Resumo do Plooto

O que é o Plooto?

Plooto is an AP and AR workflow automation solution that saves countless hours on AP and AR processes. Trusted by thousands of accountants, bookkeepers and firms, Plooto is ideal for accountants and bookkeepers looking to scale their practice and grow their AR and AP services.

Plooto provides a robust two way sync with QuickBooks and Xero, automating the end to end AP and AR processes - from syncing invoices and payments to reconciling payment records, while keeping a full audit trail.

Additionally, features like customizable approval workflows, recurring payments and pre-authorized debit (PAD) agreements save you even more time and effort.

Resumo do Plooto

Preços

A partir de
US$ 25,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

$25/month with 10 free domestic transactions
$0.5 per domestic transaction (after the first 10 free transactions)
$9.99 per international transactions
$1.99 per check payment (in US)

No setup fees. No integration fees. No hidden fees.


Recursos do Plooto

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá
Idiomas
Inglês

Mídias

Plooto Client Dashboard | Have full visibility of your clients and see all pending action items at a glance.
Plooto Accounts Payable Dashboard | View all of your client's pending and completed payables
Plooto Integration | With Plooto's two-way sync with QuickBooks and Xero, automate accounting payable processes
Plooto Manual Payment | Have the ability to make manual payments without having to sync to an accounting software
Plooto Accounts Receivable Dashboard | View all of your client's pending and completed receivables
Plooto Request Payment | Manually request payments and enjoy features like recurring payment and PAD
Plooto Integration | With Plooto's two-way sync with QuickBooks and Xero, automate accounting receivable processes
Captura de tela do Plooto: Plooto Client Dashboard | Have full visibility of your clients and see all pending action items at a glance. Captura de tela do Plooto: Plooto Accounts Payable Dashboard | View all of your client's pending and completed payables Captura de tela do Plooto: Plooto Integration | With Plooto's two-way sync with QuickBooks and Xero, automate accounting payable processes Captura de tela do Plooto: Plooto Manual Payment | Have the ability to make manual payments without having to sync to an accounting software Captura de tela do Plooto: Plooto Accounts Receivable Dashboard | View all of your client's pending and completed receivables Captura de tela do Plooto: Plooto Request Payment | Manually request payments and enjoy features like recurring payment and PAD Captura de tela do Plooto: Plooto Integration | With Plooto's two-way sync with QuickBooks and Xero, automate accounting receivable processes

Plooto - Avaliações

Plooto - Avaliações

Classificação geral
4,4
/
5
Excelente
108

Muito bom
62

Regular
15

Ruim
1

Péssimo
7

Relação qualidade/preço
4,2
Recursos
4,2
Praticidade
4,5
Suporte ao cliente
4
88% dos usuários recomendam este app
Aislinn K.

Entreflow Consulting Group's use of Plooto

Plooto has certainly helped us from a workflow perspective, it's pulling your payables from your Quickbooks or Xero account into Plooto so you can see all the payables that you need to deal with and when they're due. And there's a whole bunch of approval processes you can put in place for internal controls perspective so make things a lot more bulletproof than just manually writing checks and doing e-transfers.


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Heather Y.

Our EFT provider of choice

Our objective was to automate payables, and Plooto has been great for that purpose.


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Tammy B.

It appears to have it all until you use it.

Not Good. Really ambitious to make it work I like the concept but they make it very hard to be a client.


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Danny R.

Integral Software for Accounting

My experience has been very good! Been very happy with product in the past few years that I have been using it for my clients.


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Sara B.

It's Okay

I am striving to keep my payment processing costs as low as possible. As such, I've stuck with Plooto and have tried to have as many clients as possible do ACH processing. However, more and more clients are requesting to use credit cards, and many are okay with paying a surcharge for processing fees. Plooto does not accept credit card payments, and I would prefer to have a one stop shop for payment processing. I was happier when it was a flat $1 fee per ACH, I'm now paying much more per transaction due to the flat $25 per month fee and the small amount of clients I have who are still willing to do ACH payments.


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Aislinn K.
Setor: Consultoria de gestão
Porte da empresa: 11-50 funcionários
Traduzido para o Português
Traduzido para o Português

Entreflow Consulting Group's use of Plooto

Usado Semanal durante Mais de um ano
Avaliado em 19/04/2019
Fonte da avaliação: Capterra

Plooto has certainly helped us from a workflow perspective, it's pulling your payables from your Quickbooks or Xero account into Plooto so you can see all the payables that you need to deal with and when they're due. And there's a whole bunch of approval processes you can put in place for internal controls perspective so make things a lot more bulletproof than just manually writing checks and doing e-transfers.

Vantagens

So you can currently do pre-authorized debit, pre-authorized credit receivables in U.S. dollars and Canadian dollars which is super kick-ass. It's also made some of our clients lives a lot easier if they've got clients in different countries, and it gives their clients flexibility to pay in debit or credit. Also, as far as the amount of time it takes for that cash to clear your bank account; it's faster than Stripe, and on top of that the integration with Quickbooks makes it a lot easier to manage the fees, unlike Stripe.

