Billing and payment automation for professional services

Plooto automates accounts payable, accounts receivable, and billing for professional services firms. Route approvals, pay vendors, collect from clients faster, and reconcile every transaction to your accounting software automatically. Spend less time in the books and more time on billable work.

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Accounts payable automation for professional services

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.

appsConnect everything in one place.

Your accounting software, your bank, and your Plooto account work together, so every payment reconciles automatically, and nothing needs to be keyed in twice.

See Plooto's full AP automation features >

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Accounts receivable automation for agencies and firms

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.

See how AR automation works >

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Built for the way professional services firms get paid

Professional services firms run on billable time and project milestones, not inventory. Plooto fits that model. Whether you bill hourly, by retainer, or by project, you can automate the full cycle from invoice to payment to reconciliation.

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Consulting firms

Payment automation for consulting firms that bill by project and retainer. Set approval rules for vendor and contractor payments, collect client fees by pre-authorized debit, and reconcile to your accounting software automatically. 

Managing finances for client firms? See Plooto for accountants >

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Law firms

Invoice management for law firms handling trust accounting and matter-based billing. Route disbursement approvals, pay vendors and experts on time, and keep a complete audit trail for every transaction.

Learn more about automated invoice
management >

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Agencies

Accounts receivable for agencies juggling multiple client accounts and contractor payouts. Get paid faster, automate recurring retainer collections, and pay your freelancers and media vendors from one dashboard.

See how AR automation works >

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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Every payment workflow, 
all 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.

Learn more >

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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.

Learn more >

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Pay by Card

Make flexible payments with your credit card. Earn rewards, capitalize on discounts, and free up cash flow. 

Learn more >

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Plooto Integrations

Automatically reconcile payments in QuickBooks, Xero, and NetSuite. Bills and invoices sync both ways, with no manual data entry.

Learn more >

The proof is in the numbers
14k+ Businesses supported
3.2m+ 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 >
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FAQs

Don't see your question answered here? Contact us today.

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 automated invoice management. 

How do you use automation for professional services billing?

Automating professional services billing means connecting your invoicing, payments, and accounting in one workflow so you stop entering data by hand. With Plooto, invoices import from your accounting software, approvals route to the right person automatically, payments go out by EFT, ACH, check, or credit card, and every transaction reconciles back to your books. For collections, you can set up recurring invoices and pre-authorized debit so client payments arrive on schedule without manual follow-up. The result is faster billing cycles, fewer errors, and more time for billable work.

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. 

What is the best way to automate invoicing for a professional services firm?

Start by connecting your accounting software (QuickBooks, Xero, or NetSuite) to a payment automation platform like Plooto. From there, invoices and bills sync automatically, you set approval rules once, and payments and collections run on their own. Professional services firms typically automate three things first: vendor and contractor payments on the AP side, recurring client invoicing and collection on the AR side, and reconciliation back to the general ledger. Plooto handles all three in one place.

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. 

Does Plooto offer accounts payable software for professional services?

Yes. Plooto is AP software built for professional services firms and the accountants who serve them. Import bills, route them through custom approval workflows, pay vendors and contractors by EFT, ACH, check, or credit card, and reconcile every payment back to your accounting software automatically. It works for firms managing their own payables and for fractional CFOs managing payables across several client firms.

Can agencies and consultants use Plooto to get paid faster?

Yes. On the accounts receivable side, Plooto lets agencies and consultants send invoices, set up recurring billing, and collect by pre-authorized debit or credit card. You know automatically when an invoice is paid, and the payment reconciles to your books without manual entry. Credit card acceptance can move funds in as little as two business days, which helps smooth out the cash flow gaps that come with project-based work.

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.