Streamlined by Streamlined Financial Inc.

I DO NOT RECOMMEND THIS APP. IT CAN MAKE YOU LOOSE MONEY AND SLOW YOUR BUSINESS.We have had a problem with a process it does, which is that when Streamlined does not notify Shopify when an order has payment being processed. THIS HAS COSTED US DEARLY IN OUR BUSINESS.We contacted Streamlined to try to get is solved, then we hired our own programmer to do it, but they do not have proper documentation on their own app for us to develop a solution. They have promised documentation for yesterday, and have not delivered. This is not a responsible way to deal with software that handles payments for businesses. Thankfully, our programmer is very good and found a way around it, despite their lack of help for us, which means the problem could have been solved by Streamlined themselves (our programmer did it in 3 days).The app itself is good as long as you need absolutely no changes to it and do not check its performance too closely. Do not rely on actual development improvements to it.

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 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.

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 ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

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.