Plooto Features

Plooto

Your Mission Control for AP & AR

4.36/5 (196 reviews)

Competitor Feature Comparison

ACH Payment Processing
API
Access Controls/Permissions
Account Reconciliation
Accounting
Accounts Payable
Accounts Receivable
Activity Dashboard
Alerts/Notifications
Approval Process Control
Automatic Billing
Bank Reconciliation
Billing & Invoicing
Billing Portal
Budgeting/Forecasting
CPA Firms
Cash Flow Management
Cash Management
Check Processing
Check Writing
Collections Management
Compliance Management
Contact Database
Contingency Billing
Credit Card Processing
Customizable Invoices
Dashboard
Data Import/Export
Data Security
Direct Deposit
Document Management
Duplicate Payment Alert
Electronic Funds Transfer
Electronic Payments
Email Invitations & Reminders
Email Management
Expense Tracking
Financial Reporting
Fixed Asset Management
Forecasting
Fraud Detection
General Ledger
Invoice History
Invoice Management
Invoice Processing
Leave Tracking
Mobile Access
Mobile Payments
Multi-Currency
Multi-Location
Multi-Period Recurring Billing
Online Invoicing
Online Payments
Overpayment Processing
Partial Payments
Payment Processing
Payroll Management
Progress Tracking
Project Billing
QuickBooks Integration
Real Time Data
Receivables Ledger
Recurring Invoicing
Recurring Payments
Recurring/Subscription Billing
Reporting/Analytics
Revenue Recognition
Search/Filter
Self Service Portal
Spend Management
Status Tracking
Tax Calculation
Tax Management
Third Party Integrations
Time & Expense Tracking
Transaction Monitoring
Vendor Management
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ACH Payment Processing
API
Access Controls/Permissions
Account Reconciliation
Accounting
Accounts Payable
Accounts Receivable
Activity Dashboard
Alerts/Notifications
Approval Process Control
Automatic Billing
Bank Reconciliation
Billing & Invoicing
Billing Portal
Budgeting/Forecasting
CPA Firms
Cash Flow Management
Cash Management
Check Processing
Check Writing
Collections Management
Compliance Management
Contact Database
Contingency Billing
Credit Card Processing
Customizable Invoices
Dashboard
Data Import/Export
Data Security
Direct Deposit
Document Management
Duplicate Payment Alert
Electronic Funds Transfer
Electronic Payments
Email Invitations & Reminders
Email Management
Expense Tracking
Financial Reporting
Fixed Asset Management
Forecasting
Fraud Detection
General Ledger
Invoice History
Invoice Management
Invoice Processing
Leave Tracking
Mobile Access
Mobile Payments
Multi-Currency
Multi-Location
Multi-Period Recurring Billing
Online Invoicing
Online Payments
Overpayment Processing
Partial Payments
Payment Processing
Payroll Management
Progress Tracking
Project Billing
QuickBooks Integration
Real Time Data
Receivables Ledger
Recurring Invoicing
Recurring Payments
Recurring/Subscription Billing
Reporting/Analytics
Revenue Recognition
Search/Filter
Self Service Portal
Spend Management
Status Tracking
Tax Calculation
Tax Management
Third Party Integrations
Time & Expense Tracking
Transaction Monitoring
Vendor Management
Visit WebsiteCompare App
ACH Payment Processing
API
Access Controls/Permissions
Account Reconciliation
Accounting
Accounts Payable
Accounts Receivable
Activity Dashboard
Alerts/Notifications
Approval Process Control
Automatic Billing
Bank Reconciliation
Billing & Invoicing
Billing Portal
Budgeting/Forecasting
CPA Firms
Cash Flow Management
Cash Management
Check Processing
Check Writing
Collections Management
Compliance Management
Contact Database
Contingency Billing
Credit Card Processing
Customizable Invoices
Dashboard
Data Import/Export
Data Security
Direct Deposit
Document Management
Duplicate Payment Alert
Electronic Funds Transfer
Electronic Payments
Email Invitations & Reminders
Email Management
Expense Tracking
Financial Reporting
Fixed Asset Management
Forecasting
Fraud Detection
General Ledger
Invoice History
Invoice Management
Invoice Processing
Leave Tracking
Mobile Access
Mobile Payments
Multi-Currency
Multi-Location
Multi-Period Recurring Billing
Online Invoicing
Online Payments
Overpayment Processing
Partial Payments
Payment Processing
Payroll Management
Progress Tracking
Project Billing
QuickBooks Integration
Real Time Data
Receivables Ledger
Recurring Invoicing
Recurring Payments
Recurring/Subscription Billing
Reporting/Analytics
Revenue Recognition
Search/Filter
Self Service Portal
Spend Management
Status Tracking
Tax Calculation
Tax Management
Third Party Integrations
Time & Expense Tracking
Transaction Monitoring
Vendor Management
Visit WebsiteCompare App

