Video summary

สอนวิธีการใช้งานโปรแกรม PEAK สำหรับนักบัญชีที่พึ่งเริ่มต้นใช้งาน | PEAK Tutorial

Main summary

Key takeaways

Product Review

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)

  1. Online accounting software for accountants and SMEs.
  2. Business setup using a 13-digit legal entity ID with auto retrieval + editable fields.
  3. Income/expense document management (quotes, invoices, receipts, tax invoices, credit notes).
  4. Document templates (free) with customization (logo/seal styling).
  5. Image/scanning support for invoices, including continuous paper via scanning.
  6. AI-related assistance for expense recognition/account recommendations via scanning.
  7. API integration to reduce manual work (order/sales data → PEAK entries).
  8. Claimed real-time processing to reduce repetitive steps.
  9. Optional comprehensive accounting services (partner firm supports setup and ongoing work).
  10. Multi-user permissions with secure access controls and an audit trail.
  11. Automated backups (every 5 minutes) and data protection policy.
  12. Original vs New PEAK versions; New recommended, gradual rollout.
  13. Recurring/advanced scheduling for documents (e.g., monthly rent entries).
  14. Lock/unlock accounting periods for audit control.
  15. Data visibility controls for signatures/stamps and optional access code.
  16. Export/import features for: - contacts (Excel template) - products/inventory (Excel + barcode) - income/expense documents (Excel templates)
  17. Import validation via preview before applying changes.
  18. Constraints like required template columns and caps (e.g., 5,000 items).
  19. Finance channels (cash/petty cash/bank/e-wallet) with receive/spend/use flags.
  20. Bank reconciliation/matching from bank statement data.
  21. Tax/e-Tax integration and tax form generation (e.g., PND 3-53).
  22. Payroll module integration reference (payslips, social security file generation, LINE/email access codes).
  23. Management reporting (income/expense dashboards; budget/control mentioned).
  24. Support/consultation via in-app chat/LINE QR.
  25. 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.

Original video