Plooto Reviews

1. Convenient mode of payment.

2.Provide various options for payment (chq/EFT/Mail Trf)

3. Extracting bank feeds helps in case of mismatch in plooto instant balance.

A little bit of understanding is required at the initial stage.

What I value most about Plooto is its approach to automating payment processes, which significantly saves time and reduces the risk of errors.

Sometimes the processing times can be slow

Plooto solves the problem of payment processing with automation.

It helps save time and keep records up-to-date.

We mostly use Plooto to request CRA payments for clients so that they get to the government on time. This has proven to be incredibly useful and valueable to our clients when used correctly.

It's a bit difficult to explain the process of payment approval to a particularly techincally challenged or difficult client without being able to see it ourselves. It's also a bit more tedious than it should be to change client settings to make sure they are getting reminders for payments that need their approval. This should probably be the default.

Many of our clients find it difficult to figure out how to remit money to the CRA at all, let alone multiple times a year and on time. This program allows us to streamline that process for them.

.Allows multiple stages of approvals which is great for record keeping

May be difficult to find invoices for tracking purposes

Plooto is solving the problem of approvals for me

Plooto is very simple to use for both myself and my clients, plus I'm able to set things up automatically and adjust the frequency approvers are reminded of outstanding approval items. Also very afforable and theey are always quick to assist with any questions or concerns using chat feature.

Some issues with paying in different currencies, sometimes the exchange rate changes mid-transaction

Automation in both

Plooto is not only easy to use for our own company needs but it also remarakbly easy to train clients to use. This is a very important piece of software for use on both sides of the business so we appreciate how easy it us to use and to teach. The customer service is also excellent.

I have no issues at this time, anytime I have had had questions or issues, the customer service team has been prompt and helped me through it.

It allows us to not only process or own AP and payments, but also for our clients. It is very helpeful with our client relationships as it allows us to "see" what the client needs paid or has paid and we can counsel real time and step in as we need help.

The integration with Quickbooks makes it very easy to identify and pay bills. The build in approval process means I can pay bills even when cheque signers are not on site, I can control how many approvals are required for each transaction and they are informed automatically that something requires their attention.

Reports for transactions are hard to locate on the site and when you "print" a transaction not all the details come across so I have to screenshot to have all the information I need.

Plooto allows me to pay electronically and have the approval for payments built in, saving me steps while keeping us compliant.

Plooto is a simple platform to use and offers seamless integration with QBO and quick communication between platforms. It took moments to set up and is very easy to learn how to use.

We do need to refresh the QBO plooto connection often but it is easy to do and ensures that both systems are in sync.

AP managment and payment transmission. We can preform functions quickly and approvers and vendors have insight into the workflow and timelines.

Automated collections and payables ... pretty much eliminated AR in our firm. Integrates well with Xero and QBO. Easy to send payments to CRA. Support has been pretty good whenever needed. We've had no issues implementing Plooto for our clients to help with automate AR and AP. Plooto is something we use several times a week in our firm and I strongly recommend it.

Reporting is lacking. It would be great to see visual reports on recurring receivables and payables and predict cashflow.

AR automation for our monthly recurring clients. Eliminate chasing clients for payments after the work is done.

Monthly recurring payments for Rent etc.