Desvantagens

We'd love to see more international payments to more countries just for some of our clients that have people they're paying in lots of different places around the world. As well, with the international payments, if a client has a lot of companies that they're paying in the U.S. for instance if you get really costly really quickly. So I'd like to see some bulk discounts for high volume payments to the U.S.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 7.0/10

Heather Y.
Setor: Contabilidade
Porte da empresa: 11-50 funcionários
Traduzido para o Português
Traduzido para o Português

Our EFT provider of choice

Usado Diariamente durante Mais de dois anos
Avaliado em 14/12/2020
Fonte da avaliação: Capterra

Our objective was to automate payables, and Plooto has been great for that purpose.

Vantagens

We're a Quickbooks shop, and we *love* the integration. Virtually all of our clients are using Plooto for payables, and some for receivables. In terms of pricing, the package is advantageous for most of our clients. Some of the tiny ones would spend less on regular bank fees -- but the convenience still makes Plooto a good option. The interface is clean and user-friendly. Our clients love the signing authority "tiers." We're working with nonprofits, so there's always a board of directors to consider -- and therefore multiple signers. It's not uncommon for orgs to specify who needs to approve organizations over certain limits, and Plooto gets us there with no fuss.

Desvantagens

We still have issues with some vendors not being serviced by Plooto, e.g. credit card companies. The ability to send payments internationally through Plooto is great, but we sometimes experience issues with foreign banks. On the signing authority front, it's possible to do an "end run" around banking agreements by authorizing people on Plooto that aren't authorized on the bank account. We need to do our due diligence on that, to ensure payments are authorized only by signing authorities.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Tammy B.
Setor: Editoras
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

It appears to have it all until you use it.

Usado Diariamente durante 1 a 5 meses
Avaliado em 17/12/2018
Fonte da avaliação: Capterra

Not Good. Really ambitious to make it work I like the concept but they make it very hard to be a client.

Vantagens

I like that it can process both bank or credit card payments for receivables. It can provide automation too but unfortunately it didn't work for me. I like the price. And I like that it linked into xero. It appears to have it all until you use it.

Desvantagens

1) Its not easy to use, no introduction. 2) the automation component never worked for me I know I had to get PAD on but I wanted it on for some clients off for others and this was not an easy thing to set. It also doesn't allow me to store the credit card something like Quickbooks online I had in mind but this is a complete oversight to the program. I guess if automation actually worked then this could solve this issue. 3) Ya I was very confused but when my clients couldn't figure it out either, some ended up with duplicate payments pulled from their accounts etc. No help to fix very embarrassing. 4) their live chat is not live. You ask a question and wait. Fine to get started but even in the middle of conversation to deal with issues they just disappear. The conversation is not live. Sometimes they don't even read my questions which makes me think not a real person is helping me. 5) Money holding ridiculous! If a client due date on invoice was 30 days and they paid me next day I had to wait until what my invoice said for due date on payment. Plus when money drops into my account there is no PLOOTO ID on the deposit. Very confusing for trying to reconcile. 6) Plooto reconciled in Xero in its own little account but doesn't reconcile with the bank account. Weird and confusing.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 3.0/10

Danny R.
Setor: Contabilidade
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Integral Software for Accounting

Usado Semanal durante Mais de dois anos
Avaliado em 08/12/2020
Fonte da avaliação: Capterra

My experience has been very good! Been very happy with product in the past few years that I have been using it for my clients.

Vantagens

I like the integration with QBO and that it makes it easy for me to process payments with the appropriate checks and balances of approvals. The software also helps in confirming whether the bank information being provided is valid or not. So easy to use!!!

Desvantagens

The only Con that I could think of is that it becomes a bit expensive for those that have very little transactions monthly where the fixed monthly fee does not get fully utilized.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Sara B.
Setor: Contabilidade
Porte da empresa: Profissional autônomo
Traduzido para o Português
Traduzido para o Português

It's Okay

Usado Mensal durante Mais de um ano
Avaliado em 14/12/2020
Fonte da avaliação: Capterra

I am striving to keep my payment processing costs as low as possible. As such, I've stuck with Plooto and have tried to have as many clients as possible do ACH processing. However, more and more clients are requesting to use credit cards, and many are okay with paying a surcharge for processing fees. Plooto does not accept credit card payments, and I would prefer to have a one stop shop for payment processing. I was happier when it was a flat $1 fee per ACH, I'm now paying much more per transaction due to the flat $25 per month fee and the small amount of clients I have who are still willing to do ACH payments.

Vantagens

If you're looking for automatic draws, it works well. Syncs with both QBO and Xero.

Desvantagens

If your client doesn't have all of the funds in their account, you won't be notified. Plooto will draw what it can and you'll have to log in to look to see who failed to pay in full. Pricing is okay. You're essentially charged $2.50 for ACH. If you're using QBO, you may as well just use their ACH payment processing as it's cheaper.

