Stampli vs Plooto: Which is a better fit?

Chris: Hi, I'm Chris, a controller of a real estate company invested in marinas. Stampli is a four star out of five. We were using Sage Paperless Construction and its corresponding cloud application ePortal for invoice approvals. However, that didn't work out for us as much as we wanted to because it was not a native Cloud application, whereas Stampli is a native cloud application. We chose Stampli because it was recommended by Intact and it was a preferred provider in the Intact marketplace. It also advertised cutting edge AI in its invoice approvals and processing. So we thought it was a great candidate for our company. Getting started with Stampli was pretty straightforward, going through demos with a sales team and then having a very short timeline with the actual implementation team with Stampli. The software itself is pretty straightforward and user-friendly to use. I think the most important thing for someone to understand while implementing Stampli is to think about how they want to use the software because it's a very robust and powerful software and can be configured to be customized to a business's needs in many ways. So understanding how you want your invoice approvals to work is really important so that you can communicate that with the Stampli implementation team.

Colette: Hi, my name's Colette. I am owner and director of Calgary Piano Expressions. That is a mobile piano studio here in the city of Calgary, and my rating for Plooto is five out of five. We considered using bank-based pre-authorized debit systems for our customers. We also considered using Wave, which would have allowed us some bank transfers, some credit card use, but ultimately we chose to go with Plooto. We chose Plooto because it gave us the most flexibility for editing payments, even those part of a pre-authorized debit agreement. And since the families who are part of our studio are so busy, lots of them have multiple children, we needed a program that would make it hands-off for the customer. And so once the family sets up their information, everything else we take care of and the customer doesn't have to do anything else. We really enjoy using Plooto. It was quite easy to get the program set up. When we started, there was a little bit of a delay getting payments to our employees just because the first time you ever send money to someone, it takes a few more days, but then after that, even one month later, now the payments were taking only one day to get to the employee. So that's pretty fast. And we really liked that feature about Plooto. It was quite easy to set up in the beginning, so we would send a link to each customer to input their financial information, and then after the setup process was done, sometimes it takes a reminder or two to the family to put their information in, but once it's done, it's done, and then it's easy to use from that point forward. My recommendation is do it. My children's preschool, my children's activities, sometimes they're still asking for monthly E-transfers from customers, and I just see this as being so admin heavy. They must have to chase people to get payments every month, but with Plooto it's very automatic. The only time I need to put some work in is in the case of an NSF, or if someone has changed their credit card information and they need to update it. That's the only time when I really need to go in and do some legwork. With how our business is run, I do have to set up the customer's payments manually every spring for the coming school year, but outside of that, it's very easy to use.