Case Study: Shift Accounting achieves greater efficiency and oversight with Plooto

How Shift Accounting Used Plooto to Give Clients Greater Efficiency and Oversight

Shift Accounting, a Calgary-based firm specializing in accounting and financial consultation for the dental industry, faced inefficient, insecure payment workflows: checks required physical signatures or risky workarounds, and EFTs were costly and labor‑intensive. Seeking a cloud-based payments solution, Shift adopted Plooto’s cloud payments/AP & AR management platform, which integrates with Xero to streamline payments and reduce manual data entry.

Plooto replaced checks and manual EFT steps with a secure, cloud-native payment workflow that was fast to onboard and easy for clients to use. As a result, Shift’s clients gained better oversight and control, eliminated many manual steps, and realized measurable savings—one client saved around eight hours in AP processes and $150 per month—demonstrating Plooto’s efficiency and cost-reduction impact.

Shift Accounting

Mohamed Ismail

Founder and Chief Executive Officer