Case Study: Fin/Ally achieves streamlined payments and improved cash flow with Plooto

Helping Small Business Owners be Financially Successful with Fin/Ally

Fin/Ally, founded by Heather Purcell, helps small marketing agencies access CFO-level advisory, FP&A, monthly accounting and payroll at an affordable price. The firm’s challenge was that many small businesses lacked clean books, reliable financial data, and scalable back-office processes. To address payments and receivable management as part of a standardized tech stack, Fin/Ally uses Plooto for payments and receivable management.

By integrating Plooto into its technology stack, Fin/Ally streamlined payment workflows and improved operational efficiency, helping the firm deliver “big company” accounting services at a fraction of the cost. Plooto’s role in automating payments and receivables contributed to measurable gains in efficiency and scalability, enabling Fin/Ally to serve more clients with reliable financial reporting and advisory.

Fin/Ally

Heather Purcell

Director of Finance