The Plooto Blog
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..
Understanding the cost of manual payments
Most bookkeepers know that managing client payments manually takes time. What’s less obvious is how much that time is actually costing and what it’s..
The Remote Bookkeeper’s Checklist
Running a bookkeeping firm where you can work from anywhere requires the right digital foundations: workflows that run without your physical..
Your tax-season checklist: How to use Plooto to stay organized, reconciled, and audit-ready
Tax season doesn’t have to mean scrambling for documents, chasing payment records, or untangling reconciliation issues.
How to improve your payment operations this year
Most small business owners don’t relish thinking about how to manage payment operations efficiently. But it’s exactly the sort of thing every..
5 must-have fintech categories, from our customers and experts
With challenges like inflation, labor shortages, and lack of access to capital, it’s no wonder business owners are turning to technology to alleviate..
Mapping the best finops stack for your business
Financial technology (fintech) makes it easier for businesses to do everything from issuing invoices and processing payments to managing expenses and..
Keeping your data safe in cloud-based solutions
As your business grows, you’ll be responsible for managing more and more business information and customer data. Even though growth is positive, k..
6 tips from finance teams on how to take a vacation — and actually unplug
With summer coming up, vacation season will be in full swing. Instead of stressing about how things are going at work and worrying you’ll have to..
AI-powered audit preparedness: A 10-point checklist for fast-growing finance teams
Experienced accountants are hard-wired to remain audit-ready. But for small and medium-sized businesses (SMBs), are their financial team really..
Financial reporting made easy for NGOs
Thames Valley Family Health Team (TVFHT) provides primary health care to more than 160,000 patients through a network of 120 physicians. As the team..
