Plans that can scale with you

Plans that can scale with you

Every plan includes unlimited invoices, plus integration with QuickBooks and Shopify.

Starter

Designed for businesses venturing into wholesale or B2B sales channels at an early stage.

  • Send unlimited invoices
  • Auto-create and send invoices + reminders
  • Reconcile payments automatically
  • Syncs with Shopify + QuickBooks
  • Supports ACH, paper check, e-check, wire transfer, credit and debit card

Payment processing

Card processing
3.50% + 20¢
ACH, Wire + Check processing
1% + $1
Most popular

Scale

Tailored for brands experiencing growth in their wholesale and B2B operations.

  • Everything in Starter, plus:
  • Automatic billing with QuickPay
  • $20 cap on non-card processing fees
  • Priority support

Receive a $250 monthly credit applied to non-card transaction processing fees

Payment processing

Card processing
3.15% + 20¢
ACH, Wire + Check processing
1% (max $20)

Enterprise

For high-performance companies focused on efficiency, cost savings, and sustainable growth.

  • Everything in Scale, plus:
  • Enterprise pricing and transaction rates
  • Custom integrations
  • EDI support
  • Dedicated support

Payment processing

Card processing
Custom
ACH, Wire + Check processing
Custom
See a detailed comparison

Compare plans and features

Every plan includes unlimited invoices, plus Shopify and QuickBooks integrations.

Starter
Scale
Enterprise
Invoicing
Auto-create invoices
Auto-send invoices
Manually create and send invoices
Invoice scheduling
Recurring invoices
Branded invoices
Include shipping details, SKU, UPC, discounts and notes
Net term options
Edit invoices + change log
Split Invoices
Collection
Automated payment reminders
Monthly account statements
Advanced statement controls
Group-level account statements
Automated late fees
Customer management
Embedded wholesale application
Import customers from QuickBooks, Shopify or CSV
Customer groups
Payments
Supports ACH/Bank Transfer, eCheck, Wire, Paper Check, Credit and Debit
Pass card convenience fees to customers
Record external payments
Virtual Lockbox and check scanning
Accept International payments
QuickPay automatic billing
ACH and Check processing
1% + $1
1%, max $20
Custom
Card processing
3.50% + 20¢
3.15% + 20¢
Custom
Same-day payouts
Reconciliation
Automated payment reconciliation
Over and underpayment tracking and application
Credit and debit notes
Reporting
Intuitive dashboard
Aging balance
Customer risk warning
Payouts
Invoice changes and payment history
CSV export
Integrations
Shopify
Shopify Plus
Intuit QuickBooks
Oracle NetSuite
Multi-Store Shopify
Custom integrations
API access (BETA)
HubSpot
Commerce Integrations
1
2
Custom
Support
Users
5
10
Unlimited
Full permission and access controls
Support
Email + chat
Priority
Dedicated

Free

Get started

$499

/month

Get started

Custom

Talk to us
Category
Feature
Starter
Scale
Enterprise
Invoicing
Auto-create invoices
Auto-send invoices
Manually create and send invoices
Invoice scheduling
Recurring invoices
Branded invoices
Include shipping details, SKU, UPC, discounts and notes
Net term options
Edit invoices + change log
Split Invoices
Collection
Automated payment reminders
Monthly account statements
Advanced statement controls
Group-level account statements
Automated late fees
Customer management
Embedded wholesale application
Import customers from QuickBooks, Shopify or CSV
Customer groups
Payments
Supports ACH/Bank Transfer, eCheck, Wire, Paper Check, Credit and Debit
Pass card convenience fees to customers
Record external payments
Virtual Lockbox and check scanning
Accept International payments
QuickPay automatic billing
ACH and Check processing
1% + $1
1%, max $20
Custom
Card processing
3.50% + 20¢
3.15% + 20¢
Custom
Same-day payouts
Reconciliation
Automated payment reconciliation
Over and underpayment tracking and application
Credit and debit notes
Reporting
Intuitive dashboard
Aging balance
Customer risk warning
Payouts
Invoice changes and payment history
CSV export
Integrations
Shopify
Shopify Plus
Intuit QuickBooks
Oracle NetSuite
Multi-Store Shopify
Custom integrations
API access (BETA)
HubSpot
Commerce Integrations
1
2
Custom
Support
Users
5
10
Unlimited
Full permission and access controls
Support
Email + chat
Priority
Dedicated
Starter

$250/mo

Get started
Scale

$499/mo

Get started
Enterprise

Custom

Talk to us
See everything

We’ve helped these brands scale their sales, without the stress

Being a startup, our business is always growing. Streamlined has been a great fit for us, not only to meet our basic invoicing needs, but in the way they continuously roll out new features that help us scale ourselves and our business. We love streamlined :)

Erin Burk
VP of Business Development
,
August
See how
August
use Streamlined

FAQ

Have questions? we have answers.

How is Streamlined different from other invoicing solutions?

While most invoicing tools send an email and call it a day, Streamlined automates reminders, receiving of payments, and reconciliation (matching payment back to invoices). Think of it as Accounts Receivable on auto-pilot. 

Who can use Streamlined?

Streamlined works with most US-based businesses. We do not support high-risk or regulated businesses such as cannabis, gambling, establishments, virtual currency, etc. Visit our terms of service to see a full list of merchants that we are unable to support.

Does Streamlined work with Shopify and QuickBooks?

Yes! Streamlined integrates seamlessly with Shopify to turn orders into invoices. It also connects to QuickBooks to keep your books in sync.

What payment methods does Streamlined support?

Streamlined currently supports ACH bank transfers, eCheck, paper checks, and international wires. Need a different payment method? Contact us.

Time is money. Save both.

With smarter invoicing and AR that saves you hours by creating and reconciling your invoices for you.

Get Streamlined today

Simpler, faster and streamlined invoicing for businesses. Engineered to get you paid 3x faster.

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