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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.
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.
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!
So much better than anything else we've used. It seems like it should be crazy easy to send a legitimate-looking invoice through Shopify but of course it's not. And since it's 2023, it should also be crazy easy to offer different payment terms via an electronic invoice but of course it's not. Streamlined has solved those problems for us and given us the ability send invoice reminders which is huge. Additionally, we're able to filter out the invoices created to only our wholesale customers. AND best of all, the support team is fantastic. They hopped on a feature request right away and added it for us. We are thrilled about this app.
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 ⭐️ ⭐️ ⭐️ ⭐️ ⭐️
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.
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.
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.
For months, my small business which distributes tooling products to B2B customers was struggling to use Shopify as our point of sale system due to our difficulty in managing accounts receivables with Shopify, and the unreliable nature of most apps that sync Shopify with our accounting system. Bill.Com is for AP what Streamlined is for AR - and should be considered by any B2B businesses on Shopify.