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About

For over 27 years, DataServ has delivered Accounts Payable invoice automation solutions that enable accounting teams to eliminate data entry, increase accuracy, and focus on higher-value tasks. As pioneers of the finance SaaS market, DataServ solutions are simply incomparable. Our solutions integrate seamlessly, but can also be used independently, giving us the unique capability to offer our clients the ability to evolve into the full solution at their own pace. Our document intake solution is second to none, with over 99% clean data output in 24 hours. Only DataServ can offer you true touchless invoice processing with our proprietary AutoVouch system.

About

Plooto is a payment automation platform built for accounting firms and small to mid-sized businesses that need to manage money moving in and out. It brings accounts payable, accounts receivable, approval workflows, payment tracking, and accounting software synchronization into one platform. Businesses can use Plooto to automate bill payments, collect customer payments, reduce manual data entry, and improve visibility into cash flow. The platform supports payment options such as EFT, ACH, credit cards, foreign exchange, and international payments. Plooto also offers custom approval chains, real-time payment status tracking, client dashboards, and two-way syncing with accounting software. With AP automation, AR automation, payment controls, and reconciliation support, Plooto helps finance teams and accountants simplify payment operations.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Mid-sized to global Fortune 500 clients in the wholesale and distribution, manufacturing, healthcare, retail, and financial services industries.

Audience

Plooto is best suited for accounting firms, bookkeepers, SMBs, finance teams, controllers, and business owners that need accounts payable automation, accounts receivable automation, payment approvals, international payments, accounting software sync, and better cash flow visibility

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$32/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Connects all of our locations, integrated well with our system, accurate invoice information, and cut out so much manual work. I think the time it saves is my biggest pro. Our team has been able to focus on other things like our vendor master and discounts.
  • We get started pretty fast and was a lot easier than we expected. We forwarded our email to a DataServ email and didn't have to deal with invoice data entry. The training was included and they helped us set up our workflows and connect to our system. They even trained the folks at our other locations for free when we decided to use it there.

Cons

  • I don't have any notable cons. The user interface is bit outdated, but it's still intuitive and the functionality is there. I would like to be able to customize the supplier portal.
  • We had sticker shock at first, but once we talked to them and showed the rest of the team, we decided it was worth it.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

DataServ
Founded: 1994
United States
www.dataserv.com

Company Information

Plooto
Founded: 2014
Canada
www.plooto.com

Alternatives

Alternatives

Paychex Flex

Paychex Flex

Paychex

Categories

Accounting Supported
Accounts Payable Supported
AP Automation Supported
Spend Analysis Supported

Categories

Accounting Features

Accounts Payable Supported
Accounts Receivable Not Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported

Accounts Payable Features

Approval Process Control Supported
Bank Reconciliation Supported
Cash Management Supported
Check Writing Supported
Duplicate Payment Alert Supported
Fraud Detection Supported
General Ledger Entry Supported
Vendor Management Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported

Accounts Payable Features

Approval Process Control Supported
Bank Reconciliation Supported
Cash Management Not Supported
Check Writing Not Supported
Duplicate Payment Alert Not Supported
Fraud Detection Supported
General Ledger Entry Not Supported
Vendor Management Supported

Accounts Receivable Features

ACH Payment Processing Not Supported
Billing & Invoicing Supported
Check Processing Not Supported
Collections Management Supported
Online Payment Processing Supported
Overpayment Processing Not Supported
Partial Payments Supported
Receivables Ledger Not Supported
Recurring Billing Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Supported
Customer Portal Not Supported
Customizable Invoices Not Supported
Dunning Management Supported
Hourly Billing Not Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Supported
Tax Calculator Supported

Construction Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Billing & Invoicing Supported
Budgeting & Forecasting Not Supported
Cash Management Supported
Construction Breakdowns Not Supported
General Ledger Supported
Job Costing Not Supported
Overrun Projections Not Supported
Payroll Management Not Supported
Purchase Order Management Not Supported
Quotes / Estimates Not Supported

Integrations

QuickBooks Online Supported
AccessOwl Not Supported
Infor CloudSuite ERP Supported
Infor M3 Supported
Iptor.com Supported
JD Edwards EnterpriseOne Supported
Jonas Enterprise Supported
Microsoft Dynamics 365 Supported
NetSuite Supported
Oracle APEX Supported
Oracle PeopleSoft Supported
PDI Logistics Cloud Supported
PDI/Retail Suite Supported
QuickBooks Online Advanced Not Supported
SAP Ariba Supported
Sage 100 Supported
Sage 300 Supported
Sage 500 Supported
Sage Intacct Supported
Xero Not Supported

Integrations

QuickBooks Online Supported
AccessOwl Supported
Infor CloudSuite ERP Not Supported
Infor M3 Not Supported
Iptor.com Not Supported
JD Edwards EnterpriseOne Not Supported
Jonas Enterprise Not Supported
Microsoft Dynamics 365 Not Supported
NetSuite Not Supported
Oracle APEX Not Supported
Oracle PeopleSoft Not Supported
PDI Logistics Cloud Not Supported
PDI/Retail Suite Not Supported
QuickBooks Online Advanced Supported
SAP Ariba Not Supported
Sage 100 Not Supported
Sage 300 Not Supported
Sage 500 Not Supported
Sage Intacct Not Supported
Xero Supported
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