Streamlined
- Pricing
-
Free to install. Additional charges may apply.
- Rating
- 2.4 (8)
- Developer
- Streamlined Financial Inc.
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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 syncs payments including ACH, paper checks, and wires
- Syncs with QuickBooks & NetSuite for easy bookkeeping
Languages
English
Works with
- Quickbooks Online
- Oracle NetSuite
- API Access
Categories
Document types
Customization
File management
Pricing
Free
Free to install
Payment processing fees apply
All charges are billed in USD. See all pricing options
Reviews (8)
I DO NOT RECOMMEND THIS APP. IT CAN MAKE YOU LOOSE MONEY AND SLOW YOUR BUSINESS.
We have had a problem with a process it does, which is that when Streamlined does not notify Shopify when an order has payment being processed. THIS HAS COSTED US DEARLY IN OUR BUSINESS.
We contacted Streamlined to try to get is solved, then we hired our own programmer to do it, but they do not have proper documentation on their own app for us to develop a solution. They have promised documentation for yesterday, and have not delivered. This is not a responsible way to deal with software that handles payments for businesses.
Thankfully, our programmer is very good and found a way around it, despite their lack of help for us, which means the problem could have been solved by Streamlined themselves (our programmer did it in 3 days).
The app itself is good as long as you need absolutely no changes to it and do not check its performance too closely. Do not rely on actual development improvements to it.
Delivers on its promise! We handle all of our wholesale through Shopify and Streamlined make it so much faster and easier to manage - form a full integration into Shopify to tons of features like remote check deposit and unique account numbers for each customer, Streamlined saves us hours and speeds up payment. 5 stars.
To say they streamlined our AR process would be an understatement, and a bad pun. It's a great platform. Both intuitive to use for the whole team, and supported by a great troubleshooting team. If there is an issue, it gets fixed, and by a person you can speak to. They have created a wonderful product and I recommend it to all. Five stars.
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.
The customer support is so amazing. Anissa is the best - always responsive & ready to hold my hand through anything. I love that you can sync this to Shopify & Quickbooks, making invoice tracking really easy.
Support
App support provided by Streamlined Financial Inc..
Or visit their support portalResources
Developer
Launched
August 24, 2021