insightplanning
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Visualization tools
- KPIs
- Reporting
- Analytics
- Interactive dashboards
- Trend analysis
- Scorecards
- Budgeting
- Forecasting
- Planning models
Pricing Info
Pricing Info
insightplanning is available by quote. You may reach out to the vendor to know more of the product’s enterprise pricing plans.
Integrations
Integrations
insightplanning integrates with the following third-party applications:
- Dynamics 365 Business Central
- Dynamics NAV
- M3
- Dynamics AX
- Dynamics NAV C5
- Xero
- xLedger
- Dynamics 365 for Finance and Operations
- Maconomy
- 24SevenOffice
- Acumatica
- Fortnox
- PowerOffice
- Standalone Oracle DB
- QlikSense
- Standalone SQL DB
- TripleTex
- Standalone DB with ODBC/DSN connection
- Standalone IBM DB
- Unit4
- Visma
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Rockwell Automation, Renaissance Learning, PRA Health Sciences
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A flexible BPM software that enables businesses to implement a robust and agile planning process for a variety of business needs, including budgeting, financial reporting, cost allocation, and KPI visualization. It improves budgeting and forecasting accuracy and provides design models that reflect your workflows and business performance.
Company Email
Contact No.
Company's Address
8529 Six Forks Rd.
Raleigh, NC 27615
United States of America
insightplanning Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Digital Approvals (Desktop & Mobile)
- Automated Workflows
- Electronic Payments (Accounts Payable & Accounts Receivable)
- International Payments (Multiple Currencies Available)
- Check Payments
- CRA Remittance Payments (Canada Only)
- Xero Integration (Two-way Sync, Instant Reconciliation)
- QuickBooks Integration (Two-Way Sync, Instant Reconciliation)
- Fraud Detection
- Audit Trails and Record-Keeping
Pricing Info
Plooto offers various SMB and enterprise pricing options and a 30-day free trial of any plan. Accountants and bookkeepers can get free or discounted plans by contacting the vendor.
For Businesses
Grow – C$32/month
- Automatic two-way sync with Xero and Quickbooks
- Streamline invoice processing with Plooto Capture (OCR)
- Set custom approval workflows with unlimited approvers
- Work with unlimited accountant users
- Conduct unlimited domestic transactions per month ($0.5 each)
- Send international payments with competitive exchange rates
- Accept payments with Pre-Authorized Debits (PAD) and credit card
Pro – By quote
- Everything in Grow +
- Automatic two-way sync with Netsuite
- Implement dual controls on user actions
- Manage user access with single sign-on (SSO)
- Access priority customer support
For Accounting Firms
Go – C$9/month
- Automatic two-way sync with Xero and Quickbooks
- Streamline invoice processing with Plooto Capture (OCR)
- Set basic approval workflows with 1 approver
- Work with 1 accountant user
- Conduct 5 domestic transactions per month ($1 each)
- Send international payments with competitive exchange rates
- Accept payments with Pre-Authorized Debits (PAD) and credit card
Grow – C$32/month
- Everything in Go +
- Set custom approval workflows with unlimited approvers
- Work with unlimited accountant users
- Conduct unlimited domestic transactions per month (C$0.5 each)
Pro – By quote
- Everything in Grow +
- Automatic two-way sync with Netsuite
- Implement dual controls on user actions
- Manage user access with single sign-on (SSO)
- Access priority customer support
Integrations
-
NetSuite
-
QuickBooks
-
QuickBooks Online
-
Xero
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
An online payment system that allows businesses and freelancers to streamline and automate the way they send and collect payments. Plooto is fully cloud-based, integrates with leading accounting platforms like Quickbooks and Xero, and can process payments even if the customer doesn’t have a Plooto account. With just an email address, payments are directly and securely transferred to and from your bank account.
Company Email
sales@plooto.com
Contact No.
Company's Address
325 Front St. W., 4th Floor
Toronto, ON M5V 2Y1
Canada
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You shouldn’t expect exclusively a wide set of functionalities and flexible pricing plans from a reliable Accounting Software. Almost as important as key features is a quality customer support. You want to make sure that in a situation where you have any questions about insightplanning or Plooto, or you run into a problem, or perhaps you’ll want to ask for a certain revision or feature beneficial to your company you can rely on a responsive and helpful customer support. Examine whether solutions such as phone support, tickets or live chat are offered. Additionally, it’s a big plus if you can benefit from personal training or at the very least an FAQ you can use.
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