Streamlined

Name: Streamlined
Brand: Streamlined Financial Inc.
Rating: 4.3 (8 reviews)

Price: Free

Rating (4.3)

Reviews

Developer

Streamlined Financial Inc.

Invoice getting paid and reducing receivables

Send highly customizable and professional invoices

Set auto reminders and send monthly statements

Manage and track your accounts receivable on the go

About this app

Launched

August 24, 2021

Languages

English

Powerful B2B invoicing. Make wholesale invoicing a seamless extension of your online store.

Streamlined is a powerful B2B invoicing app that syncs seamlessly with Shopify & QuickBooks. We’re here to help you scale your wholesale and omnichannel sales, without getting caught up in a ton of admin. Streamlined is as flexible as you need it to be. Generate invoices automatically from your Shopify sales. Set the payment terms your customers need. Send auto-reminders to keep everything on track. And get a clear overview of accounts receivable so you always know exactly who owes what, when.

Automatically creates a new invoice whenever someone places an order
Gives you a clear view of accounts receivable, so you know exactly who owes what
Auto-reminders and a monthly statement of accounts let you stop chasing payments
Automatically applies and syncs payments including ACH, paper checks, and wires
Syncs with QuickBooks for easy bookkeeping

8 reviews

Overall rating

4.3

Counts per rating level

88% of ratings are 5 stars
7
0% of ratings are 4 stars
0% of ratings are 3 stars
0% of ratings are 2 stars
13% of ratings are 1 stars
1

March 27, 2023

BEWARE OF THIS APP! I installed it thinking it was free, and it would help manage my business better. After installing it, and getting my bank account and stripe account set up. Immediately started to sync it with my open orders, and it starts sending email reminders. Good right? NO! The company suspends my account out of no where with no explanation. A generic, sorry we can't work with you. Keep in mind I've just sent out over 100 emails to my clients, letting them use this new way to pay their invoice, while I disabled another app. This caused a huge issue where my customers are paying they're invoice but the APP IS REFUNDING THEM. I've emailed them several times to help me either log back in, or stop sending emails to my customers to pay their invoice through the app.

A simple way to look at it is that this APP and their Team just threw a monkey wrench right into my business, and not even trying to help. I've easily lost hundreds of dollars. I can't even track which invoices are being paid and which ones are refunded because they removed my access WITHOUT EXPLANATION!

ANY COMPANY THAT JUST STONEWALLS PEOPLE THEY DO BUSINESS WITH IS NOT TO BE TRUSTED.

Maverick Office Supplies

United States

Time spent using app: 1 day

Streamlined Financial Inc. replied March 29, 2023

Thanks for sharing your feedback with us.

At Streamlined, we take security very seriously. Protecting our customers is our top priority, and as a business, we have to comply with strict financial laws and ‘Know Your Customer’ regulations. This means we verify every business we work with, to make sure they meet those terms. In most cases, this is simple and straightforward.

In your case, we were unable to verify your business during our review. We reached out directly using the contact information provided to try to verify your account before taking any further action, but unfortunately, we were unable to do so. That meant we had to act in accordance with those laws and regulations, to suspend access to your account.

We’ll always do whatever we can to make this process simple, and to clear up any misunderstandings along the way. Please don’t hesitate to reach out to us at help@streamlinedpayments.com if you need any more help.

Edited March 16, 2023

BEWARE when signing up that you know everything about how they connect to your Stripe account! Had a horrible time getting my account deleted!!
Seems to be a valid service but do your due diligence.

Thank you guys for straightening that out! Changed to 5 stars ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

Brent Wallace

United States

Time spent using app: 3 days

Streamlined Financial Inc. replied March 15, 2023

Hi Brent, thanks for your review. We work hard to make onboarding with us clear and simple, and we’re sorry that your experience didn’t match up to your (and our) expectations there.

We partner with Stripe to support payments. Setup includes creating a Stripe Express account, which makes it easy to connect an existing Stripe account. We’ve worked with Stripe to clarify the right way to delete these accounts on our end, so it should now be easy for anyone who needs to do this in the future.

I believe we were able to resolve this for you, but if there’s anything else you need, we’re here. Message anytime at help@streamlinedpayments.com.

August 24, 2022

I have worked with many businesses and teams in a variety of industries and capacities. Streamlined, Boris, and his team are in the top .1% of that list. I was torn when writing this: between putting an immediate and emphatic "5 stars", or just putting "1 star" so that we may keep Streamlined to ourselves for longer (yes, twisted I know! )
Do yourself a favor now, and work with Streamlined if you're looking to level-up your accounts-payable game, and work with a company that improves their already-solid product, seemingly every day.

Jumbo Time Wines

United States

Time spent using app: 4 months

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