Your go-to resource hub
for more informed financial operations

Managing small business finances — for yourself or clients — is demanding, especially as you scale. We have guides to simplify the complex for you, from ways to manage your cash flow and implement the right technology to tips on how to delegate within your firm.

For Accountants & Bookkeepers 

 
Leveraging AI and automation

In the ever-evolving economic landscape small and mid-sized businesses (SMBs) need to navigate, efficient financial management directly impacts the..

 
Off the ledger: Accountants share the fintech they (and their clients) can’t live without

Adopting fintech is reshaping how SMBs operate — and how accounting firms serve them. Too many SMBs still rely on costly manual processes that drain..

 
CANADIAN BUSINESS SURVEY: Why – and where – businesses are betting big

Are you as optimistic as those around you going into 2025? Plooto surveyed over 500 business owners, accountants, bookkeepers, and financial..

 
The 4-step system to remove yourself from day-to-day work

A free, practical guide for accounting firm owners who want to take more time off and finally start working on their business — not in it.

 
The bookkeeper’s systems and workflow checklist: Streamlining operations, tools, and financial visibility

A practical framework to assess your workflows, optimize your systems, and run a more efficient, scalable bookkeeping firm—anytime.

 
The remote bookkeeper’s playbook

3 keys to running a flexible, scalable practice. Real strategies from Canadian bookkeepers who’ve built modern, remote practices — so you can run a..

For Small Businesses and Nonprofits 

 
The state of SMB finances: Accountants share the fintech they (and their clients) can’t live without

Small and mid-sized businesses (SMBs) worldwide are proving to be resilient, as economic growth accelerates post-COVID. But challenges still loom, as..

 
Protecting your nonprofit:
A practical guide to payments workflows & governance

For many Canadian nonprofits, financial management is built on a foundation of trust rather than formal controls — which ultimately creates risk...

 
Your tax-season checklist: How to use Plooto to stay organized, reconciled, and audit-ready

A free, practical guide for accounting firm owners who want to take more time off and finally start working on their business — not in it.

 
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..

 
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..

Finances 101

Understand everything from the basics of financial management to how you can establish complex payment workflows for your business. 

 
What is accounts payable? Definition, examples, and how it works

Pros, cons, and when one B2B payment option is better than the others.

 
What is accounts receivable? The complete guide

Accounts receivable is a vital aspect of business finance. Learn what accounts receivable are and how they're used.

 
What's accounts receivable automation? How it works and why it’s important

More and more companies are automating their AR process to increase accuracy and efficiency

 
The full guide to invoice management

Struggling to keep track of your invoices? Learn about the importance of proper invoice management and automation.

 
The complete guide to working capital

Understanding its key strategies, formulas, and use cases is crucial for assessing your company's financial health.

 
A full guide to B2B payments: Methods, types, and trends

Effectively managing payments is critical to business operation, cash flow, and business relationships.

 
How to pay for international business transactions — everything to know

Pros, cons, and when one B2B payment option is better than the others.

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