Plooto

End to end AP & AR workflow automation

4 /5 (34 avaliações) Write a Review!

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

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


Recursos do Plooto

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

Capturas de tela

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 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
/
5
Excelente
15

Muito bom
11

Regular
4

Ruim
0

Péssimo
4

Relação qualidade/preço
4,4
Recursos
4
Praticidade
4,1
Suporte ao cliente
3,6
76% 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.


Traduzir com Google
Luke D.

I saved hours of work and thousands of dollars using plooto

Overall I'm very happy with Plooto, will continue to use it and encourage other business to use it.


Traduzir com Google
Ariel P.

Pricing model needs to go back to what it was


Traduzir com Google
Avaliador Verificado

Plooto is a simple AP and AR tool that also makes it easy to pay across borders.

I mostly used it for AR purposes across the U.S. and Canadian border.


Traduzir com Google
Matthew C.

Plooto Review

While not perfect, Plooto has been great for us to help clients manage their A/P at scale at fees that are lower than the banks charge.


Traduzir com Google
Aislinn K.
Setor: Consultoria de gestão
Porte da empresa: 13-50 funcionários
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

Luke D.
Setor: Saúde, bem-estar e condicionamento físico
Porte da empresa: Profissional autônomo
Traduzido para o Português

I saved hours of work and thousands of dollars using plooto

Usado Diariamente durante Mais de um ano
Avaliado em 12/02/2020
Fonte da avaliação: Capterra

Overall I'm very happy with Plooto, will continue to use it and encourage other business to use it.

Vantagens

It's way cheaper than credit card fees and saves time over cashing cheques.

Desvantagens

Some payment changes can take a little longer than I feel they should. I tried to cancel a payment that was to be debited later that day. It still went through because it was too short notice.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Ariel P.
Setor: Contabilidade
Porte da empresa: 2-10 funcionários
Traduzido para o Português

Pricing model needs to go back to what it was

Usado Diariamente durante Mais de dois anos
Avaliado em 12/02/2020
Fonte da avaliação: Capterra

Vantagens

Easy to use, great concept, would recommend it if pricing made sense.

Desvantagens

- Used to be very competitively priced, with the subscription model it is very hard to justify this expense to clients, especially since the use base is mostly small forward thinking companies who have very little vendor payments to make in the first place.
- Very limited customizability when a lot of customization could be offered at the basic level.
- It's never a good business practice to force people to use your product for lack of alternatives. Due to the horrible pricing model change, if there was an alternative, I would be using it.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 5.0/10

Avaliador Verificado
Setor: Consultoria de gestão
Traduzido para o Português

Plooto is a simple AP and AR tool that also makes it easy to pay across borders.

Usado Outro durante Mais de um ano
Avaliado em 20/03/2018
Fonte da avaliação: Capterra

I mostly used it for AR purposes across the U.S. and Canadian border.

Vantagens

It's simple, and that point needs to be kept in mind. The interface is intuitive and it syncs with popular accounting programs like QuickBooks Online. The best part of the program (in my opinion) is the AR function that allows you to set up a recurring ACH payment from clients for a flat fee. Depending on the size of your invoice this could save you some money in credit card or bank processing fees. Also, you can do ACH payment from a U.S. bank and deposit the funds in a Canadian bank account. It is a pretty cool feature that puts them above Bill.com. It also doesn't carry the monthly fee of Bill.com.

Desvantagens

It takes way too long to send money across borders. My experience is with the Canadian/U.S. border. It took nearly two weeks from the time that the client authorized the payment until it was deposited in my account. Also, if you are using Plooto for a foreign currency exchange service much better rates can be found elsewhere. If you are using Plooto instead of Bill.com and need all of the permissions or invoice scanning functionality, don't expect it. However, if you want a simple AP and AR tool with an added bonus of being able to make and receive payments across borders, and you aren't time crunched to make or receive a payment, then Plooto is a great inexpensive option.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Matthew C.
Setor: Contabilidade
Porte da empresa: 2-10 funcionários
Traduzido para o Português

Plooto Review

Usado Diariamente durante Mais de um ano
Avaliado em 12/02/2020
Fonte da avaliação: Capterra

While not perfect, Plooto has been great for us to help clients manage their A/P at scale at fees that are lower than the banks charge.

Vantagens

I like that it is easy to use, integrates with our accounting system, and allows us to manage A/P for clients at scale without using cheques.

Desvantagens

The 4-day turnaround time to settle payments is the biggest pain-point.

The new fixed-fee monthly pricing model is inconsistent with how users are actually transacting on the platform, the previous model was much easier to explain to clients.

Customer service is a bit slow and we've been charged incorrectly multiple times, which takes them several weeks to resolve for each one.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

Recomendação do usuário
8,4/10
Baseado em 34 usuários
Compare as alternativas por recomendação dos usuários
Compare com alternativas

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

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

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

Relação qualidade/preço
4,4/5
Baseado em 34 usuários
Compare as alternativas por relação qualidade/preço
Compare com alternativas

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
4/5
Baseado em 34 usuários
Compare as alternativas por avaliações dos recursos
Compare com alternativas

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 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:

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

    P: Em que idioma o Plooto está?

    O Plooto está nos seguintes idiomas:

    Inglês

    P: Que tipo de planos o Plooto oferece?

    O Plooto tem os seguintes planos de preços:

    Assinatura

    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, QuickBooks, QuickBooks Online, 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