Scale Your Practice With Reliable Accounts Payable & Receivable Automation

Provide your clients a higher level of service and increase your revenues while eliminating tedious manual work for everyone in your firm.

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Business Sherpa Group
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Smart Integrations to Accounting Software

Two-way sync with top accounting software eliminates data entry errors and inefficiency while automatic reconciliation means accurate books with zero effort for you and your clients.



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Managing Accounts Payable and Receivable for Your Clients Is Finally Efficient, Streamlined and Profitable.

Standardize Your Entire Accounts Payable and Accounts Receivable Process for Clients

A streamlined and automated process for gathering invoices, making/receiving payments and reconciling the books for your clients. Plus, a single dashboard to view all your clients and the status of payments.

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Take Control of Your Process Workflows

Use custom rules to automate your client Accounts Payable and Accounts Receivable workflows. Easily route and customize payment approvals to the right person at the right time.

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Spend Time on Scaling Your Firm

Save yourself and your team from tedious paperwork and manual tasks. Eliminate the bulk of your time spent on Accounts Payable and Accounts Receivable and focus on higher value work to move your business forward.

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Help Your Clients' Businesses Grow Faster

Provide your clients a strategic framework for planning, budgeting, forecasting and cash management activities, with greater visibility into their finances online.

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Enhance Financial Controls

Control over finances means you can mitigate fraud and ensure regulatory compliance for your clients.

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Improved Visibility

Having full visibility into financials means your clients can make better, more effective forecasting decisions

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Centralized Payments

One platform for all your clients payments means they can easily optimize their cash flow and working capital.

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Firms Like Yours Are Successful with Plooto

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Accounts Payable and Receivable Purpose Built for Efficiency

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International Payments

Make payments around the world without transfer fees*, with competitive exchange rates.

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Full service check payments across the United States without requiring in-person signatures and approvals.

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Pre-Authorized Debits

Easily set up automatic payment collection for your clients with just one click.

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*Excludes fees on non foreign exchange, cheque, and same-currency transactions. Industry and discretionary rates apply, and are subject to change.
A complete conversion cost estimate is viewable when payment is created or via our foreign exchange calculator.

Ready to Streamline Your Accounts Payable and Accounts Receivable Payments Process?

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