A payments platform built for financial pros

Payments can be a headache — even for businesses that specialize in financial services. Plooto automates your payment process, saving you time and money on every transaction.

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Stay on top of your payables. And get ahead—way ahead.

settings-sliders (1)Handle your workflow the way you want.

Use custom rules to automate, route, and customize payment approvals to the right team member at the right time.

eyeFocus your attention on the big picture.

Eliminate the tedious paperwork and manual Accounts Payable tasks to focus on higher value work to move your business forward.

bank-note (2)Get smart about your money.

Time your payments to better manage your cash and ensure you are taking advantage of all early-payment discounts.

appsDo it all with total, seamless integration.

With your accounting software, your bank, and your Plooto account all seamlessly integrated, you'll maximize efficiency.

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Control your receivables, control your cash.

refresh-3 (3)Automate your accounts receivable

Save time with Plooto’s automated accounts receivable software. Import invoices and set up recurring payments easily, quickly.

settings-sliders (1)Stay on top of your cash

Know automatically when an invoice has been paid. You won’t have to follow your cash flow—Plooto does that all for you.

globe (4)Track your receivables from one place

See your pending, completed, and new receivables all in one place using Plooto’s accounts receivable invoice automation.

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“The transition from the accounting software to Plooto is very seamless. It saves us quite a bit of time because it's all aligned so well.”

Srinivas Pabbaraju CPA, CA, Controller, True North Mortgage 

Read their story >

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Integrations for Plooto

Intuit QuickBooks logo over a black background


Sync with QuickBooks for easy reconciliation, fewer data entry errors, and clearer payment records.

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Xero logo over a black background


Import your bills, stay on top of your payments, and keep a clear audit trail when you integrate with Xero.

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Easy 2-way syncing with NetSuite lets you simplify your transactions, automate your accounting flows, and more.

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All payment workflows on one platform.

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Accounts Payable

Automate your complete payment cycle, and ensure that your payables are processed quickly and efficiently.

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Accounts Receivable

Get paid faster, decrease payment processing mistakes, and create a more streamlined accounts receivable process.

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Online Check Payments

Skip bank lines, in-person signatures, and lengthy approvals using full-service check payments.

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Credit Card Acceptance

Add the option to pay via credit card so you can get paid faster than ever—as soon as 2 business days.

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International Payments

Make payments around the world and enjoy competitive exchange rates on your transactions.

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Automated Invoice Management

Make invoice management as hands-free as possible with easy-to-use automated processes.

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Canada Revenue Agency Payments

Canadian customers can pay government remittances in one place from payroll deductions to tax payments.

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Plooto Integrations

Automatically reconcile payments in QuickBooks, Xero, and NetSuite through seamless integrations.

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The proof is in the numbers


Savings per month


Saved per month


Businesses supported


Transactions on Plooto annually

Additional resources

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Stronger fintech-bank partnerships will revolutionize finance operations for SMBs

Financial institutions should partner with platforms that combine AP and AR workflows into a single, all-in-one solution.

Learn more >
A woman reviews documents on her desk

Transforming finance ops: The power of third-party tech in accounting workflows

Quality software is now within reach for growing businesses and accounting firms. It’s also become much easier to implement.

Learn more >
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How generative AI can take finance and accounting to a new level

Explore how generative AI is transforming core finance and accounting activities and what the future might hold.

Learn more >


What are AR and AP solutions for finance and insurance companies?

Accounts receivable and accounts payable solutions help finance and insurance companies manage money they need to collect and pay. Plooto automates these processes, making them faster, more accurate, and easier to manage. This helps companies keep a good cash flow, reduce errors, and save time.

How does Plooto streamline AP and AR processes for finance and insurance sectors?

Plooto automates invoice processing and payments, reducing the manual work involved in managing these tasks. This automation ensures payments and collections are done on time and records are kept accurately, which is crucial in the highly regulated finance and insurance industries.

Can Plooto integrate with other financial systems used by finance and insurance companies?

Yes, Plooto integrates smoothly with accounting systems like QuickBooks, Xero, and NetSuite. This ensures seamless data flow and accuracy across all financial operations.

What specific benefits does Plooto offer to finance and insurance companies?

Plooto helps these companies by speeding up the payment process, reducing manual errors, and ensuring compliance with financial regulations. Additionally, it provides detailed reports that help monitor and manage financial health.

Explore the benefits of Plooto:

Our AP automation solution
Our AR automation solution

How does Plooto ensure the security of financial transactions for finance and insurance companies?

Plooto uses top-notch security measures like encryption and secure servers to protect all transactions. These measures are vital for preventing fraud and maintaining the trust required in finance and insurance operations.

What support does Plooto provide to finance and insurance companies adopting these solutions?

Plooto offers comprehensive support from setup to daily operations. Our team helps integrate our solution with your systems, trains your staff, and provides ongoing support to ensure smooth operation.