Plooto Feature Reviews

25 reviewers had the following to say about Plooto's features:

Marilyn H.

Saves Time

2020-12-08

This has made monthly reoccurring customer payments so easy and professional.

Pros

It's easier to use and more cost effective than going through our bank. A real time saver.

Cons

I find that the clearing of paid invoices with Plooto in QBO does not work seamlessly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Ashley H.

A great option for bill payments

2020-12-08

Overall once it was set up I have found it very easy to use and worth the money.

Pros

Once it was set up the program works really well and integrates with Quickbooks desktop to make reporting a breeze.

Cons

Setting up the interface between the browser program and the desktop program was a real hassle.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Helina P.

Awesome AP/AR app that saves time and money.

2018-05-12

Cheaper bill payments.

Pros

Plooto saves me and my clients so much time is chasing invoice payments and mailing cheques for bill payments.

Cons

I'd like to see the time gap from invoice payment to cash in my bank and bill payment to cash in my vendor's bank shortened.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Varun S.

Fantastic option for an accounting firm!

2020-12-17

Very positive and highly recommended

Pros

We've transformed our accounting firm from traditional "after the fact" billing and collection, to a monthly recurring fee model using Plooto.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Kevin U.

Prince's Trust Canada

2020-12-17

Really happy with the software and love using it

Pros

Easy to use and setup for users and the expanded features to pay internationally and in both CDN and USD currencies.

Cons

Reporting using the AP function could be easier - the batch of payments that are processed should be a standard report in both PDF and Excel

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Accounting company, 1-10 employees)

Transformative to your cloud accounting workflow

2020-12-08

Pros

- integration with Xero and QBO means no need to enter data into accounting and payment systems separately.

Cons

I wish we could have a demo account where we could see the client view, and run through the entire workflow internally to refine the training and communication we provide to clients upfront to make their experience better.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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maria s.

Financial report

2020-12-08

great!

Pros

Easy, simple to use.

Cons

Difficult to find previous data

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Tatiana G.

Excellent software overall

2020-12-08

Plooto allows easy and painless payments for businesses with a high volume of bills at a reasonable cost.

Pros

Then Plooto marks the bills as paid.

Cons

The training is minimal, but should include tips on how to pull and export the bank data for analysis, I only learned of it from support which is a waste of Plooto's resources.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Boyd T.

Easiest way to pay my suppliers.

2017-07-18

Save time and increased accuracy of accounting records

Pros

Plus, it's easy to send off a batch of bill payments.

Cons

When they initially launched the integration with my accounting software was not fully set up and there were some confusing transactions, but it is all great now.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
David B.

Accounts Receivable Subscriptions

2020-12-08

Good

Pros

Scheduled, recurring, pre-authorized auto debits

Cons

reporting integration of auto recurring transactions with Quickbooks

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Judi W.

Clients didn't like it

2020-12-08

My clients didn't like using Plooto to pay my invoices. They requested that I use the 'Pay Invoice Now' feature available through QuickBooks Online.

Pros

Easy to import invoices from QuickBooks Online

Cons

Clients had to enter their banking information every time they paid an invoice.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Zak K.

