The Plooto Blog
Top accounting automation tools for firms and clients
Compare the accounting automation tools, workflows, and implementation plans that help firms save time, scale client service, and standardize the..
AP outsourcing vs. automation: which one do you need?
Key takeaways AP outsourcing and AP automation solve different problems. Automation fixes a workflow with too many manual steps. Outsourcing helps..
Reach On-time Accounts Payable Reconciliation Every Month
Key takeaways Accounts payable reconciliation proves that recorded liabilities are complete, accurate, and supported. It compares the AP subsidiary..
Smarter vendor payments management cuts AP costs and delays
Vendor payments management is the work of getting a supplier invoice from inbox to cleared payment without losing money, time, or evidence along the..
Best accounts receivable automation software: SMB buyer guide
Key takeaways Accounts receivable automation software handles invoice delivery, payment collection, reminders, tracking, and reconciliation so..
Best AP automation software: How to choose the right tool
Key takeaways AP automation software connects the whole invoice-to-payment chain, not just one step. The right tool handles invoice intake, data..
Payment approval workflows that increase business efficiency
An invoice approval workflow is the structured path an invoice travels from receipt through review, approval, payment authorization, and..
Cloud-based AP and AR software for remote finance teams
Remote finance needs control, not paper. Learn what cloud AP and AR software must do, and how Plooto connects accounting to the bank.
AR Aging Report: How to Read One and Use It to Get Paid Faster
Learn to read an AR aging report, diagnose overdue invoices, and prioritize collections by bucket to reduce DSO and improve cash flow.
Dunning Letters: 5-Step Process, Templates, and Automation
Manage DSO with a 5-stage dunning process, email templates, and automation tips that preserve customer relationships and speed up payments.
From payment processor to trusted advisor
There’s a version of bookkeeping that’s essentially a commodity. Bills go in, payments go out, the ledger balances. It’s valuable, but it’s not..
