+
+

Related Products

  • Traild
    6 Ratings
    Visit Website
  • Order.co
    228 Ratings
    Visit Website
  • Sage Intacct
    8,554 Ratings
    Visit Website
  • Fraxion
    195 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • Melio
    2,212 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • Zahara
    34 Ratings
    Visit Website
  • Xero
    5,938 Ratings
    Visit Website
  • Odoo
    1,705 Ratings
    Visit Website

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$32/month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Payable Features

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

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Payable Features

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

Accounts Receivable Features

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Construction Accounting Features

Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Cash Management
Construction Breakdowns
General Ledger
Job Costing
Overrun Projections
Payroll Management
Purchase Order Management
Quotes / Estimates

Integrations

QuickBooks Online
AccessOwl
Infor CloudSuite ERP
Infor M3
Iptor.com
JD Edwards EnterpriseOne
Jonas Enterprise
Microsoft Dynamics 365
NetSuite
Oracle APEX
Oracle PeopleSoft
PDI Logistics Cloud
SAP Ariba
SAP S/4HANA
Sage 300
Sage 500
Sage Accounting
Sage Enterprise Intelligence
Xero

Integrations

QuickBooks Online
AccessOwl
Infor CloudSuite ERP
Infor M3
Iptor.com
JD Edwards EnterpriseOne
Jonas Enterprise
Microsoft Dynamics 365
NetSuite
Oracle APEX
Oracle PeopleSoft
PDI Logistics Cloud
SAP Ariba
SAP S/4HANA
Sage 300
Sage 500
Sage Accounting
Sage Enterprise Intelligence
Xero
Claim DataServ and update features and information
Claim DataServ and update features and information
Claim Plooto and update features and information
Claim Plooto and update features and information