Avis clients sur Plooto

Entreflow Consulting Group's use of Plooto

Commentaires : 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.

Our EFT provider of choice

Commentaires : 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.

"Oustanting accounting program for medium-sized and small businesses"

Commentaires : In overall, using this method to pay bills and send wire transfers to our many different contacts is the more cost-effective choice.

Avantages :

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.

Inconvénients :

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.

It appears to have it all until you use it.

Commentaires : 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.

5 Star

Commentaires : so far so good

Avantages :

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.

Inconvénients :

so far nothing, for what I use it it works great.

Plooto is an easy-to-use, handy program that simplifies the process

Commentaires : Accounts payable include a variety of options that make it simple to designate an approval tier and transfer payments. Checks that have been deposited in the previous few months have not shown in the system, however the support staff is working to correct this. Other than this, Plooto has a number of features that make processing AP more efficient.

Avantages :

Sending payments in practically any quantity to suppliers with Plooto is one of its finest features. Approval control, user-friendliness, and affordability are all things we like. It integrates with QBO and makes it simple to reconcile and set up payments automatically. Recurring payments and deposits may be set up quickly and effortlessly.

Inconvénients :

The inclusion of cheque numbers in a report would be quite helpful in keeping track of payments. As an alternative, it would be good if the user could pick from a list of pre-existing merchants.

Integral Software for Accounting

Commentaires : My experience has been very good! Been very happy with product in the past few years that I have been using it for my clients.

Avantages :

I like the integration with QBO and that it makes it easy for me to process payments with the appropriate checks and balances of approvals. The software also helps in confirming whether the bank information being provided is valid or not. So easy to use!!!

Inconvénients :

The only Con that I could think of is that it becomes a bit expensive for those that have very little transactions monthly where the fixed monthly fee does not get fully utilized.

Time Saver

Avantages :

Plooto has reduced our payment processing time down from 4-5 hours twice a month to paying our key vendors on a weekly basis in 45 minutes. We went from cutting over 50 cheques to completely electronic payment methods, with the option to still send cheques to vendors that prefer it. It is very easy to use and syncs perfectly with QuickBooks Online. They give excellent transparency on timelines of your payment statuses so you can keep vendors informed of when they can expect payment. Customer service is right at your finger tips and gives almost immediate help through their chat feature.

Inconvénients :

Some vendors can be skeptical to enter banking details into a third party payment processor.

Fantastic option for an accounting firm!

Commentaires : Very positive and highly recommended

Avantages :

We've transformed our accounting firm from traditional "after the fact" billing and collection, to a monthly recurring fee model using Plooto. It has automated one of the most painful parts of running an accounting firm. Our clients love to do their own Receivables, Payables and CRA payments using Plooto.

Inconvénients :

Reports functionality is lacking It takes time for clients to get a hang of it initially when setting up PAD.

User friendly but wished that Accounts receivable had more options

Commentaires : The problem that arises is that we as a small organization end up paying for two software because some of our vendors pay by credit card so we are spending more money on Plooto.

Avantages :

Multiple options for accounts payable which makes it easy set approval tier and to transfer funds

Inconvénients :

I highly recommend that Plooto starts accepting payments via credit card or email AR. While this is an option for AP it should be implemented for AR too. Secondly as a 4 member organization we wished there was a non-profit pricing range.

I saved hours of work and thousands of dollars using plooto

Commentaires : Overall I'm very happy with Plooto, will continue to use it and encourage other business to use it.

Avantages :

It's way cheaper than credit card fees and saves time over cashing cheques.

Inconvénients :

Some payment changes can take a little longer than I feel they should. I tried to cancel a payment that was to be debited later that day. It still went through because it was too short notice.

Turnkey, easy to use accounts payable solution

Commentaires : It's been a tent pole product for us as part of our finance activities. Highly recommend to any organization with daily payment needs.

Avantages :

Plooto makes it very easy to pay suppliers and vendors. If you can get your bills from Xero or your accounting software, its just a couple of clicks away to create payments. The additional approval workflow features are great for scaling up and delegating Accounts Payable and setting limits on payment types. Plooto Instant is also a very handy solution for last minute payment needs, we always keep funds there for our staff.

Inconvénients :

A better/more open API so we could programmatically create new payment contacts or set Email Transfer passwords, but honestly that's nit-picking. The functionality provided is more than enough for 99% of businesses.

My reliable assistant

Commentaires : I have found the software to be reliable and easy to use. But more importantly, I have found the support team to be responsive and genuinely interested in solving problems.

Avantages :

Plooto is my AR/AP support system. It does the work as expected, when expected and in my business, reliability is a top quality. I couldn't imagine running my business without Plooto on my team.

Inconvénients :

I have requested the platform be modified to be more accessible so that my sight impaired customers can benefit from the value Plooto can offer.

My Review of Plooto

Commentaires : I am excited that it provides a secure way to establish multi approval payments. As a contract bookkeeper with many clients, I consider this to be an important issue.

Avantages :

I like that the software allows for the bookkeeper to set up all the vendor payments so all the client has to do is approve. I also like how user friendly it is for vendors who are getting paid for the first time. When I contact a vendor and tell them they have to create a login/membership for yet another software I can get some push back. But the vendors find it very easy to use and that makes my job easier and more efficient. I like how it allows for ach payments without having to ask vendors to email me their sensitive financial information. They receive a link and can enter it themselves.

