En savoir plus sur Plooto

Plooto est une plateforme de paiement en ligne intégrée tout-en-un qui permet aux entreprises d'envoyer et de recevoir des paiements pour leurs dettes et leurs créances. Plooto est conçu spécialement pour les contrôleurs financiers des petites et moyennes entreprises, ainsi que pour les comptables ayant plusieurs clients.

Plooto permet aux comptables et aux assistants comptables d'éliminer les chèques papier, les plateformes bancaires encombrantes et les virements électroniques en passant à Plooto gratuitement.

Options de tarification dès :

25,00 $US/mois

  • Essai gratuit
  • Version gratuite
  • Abonnement

Appareils

Pour quelle entreprise ?

TPE PME GE

Disponible dans les pays suivants

Canada, États-Unis

Langues

anglais

Options de tarification dès :

25,00 $US/mois

  • Essai gratuit
  • Version gratuite
  • Abonnement

Images

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

Fonctionnalités

Nombre total de fonctionnalités pour Plooto : 84

  • Achats et réceptions
  • Alertes/Notifications
  • Base de données de contacts
  • Budgétisation et prévision
  • Cabinets d'expertise comptable
  • Comptabilité
  • Comptabilité clients
  • Comptabilité fournisseurs
  • Comptes d'utilisateur multiples
  • Contrôle du processus d'approbation
  • Contrôles/Permissions d'accès
  • Données en temps réel
  • Détection de fraude
  • Emplacements multiples
  • Entreprises multiples
  • Examen de documents
  • Facturation
  • Facturation automatique
  • Facturation des dépenses imprévues
  • Facturation des projets
  • Facturation en ligne
  • Facturation récurrente
  • Facturation récurrente de plusieurs périodes
  • Facturation récurrente et des abonnements
  • Feedback à 360 degrés
  • Gestion de la paie
  • Gestion de la trésorerie
  • Gestion des actions
  • Gestion des activités
  • Gestion des audits
  • Gestion des bons de commande
  • Gestion des cartes de crédit
  • Gestion des clients
  • Gestion des collectes
  • Gestion des contrats/licences
  • Gestion des documents
  • Gestion des factures
  • Gestion des flux de travail
  • Gestion des flux de trésorerie
  • Gestion des fournisseurs
  • Gestion des sous-traitants
  • Gestion des sous-traitants
  • Grand livre général
  • Historique des factures
  • Historique des transactions
  • Importation et exportation de données
  • Intégration QuickBooks
  • Intégration comptable
  • Invitations et rappels par e-mail
  • Notifications en temps réel
  • Paiements en ligne
  • Paiements partiels
  • Paiements récurrents
  • Paiements électroniques
  • Piste d'audit
  • Prise en charge de plusieurs devises
  • Rappels
  • Rapports ad hoc
  • Rapports administratifs
  • Rapports personnalisables
  • Rapprochement bancaire
  • Rapprochement bancaire
  • Reporting financier
  • Rédaction de chèques
  • Suivi de la progression
  • Suivi des activités
  • Suivi des congés
  • Suivi des frais
  • Suivi des statuts
  • Suivi des tâches
  • Surveillance des transactions
  • Surveillance en temps réel
  • Synchronisation de données
  • Sécurité SSL
  • Tableau de bord
  • Tableau de bord d'activités
  • Traitement des cartes de crédit
  • Traitement des factures
  • Traitement des lots
  • Traitement des paiements
  • Traitement des paiements ACH
  • Transfert électronique de fonds
  • Versement direct
  • Workflow configurable

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QuickBooks Desktop Enterprise

4,5
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QuickBooks Enterprise est un logiciel de comptabilité destiné aux petites entreprises qui offre aux utilisateurs un...

HarmonyPSA

4,5
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HarmonyPSA prend en charge l'ensemble du cycle de vie de l'entreprise, de la génération de leads au renouvellement du...

QuickBooks Online Advanced

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Avis

Note globale

4,4 /5
(193)
Rapport qualité-prix
4,2/5
Fonctionnalités
4,2/5
Simplicité d'utilisation
4,5/5
Support client
4/5

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Donnez votre avis !
Afficher 5 avis sur 193
Aislinn K.
Note globale
  • Secteur d'activité: Conseil en gestion
  • Taille de l'entreprise: 11-50 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Entreflow Consulting Group's use of Plooto

Publié le 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.

Avantages

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.

Inconvénients

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.
Note globale
  • Secteur d'activité: Comptabilité
  • Taille de l'entreprise: 11-50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Our EFT provider of choice

Publié le 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.

Avantages

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.

Inconvénients

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.
Note globale
  • Secteur d'activité: Édition
  • Taille de l'entreprise: 2-10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 3.0 /10

It appears to have it all until you use it.

Publié le 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.

Avantages

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.

Inconvénients

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.

Sara B.
Note globale
  • Secteur d'activité: Comptabilité
  • Taille de l'entreprise: Auto-entrepreneur
  • Logiciel utilisé tous les mois pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 5.0 /10

It's Okay

Publié le 14/12/2020

I am striving to keep my payment processing costs as low as possible. As such, I've stuck with...

I am striving to keep my payment processing costs as low as possible. As such, I've stuck with Plooto and have tried to have as many clients as possible do ACH processing. However, more and more clients are requesting to use credit cards, and many are okay with paying a surcharge for processing fees. Plooto does not accept credit card payments, and I would prefer to have a one stop shop for payment processing. I was happier when it was a flat $1 fee per ACH, I'm now paying much more per transaction due to the flat $25 per month fee and the small amount of clients I have who are still willing to do ACH payments.

Avantages

If you're looking for automatic draws, it works well. Syncs with both QBO and Xero.

Inconvénients

If your client doesn't have all of the funds in their account, you won't be notified. Plooto will draw what it can and you'll have to log in to look to see who failed to pay in full. Pricing is okay. You're essentially charged $2.50 for ACH. If you're using QBO, you may as well just use their ACH payment processing as it's cheaper.

If you're using Plooto to pay a client (a refund, for example) it isn't automatic. You have to set them up again, and they'll have to guess a password to accept the funds you're transferring to them. It's bizarre that you can take money from them, but can't send it to them.

Krista W.
Note globale
  • Secteur d'activité: Comptabilité
  • Taille de l'entreprise: 11-50 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Great system for small businesses and non-profits.

Publié le 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.

Avantages

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

Inconvénients

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.

Afficher 5 avis sur 193 Lire tous les avis

Plooto - FAQ

Voici quelques-unes des questions fréquentes sur Plooto.

Types de licences disponibles pour Plooto :

  • À partir de: 25,00 $US/mois
  • Type de licence: Gratuit, Abonnement
  • Essai gratuit: Disponible

Nous n'avons pas d'informations sur les fonctionnalités de Plooto.

Utilisateurs habituels du logiciel Plooto :

Auto-entrepreneur, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Langues dans lesquelles Plooto est disponible :

anglais

Appareils pris en charge par Plooto :

Android (mobile), iPhone (mobile), iPad (mobile)

Applications s'intégrant à Plooto :

QuickBooks Online Advanced, Xero

Ressources d'aide disponibles pour Plooto :

Service client/e-mail, FAQ/forums, Base de connaissances, Support téléphonique, Service de support 24/7 (réponse directe), Chat

Catégories connexes

Consultez toutes les catégories de logiciels trouvées pour Plooto.