Plooto

4.4 (234)
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The fastest way to manage your business payments

About Plooto

Plooto is an all-in-one platform that enables businesses to automate their domestic and international accounts payable and accounts receivable functions by unifying payments, processes, control, and reporting. Get paid as soon as 2 business days with credit cards! Trusted by 6,000+ businesses, the platform also integrates with popular accounting systems such as Xero and QuickBooks to eliminate data entry and automate the reconciliation of bills and invoices.

Plooto provides 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.


Key benefits of 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.

  • Improve your cash flow and get paid as soon as 2 business days with Plooto's credit card acceptance (compared to the 4-7 business days with ACH). Plus, provide more payment flexibility to your customers!

  • 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.

  • Images

    Plooto Software - Plooto Client Dashboard | Have full visibility of your clients and see all pending action items at a glance.
    Plooto Software - Plooto Accounts Payable Dashboard | View all of your client's pending and completed payables
    Plooto Software - Plooto Integration | With Plooto's two-way sync with QuickBooks and Xero, automate accounting payable processes
    Plooto Software - Plooto Manual Payment | Have the ability to make manual payments without having to sync to an accounting software
    Plooto Software - Plooto Accounts Receivable Dashboard | View all of your client's pending and completed receivables
    Plooto Software - Plooto Request Payment | Manually request payments and enjoy features like recurring payment and PAD
    Plooto Software - Plooto Integration | With Plooto's two-way sync with QuickBooks and Xero, automate accounting receivable processes
    View 8 more
    Plooto video
    Plooto Software - Plooto Client Dashboard | Have full visibility of your clients and see all pending action items at a glance.
    Plooto Software - Plooto Accounts Payable Dashboard | View all of your client's pending and completed payables
    Plooto Software - Plooto Integration | With Plooto's two-way sync with QuickBooks and Xero, automate accounting payable processes
    Plooto Software - Plooto Manual Payment | Have the ability to make manual payments without having to sync to an accounting software
    Plooto Software - Plooto Accounts Receivable Dashboard | View all of your client's pending and completed receivables
    Plooto Software - Plooto Request Payment | Manually request payments and enjoy features like recurring payment and PAD
    Plooto Software - Plooto Integration | With Plooto's two-way sync with QuickBooks and Xero, automate accounting receivable processes

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    Reviews

    Overall rating

    4.4 /5
    (234)
    Value for Money
    4.2/5
    Features
    4.2/5
    Ease of Use
    4.5/5
    Customer Support
    4.0/5

    Already have Plooto?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 234
    Keri
    Keri
    Overall rating
    • Industry: Warehousing
    • Company size: 2–10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Plooto as 3rd Party ACH Provider

    Reviewed on 17/12/2020

    My overall experience has been great. Customer service is timely and helpful. This software has...

    My overall experience has been great. Customer service is timely and helpful. This software has saved me countless hours of which I don't have to spare!

    Pros

    The integration with Quickbooks Online is simple and makes my A/R seamless. I love that my clients set up an ACH agreement one time and moving forward I request and process my A/R with a click of a button. I can also select which account I want the deposit to go to. Data is easy to download for reconciliation purposes as well.

    Cons

    I would like to see a default bank account option so I don't have to select a bank account for each transaction. I would also love for the deposit times to improve.

    Scott
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 2–10 Employees
    • Used Monthly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Great financial software for small and mid-sized organizations

    Reviewed on 14/12/2020

    We use the software for payment of invoices including external vendors, staff reimbursements, and...

    We use the software for payment of invoices including external vendors, staff reimbursements, and payroll. Works perfectly for us. Just a few clicks and there are adequate checks and balances features to ensure accountability and security.

    Pros

    As a small association, with few vendors and accounts payable/receivable, the software works very well for us. While I'm sure it can also be used for larger organizations and may have lots of advanced functions, the core user interface, notifications, integrations and other features are perfect for our smaller organizations. No unnecessary complications.

    Cons

    I suppose if anything, if you need to reverse a payment already in process it can be a bit of a challenge but have only experienced that once.

    Ariel
    Overall rating
    • Industry: Accounting
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Pricing model needs to go back to what it was

    Reviewed on 12/02/2020

    Pros

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

    Cons

    - 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.

    Krista
    Overall rating
    • Industry: Accounting
    • Company size: 11–50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great system for small businesses and non-profits.

    Reviewed on 14/12/2020

    Overall its a great system and we have moved the majority of our clients over to it. There are some...

    Overall its a great system and we have moved the majority of our clients over to it. There are some limitations but they just require a work around.

    Pros

    It is great for tracking the approval process for payments and providing an alternative method of payment for invoices.

    Cons

    Customer service has been a struggle for us. It is hard to get in touch with someone when we have questions or concerns. It would be nice if there was a way to receive approval for payment but to submit the payment offline. Sometimes payments need to be submitted by credit card or paper check and we cannot use the system for tracking approval for those.

    Alexandra
    Overall rating
    • Industry: Hospitality
    • Company size: 11–50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Overall a good option to manage Payables and Receivables

    Reviewed on 18/03/2022

    Pros

    Plooto is a user friendly software, easy to use and convenient. I was able to sync with QuickBooks, which makes the process even easier.

    Cons

    There are some functions that could be added/improved in the reporting area and external user experience.

    Showing 5 reviews of 234 Read all reviews

    Plooto FAQs

    Below are some frequently asked questions for Plooto.

    Plooto offers the following pricing plans:

    • Starting from: CA$32.00/month
    • Pricing model: Subscription
    • Free Trial: Available

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

    Plooto has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200

    Plooto supports the following languages:

    English

    Plooto supports the following devices:

    Plooto integrates with the following applications:

    NetSuite, QuickBooks Online Advanced, Xero

    Plooto offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for Plooto.