Sobre 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.

Principais benefícios do Plooto

  • 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.

  • Dispositivos

    Porte da empresa

    P M G

    Mercados

    Canadá, Estados Unidos

    Idiomas

    inglês

    Imagens

    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
    Ver mais 8
    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

    Recursos

    Total de recursos do Plooto: 84

    • Acompanhamento de atividades
    • Alertas/notificações
    • Banco de dados de contatos
    • Cobrança de projetos
    • Cobrança e faturamento
    • Cobrança recorrente de vários períodos
    • Cobrança recorrente ou de assinaturas
    • Comentários de 360 graus
    • Compras e recebimento
    • Conciliação bancária
    • Contabilidade
    • Contas a pagar
    • Contas a receber
    • Controle de despesas
    • Controle de licenças
    • Controle do processo de aprovação
    • Controles/permissões de acesso
    • Convites e lembretes por e-mail
    • Coordenação de contas
    • Dados em tempo real
    • Depósito direto
    • Detecção de fraude
    • Empresas de contabilidade CPA
    • Faturamento de contingências
    • Faturação automática
    • Faturação online
    • Fluxo de trabalho configurável
    • Geração de relatórios administrativos
    • Geração de relatórios financeiros
    • Geração pontual de relatórios
    • Gerenciamento de documentos
    • Gerenciamento de faturas
    • Gerenciamento de fornecedores
    • Gerenciamento de pedidos de compra
    • Gestão da folha de pagamento
    • Gestão de atividades
    • Gestão de atividades
    • Gestão de auditorias
    • Gestão de cartões de crédito
    • Gestão de clientes
    • Gestão de coletas
    • Gestão de contratos e licenças
    • Gestão de empreiteiras
    • Gestão de terceirização
    • Gestão de tesouraria
    • Gestão do fluxo de caixa
    • Gestão do fluxo de trabalho
    • Histórico de faturas
    • Histórico de transações
    • Importação/exportação de dados
    • Integração da contabilidade
    • Integração de QuickBooks
    • Lembretes
    • Monitoramento de transações
    • Monitoramento do progresso
    • Monitoramento em tempo real
    • Múltiplas contas de usuário
    • Múltiplas empresas
    • Múltiplas moedas
    • Notificações em tempo real
    • Orçamentos/Previsões
    • Pagamento recorrente
    • Pagamentos eletrônicos
    • Pagamentos online
    • Pagamentos parciais
    • Pagamentos recorrentes
    • Painel
    • Painel de atividades
    • Preenchimento de cheques
    • Processamento de cartões de crédito
    • Processamento de faturas
    • Processamento de lotes
    • Processamento de pagamentos
    • Processamento de pagamentos ACH
    • Rastreamento de tarefas
    • Razão geral
    • Registro de auditoria
    • Relatórios personalizáveis
    • Revisão de documentos
    • Seguimento de status
    • Segurança de SSL
    • Sincronização de dados
    • Transferência eletrônica de fundos
    • Várias localizações

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    Avaliações

    Classificação geral

    4,4 /5
    (194)
    Relação qualidade/preço
    4,2/5
    Recursos
    4,2/5
    Praticidade
    4,5/5
    Suporte ao cliente
    4/5

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    Exibindo 5 avaliações de 194
    Aislinn K.
    Classificação geral
    • Setor: Consultoria de gestão
    • Porte da empresa: 11-50 funcionários
    • Usado Semanal durante Mais de um ano
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 7.0 /10

    Entreflow Consulting Group's use of Plooto

    Avaliado em 19/04/2019

    Plooto has certainly helped us from a workflow perspective, it's pulling your payables from your...

    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.

    Heather Y.
    Classificação geral
    • Setor: Contabilidade
    • Porte da empresa: 11-50 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    Our EFT provider of choice

    Avaliado em 14/12/2020

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

    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.

    Tammy B.
    Classificação geral
    • Setor: Editoras
    • Porte da empresa: 2-10 funcionários
    • Usado Diariamente durante 1 a 5 meses
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 3.0 /10

    It appears to have it all until you use it.

    Avaliado em 17/12/2018

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

    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.

    Varun S.
    Classificação geral
    • Setor: Contabilidade
    • Porte da empresa: 11-50 funcionários
    • Usado Semanal durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    Fantastic option for an accounting firm!

    Avaliado em 17/12/2020

    Very positive and highly recommended

    Very positive and highly recommended

    Vantagens

    We've transformed our accounting firm from traditional "after the fact" billing and collection, to a monthly recurring fee model using Plooto.
    It has automated one of the most painful parts of running an accounting firm.
    Our clients love to do their own Receivables, Payables and CRA payments using Plooto.

    Desvantagens

    Reports functionality is lacking
    It takes time for clients to get a hang of it initially when setting up PAD.

    Danny R.
    Classificação geral
    • Setor: Contabilidade
    • Porte da empresa: 2-10 funcionários
    • Usado Semanal durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 9.0 /10

    Integral Software for Accounting

    Avaliado em 08/12/2020

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

    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.

    Exibindo 5 avaliações de 194 Leia todas as avaliações

    Perguntas frequentes sobre o Plooto

    Abaixo estão algumas perguntas frequentes sobre o Plooto.

    O Plooto oferece os seguintes planos de pagamento:

    • A partir de: US$ 25,00/mês
    • Modelo de preços: Gratuito, 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.

    Não temos informações sobre os recursos do Plooto.

    Os clientes habituais do Plooto são:

    Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

    O Plooto está nos seguintes idiomas:

    inglês

    O Plooto é compatível com os seguintes dispositivos:

    Android (celular), iPhone (celular), iPad (tablet)

    O Plooto se integra com os seguintes aplicativos:

    QuickBooks Online Advanced, Xero

    O Plooto oferece as seguintes opções de suporte:

    Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone, 24 horas por dia (representante ao vivo), Bate-papo

    Categorias relacionadas

    Veja todas as categorias de software encontradas para Plooto.