Payments How To Get Paid Faster with Online Payments If you are waiting too long to get paid after invoicing your clients, there are several ways you can maximize the use of online payments to get paid even faster. Gayle Ryan
Product Updates Announcing SmartSetup: Create and Set-up Payments Without Data Entry SmartSetup creates and sets up payments for you automatically. It enters the necessary payment information, including payee, amount, bank account, and payment date, so that you don’t have to. Gayle Ryan
Product Updates Announcing SmartSync: Accurately auto-reconcile accounting entries Plooto’s SmartSync automates the payment reconciliation process and completely eliminates the need to manually mark invoices as paid. Gayle Ryan
Product Updates Announcing SmartImport: Automatically Create Accounting Entries by Forwarding Invoices You can now forward or upload your invoices to Plooto, and SmartImport will create the entry for you automatically. Gayle Ryan
Product Updates Plooto Launches SmartFlow Providing Businesses with a Single Platform to Automate Payments SmartFlow eliminates data entry associated with AP and drastically reduces the time spent on payments. You can now use one seamless product to streamline your entire AP process. Gayle Ryan
Practice Management 5 Ways to Save Time on Bookkeeping Several strategies you can adopt into your business to save time on bookkeeping. Gayle Ryan
Practice Management 8 Tools for a Virtual Bookkeeping Practice Virtual bookkeeping tools that will allow you to provide excellent client service and make your day-to-day processes much more streamlined. Gayle Ryan
Webinar Live Webinar: Q&A with AIS Solutions - Intuit's Firm of the Future Winner Find out how AIS Solutions grew to the successful firm that it is today and learn about their path to becoming Intuit's Firm of the Future winner. Gayle Ryan
Success Stories How Enkel Was Able to Save 100 Hours Per Month Using Plooto Enkel uses leading technology to streamline processes, but some workflows and activities were still a challenge. Find out how Enkel used Plooto to automate AP, saving weeks’ worth of time and providing better service to clients. Gayle Ryan
Practice Management Why You Should Start Selling AP and AR Services to Your Clients How to create a business opportunity out of managing accounts payable and accounts receivable for your clients. Gayle Ryan
Practice Management How to Choose Software for Your Accounting Practice Navigating the app ecosystem and software options in the market doesn’t need to be overwhelming. Answer these questions to help you determine what software tools and functionality you need. Gayle Ryan
Success Stories How AIS Solutions Provides Real-Time Financial Support to Clients Find out how Plooto helped AIS Solutions provide real-time financial support for clients, increase visibility into client’s payments and streamline its internal processes. Gayle Ryan
Resources The Hidden Costs of Checks Hidden costs, lack of security, and manual processes are plaguing the check payment process. This whitepaper will show you how these fees are affecting your business and how you can improve your payment systems. Plooto Inc
Webinar Live Webinar: Get Your Head in the Cloud - Growing Your Practice with Tech Cloud accounting is shaking up the industry, creating new opportunities for bookkeepers and accountants. However, migrating to the cloud requires changing processes. In our upcoming webinar, we'll discuss how to overcome these hurdles so that you reap the benefits of cloud accounting. Gayle Ryan
Product Updates New Language Functionality: Send French Email Notifications We launched French-language email notifications. Now you can designate whether you would like a contact to receive French or English email notifications for their payments. Michelle Lau
Success Stories How Shift Accounting Used Plooto to Give Clients Greater Efficiency and Oversight Shift uses cloud-based software to help deliver insights and efficiencies to its clients. Find out how founder and CEO Mohamed Ismail saw an opportunity to modernize Shift's practice through cloud software, enabling his clients' businesses to grow and his practice to thrive. Gayle Ryan
Product Updates New Plooto Functionality: Include Invoices and Select a Default Bank Account We’ve launched some helpful new features that will make it easier and faster to approve and set up payments. You can now show invoices and set a default bank account. Michelle Lau
Webinar Live Webinar: How I Became a Cloud Accountant Featuring Jennie Moore Tune in to our webinar on Feb 27 for a live Q&A with Jennie Moore. Find out how she became one of the best-known cloud accountants in Canada and a trusted advisor to her clients. We’ll also answer your questions, so feel free to tweet at us ahead of time or ask questions during the live Q&A. Gayle Ryan
Payments International Payment Fee Comparison Wondering how much it will cost you to send an international wire? We’ve compiled all fee information for you at the top banks in the US and Canada. Gayle Ryan
Payments How to Transition your Clients from Checks and Wires to Electronic Payments You’ve decided to move on from checks and wires and implement electronic payments. Congratulations! But now the real work begins. Gayle Ryan
Payments When the Check isn’t in the Mail – How to Automate Payment Collection One of the worst things about traditional payment methods is that you never actually know when the payment will arrive. Your clients rely on getting their payments on time, and these delays can cause major issues with cash flow. Thankfully, there are now new solutions. Gayle Ryan
Payments How to Pay an Overseas Business, Vendor or Supplier In today’s global economy, it’s only a matter of time until businesses need to buy from or sell to an international company. While our economic system has changed to the point where businesses have customers and suppliers all around the world, our payment systems have not evolved to match. Gayle Ryan
Payments Why You Need to Cut Out Checks Until recently, businesses haven’t had many alternatives to checks. Now, however, there are new technologies that enable companies to make payments in an automated, more secure, and faster way. It’s time to stop using checks, and here’s why. Gayle Ryan
Payments How to Save Money on International Wires Check out our top tips for saving money on international wires and find out how you advise your clients to avoid spending needless money and time on payments. Gayle Ryan
Payments Scary Things You Didn’t Know about Payment Fraud Even if you have never experienced payment fraud at your organization, you need to be vigilant. Money scams are becoming more and more sophisticated, and businesses need to stay up-to-date on the latest fraud methods to protect themselves. Gayle Ryan