Markcomm Pitch

Overview

Plooto is an automated AP and AR management solution that manages accounting processes in a snap and saves time. Thousands of accountants, bookkeepers and companies showed their confidence in this software. It provides you automated approval workflow, safety to your online payments and advances accounts payable operation for enhanced profit rate and business expansion.

With Plooto, you can maintain your accounts payable and accounts receivable effectively and efficiently to grow faster. Thousands of accountants, bookkeepers and companies have put their trust in this software without any hesitation. Plooto includes end-to-end AR & AP automatic technology. Recurring payments and pre-authorized debit agreements (PAD) are the key features that make the collection process smoother and enhances cash flow without high costing and time consumption.

Screenshot

Plooto

Features

  • ACH Payment Processing
  • Approval Process Control
  • Billing & Invoicing
  • Cash Management
  • Check Writing
  • Collections Management
  • Contact Database
  • Contingency Billing
  • Document Management
  • Electronic Funds Transfer
  • Fraud Detection
  • Invoice Processing
  • Multi-Currency
  • Multi-Period Recurring Billing
  • Online Invoicing
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Audit Trail
  • Customizable Reports
  • Data Import/Export
  • Electronic Payments
  • Expense Tracking
  • Invoice Management
  • Invoice Processing
  • Online Payments
  • Partial Payments
  • Project Billing
  • Recurring Invoicing
  • Recurring Payments
  • Recurring/Subscription Billing
  • Vendor Management

Specifications

  • Deployment: Cloud Based, Web Based, SaaS Based, iPhone / iPad, Android

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Plooto Users

Available Support

  • Email
  • Phone
  • Live Support

Language Support

  • English

Company Details

  • Company Name: Plooto

  • Headquarter: Canada

  • Full Address:

Reviews

Overall: I have not much used the back end of this product – but as a front end user it’s been fantastic.
Pros: Love how easy it was to set up to receive a payment. It only took a couple of minutes, and I appreciate the confirmation deposit that is made to make sure the funds are going to the right account!

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Overall: My experience has been very good! Been very happy with product in the past few years that I have been using it for my clients.
Pros: I like the integration with QBO and that it makes it easy for me to process payments with the appropriate checks and balances of approvals. The software also helps in confirming whether the bank information being provided is valid or not. So easy to use!!!

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So you can currently do pre-authorized debit, pre-authorized credit receivables in U.S. dollars and Canadian dollars which is super kick-ass. It’s also made some of our clients lives a lot easier if they’ve got clients in different countries, and it gives their clients flexibility to pay in debit or credit. Also, as far as the amount of time it takes for that cash to clear your bank account; it’s faster than Stripe, and on top of that the integration with Quickbooks makes it a lot easier to manage the fees, unlike Stripe.

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We’re a Quickbooks shop, and we *love* the integration. Virtually all of our clients are using Plooto for payables, and some for receivables. In terms of pricing, the package is advantageous for most of our clients. Some of the tiny ones would spend less on regular bank fees — but the convenience still makes Plooto a good option. The interface is clean and user-friendly. Our clients love the signing authority “tiers.” We’re working with nonprofits, so there’s always a board of directors to consider — and therefore multiple signers. It’s not uncommon for orgs to specify who needs to approve organizations over certain limits, and Plooto gets us there with no fuss.

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