When you’re selling B2B, getting paid can be the hardest part of the deal. A mess of invoices, payments and reconciliation mistakes. The fact that every customer has a slightly different setup. And all the hours you and your team are spending working through it. Streamlined gives you a smarter way to manage all your B2B orders, invoices, payments and accounts. Automate your invoicing and AR. Give your customers flexible payment options that let them pay the way they want to. Track all your orders and payments at a glance. And do it all in one smart, seamless platform that syncs with Shopify, QuickBooks, NetSuite and more. Get organized. Get paid. Get Streamlined.
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San Diego, CA 92103, US
Oakland, CA 94608, US
New York, New York 14850, US
"Together we can do so much." 💡 🚀 Thanks, partner. Only Solutions LLC
Only Solutions is now officially the first Streamlined Partner! We are teaming up to bring better B2B payment processing solutions to manufacturers, especially those in the cabinetry industry. Stay tuned, we will be releasing more details in the coming weeks! #Streamlined #B2B #manufacturing
Selling to customers all over the world sounds like the dream, right? 🌏 But meeting all of the different requirements for International POs and invoices can mean a world of paperwork. When Joshua Olds came to us, he was spending hours creating and tracking invoices manually —making sure the right document was attached based on each customer's location. Now? It's all done for him. See how Josh and the team at DJ TechTools set up a B2B sales workflow that works, no matter where their customers are. Thanks, Josh for sharing your story with us! 🎶 https://lnkd.in/gXjwgnS9
Big news for Streamlined's data security: we're officially SOC 2 Type 2 compliant. 🙌 That means Streamlined meets the rigorous controls set out by the American Institute of Certified Public Accountants (AICPA) in their "System and Organizations Controls" (SOC) guidance. In other words, we're committed to keeping your data private and secure and have done the work to make sure we can do that to the highest standard. A huge thank you to everyone on our team who worked hard to make this happen — and to our partners at Vanta and Advantage Partners for helping us get there. 👩💻 Want to know more about our journey to SOC 2 Type 2 compliance? Read about it. https://lnkd.in/gduKvfRd
Try Streamlined, your complete B2B payments workflow. 📧 Generate and send invoices straight from your orders. 💸 Give your customers a B2B checkout with more ways to pay. ✅ Process and reconcile every payment in real-time — even paper checks. Get started today with a $250 credit. Offer good till January 31, 2024. 👈 https://lnkd.in/geyQdpHr
What could you accomplish in 2024 with more time to focus on growth? Here's $250 that will help you find out. 💸 Free up your time with Streamlined's automated invoicing and AR. Streamlined syncs with your order and accounting software in real-time to run your B2B payment workflow in the background. That means you get to spend your time on what really matters, not just how to get paid. 📈 Connect and send your first invoice by January 31, 2024, and we'll add a $250 credit to your account. Get all the details (and your credit) right here: https://lnkd.in/geyQdpHr
We're proud to be powering BlendJet® as they scale across the continent! 🚀 Every stride in wholesale growth is a breeze with Streamlined. Check out the inner workings of their seamless experience with streamlined AR in our latest case study. 💼 ✨
Thrilled to share our latest success story with Streamlined! Read the below article to learn about our journey with them. Huge thanks to the Streamlined team for making this happen!
We're expanding on one of our best features to make it even easier to pay invoices. 🚀 Get ahead of the BFCM madness by inviting customers to enroll in QuickPay today.
Just shipped: a few big improvements to Streamlined QuickPay! 🚢 Since the launch of QuickPay — a way for your customers to save a payment method on file to autopay when invoices are due — it's been one of our fastest-adopted features. ✨ Now that many of you have had a chance to use it, we've gotten great feedback about how we make it even better. Here's what we've updated: 1️⃣ Customers who sign up for QuickPay now get an email confirmation 2️⃣ On checkout, customers can see that they'll be auto-charged on the invoice due date, with the option to pay earlier 3️⃣ Invoice emails now say if QuickPay is enabled With the holidays right around the corner, QuickPay keeps your payments and AR on track — even when you're sitting around in a turkey coma. 🦃🦃🦃
Thrilled to be co-hosting the Grow LA after party! 🌟 Join us and our co-hosts for an evening of networking and celebration. Can't wait to see you there! #GrowLA
Headed to GROW LA later this month? Join True Fit and our cohosts Tydo, Retention.com, Streamlined and Yotpo at an Unofficial GROW LA After Party on October 17th just minutes from the GROW venue at High Tide! We can't wait to see you there! RSVP here: https://lnkd.in/eKEWthaR
✨ Check out our simple solution to the age-old problem.
Hands down, QuickPay is the feature that I'm most excited about. When selling B2B, businesses tend to give their customers a lot of time to pay their invoice - sometimes up to 90 days. When the due date rolls around, customers often forget about it. Chasing those payments is perhaps one of the most tedious, annoying things to a growing business. At Streamlined, we designed a simple solution: have your customer put a payment method on file. Then when their invoice becomes due, we'll charge them. No more awkward email follow-ups - getting paid becomes automated. Here's why I'm excited about it: there're no other AR tools that offer anything like QuickPay. And it's going to be a game changer for many businesses, to whom chasing late payment is a burden. It's our fastest-growing feature 😉
Don't let card payments eat into your profits! See how Streamlined allows you to pass on the fees. 💫
I was diving into Streamlined's usage data, and guess what our most utilized feature is? 👀 Surprisingly, it's passing card fees to customers. In B2B where invoice amounts are substantial, 3-4% card processing fee can really eat into businesses' margins. While it might be tempting for businesses to not accept cards, many customers value it as a payment option - for the float, convenience, or other benefits. So we rolled out a simple solution: offer card payments on invoices and a one-click option to pass the fees to customers. Now, over 90% of businesses on Streamlined have elected to get 3% back for every card payment they receive. Small features can help score big wins too ✨