If you're using Plooto to pay a client (a refund, for example) it isn't automatic. You have to set them up again, and they'll have to guess a password to accept the funds you're transferring to them. It's bizarre that you can take money from them, but can't send it to them.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 5.0/10

Recomendação do usuário
8,2/10
Baseado em 193 usuários
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Preço do Plooto

Preço do Plooto

A partir de
US$ 25,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço

$25/month with 10 free domestic transactions
$0.5 per domestic transaction (after the first 10 free transactions)
$9.99 per international transactions
$1.99 per check payment (in US)

No setup fees. No integration fees. No hidden fees.

$25/month with 10 free domestic transactions
$0.5 per domestic transaction (after the first 10 free transactions)
$9.99 per international transactions
$1.99 per check payment (in US)

No setup fees. No integration fees. No hidden fees.

Relação qualidade/preço
4,2/5
Baseado em 193 usuários
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Recursos do Plooto

Recursos do Plooto

API
Análise financeira
Cobrança e faturamento
Controle de despesas
Criação de relatórios personalizável
Dados em tempo real
Gerenciamento de faturas
Gestão da contabilidade
Gestão de conformidade
Gestão do fluxo de trabalho
Importação/exportação de dados
Integração da contabilidade
Integração de terceiros
Múltiplas moedas
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Processamento de faturas
Registro de auditoria
Relatórios e estatística
Recursos
4,2/5
Baseado em 193 usuários
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Categorias

Mais informações sobre Plooto

Mais informações sobre Plooto

Principais recursos do Plooto

  • Accounting integration
  • Accounting management
  • Activity tracking
  • Approval process controls
  • Audit trail
  • Bank reconciliation
  • Collections management
  • Data encryption
  • Direct deposit
  • Electronic payments
  • Invoice management
  • Invoice processing
  • Multi-company
  • Multiple user accounts
  • Partial payments
  • Payroll integration
  • Payroll management
  • Permission management
  • Progress tracking
  • QuickBooks integration
  • Real-time notifications
  • Recurring billing
  • SSL security
  • Status tracking
  • Transaction history
  • Transaction monitoring
  • User access controls

Vantagens

  • Stop chasing check signatures with Plooto's smart approval workflow - allowing you to get payment approvals from assigned approvers from anywhere in the world.

  • With Plooto's smart integration, automatically sync all invoices and transactions to and from QuickBooks or Xero

  • Plooto keeps a full audit trail of all transactions, saving you countless hours on data entry

  • Switch between multiple client accounts with Plooto's dashboard view - perfect for accountants and bookkeepers.

  • Collect one-time and recurring payments faster with PAD to streamline the accounts receivable process

  • Securely transfer funds electronically without having to know the payee's banking information.

  • Send domestic and cross-border payments between Canada and the U.S. with no percentage fees.

  • Perguntas frequentes sobre o Plooto

    Perguntas frequentes sobre o Plooto

    Abaixo estão algumas perguntas frequentes sobre o Plooto.

    P: Que tipo de planos o Plooto oferece?

    O Plooto oferece os seguintes planos de pagamento:

    A partir de: US$ 25,00/mês

    Modelo de preços: Assinatura

    Teste Grátis: Disponível

    $25/month with 10 free domestic transactions $0.5 per domestic transaction (after the first 10 free transactions) $9.99 per international transactions $1.99 per check payment (in US) No setup fees. No integration fees. No hidden fees.

    P: Quais são os principais recursos do Plooto?

    O Plooto oferece os seguintes recursos:

    • Accounting integration
    • Accounting management
    • Activity tracking
    • Approval process controls
    • Audit trail
    • Bank reconciliation
    • Collections management
    • Data encryption
    • Direct deposit
    • Electronic payments
    • Invoice management
    • Invoice processing
    • Multi-company
    • Multiple user accounts
    • Partial payments
    • Payroll integration
    • Payroll management
    • Permission management
    • Progress tracking
    • QuickBooks integration
    • Real-time notifications
    • Recurring billing
    • SSL security
    • Status tracking
    • Transaction history
    • Transaction monitoring
    • User access controls

    P: Quem costuma usar o Plooto?

    Os clientes habituais do Plooto são:

    Pequenas empresas, Grandes empresas, Administrações públicas, Sem fins lucrativos, Autônomos, Empresas de médio porte

    P: Em que idioma o Plooto está?

    O Plooto está nos seguintes idiomas:

    Inglês

    P: O Plooto é compatível com disponíveis móveis?

    Não temos informações sobre os dispositivos compatíveis com o Plooto.

    P: O Plooto se integra com quais outros aplicativos?

    O Plooto se integra com os seguintes aplicativos:

    QuickBooks Online, QuickBooks Online Advanced, QuickBooks Online Advanced, Xero, Xero

    P: Que nível de suporte o Plooto oferece?

    O Plooto oferece as seguintes opções de suporte:

    FAQs, Suporte online, Suporte por telefone, Base de conhecimento, Tutoriais em vídeo