Case Study: Envolta achieves 400% revenue growth with Plooto’s AP automation

Envolta Grew Revenues 400% Using Plooto’s AP Automation in the Cloud

Envolta, a 35-person, cloud-first accounting and bookkeeping practice led by CEO David DiNardo, faced slow, manual accounts-payable processes—check prep, in-person signatures and manual reconciliation—that limited its ability to serve clients remotely and scale. To remove these bottlenecks, Envolta adopted Plooto’s cloud AP automation to move approvals and payments online.

Using Plooto, Envolta automated invoice approvals, electronic payments and reconciliation (integrated with Xero/QuickBooks Online and Hubdoc), eliminating check prep and signature delays. The Plooto-driven workflow helped Envolta scale nationally, increase revenues 400% in under three years, improve client cash flow and visibility, and free the team to focus on higher-value advisory work.

Envolta

David DiNardo

President & Chief Executive Officer