Plooto
Wat is Plooto?
Plooto is van mening dat het beheren van de crediteuren- en debiteurenadministratie voor je klanten efficiënt, gestroomlijnd en winstgevend moet zijn. Plooto wordt vertrouwd door duizenden accountants, boekhouders en bedrijven en biedt end-to-end automatisering van de crediteuren- en debiteurenadministratie, met eenvoudige workflows en geïntegreerde elektronische betalingen. Eenvoudige tweerichtingssynchronisatie en afstemming met Xero en QuickBooks. Verkort je crediteuren- en debiteurenadministratieprocessen van 5 uur naar slechts 10 minuten.
Wie gebruikt Plooto?
Ideaal voor boekhoudprofessionals bij accountants-/boekhoudbedrijven die hun praktijk willen opschalen met crediteuren- en debiteurenadministratie.
Twijfels over Plooto?
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Reviews over Plooto
Aislinn
Entreflow Consulting Group's use of Plooto
Opmerkingen: 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.
Pluspunten:
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.
Minpunten:
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
Our EFT provider of choice
Opmerkingen: Our objective was to automate payables, and Plooto has been great for that purpose.
Pluspunten:
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.
Minpunten:
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.
Paula
"Oustanting accounting program for medium-sized and small businesses"
Opmerkingen: In overall, using this method to pay bills and send wire transfers to our many different contacts is the more cost-effective choice.
Pluspunten:
It is an excellent tool for organizing bill payments and ensuring that it has been reviewed by more than one person before it is transmitted. This affords the opportunity to verify that the particulars entered were accurate.
Minpunten:
When you recall a payment, the money will not go back into your back account; rather, it will be held in a Plooto account where it will be available for you to use to make subsequent payments. It is a little bit irritating.
Tammy
It appears to have it all until you use it.
Opmerkingen: Not Good. Really ambitious to make it work I like the concept but they make it very hard to be a client.
Pluspunten:
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.
Minpunten:
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.
Serena
5 Star
Opmerkingen: so far so good
Pluspunten:
Easy to make payments, and go back to view payments etc. Just started trying out the invoicing side and so far I love it. Customer Service 9the time I've needed it) was fantastic.
Minpunten:
so far nothing, for what I use it it works great.
