PSIsafeTungsten Automation
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Related Products
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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.
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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.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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
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Audience
Companies of all sizes looking for an advanced Document Management solution
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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
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$32/month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationTungsten Automation
Founded: 1985
United States
www.tungstenautomation.com/products/psisafe
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Company InformationPlooto
Founded: 2014
Canada
www.plooto.com
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Categories |
Categories |
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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
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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
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Integrations
AccessOwl
Not Supported
QuickBooks Online
Not Supported
QuickBooks Online Advanced
Not Supported
VS1 Cloud
Not Supported
Xero
Not Supported
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Integrations
AccessOwl
Supported
QuickBooks Online
Supported
QuickBooks Online Advanced
Supported
VS1 Cloud
Supported
Xero
Supported
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