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.

getting started

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.

Get Started

start free trial

2. Completing the Verification Process

We are a B2B payments platform so we need to know your company, its address and operating status.

Verifying Your Company

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Time to meet the person behind the screen! We will ask for a photo ID to confirm your identity.

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Plooto can't process payments unless we have access to your bank account. This ensures your Plooto experience is seamless.

Verifying Your Bank Account

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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.

Connecting Your Accounting Software to Plooto


Add Your Company Users

Adding company users is important, especially if you plan on using
features like our approval workflows.

Add and Manage Users

Managing User Permissions


Add Your Payees

Next up? Add your contacts, vendors or suppliers so you can
start making and receiving payments!

Adding Contacts


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

Creating a Payment

Creating a Payment Request

Get Started

8,000+ Companies Trust Plooto

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Success is Yours!

You're ready to join the other 7,000 companies using Plooto, making cash flow management easy for themselves.

Get Started

success is yours