Payment automation built for accountants and bookkeeping firms

Plooto is a payment automation platform for accountants and bookkeeping firms managing accounts payable and receivable across multiple clients. Set custom approval workflows per client, enforce dual controls, and sync every transaction with QuickBooks and Xero — without taking on payment liability for your firm.

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14k+ businesses are powered by Plooto

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Two-way QuickBooks and Xero sync
for every client's AP and AR

Two-way sync Plooto with your clients’ accounting software to eliminate long hours
of error-prone data entry, reconciliation, and audit-prepping. 

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QuickBooks

Sync with QuickBooks for easy reconciliation, fewer data entry errors, and clearer payment records.

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Xero

Import your bills, stay on top of your payments, and keep a clear audit trail when you integrate with Xero.

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NetSuite

Easy 2-way syncing with NetSuite lets you simplify your transactions, automate your accounting flows, and more.

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See Plooto's full AP automation features >

Custom AP approval workflows designed to fit each client's business

Workflows that work for you (and your clients)

Tailor workflows to each client’s payment needs. Clients stay in the driver’s seat, and you’ll never have to leave the Plooto dashboard.

Learn how to simplify workflows with automation >

Controls that reduce firm risk

Approval rules and dual controls ensure money doesn’t move without client sign-off, so you never worry about improper payment handling again.

Learn how Plooto reduces firm risk >

Stay ready for month-end (and audits) with automatic reconciliation

Integrate with client accounting software and track payment status to simplify closing the books and staying on top of due dates.

Learn how Plooto saves time >

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See how accounting firms use Plooto

"Since switching to Plooto, we’ve cut the amount of time we spend on bill payments by around 70%. It’s a massive difference. Now everything is digital, streamlined, and secure."
Tanis Young    Owner, Maven Bookkeeping
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"With Plooto, we can set everything up to the point where the client just needs to press the final button. They get lower fees, more efficiencies, and better overall service."
Omar Visram    Co-founder of Enkel
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"For any business with a recurring fee model, Plooto is a no brainer. It eliminates paper, smooths out cash flow, reduces AR headache, and so much more. For modern businesses running in the cloud, Plooto is a must!"
Varun Sehgal    Partner, Think Accounting
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See Plooto in action

Preview how Plooto saves time and simplifies AP and AR through this quick product tour. Walk through the basics of syncing payables, reviewing payment status, and setting approval workflows and other controls.

Join the Plooto Partner Program, built for accounting firms

Get discounts on client plans, access to firm reporting, and a listing in Plooto's accountant directory.

Learn more about the Partner Program >

Join the Partner Program

How does Plooto pricing work for multi-client firms?

Client dash

FAQs

Don't see your question answered here? Contact us today.

How does Plooto compare to Bill.com for accounting firms?

Plooto is built for Canadian and North American firms. Supports EFT for Canadian payments, PAD for recurring client collections, and firm-level workflows where clients approve payments before money moves. Bill.com is primarily US-focused and lacks native EFT and PAD support for Canadian operations.

Is Plooto right for CPA firms with multiple clients?

Yes. Plooto is used by hundreds of CPA firms and bookkeeping practices. The platform supports multi-client management from a single login, client-specific approval chains, and automatic reconciliation per client. Firms typically save 40+ hours per month on payment processing.

Payments made painless—for you and your clients

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