Case Study: AMLB CPAs and Consulting achieves 3+ hours/week time savings and $2,000/month cost savings with Plooto

AMLB CPAs and Consulting and Their Clients Save 3+ Hours a Week With Plooto

AMLB CPAs and Consulting, a six‑person virtual CFO and accounting firm, needed a frictionless, cloud‑based way to manage accounts payable and receivable for themselves and their clients while eliminating manual reconciliation and improving cash‑flow visibility. They selected Plooto’s cloud AP/AR platform — including features like Pre‑Authorized Debit Agreements (PADs) and auto‑reconciliation with QuickBooks and Xero — to deliver a turn‑key, user‑friendly payment experience.

Plooto automated AMLB’s payment workflows and supplier/customer collections, removing manual reconciliation and reducing long‑dated receivables. As a result, AMLB and its clients have redeployed staff to revenue‑generating work, clients save roughly 2–3% per sales transaction (and about a 10% reduction in fees on receivables), and AMLB reports saving 3 hours a week and $2,000 per month while expanding virtual CFO services across Canada.

AMLB CPAs and Consulting

Ally Ladha

Co-Founder