QuickBook <> Pluto (Workflow)

Churn Story (Clarke Muskoka)

The biggest issue was the bill payment workflow:

• They make many direct deposit payments to subcontractors through Pluto.

• Payments made in Pluto automatically sync with Buildertrend and QuickBooks.

• This workflow wasn’t supported in the same way with Billdr.

• Alicia had to manually deactivate and reactivate the bill sync to avoid duplicate bills.

This created extra work and was ultimately the biggest dealbreaker.