Streamlined vs TermsPilot
Two Shopify apps, side by side: detected stores, momentum, reviews, plans, listed features and who runs each. Store counts as of Oct 13, 2026.
The short answer
- Only TermsPilot lists a free plan.
- Streamlined lists 4 features TermsPilot’s listing doesn’t mention, including Branding, Color and font, Credit notes.
Head to head
The only B2B invoicing solution you need
Momentum
New reviews each month
Review pace is the clearest public read on how fast an app is winning new merchants.
Free
Free
- · Aged receivables dashboard
- · Company detail & credit limits
- · Up to 5 companies
Starter
- · Automatic invoice reminder emails
- · Monthly PDF statements
- · Unlimited companies
Growth
- · Everything in Starter
- · Flag, tag, or hold over-limit orders
- · Instant merchant alert emails
Coverage counts what each App Store listing names. Every feature, checked off app by app, is in Shoplist.
See every featureStreamlined 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.
Selling B2B on net terms means real money sitting in unpaid orders. TermsPilot shows every company's balance aged into overdue buckets, sends polite invoice reminders on your schedule, and enforces credit limits - flag, tag, or hold orders from companies that are over their limit or overdue. PDF statements included. Built only for native Shopify B2B: no storefront changes, no separate logins, set up in minutes.
- 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
- See who owes you at a glance - every company aged into overdue buckets
- Invoice reminders that send themselves, from friendly nudge to firm notice
- Stop over-limit orders before they ship - flag, tag, or hold automatically
- PDF statements per company, ready to download and send
All the numbers
Every figure, side by side
A green dot marks the app ahead on a measured figure. Estimates, gaps and apps that leave no storefront trace never take the lead.
Adoption
| Measure |  Streamlined |  TermsPilot |
|---|---|---|
| Detected stores | Not published | Not published |
| Net store change, 28 days | 0 | 0 |
| Stores added, 28 days | Not enough data | Not enough data |
| Big-brand share | Not enough data | Not enough data |
| Top store categories | Not published | Not published |
| Top store countries | Not published | Not published |
Reviews
| Measure | Streamlined | TermsPilot |
|---|---|---|
| App Store rating | 4.7 ★ | Not published |
| App Store reviews | 8 | Not published |
| New reviews, 28 days | 0 | Not enough data |
| Reviewers a year or more in | Not enough data | Not enough data |
Pricing
| Measure | Streamlined | TermsPilot |
|---|---|---|
| Free plan | Not listed | Yes |
| Lowest paid monthly plan | No monthly plan listed | $29/month |
| Longest free trial | Not listed | 14 days |
| Plans listed | 1 | 3 |
Listing
| Measure | Streamlined | TermsPilot |
|---|---|---|
| Shopify category rank | #207(ahead) | #481 |
| Shopify App Charts | Not on this week’s charts | Not on this week’s charts |
| Built for Shopify | No | No |
| Launched | Aug 24, 2021 | Jul 20, 2026 |
| Languages | 1 | 1 |
| Developer | Streamlined Financial Inc. | PilotWorks |
FAQ
Streamlined and TermsPilot: common questions
- Is Streamlined or TermsPilot cheaper?
- Only TermsPilot lists a free plan. Shoplist compares base prices only between monthly plans in the same currency; usage charges and annual plans vary, so check each plan’s limits.
- What features does each app list that the other doesn’t?
- Streamlined lists 4 the others don’t mention, such as Branding, Color and font, Credit notes, Print and export. A feature missing from a listing may still be supported; this compares what each App Store listing says.
- Where does this comparison’s data come from?
- Shoplist crawls Shopify storefronts to detect which apps each store runs, and reads each app’s Shopify App Store listing for reviews, pricing, features and integrations. Store counts are as of Oct 13, 2026; estimated figures are labeled.
How Shoplist compares apps
Store counts come from Shoplist’s crawl of Shopify storefronts, which detects the apps each store runs; they are as of Oct 13, 2026. Reviews, ratings, plans, features and integrations come from each app’s Shopify App Store listing. 28-day figures are labeled when estimated, and a figure that is missing or estimated never decides who leads. Read the methodology.