

Invite users to the same business and configure permissions.
Permissions include controlling access to:
- viewing/creating/editing documents
- accounting/finance menus, etc.
Support staff can be added via permission toggles.

Two PEAK environments/versions

Original (Chili) vs New PEAK
- New PEAK is described as being gradually rolled out; some functions may not be complete yet.
- Both share the same linked database for the same business.
The tutorial explicitly recommends New for new users.

Reporting & management features

Financial summaries (income/expenses breakdown).
Budget/control features referenced as management tools.
Cash flow views and management reports.

Finance & payment channels (cash/bank/e-wallet)

Create multiple financial channels such as:
- cash
- petty cash
- bank accounts
- e-wallets
Supports flags like receive/spend/use to control which transactions post where.

Bank reconciliation

Matches against bank statement data.
Matching described as date + amount based (one-to-one matching mentioned).

Imports

Bulk import is supported for:

Contacts
- Excel upload using a downloaded template.
Products and inventory
- Excel import; barcode identification is mentioned.
Income/expense documents
- Download template → fill → upload → preview → confirm/create.

Import preview constraints and caps are mentioned, including an example limit of up to 5,000 items (context unclear due to subtitle noise).

Taxes / e-Tax connections & e-invoice

Mentions generating forms such as PND 3-53 and Form 3-0 for tax filing.
Connects e-Tax invoices.
Includes “lock data” for audit/accounting period closure:
- accountants can lock a period to prevent edits/deletions.

Payroll module (linked system reference)

Refers to a separate system (e.g., Talo/payroll).
Payroll-related capabilities mentioned:
- dashboard
- social security submission via Excel/file generation
- payslips sent via LINE/email with access codes
Indicates payroll-like features are supported through a linked system.

Pros (as implied by the video)

Beginner-friendly onboarding
- guided registration
- step-by-step business setup
- templates
Automation reduces workload
- API integrations to auto-record entries from order systems
- import tools to reduce manual data entry
- recurring documents prepared in advance
Data protection
- frequent backups (every 5 minutes)
- access controls + audit logs (who did what, when)
Convenient document handling
- image-based processing for tax invoices
- support for continuous paper workflows
- templates for document design (free template + customization)
Strong for accounting firms/consultants
- multi-user workflow via permissions
- reconciliation automation
- audit period locking

Cons / limitations mentioned (or potential friction)

New PEAK feature completeness
- some New PEAK functions may not be 100% complete yet (gradual rollout).
Accuracy requirement
- warns not to enter incorrect VAT/tax registration information during setup.
Import constraints
- imports require correct templates/required columns (including sequence numbers/mandatory fields).
- product codes/SKUs may need to match sales channel codes (e.g., Shopee/Lazada).
Document edit restrictions
- locked periods/audit closures prevent edits to protect audit integrity.

Comparisons made

Original vs New PEAK
- Same linked database, but New PEAK is newer and receiving updated features gradually.
Service options
- using software alone vs
- using comprehensive accounting services (partner firm/part-time accountant) vs
- connecting via API.

Ratings / numerical scores

No explicit star ratings or clear out-of-10/5 scores are provided.
Numerical claims include:
- 1 million+ businesses/records (usage stats mentioned)
- 25,000+ (context unclear due to subtitle noise; described with baht/month)
- 1,000+ businesses and 800+ offices (exact meaning unclear due to subtitle noise)
- backups every 5 minutes
- retention/policy reference: more than 5 years
- import cap example: up to 5,000 items

User experience / workflow (how it feels to use)

Start with:
- registration → choose New PEAK → create a company → set VAT/business info → configure settings
Navigation style:
- dashboard/home + “Center” app grid + accounting menus for:
  - Income/Revenue
  - Expense
  - Database (contacts, products/services, financial accounts)
  - Accounts & taxes (chart of accounts, ledgers, trial balance)
Day-to-day tasks:
- create documents or import Excel files
- optionally connect sales/order platforms via API or connect e-Tax for invoices
- use reconciliation to match bank statements
Notifications:
- uses a bell/alert style indicator for tasks/status (e.g., download report after processing).

Unique points mentioned about the product (consolidated list)

Online accounting software for accountants and SMEs.
Business setup using a 13-digit legal entity ID with auto retrieval + editable fields.
Income/expense document management (quotes, invoices, receipts, tax invoices, credit notes).
Document templates (free) with customization (logo/seal styling).
Image/scanning support for invoices, including continuous paper via scanning.
AI-related assistance for expense recognition/account recommendations via scanning.
API integration to reduce manual work (order/sales data → PEAK entries).
Claimed real-time processing to reduce repetitive steps.
Optional comprehensive accounting services (partner firm supports setup and ongoing work).
Multi-user permissions with secure access controls and an audit trail.
Automated backups (every 5 minutes) and data protection policy.
Original vs New PEAK versions; New recommended, gradual rollout.
Recurring/advanced scheduling for documents (e.g., monthly rent entries).
Lock/unlock accounting periods for audit control.
Data visibility controls for signatures/stamps and optional access code.
Export/import features for: - contacts (Excel template) - products/inventory (Excel + barcode) - income/expense documents (Excel templates)
Import validation via preview before applying changes.
Constraints like required template columns and caps (e.g., 5,000 items).
Finance channels (cash/petty cash/bank/e-wallet) with receive/spend/use flags.
Bank reconciliation/matching from bank statement data.
Tax/e-Tax integration and tax form generation (e.g., PND 3-53).
Payroll module integration reference (payslips, social security file generation, LINE/email access codes).
Management reporting (income/expense dashboards; budget/control mentioned).
Support/consultation via in-app chat/LINE QR.
Support hours mentioned (some ambiguity due to subtitles).

Speakers / different views

Seminar director (Waranya Thadsawa) Product overview and seminar structure; emphasizes beginner onboarding and core features.
“Boy” / other presenters Explains tutorial steps in the UI (setup, menus, imports, settings), including API connection and document processing/configuration.
Support/consultation references (“officer/staff”) Mentions chat/support flow and assistance/consulting for setup and processing.

Concise verdict / recommendation

Recommended for beginners and accounting teams who want an online accounting system with strong onboarding, document automation, Excel imports, secure collaboration, and optional API/e-Tax integrations.

Best choice for new users: the video recommends New PEAK, with the caveat that some features may still be rolling out and may be incomplete at first.

สอนวิธีการใช้งานโปรแกรม PEAK สำหรับนักบัญชีที่พึ่งเริ่มต้นใช้งาน | PEAK Tutorial

Key takeaways