Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Custom Plena bots are designed to execute a three-way match and identify duplicate entries efficiently. In addition, these bots can apply business rules to determine general ledger codes, calculate taxes, and extract crucial details from invoices. Accounts Receivable (AR) robots enhance the management of cash postings, analyze billing reports, and issue reminders for overdue invoices. The automation provided by a Plena robot makes payment collection simpler and more immediate than it has ever been. A tailored bot can be programmed to scrutinize incoming payments several times a day, making it particularly beneficial for accounts receivable teams dealing with net terms or outstanding invoices. Beyond this, AR robots are equipped to navigate even the most intricate billing procedures, accurately document receivables, and manage bad debt. Our robots take command of the keyboard, mouse, and screen on any computer to carry out tasks and make informed decisions by interacting with any application or file. This allows for the automation of entire processes from start to finish with minimal human involvement. Digital robots accomplish their tasks similarly to humans; however, they do so without errors and maintain peak efficiency continuously, thereby revolutionizing operational productivity. In essence, the future of automation lies in the seamless integration of these intelligent bots into everyday business functions.
Description
Plooto is an accounts payable and accounts receivable automation platform designed to help businesses and accounting firms streamline payment workflows. It gives users one place to manage vendor payments, customer collections, approval routing, transaction tracking, and accounting reconciliation. Accounting firms can use Plooto to manage payments across multiple clients while setting up client-specific approval workflows and controls. SMBs can use the platform to reduce delays, prevent errors, and gain clearer visibility into what has been paid, what is pending, and what money is coming in. Plooto supports multiple payment methods, including EFT, ACH, credit cards, foreign exchange transactions, and international payments. Its two-way sync helps suppliers, customers, bills, invoices, and payments stay aligned with accounting systems such as QuickBooks and Xero. Custom approval rules notify the right approvers based on the workflows a business or client sets. Accounts receivable automation helps send invoices, collect payments, and sync payment activity back into accounting records. By combining payments, approvals, cash flow visibility, and accounting integrations, Plooto gives teams a more efficient way to control financial operations.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
AccessOwl
No
Acumatica Cloud ERP
Yes
Microsoft Dynamics GP
Yes
NetSuite
Yes
QuickBooks Online Advanced
No
VS1 Cloud
No
Xero
No
Integrations
QuickBooks Online
Yes
AccessOwl
Yes
Acumatica Cloud ERP
No
Microsoft Dynamics GP
No
NetSuite
No
QuickBooks Online Advanced
Yes
VS1 Cloud
Yes
Xero
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$32/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Plena
Founded
2018
Country
United States
Website
plena.io
Vendor Details
Company Name
Plooto
Founded
2014
Country
Canada
Website
www.plooto.com
Product Features
Accounts Payable
Approval Process Control
No
Bank Reconciliation
No
Cash Management
No
Check Writing
No
Duplicate Payment Alert
No
Fraud Detection
No
General Ledger Entry
No
Vendor Management
No
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
No
Check Processing
No
Collections Management
No
Online Payment Processing
No
Overpayment Processing
No
Partial Payments
No
Receivables Ledger
No
Recurring Billing
No
Robotic Process Automation (RPA)
Analytics
No
Attended Automation
No
Code-free Development
No
Image Recognition
No
Optical Character Recognition
No
Process Builder
No
Third Party Application Integration
No
Unattended Automation
No
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
No
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
Yes
Cash Management
No
Check Writing
No
Duplicate Payment Alert
No
Fraud Detection
Yes
General Ledger Entry
No
Vendor Management
Yes
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
Yes
Check Processing
No
Collections Management
Yes
Online Payment Processing
Yes
Overpayment Processing
No
Partial Payments
Yes
Receivables Ledger
No
Recurring Billing
Yes
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
Yes
Customer Portal
No
Customizable Invoices
No
Dunning Management
Yes
Hourly Billing
No
Invoice History
Yes
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
Yes
Tax Calculator
Yes
Construction Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Billing & Invoicing
Yes
Budgeting & Forecasting
No
Cash Management
Yes
Construction Breakdowns
No
General Ledger
Yes
Job Costing
No
Overrun Projections
No
Payroll Management
No
Purchase Order Management
No
Quotes / Estimates
No