Streamlined
Founded 2020 · 6 employees on LinkedIn · 3 known investors
Streamlined provides a B2B invoicing and accounts-receivable platform that automatically matches incoming payments to invoices, handling ACH and offline transactions, partial payments, overpayments, and corporate hierarchies. It integrates with ERP systems such as NetSuite and QuickBooks to sync reconciled payment data.
Also known as Streamlined Payments
Founders & leadership
Streamlined was founded in 2020 by Boris de Souza.
Investors · 3
Funding
SEC filings, press & company announcements- Undisclosed amountSeedApr 2022
Greycroft (lead), SignalFire (lead)
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Company profile
researched Aug 2026Streamlined offers an order-to-cash platform for businesses selling B2B, combining invoicing, payment acceptance, accounts-receivable automation and reconciliation in a single system. The product generates invoices directly from orders, with options to auto-send or send manually, issues pre-due and past-due payment reminders, and tracks credits and debits. A B2B checkout lets buyers pay by ACH, check, wire, or credit and debit card, and save a card or bank account on file for repeat billing through a QuickPay feature.
Payments are processed and reconciled automatically, including paper checks received via a digital lockbox assigned to the seller, and funds are paid out the same day a payment is processed. The platform syncs in real time with Shopify, QuickBooks and NetSuite so operations and accounting teams work from the same order, invoice and payment records. A dashboard reports outstanding balances by customer and due date, top customers, payment trends and an aging balance summary. Buyer-facing features include onboarding and a monthly statement of account. The company positions the product as an AI-powered order-to-cash solution and offers self-serve setup without a credit card.
Business model
Software platform sold to B2B sellers, bundling invoicing and AR automation software with payment processing and payout services; sign-up is self-serve with no credit card required to start.
Traction
Publicly named customers include Burlap & Barrel, BlendJet, Smithey Ironware, Spinnaker Chocolate, Jumbo Time Wines, Uproot Teas, 50Hertz Sichuan Pepper, Moonflowers Co, Absinthia, August and Kairos Tooling. The company advertises customer outcomes of 40+ hours saved per month, a 30-day reduction in average DSO and up to an 88% reduction in back-office operating expense.
▸Full profile — market position, technology, go-to-market
Market position
Operates in B2B invoicing and accounts-receivable automation, serving B2B and wholesale sellers; a customer characterizes its AR role as analogous to Bill.com's role in accounts payable.
Positions itself as covering the full order-to-cash flow in one system rather than invoicing alone: automatic reconciliation of all payment types including paper checks via a digital lockbox, same-day payouts, flexible per-customer payment setups, and real-time syncing across Shopify, QuickBooks and NetSuite. Customers describe it as the accounts-receivable counterpart to accounts-payable tools.
Technology
Automated invoice generation from orders, multi-rail payment acceptance (ACH, check, wire, card), a digital lockbox for paper check capture, automated payment matching and reconciliation, automated reminder workflows, and real-time bidirectional syncing with Shopify, QuickBooks and NetSuite. The company describes the solution as AI-powered.
Go-to-market
Direct self-serve onboarding via the company website (setup described as taking two minutes, no credit card required), supported by customer testimonials from consumer and wholesale brands and by presence in the Shopify, QuickBooks and NetSuite integration ecosystems.
Businesses selling B2B and wholesale, including consumer-brand and e-commerce merchants operating on Shopify, and small businesses managing wholesale or large-order customers alongside accounting tools such as QuickBooks and NetSuite.
Compiled by commissioned research from 1 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
In the news
▸Research sources · 1
primary sources listed
- Streamlinedstreamlinedpayments.com · web
1 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Streamlined do?
- Streamlined is an order-to-cash platform automating B2B invoicing, payments and accounts-receivable reconciliation.
- Who founded Streamlined?
- Streamlined was founded by Boris de Souza in 2020.
- Who are Streamlined's investors?
- Streamlined's investors include Flucas Ventures, SignalFire, Greycroft.