Plooto
27 Case Studies
A Plooto Case Study
Pure Bookkeeping, founded by Debbie Roberts and later expanded with Michael Palmer, faced the common scaling challenge of turning hands-on bookkeeping work into a repeatable, trainable business model. To grow beyond a single practitioner while maintaining high standards, the company documented every task and embraced new technology—turning to tools like Plooto (a payments and accounting automation platform) to modernize processes and reduce manual friction.
By combining rigorous process documentation with technologies such as Plooto, Pure Bookkeeping was able to streamline workflows, improve efficiency, and scale internationally—launching in Canada in 2013 and expanding across Australia and North America while building a team of bookkeepers. Plooto’s automation helped the firm move faster and focus on growth, contributing to a profitable, repeatable model and clearer, more consistent client service.
Michael Palmer
Bookkeeper and Founder