Streamlined is built for businesses that sell to other businesses. It takes every way your customers pay, applies each payment to its invoice, and follows up on what's still owed. Your team spends its time on customers instead of spreadsheets.
Every way a business pays
Business customers pay by ACH, wire, check, bank debit, and card, often all in the same month. Streamlined takes all of them, and each customer sees the methods that fit their invoice's currency and country. See offer the ways your business customers pay.
Payments land on the right invoice
Card and bank debit payments are tied to their invoices the moment your customer pays. Bank transfers and checks are applied for you when exactly one open invoice is for that amount. The rest come with suggested invoices you confirm in a click. See let Streamlined apply payments to invoices.
Follow-up runs on its own
Reminders go out before and after each due date. Statements go out on a schedule. On Starter, Scale, and Enterprise, QuickPay charges a saved card or bank account once an invoice is past due. See get paid on time without chasing.
Works with the tools you already use
Streamlined syncs with Shopify, QuickBooks Online, and HubSpot, and with NetSuite on Enterprise. Orders and quotes become invoices, and payments flow back to your books.
Built for teams
Invite your team and choose which parts of the app each person can open. Every plan includes invoicing, online payments, payment matching, and reminders. See compare plans for what Scale and Enterprise add.
To set up your account, start with learn what Streamlined does.