PSIsafe

PSIsafe

Tungsten Automation
+
+

Related Products

  • Paylocity
    8,260 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • Traild
    6 Ratings
    Visit Website
  • Fraxion
    195 Ratings
    Visit Website
  • Zahara
    34 Ratings
    Visit Website
  • Melio
    2,212 Ratings
    Visit Website
  • Sage Intacct
    8,791 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • Order.co
    228 Ratings
    Visit Website
  • Foxit Document Workflow APIs
    8 Ratings
    Visit Website

About

PSIsafe’s rich features are configurable, flexible and scalable, allowing it to work in parallel with existing workflows, processes and company culture. No steep learning curve or an initial drain on productivity. Additional modules and integration tools offer functionality for mobile document access, accounts payable automation, secure information sharing, third-party integration, advanced capture and more. Available in the cloud or on-premise, PSIsafe offers enterprise-level document management and workflow capabilities True Business Automation: Do more with File Change Scheduling, Effortless Sharing of docs with non-users, Automated workflows, and Forms Management. Access client information during an off-site meeting or collect a legal signature from your phone or tablet. Make the mission-critical documents stored in PSIsafe accessible in nearly all Windows-based enterprise applications without losing security, audit trails and version controls.

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

Companies of all sizes looking for an advanced Document Management solution

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 Supported
24/7 Live Support Not Supported
Online Not Supported

Support

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

API

Offers API Not 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 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

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

Training

Documentation Not Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Tungsten Automation
Founded: 1985
United States
www.tungstenautomation.com/products/psisafe

Company Information

Plooto
Founded: 2014
Canada
www.plooto.com

Alternatives

Alternatives

transcendAP

transcendAP

Optima Global Solutions
Paychex Flex

Paychex Flex

Paychex
Kanverse

Kanverse

Kanverse.ai
Conterra FIM

Conterra FIM

DIRECTUM

Categories

AP Automation Supported

Categories

Document Management Features

Access Controls Not Supported
Archiving & Retention Not Supported
Collaboration Tools Not Supported
Compliance Tracking Not Supported
Document Archiving Not Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control 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

AccessOwl Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
VS1 Cloud Not Supported
Xero Not Supported

Integrations

AccessOwl Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
VS1 Cloud Supported
Xero Supported
Claim PSIsafe and update features and information
Claim PSIsafe and update features and information
Claim Plooto and update features and information
Claim Plooto and update features and information