Case Study: AIS Solutions achieves real-time financial support and streamlined payments with Plooto

How AIS Solutions Provides Real-Time Financial Support to Clients

AIS Solutions, an Ontario-based bookkeeping and QuickBooks training practice, faced inefficient, manual payment processes that created costs, liability concerns, lost visibility, and frequent delays in approvals and reconciliations. To offer real-time financial support and streamline workflows for clients, AIS Solutions evaluated modern payment tools and chose Plooto, a cloud-based payment solution, to replace checks, e-transfers, and disparate online providers.

Using Plooto, AIS Solutions implemented email-based approvals, secure bank transfers, and automatic syncing with QuickBooks Online, which reduced manual data entry and reconciliation work and cut approval delays. Plooto also improved payment visibility and internal controls, enabling AIS Solutions to save time and money while shifting from basic bookkeeping to delivering real-time financial insights and expanded advisory services to clients.

AIS Solutions

Juliet Aurora

Chief Executive Officer