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What is PlanSplit?

PlanSplit is expertly crafted to facilitate a strong connection between service providers and their clients, guaranteeing a smooth experience for everyone involved. This cutting-edge software specializes in managing recurring monthly billing, allowing healthcare professionals and a range of service providers to design appealing service plans that may include discounted packages, memberships, and subscription options. For consumers, the platform provides a variety of convenient features, such as the capability to make monthly payments, adjust their plans as needed, cancel whenever they wish, and enjoy the perks of automatic annual renewals. At the same time, service providers benefit from increased operational efficiency, as PlanSplit takes charge of onboarding new clients, processing payments, modifying schedules, and overseeing renewals or cancellations, which enables staff to focus on delivering top-notch service. By streamlining these essential processes, PlanSplit not only boosts productivity but also elevates the overall quality of service experienced by both providers and consumers. This dual enhancement of service delivery and client satisfaction positions PlanSplit as an invaluable tool in the modern service industry.

What is BlueSnap?

BlueSnap's comprehensive Accounts Receivable Automation solution is highly acclaimed as the top software for processing payments, managing billing and invoicing, overseeing recurring billing, and handling subscription services. With our intuitive invoice editor, seamlessly integrated into your accounting framework, you can design visually appealing invoices while also creating a customer portal that facilitates automatic charging, the collection of payments, and the imposition of late fees. For rapidly expanding businesses around the globe, BlueSnap provides robust subscription management and recurring billing functionalities, allowing you to set up trial periods, effectively manage ongoing subscriptions, and implement proration as needed. Additionally, BlueSnap supports a wide range of payment processing options, accommodating credit card transactions, ACH and SEPA transfers, as well as wire payments, while efficiently managing partial payments, automatically retrying failed transactions, and recovering payments without hassle. Our solution is designed not only to enhance operational efficiency but also to improve the overall payment experience for both businesses and their customers.

Media

Media

Integrations Supported

Integrations Supported

Alipay
AppInsights
Apple Pay
Avalara
ChargeAutomation
Chargebee
DaySchool
Drupal
Ecwid
Gmail
GreenRope
HappyAR
HubSpot Customer Platform
Juspay
Microsoft Dynamics 365
NMI Payments
Periscope S2G
WordPress
Zapier

API Availability

API Availability

Pricing Information

$19 per month
Free Trial Offered?

Pricing Information

$35/user/month
Monthly and yearly billing options. Free 14 day-trial, no credit card required.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PlanSplit

Date Founded

2021

Company Location

United States

Company Website

plansplit.com

Company Facts

Organization Name

BlueSnap

Date Founded

2002

Company Location

United States

Company Website

home.bluesnap.com/accounts-receivable-automation/

Categories and Features

Dental

Not specified

Membership Management

Dues Management
Member Directory
Member Portal
Payment Processing

Mental Health

Billing & Invoicing
Multi-Provider Practice
Single Provider Practice

Optometry

Not specified

Recurring Billing

Discount Management
Payment Processing

Subscription Management

Cancellation Management
Revenue Recognition
Self Service Portal
Subscription Plan Management
Usage Tracking/Analytics

Veterinary

Billing & Invoicing

Categories and Features

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

AR Automation

Not specified

B2B Payment

Not specified

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Billing and Provisioning

Billing & Invoicing
Contract Management
Customer Accounts
Customizable Billing

Chargeback Management

Not specified

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Embedded Payments

Not specified

Order-to-Cash

Not specified

Payment Analytics

Not specified

Payment Gateways

Not specified

Payment Orchestration

Not specified

Payment Processing

ACH Check Transactions
Debit Card Support
Mobile Payments
Online Payments
Recurring Billing
Signature Capture

Purchasing

Catalog Management
Contract Management
Invoice Processing
Purchase Order Management
Supplier Management

Quote-to-Cash

Not specified

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Recurring Billing

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

SaaS Billing

Not specified

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

Usage-Based Billing

Not specified

Vendor Management

Audit Management
Contact Management
Customer Database
Self Service Portal
Transaction History
Vendor Maintained Profiles

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