plainThe office manager's board: bills in, approvals on the phone, receipts attached.
For dental and medical practices, law offices, agencies and any office where the owner signs the bills and the bookkeeper comes in on Tuesdays.
What it fixes
The owner signs everything by hand
Set a limit: the office manager pays anything under $250, the owner approves above it from the phone in ten seconds. Nothing waits in a folder on a desk.
The bookkeeper chases receipts
Receipts are snapped when the purchase happens. Anything without one is flagged. The bookkeeper gets a free seat and sees it all without emailing anyone.
Three tools that don't talk
A task board, a bill-pay app and a shared drive. Plainstamp is one board: the task, the bill it produced, the payment, and the file, linked together.
How it works for small offices and practices
- Send it inSnap a receipt or invoice, or forward it to your office's email-in address. Plainstamp reads the vendor, amount and dates.
- Approve within limitsSmall items go through on their own; bigger ones reach the owner's phone with the invoice attached.
- Pay and hand offPay runs, check printing, bank feed with receipt matching, and a QuickBooks or Xero sync for the books.
What you get
Spending limits per person
Bank feed with receipt matching
Email-in for vendor invoices
Pay runs and check printing
A free seat for the bookkeeper
Tasks with checklists and repeats
Plus everything on the features list: invoice reading, bills by due date, pay runs, budgets, reports, QuickBooks and Xero sync, and the Android app with phone notifications.
Questions small offices and practices ask
How is this different from monday.com or Trello?
Those are task boards. Plainstamp is a task board that also understands bills, receipts, approvals and payments, for about a third of the price of monday.com alone.
How long does setup take?
About 15 minutes. Ask for a walkthrough and we'll add your people, vendors and approval rules with you on the call.
Is there a free plan?
Yes. Starter is free for up to 3 people, no credit card.
See it with your own bills.
Free for up to 3 people, no credit card. Or ask for a 15-minute walkthrough and we'll set it up with you.