Plooto Partner Onboarding Portal

Guides to get you started

Set-up is seamless with our step-by-step guides.

Accountants and bookkeepers

Getting started >

What is Plooto >

Business owners and operators

Getting started >

What is Plooto >

Verify your information

Complete your verification steps to access Plooto.

Complete your account verification requirements >

Confirm your company details >

Connect a bank account >

Connect accounting software

Save time and reduce errors when you integrate your accounting software.

Connect QuickBooks Online to Plooto >

Connect QuickBooks Desktop to Plooto >

Connect Xero to Plooto >

Connect Oracle NetSuite to Plooto >

Managing accounts payable

Learn how to set up your first payment.

Create your first payment >

Everything accounts receivable

Learn how to collect payments through Plooto.

Start collecting payments >

Using Plooto Capture to simplify invoice data

Plooto Capture lets you upload and manage documents. Learn how.

How to use Plooto Capture for Invoice Management >

Helpful tips & benefits of Plooto

Here are some of the most popular resources our customers use to get the most out of Plooto.

Payment processing times >

Accounting firm discounts & benefits >

Pricing for your clients & firms >

Get in touch >

Sharing Plooto

Plooto's demo deck >

Onboarding with Plooto

Guides to get you started

Verify your information

Connect accounting software

Setting up your Plooto account

Managing users

Creating controls

Adding contacts and payment methods

Managing accounts payable

Everything accounts receivable

Using Plooto Capture to simplify invoice data

Helpful tips & benefits of Plooto

Need to train your team on Plooto or demo for a client? Let us take the lead!