Onboarding with Plooto

Congrats on getting started with Plooto! We've compiled all of the resources you need to hit the ground running and get the most out of Plooto’s powerful features. 

Person sitting at computer and thinking

Guides to get you started

Set-up is seamless with our step-by-step guides.

Accountants and bookkeepers 

Getting started >

What is Plooto >

Business owners and operators

Getting started >

What is Plooto >

passport 1

Verify your information

Complete your verification steps to access Plooto.

Complete your account verification requirements >

Confirm your company details >

Connect a bank account >

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Connect accounting software

Save time and reduce errors when you integrate your accounting software.

Connect QuickBooks Online to Plooto >

Connect QuickBooks Desktop to Plooto >

Connect Xero to Plooto >

Connect Oracle NetSuite to Plooto >

Managing accounts payable

Learn how to set up your first payment.

Create your first payment >

Managing accounts payable

Everything accounts receivable

Learn how to collect payments through Plooto.

Start collecting payments >

Everything accounts receivable

Using Plooto Capture to simplify invoice data

Plooto Capture lets you upload and manage documents. Learn how.

How to use Plooto Capture for Invoice Management >

Plooto capture

Helpful tips & benefits of Plooto

Here are some of the most popular resources our customers use to get the most out of Plooto.

Payment processing times >

Accounting firm discounts & benefits >

Pricing for your clients & firms >

Get in touch >

Sharing Plooto

Plooto's demo deck >

Tips and benefits

Need to train your team on Plooto or demo for a client? Let us take the lead!

Book a training session