Case Study: Treefrog achieves clear cash-flow visibility and $40K first-year savings with Plooto

Treefrog Gained Clear Visibility of Their Cash Flow with Plooto

Treefrog, a 40‑employee digital transformation agency in Newmarket, struggled with limited visibility into collections, timing and cash flow while relying on credit card processing software for recurring and one‑time payments. To solve these bottlenecks they adopted Plooto’s cloud‑based accounts payable (AP) and accounts receivable (AR) solution, using features like the Payment Dashboard and integrations with their accounting system.

Plooto delivered auto‑reconciliation, clear current and future dated transaction visibility, and alternative payment options that cut processing costs by about 3% per dollar. As a result, Treefrog saved $40K in the first year, reclaimed several hours per week, eliminated reconciliation lag, and now scales with greater confidence in its cash flow thanks to Plooto.

Treefrog

Aamer Siddiqui

Chief Financial Officer