A comprehensive payments platform that scales with your clients

Plooto automates your payment workflows and automatically reconciles with your accounting software – so you can spend less time in your books and more time supporting clients.    

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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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MEET OUR CUSTOMERS

“Plooto's been playing an integral part in making sure we have a seamless experience for our clients and payments, as well as a cost-effective way for us to scale.”

Aamer Siddiqui, Chief Financial Officer, Treefrog 

Read their story >

Aamer-Siddiqui

Integrations for Plooto

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QuickBooks

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

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Xero

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

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NetSuite

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

$4K

Savings per month

40h

Saved per month

10k+

Businesses supported

2.4m+

Transactions on Plooto annually

Additional resources

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Leveraging AI and automation to scale your finance workflows

Now more than ever, organizations need every operational efficiency to grow.

Learn more >
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The complete guide to cash flow management for your business

If you manage your company’s finances, you need to apply these methods to be successful.

Learn more >
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How to transition clients from checks and wires to electronic payments

We’ve outlined the steps to transition from traditional payments to online payments.

Learn more >

FAQs

What is billing automation for professional services? 

Billing automation for professional services uses a platform like Plooto to streamline invoicing and payment management. This system reduces manual entry of expenses and improves cash flow management, making it ideal for consultants and project teams. Learn more about our automation platform

How does Plooto automate billing for professional services firms? 

Plooto automates the creation and sending of invoices, manages receipts, and ensures timely payment processing. It integrates with accounting tools, helping firms maintain accuracy and efficiency in their billing cycles. 

Can Plooto handle both accounts payable and receivable for professional services? 

Yes, Plooto offers a comprehensive solution that manages both payable and receivable accounts, automating and synchronizing all financial transactions related to invoices, resources, and team member expenses — which is crucial for professional services firms. 

What are the benefits of using Plooto for billing automation in professional services? 

Plooto helps professional services firms by reducing time spent on manual billing processes, increasing financial accuracy, and providing deeper insight into project and resource management. This enhances transparency and control over financial operations. 

How secure is Plooto for handling sensitive financial transactions in professional services? 

Plooto ensures the security of financial transactions with state-of-the-art encryption and secure server infrastructure, protecting sensitive client and business financial information from fraud and unauthorized access. 

What kind of support does Plooto offer to professional services firms implementing billing automation? 

Plooto provides robust support to professional services firms, from helping integrate our platform with your existing systems to training team members and offering continuous customer support to ensure seamless operation and utilization of resources.