Getting Started with Plooto
Considering Plooto and not sure where to start?
This guide is intended to walk you through the process of getting started with Plooto.
1. Let's Start with a Free Trial
It's easy to get started and it's free; all we need is your name and email to get your account up and running! We aren't fans of those pesky bots, so don't forget to verify your email address.
We are a B2B payments platform so we need to know your company, its address and operating status.
Time to meet the person behind the screen! We will ask for a photo ID to confirm your identity.
Plooto can't process payments unless we have access to your bank account. This ensures your Plooto experience is seamless.
3. Setting Up Plooto & Making Payments
Connect Your Accounting Software
Take advantage of two-way data sync and let Plooto handle the reconciliation.
We sync with both Xero and Quickbooks.
Add Your Company Users
Adding company users is important, especially if you plan on using
features like our approval workflows.
Add Your Payees
Next up? Add your contacts, vendors or suppliers so you can
start making and receiving payments!
Start Making and Receiving Payments
You're all set! Now is the time to start experiencing the true benefit of Plooto;
the ease of sending and receiving business payments
8,000+ Companies Trust Plooto
Success is Yours!
You're ready to join the other 7,000 companies using Plooto, making cash flow management easy for themselves.
