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Plooto Streamlines Payables and Receivables for Avalon Accounting

"Plooto just streamlines everything. My clients don't have to fill out paperwork."
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JOE COLLINS, Principal

Avalon Accounting offers bookkeeping and controller services for small growing businesses and fintech focused companies. They provide reporting on key performance indicators, cash flow analysis, financial statement preparation, tax filling, bill payments and more. They perform it all online and use Xero, a cloud-based accounting platform, exclusively.

THE CHALLENGE

Growth is the main objective right now at Avalon Accounting. They're looking to expand their services for entrepreneurs and want to offer business payments services for their top tier clients as an add-on for their services.

LOOKING FOR A SOLUTION

Joe Collins, Principal at Avalon Accounting, was looking for a cloud-based business payments solution that integrated with Xero. He found Plooto through the Xero add-on page and was drawn by the easy onboarding and setup process, especially where he didn't have to fill out any long forms unlike some other competitors.

THE RESULTS

Plooto allowed Avalon Accounting to streamline their business payments and offer a payments solution to their clients as well. Joe can now spend less time on administrative tasks and focus on growing Avalon Accounting. He was really glad that Plooto integrated with Xero that allowed him to reconcile bills and invoices from Xero for his clients.