Streamlined

Powerful B2B invoicing for wholesale

Quickbooks integration

Automatic invoicing

Payment terms

Auto-reminders

Accounts overview

Payment sync

Netsuite sync

About Streamlined

Launched Aug 24, 2021

Built by Streamlined Financial Inc.

Address

4130 Maryland St, San Diego, CA, 92103, US

Website Support Portal Privacy policy

Related Categories

Description

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 & NetSuite for easy bookkeeping

Pros

Seamless integration with Shopify & QuickBooks
Helps scale wholesale and omnichannel sales
Reduces administrative workload
Automatic invoice generation from Shopify sales
Flexible payment term settings for customers
Auto-reminders for payments
Clear overview of accounts receivable
Monthly statement of accounts for better tracking
Automatic payment application and syncing including ACH, checks, and wires
Syncs with NetSuite for easy bookkeeping

Cons

Potential dependency on Shopify and QuickBooks for full functionality
Users may need time to learn and set up the app
Requires consistent integration updates to avoid syncing issues
May involve subscription or premium costs not detailed in the description

Rating And Reviews

Spinnaker Chocolate

Nov 16, 2023 on Shopify

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.

Jumbo Time Wines

Aug 24, 2022 on Shopify

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.

Uproot Teas

Aug 09, 2022 on Shopify

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.

Ghia

Aug 08, 2022 on Shopify

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.

Burlap & Barrel

May 22, 2022 on Shopify

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.