Hit the easy button on client payments
Workflows that work for you (and your clients)
Tailor workflows to each client’s payment needs. Clients stay in the driver’s seat, and you’ll never have to leave the Plooto dashboard.
Learn how to simplify workflows with automation >
Controls that reduce firm risk
Approval rules and dual controls ensure money doesn’t move without client sign-off, so you never worry about improper payment handling again.
Learn how Plooto reduces firm risk >
Stay ready for month-end (and audits) with automatic reconciliation
Integrate with client accounting software and track payment status to simplify closing the books and staying on top of due dates.
Learn how Plooto saves time >
