Payments Partner
Plooto + Finvisor: payments in, payments out, books always clean
Processing vendor payments and collecting customer invoices through separate tools — or worse, manually — creates gaps that show up at month-end. Plooto brings AP and AR into one dashboard. Finvisor manages the accounting so every payment hits the right account and your cash flow is always current.
Plooto
AP and AR payment automation for small and growing businesses
San Francisco, CA
- Payment automation
- Accounts payable
- Accounts receivable
- Business payments
- Cash flow management
What is Plooto?
Plooto is a business payment automation platform that handles both accounts payable and accounts receivable in one place. It supports domestic and international payments, approval workflows, and two-way sync with major accounting platforms so your books stay current without manual data entry.
For startups that are still processing payments through their bank portal or managing AP and AR in separate tools, Plooto consolidates that into one workflow. Scheduled payments, approval controls, and deep integrations with QBO and Xero mean fewer errors and less manual work at month-end.
Finvisor recommends Plooto to clients who want to automate both sides of their payment process without the complexity of a larger platform. We configure the workflows, manage payments on your behalf, and reconcile all AP and AR activity monthly, so your cash position is always accurate.
How Finvisor Works with Plooto
We manage Plooto AP and AR workflows and keep everything synced to your accounting platform. Every payment is coded correctly, reconciled monthly, and reflected accurately in your cash flow reporting.
AP and AR payment workflows in one dashboard
Set up Plooto vendor onboarding, approval workflows, and GL mapping
Domestic and international payment scheduling
Process AP and AR payments and manage approvals
Approval controls and payment authorization
Reconcile all payment activity against your GL monthly
Pre-authorized debit for recurring vendor payments
Manage international payments and multi-currency entries
Two-way sync with QBO and Xero
Ensure cash flow reporting is accurate and audit-ready at close
AP and AR payment workflows in one dashboard
Set up Plooto vendor onboarding, approval workflows, and GL mapping
Domestic and international payment scheduling
Process AP and AR payments and manage approvals
Approval controls and payment authorization
Reconcile all payment activity against your GL monthly
Pre-authorized debit for recurring vendor payments
Manage international payments and multi-currency entries
Two-way sync with QBO and Xero
Ensure cash flow reporting is accurate and audit-ready at close
FAQ
Questions we hear all the time.
If yours isn't here, we'd love to answer it directly.
Both. Finvisor handles the full Plooto setup: vendor onboarding, payment methods, approval workflows, and GL mapping. We then manage the ongoing operations so payments go out on time and your books reconcile cleanly every month.