“With Plooto, we can set everything up to the point where the client just needs to press the final button. They get lower fees, more efficiencies, and better overall service. ”
Omar Visram
Co-founder,
Enkel
Tanis Young
Owner,
Maven Bookkeeping
"Since switching to Plooto, we’ve cut the amount of time we spend on bill payments by around 70%. It’s a massive difference. Now everything is digital, streamlined, and secure.”
Jesse Blades
Owner of Bear
Hill Bookkeeping
“Before Plooto, I had to manually ensure that my clients’ complex payment requirements were met. Now I can set up complex, automated workflows and approval rules that speed up the payment process.”
Put payments on autopilot
Automate client accounts payable and accounts receivable and spend more time focusing on getting results for your firm.
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Customize workflows and approvals
Set custom approval rules and permissions so clients stay in the driver’s seat throughout the process, without your having to track down signatures.
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Knock out manual data entry
Sync with accounting software to seamlessly import contacts and invoices and avoid entering the same information in multiple places.
G2 Reviews
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"Simple, connected, and secure!"
Easy, secure access for multiple users without giving bank access. Fully customizable approval process. Integration with my accounting software saves time marking
bills paid. -
"Integrates great with QB Online"
Plooto makes it easy to have PDF invoices, multiple signing authorities, and payment details stored in one central location!
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"Amazing experience with Plooto"
With Plooto we can build scalable workflows, manage approvals, and enjoy automatic reconciliation.
