Plooto Pros and Cons

We mostly use Plooto to request CRA payments for clients so that they get to the government on time. This has proven to be incredibly useful and valueable to our clients when used correctly. Review collected by and hosted on G2.com.

It's a bit difficult to explain the process of payment approval to a particularly techincally challenged or difficult client without being able to see it ourselves. It's also a bit more tedious than it should be to change client settings to make sure they are getting reminders for payments that need their approval. This should probably be the default. Review collected by and hosted on G2.com.

Plooto is not only easy to use for our own company needs but it also remarakbly easy to train clients to use. This is a very important piece of software for use on both sides of the business so we appreciate how easy it us to use and to teach. The customer service is also excellent. Review collected by and hosted on G2.com.

I have no issues at this time, anytime I have had had questions or issues, the customer service team has been prompt and helped me through it. Review collected by and hosted on G2.com.

Automated collections and payables ... pretty much eliminated AR in our firm. Integrates well with Xero and QBO. Easy to send payments to CRA. Support has been pretty good whenever needed. We've had no issues implementing Plooto for our clients to help with automate AR and AP. Plooto is something we use several times a week in our firm and I strongly recommend it. Review collected by and hosted on G2.com.

Reporting is lacking. It would be great to see visual reports on recurring receivables and payables and predict cashflow. Review collected by and hosted on G2.com.

I've just started using Plooto. Their customer service has been very helpfull! I asked them whether we had a particular options, the answer was no. But they followed up with how to get the options. That is going the extra mile.

The program is quite easy to use. It is integrated with QuickBooks Online and the payments are recorded automatically. Review collected by and hosted on G2.com.

The customer service staff can tell me whether the customer has opened the email and extra information. I'd like to see that information without contacting CS.

Adding the ability to schedule sending a series of invoices without needing to do it manually., Review collected by and hosted on G2.com.

Plooto is an incredibly convenient tool we use at our workplace. Making bill payments has never been easier and the site has helped in our productivity and efficiency when paying invoices. The integration with Quickbooks ensures data is entered properly and no payments are missed. Review collected by and hosted on G2.com.

The only dislike I can think of is that it takes up to 5 business days to deposit funds when making bill payments. I wish it was a touch faster. Review collected by and hosted on G2.com.

Plooto has been a game changer for paying our contractors. One of the standout features is the flexibility to set our own payment dates, allowing us to pay contractors on our schedule without being locked into rigid windows like with other payroll providers. This has streamlined our payment process, ensuring we meet deadlines even when they fall on holidays or weekends. The ease of use and control Plooto provides makes it an invaluable tool for our business. Highly recommend! Review collected by and hosted on G2.com.

We wish that it took less time for cash to get from our bank account into our Plooto account. Although it's only 2 days, so it's standard. Review collected by and hosted on G2.com.

The integration with Quickbooks makes it very easy to identify and pay bills. The build in approval process means I can pay bills even when cheque signers are not on site, I can control how many approvals are required for each transaction and they are informed automatically that something requires their attention. Review collected by and hosted on G2.com.

Reports for transactions are hard to locate on the site and when you "print" a transaction not all the details come across so I have to screenshot to have all the information I need. Review collected by and hosted on G2.com.

What I value most about Plooto is its approach to automating payment processes, which significantly saves time and reduces the risk of errors. Review collected by and hosted on G2.com.

Sometimes the processing times can be slow Review collected by and hosted on G2.com.

Automated Payment Process: Once payment rules are set, the system automatically handles vendor payments and electronic transfers.

Seamless Integration with QuickBooks: We use QuickBooks for bookkeeping, and Plooto’s integration with QuickBooks is great, saving us a lot of reconciliation time. Review collected by and hosted on G2.com.

Suggest adding an option to send the payee an email with the PIN information. Review collected by and hosted on G2.com.

Plooto is very easy to set up and use and integrates nicely with both Quickbooks Online and Xero. I love the approval workflows for payments and the ability to send physical cheques when needed. It's getting less and less but for some clients (construction related) they still depend on cheques. Plooto allows us to automate the creation of those too! Review collected by and hosted on G2.com.

I wish they offered integrated credit cards Review collected by and hosted on G2.com.