Turnkey, easy to use accounts payable solution

2020-12-08

It's been a tent pole product for us as part of our finance activities. Highly recommend to any organization with daily payment needs.

Pros

The additional approval workflow features are great for scaling up and delegating Accounts Payable and setting limits on payment types.

Cons

A better/more open API so we could programmatically create new payment contacts or set Email Transfer passwords, but honestly that's nit-picking.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tim R.

Lancaster review

2020-12-08

Looking forward to future updates and a continued and improved seamless workflow with qbo.

Pros

The two way integration with QuickBooks online works really well and really simplifies my ap process.

Cons

Ideally it would be amazing if I could pay bills in QuickBooks the same as if I was writing checks.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
James A.

A

2020-12-17

Great

Pros

Love the integration for the software with our backbone accounting system.

Cons

Time to process payments takes a little long.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Scott W.

Great financial software for small and mid-sized organizations

2020-12-14

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

Pros

As a small association, with few vendors and accounts payable/receivable, the software works very well for us.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Josh R.

Great for paying multiple parties at one time.

2020-12-17

Payments made to subcontractors and easily processed.

Pros

This software makes it easy to pay multiple parties at one time.

Cons

The fees often hit wrong chart of accounts and requires manual adjustments on occasions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Diane B.

Plooto Experience

2020-12-14

Pros

Product is very easy to use; tech support is quick and easy to access; integration with QuickBooks is simple.

Cons

I would like to see a separate section for reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Shirley O.

Plooto Review

2020-02-13

Pros

Easy to use and train new staff, reasonably priced.

Cons

Unable to search by vendor to set up payments Unable to sort by vendor, then by invoice number or due date Unable to set preferences such as view 100 per page USD import of paid bills does not populate currency rate, imports at 1.00

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Rini V.

Plooto Review

2020-12-08

Pros

The QB integration is really helpful for us, it makes it easy for us to pull AP and the fact that invoices are attached in the payments are also a plus.

Cons

The fact that it take 4-5 days for the payments to get credited in our vendors account.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Scott B.

Great Fintech solution for AP/AR

2020-12-14

Team has been responsive and platform is a simple to use and saves time . Allows us to focus on what we need to do to run our business.

Pros

Loved the integration to Quickbooks online and iit worked perfectly.

Cons

Multi-currency on US receivables.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Heather P.

Seamless integration, end user friendly

2020-12-21

Great platform to set up, use, and recommend to clients.

Pros

Great interface for our non-financial clients.

Cons

It would be easy for someone to change banking details and direct the payment to the wrong person's account.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Peder E.

Easy way to pay

2020-12-08

Easy to use and fast

Pros

Easy to register new accounts and set up payments

Cons

awkward to pay in multiple currencies to same account

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kartik M.

SharpLight Review.

2020-12-14

Pros

The reporting and automation of payments

Cons

I can only enter in a maximum of 20 recurring payment the client support team cannot help us in a timely manner.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris E.

Plooto Review

2020-12-17

The accounts payable functionality and clear audit trail have been fantastic.

Pros

It has saved time, organized files with a clear audit trail, eliminated a number of potential mistakes which can happen through manual entries.

Cons

Approval tier set up is very poor. Having a global tier and specific bank tier are great, but there should be clearer instructions that setting up a tier on a specific bank will supersede and eliminate a global tier. When the amounts on the tiers are completely different one should not impact the other. Eg - Bank tier - 0-1,000 requires X approvers and Global Tier 1,000.01 - unlimited requires Z approvers. The global tier should not be ignored since the amounts are completely different.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kit F.

Plooto Review

2020-12-08

I didn't enjoy the customer service. Communication between emails felt like a robot talking to me. The chat function is a robot. Phone# is just a voice message, not useful. There are glitches within the program even with the settings. A lot of room for improvement.

Pros

integration with other apps, pay bills..

Cons

receiving payment, processing time is too long Settings has many problems

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more