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Streamlined

by Streamlined Financial Inc.

The only B2B invoicing solution you need

5 reviews
Price: Free

Key values section

For Owners

Put invoicing and reminders on autopilot so you can scale without the headaches.

For Buyers

Get the flexibility you need with personalized Net terms and billing preferences.

For Accountants

Audit friendly automated cash application and reconciliation so you can focus on growth.

Featured images gallery

  • Dashboard with overview of receivables
  • Customer details page
  • Invoices list page
  • Invoice preview
  • Dashboard with overview of receivables
  • Customer details page
  • Invoices list page
  • Invoice preview

App details

Streamlined

Streamlined

Streamlined – The best B2B invoicing solution for Shopify

Streamlined was built to help fast-growing brands automate b2b invoicing, making it blazing fast and easy to manage. With Streamlined you can turn Shopify orders into invoices, automate reminders, deliver monthly statements and more importantly auto-match payments to invoices. Streamlined also sync with accounting software like Quickbooks to save you time on bookkeeping.

How It Works

Three simple steps to put your invoicing on autopilot.

  1. Create orders in Shopify – After a Shopify order is created, Streamlined automatically syncs with your store and takes care of the rest.

  2. Streamlined sends invoices – We handle invoicing directly, enabling you to customize billing options for vendors based on their preferences.

  3. Streamlined updates Shopify – No need to worry about matching payments. We reconcile every order with an invoice without any hidden fees.

Launch date

August 24, 2021
Streamlined

Streamlined

Streamlined – The best B2B invoicing solution for Shopify

Streamlined was built to help fast-growing brands automate b2b invoicing, making it blazing fast and easy to manage. With Streamlined you can turn Shopify orders into invoices, automate reminders, deliver monthly statements and more importantly auto-match payments to invoices. Streamlined also sync with accounting software like Quickbooks to save you time on bookkeeping.

How It Works

Three simple steps to put your invoicing on autopilot.

  1. Create orders in Shopify – After a Shopify order is created, Streamlined automatically syncs with your store and takes care of the rest.

  2. Streamlined sends invoices – We handle invoicing directly, enabling you to customize billing options for vendors based on their preferences.

  3. Streamlined updates Shopify – No need to worry about matching payments. We reconcile every order with an invoice without any hidden fees.

Launch date

August 24, 2021

Reviews

5.0 of 5 stars

The overall rating reflects the current state of the app. It accounts for all app reviews but prioritizes the most recent ones.

Counts per rating level
  • 100% of ratings are 5 stars
    5
  • 0% of ratings are 4 stars
  • 0% of ratings are 3 stars
  • 0% of ratings are 2 stars
  • 0% of ratings are 1 stars
View all 5 reviews

List of reviews

Filter and sort reviews

  • 5 of 5 stars
    August 9, 2022

    Uproot Teas

    Location United States
    Time spent using app 4 months

    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.

  • 5 of 5 stars
    Edited August 8, 2022

    Ghia

    Location United States
    Time spent using app 11 months

    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.

  • 5 of 5 stars
    July 21, 2022

    HEY, HOOPLAH!

    Location United States
    Time spent using app 2 months

    Such a great tool for us to pull in all our wholesale orders and monitoring it correctly.
    The dashboard is very helpful and customer service is great!

View all reviews

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