Inconvénients :

I don't like how long it takes when a customer wants to pay my clients with a credit card. I think it took more than 2 months to process into the bank so I've stopped using that function all together.

Plooto Experience

Commentaires : It's a very streamlined and convenient way of tracking and paying our vendors

Avantages :

It's very useful that our Quickbooks Accounts Payable is synched with Plooto because it makes paying our vendors very easy. The way it aggregates multiple payments to a single vendor to reduce charges is also a nice feature

Inconvénients :

I preferred their previous model where you only paid when you made a transfer. However, we are now doing enough monthly transfers that the fixed cost is about the same

Loved the product until last week when we lost 30K because of PLooto system bug!

Avantages :

1-Easy to use 2- Dashboards are great 3- Cost is on point 4- Set up was easy Overall has such potential to be a leader in this space, however, read cons!

Inconvénients :

1-Security 2- Customer services/Success 3- Accountability when errors are made- Last week you guys seemed to have a system bug the resulted in your system double paying involves totalling 30K. This is a huge red flag for us on the controls and security of your platform. When we contacted you guys we were given no explanation and no solution. Just told to ask vendors for credit notes and this is just not a solution.. I need solutions and explanations fast or we will be removing our selves from your platform, won't roll out other companies and will certainly be adding the review on your product. This means we are currently out 30K and not to mention all the additional time this has take for my staff to investigate. The more troubling part is that we found this and this was not detected by Plooto. This is too bad as i feel your platform had lots of potential but when in comes to payments, security is the number one concern. Customer services would also be a good addition!

ease of use

Commentaires : Not having to write cheques and mail them out Inputing the invoices only once in our Accounting Software and then Plooto does the work Very time and cost effective and being in the Cloud, can work from anywhere!

Avantages :

the ease of syncing invoices from Xero to plooto Like that Plooto now issue cheque to our vendors that does not want to provide their banking info

Inconvénients :

Nothing comes to mind at this time based on our requirments

Convenient but limited functionality

Commentaires : The product is straightforward to use but I wish that customer service was more responsive and clearer. Looking forward to knowing the limits and future features of the product better.

Avantages :

It is very useful to facilitate cross border payments, the pre-loading for funds to accelerate payments is appreciated. The ability to automate regular payments and populate a transaction is high.

Inconvénients :

The cross border receivables are extremely limited, the amount is too low to collect receivables across the border. I would like better communication as to what my options are and how to pre-qualify different vendors.

SP North America Feedback

Avantages :

Its easy to use and by passes the limitations via the big 5 banks.

Inconvénients :

It would be great if we could implement this software via e-commerce with plugins. Finally, the credit card feature with an actual refund option.

Good value until the pricing model was changed

Commentaires : We would have continued as a customer however the change in pricing model drove us to change

Avantages :

It was easy to use for the payer and payee

Inconvénients :

The company changed the pricing model without notice. It was no longer a good value

Wow... awesome payment service

Avantages :

Absolutely love the way Plooto integrates with QuickBooks online. It pulls in the bills to be paid, and you review and send them out... and it allows for multiple signers to approve the payments.

Inconvénients :

The issue I like least is that they don't offer a cheque... there are a few.. less than 1% of our bills, that we need a cheque for. I so dislike manual cheques, chasing signers... I need Plooto to send out a cheque on our behalf occassionally.

From my experiences

Commentaires : Generally good but customer service really needs work. I had a failed transfer attempt and it took well over a month and multiple emails to get my money put back in my account.

Avantages :

It's really easy to use and save me a ton of headaches. No messing around with wires. Payments go direct to accounts so little delay.

Inconvénients :

The account balances should be on the landing page. The first thing I want to know is how much is there Interesting that you ask about financial reporting and reconciliation. It is terrible. Really hard to reconcile the accounts. You should have something more like a bank statement. The info that can be downloaded is really convaluted. Really frustrating. I have recommended Plooto quite a few times but I always say "be warned, the reconciliation process is basically non-existent"

Review

Commentaires : Fairly good. I would recommend it.

Avantages :

The integration with QuickBooks Online is good - it is current and shows me bills have be paid that same day as the order goes in. I

Inconvénients :

Missing bill payments. Missing an integration to show that my recurring monthly Receivable payments are paid in QBO.

Plooto is critical to our business

Commentaires : Plooto made our transition to working from an office to home during the pandemic seamless. We went from an organization that made the majority of our payments by cheque (requiring dual signatures) to online using Plooto in about a week. I don't know how we would have paid our bills without it.

Avantages :

Plooto was so easy to set up, and it's auto connection to our accounting software was seamless.

Inconvénients :

We make quite a few payments to the USA, and I would like to see the cost on those come down. The price on Canadian payments is very reasonable.

Great Fintech solution for AP/AR

Commentaires : Team has been responsive and platform is a simple to use and saves time . Allows us to focus on what we need to do to run our business.

Avantages :

AP was seamless in implementing CDN/US. Loved the integration to Quickbooks online and iit worked perfectly.

Inconvénients :

Multi-currency on US receivables. Product worked perfectly in Canada but US setup for AR has been challenging. It worked on some accounts but various requirements on ACH, wires , currency reconciliation all make it tough. Although most other solutions have same issues.