The Plooto Blog
CEI Metric guide for accounting: improve AR collections and cash flow
Discover how to calculate CEI, benchmark performance, and improve AR collections with this essential KPI finance teams overlook. Key takeaways The..
Cash conversion cycle: How to calculate CCC and how AP/AR automation improves it
The CCC crash course for CFOs: Nail the cash conversion cycle formula (DIO, DSO, DPO) to improve cash flow, liquidity, and working capital..
AP automation ROI: Why firms need one unified AP system
Discover how AP automation drives ROI at every step by cutting costs and scaling efficiency across clients with one unified accounts payable system. ..
DSO explained: What days sales outstanding means and how to manage
Learn DSO meaning, formula, benchmarks, and how to manage days sales outstanding to improve cash flow and accounts receivable performance. Key..
Safeguarding your NPO from fraud
Every dollar your nonprofit receives represents someone's trust in your mission. A donor wrote a cheque, a foundation approved a grant, a community..
Why QuickBooks users need Plooto
If you're running a Canadian business and using QuickBooks Online (QB0), you're already ahead of the curve. QBO is excellent at tracking income and..
Plooto vs. Banks
Banks can be great for holding deposits, issuing loans, or sending a wire when you need to. But if you've ever tried to use your bank's business..
Designing a team you can delegate to
If you’ve ever tried to step back from client work only to find yourself dragged right back in, you’re not alone. Most firm owners say they delegate,..
Mastering the mindset shift: Why delegation is the first step to scaling your accounting firm
If you want to scale your firm and free up your time, you have to start thinking differently about how you work. That was a key message from Ryan..
Delegation for accounting firms: How to spot the tasks holding you back
Running a firm shouldn’t mean doing everything yourself. But for many accountants and bookkeepers, long hours and task overload feel like the..
How automating AP and AR with Plooto helps accounting firms escape the liability trap
Being hands-on with clients’ bank accounts invites extra risk. One small mistake is all it takes to ruin your reputation — or shutter your practice. ..
