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What is Plooto?

Plooto is a cloud-based payment automation platform that helps accounting firms, bookkeepers, finance teams, and SMBs manage accounts payable and accounts receivable from one connected workspace. It is designed to replace manual payment processes, spreadsheets, email approvals, paper checks, and disconnected reconciliation workflows with automated controls. The platform helps users pay vendors, collect customer payments, manage approval chains, track payment status, and sync transaction data with accounting software. Plooto’s accounts payable tools automate bill payment workflows, route approvals to the right people, and help ensure vendors are paid accurately and on time. Its accounts receivable tools support invoice sending, payment collection, recurring payments, and clearer visibility into incoming cash. Businesses can use multiple payment options, including EFT, ACH, credit cards, foreign exchange, and international payments. Plooto also helps teams simplify cross-border payments with transparent fees, competitive exchange rates, and built-in compliance support. Accounting firms can manage multiple clients from a single dashboard, review approvals, and support client payment workflows without taking on unnecessary manual work. Two-way accounting software sync reduces duplicate entry by keeping suppliers, customers, bills, invoices, payments, and reconciliation details updated. Custom approval workflows and audit-friendly controls help businesses maintain safeguards while reducing bottlenecks. With AP automation, AR automation, international payments, client management, approval routing, and accounting integrations, Plooto helps teams save time, reduce errors, and improve control over cash flow.

What is Finaxis?

Finaxis enhances the accounts receivable process by delivering smart reminders and follow-up communications through various channels, such as email, SMS, and voice, alongside offering predictive payment insights and real-time cash flow visibility. It integrates effortlessly with popular accounting software like QuickBooks, Xero, Acomba, Sage 300, and NetSuite. Moreover, it boosts customer relations by linking with CRM platforms, including HubSpot and Salesforce, facilitating personalized communication. To accommodate additional systems, it provides a CSV import feature. Designed with the Canadian market in mind, Finaxis includes bilingual workflows in both French and English, ensuring all data is securely housed within Canada to adhere to Quebec's Law 25 and PIPEDA regulations. Targeting finance teams in industries such as professional services, SaaS, consulting, and staffing, Finaxis operates as a virtual accounts receivable assistant, acting as an AI Copilot that tailors its functionalities to the distinct payment patterns of individual customers. This forward-thinking solution not only enhances operational efficiency but also empowers companies to refine their cash flow management strategies, ultimately contributing to stronger financial health. Additionally, it fosters more meaningful interactions with clients, enhancing overall satisfaction and loyalty.

Media

Media

No images available

Integrations Supported

QuickBooks Online
Xero
AccessOwl
Acomba
HubSpot CRM
NetSuite
QuickBooks Online Advanced
Sage 300
Salesforce
VS1 Cloud

Integrations Supported

QuickBooks Online
Xero
AccessOwl
Acomba
HubSpot CRM
NetSuite
QuickBooks Online Advanced
Sage 300
Salesforce
VS1 Cloud

API Availability

Has API

API Availability

Has API

Pricing Information

$32/month
Free Trial Offered?
Free Version

Pricing Information

$500/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Plooto

Date Founded

2014

Company Location

Canada

Company Website

www.plooto.com

Company Facts

Organization Name

Finaxis.ai

Date Founded

2026

Company Location

Canada

Company Website

finaxis.ai

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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

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

Construction Accounting

Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Cash Management
Construction Breakdowns
General Ledger
Job Costing
Overrun Projections
Payroll Management
Purchase Order Management
Quotes / Estimates

Categories and Features

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