1. Connect to PEAK MCP today! Issue documents and retrieve accounting data more easily with AI.
Package: PRO Plus package and above
Suitable for: Users who want to bring AI Assistants (such as ChatGPT, Claude, Gemini) to help manage and record accounting data.
System Updates: Added a PEAK MCP connection page under External System Connection Settings. The system will automatically generate a User Token along with a copy code button to connect immediately, and added a Dashboard page summarizing usage along with a quota tracking system and credit usage history.
Benefits of Use: Makes using accounting APIs easy without needing to write complex code. Simply give instructions via an AI Assistant to create documents, record accounting entries, or retrieve data to use conveniently, quickly, and more accurately.
2. Supports Chart of Accounts importing, no need to waste time manually typing item by item.
Package: Basic package and above
Suitable for: Accountants and entrepreneurs who need to create or set up a new chart of accounts for multiple items at a time.
System Updates:
- Added support for importing the chart of accounts via Excel files, capable of uploading data into the system up to 1,000 accounts at once in a single time.
- Added an automatic validation system in both the Excel file and the Preview page before clicking to import the actual chart of accounts, along with immediate warnings for points where data is put in the wrong category.
- The system automatically assigns chart of account numbers based on existing categories and account numbers in the system.
Benefits of Use: Greatly saves time in setting up the initial accounting system. No need to waste time filling items in one by one, reduces data entry errors, and helping reduce data entry errors and enabling a faster, more efficient setup of the accounting system.
3. Expanded PREMIUM package rights to increase the maximum number of users to 20 users and unlimited financial channels, supporting business growth.
Package: PREMIUM package
Suitable for: PREMIUM package users who need to increase the number of system users, including having multiple financial channels.
System Updates: The system increased the maximum number of users
in the PREMIUM package from 10 to 20 users per business, and expanded the financial channel limit from 50 channels to unlimited.
Benefits of Use: Large businesses can bring more team members to work together in the system, andIt also provides greater flexibility for managing multiple financial channels without limitations.
4. Adjusted document quota and API usage management system (PEAK Paid Credit) to control costs accurately and ensure continuous usage without interruption.
Package: PRO Plus package and above
Suitable for: Entrepreneurs and accountants who use document import systems and API connections.
System Updates:
- The system added a clear display section for monthly credit quotas, divided into Import/API Partner group and API Own-Used/MCP group. The system provides monthly free document creation credits based on the selected package. For example, the PRO Plus package includes 2,000 free credits/month and PREMIUM includes 10,000 free credits/month.
- You can also purchase additional credit packages as needed, with 1-month, 3-month, or 12-month periods with a calculator helping compute a more cost-effective average price per credit.
- In addition, the system allows users to continue using credits even after the package quota is exhausted, Any excess credit usage will be charged in the next billing cycle, ensuring businesses can continue operating without service interruption (see additional credit package rates).
Benefits of Use: Helps businesses accurately control costs and plan usage without worrying about the system stopping abruptly. You can choose to buy additional credits worth the actual usage and monitor credit usage statistics.
5. Added Hide-Archive Chart of Accounts, helping you select account codes accurately and use the system continuously without interruption.
Package: All packages
Suitable for: Accountants and entrepreneurs who have a large number of account items in the system and want to hide rarely used account codes to reduce redundancy.
System Updates: The system added an enable-disable toggle button on the chart of accounts page. You can immediately choose to disable/hide main accounts or sub-accounts that you do not wish to use. Disabled account codes will not appear in lists when creating documents or adding new products. In case a disabled account code was previously used to create documents or displayed in financial statements, the system will still display it normally as before.
Benefits of Use: Helps reduce the complexity of chart of account options on the workspace, prevents selecting incorrect account codes, and helps make document creation more convenient, fast, and agile.
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