Pleo

Pleo

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What is Pleo and how does it work?

Pleo is an advanced expense management solution that helps businesses of all sizes automate their expense reporting and make business spending easier. It offers a variety of features, including:

  • Smart business cards: Pleo provides employees with corporate ID cards that can be used to make purchases. The cards are linked to a central account, which allows managers to set spending limits and track employee spending in real time.
  • Automated expense reporting: Pleo automatically generates expense reports based on employee transactions, eliminating the need for manual data entry.
  • Real-time expense tracking: Pleo provides managers with real-time visibility into employee spending, so they can identify and address any potential problems early on.
  • Spending restrictions: Pleo allows managers to set spending limits for individual employees and categories of expenses.
  • Recurring software expense management: Pleo provides admins with a single view of all recurring software expenses, so they can ensure that employees are only paying for the tools they use.
  • Integration with accounting software: Pleo can be integrated with popular accounting software, making it easy to reconcile expenses.

Pleo is a valuable tool for businesses of all sizes that are looking to automate their expense management process and improve their visibility into employee spending. It can help businesses save time and money, and reduce the risk of fraud and errors.

Here is an example of how a business can use Pleo:

A business is looking to automate its expense reporting process and improve its visibility into employee spending. They implement Pleo and issue Pleo cards to all of their employees. Employees can then use their Pleo cards to make all business-related purchases. Pleo automatically generates expense reports for each employee, which are then reviewed and approved by the manager. The manager can also use Pleo to track employee spending in real time and set spending limits.

Pleo is a powerful and versatile expense management solution that can help businesses of all sizes streamline their expense management process and improve their visibility into employee spending. It is a good choice for businesses of all sizes, from startups to large enterprises.

Additional benefits of using Pleo:

  • Reduced risk of fraud and errors: Pleo’s automated expense reporting and real-time tracking capabilities help to reduce the risk of fraud and errors.
  • Improved compliance: Pleo helps businesses comply with expense reporting requirements by automatically generating reports that are compliant with local and global regulations.
  • Increased employee satisfaction: Pleo makes it easy for employees to submit their expenses and get reimbursed quickly, which can lead to increased employee satisfaction.

Overall, Pleo is a comprehensive expense management solution that can help businesses of all sizes streamline their expense management process, save time and money, and reduce the risk of fraud and errors.

Pleo Pricing

Pricing Model
Freemium , Subscription , Quotation Based

YEARLY


Free

Free

0 GBP for up to 5 users

Seamless business spending for small companies

Feature

  • Pleo cards for your team
  • Automated expense reports
  • Digital receipt capture
  • Easy accounting integrations
  • Automatic email receipt finder
  • Manage out-of-pocket expenses
  • Bills processing and payment
  • Grant access to external bookkeepers


Pro

10 GBP per user, per month

More flexibility, customisation and insights

Features

  • Includes features of Free plan, plus
  • Individual spending limits
  • Review expenses over a set amount
  • Real-time analytics and insights
  • Automated subscription overview


Premium

Custom

Get more from Pleo – perfect for larger teams

Features

  • Includes features of Pro plan, plus
  • Dedicated account manager
  • Custom onboarding process
  • Dedicated training
  • Business travel insurance (extra cost)

 

Pleo Features
Expense Management Features

    • Card Spending TrackerAutomatically tracks the expense done using a linked debit or credit card.
    • Multi-level ApprovalA sequential and thorough review process to approve expenses.
    • Bank Feed SyncCan sync with bank notification and fetch expenses to make entries in the record book.
    • Receipt ScannerOCR (Optical Character Recognition) tool to scan and upload a paper receipt to make entries on the go.
    • Receipt ManagementStore and manage receipts of the expenses incurred by the employees.
    • Spend ControlTo reduce spending and prevent unauthorized use by setting transactional control.
    • Reimbursement ManagementHelps in managing employee expenses claims and regularize the approval process.
    • Expense ApprovalManagers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected.
    • Third-party IntegrationThird-party integration means addition of necessary external data to an existing project using different APIs (Application Program Interfaces). Due to the third-party APIs the developers are able to build a new solution in a shorter period of time, using already existing components instead of creating a code for new ones from scratch.
    • Mileage TrackingFacilitates tracking mileage automatically and stop recording when a location is reached & it can produce IRS compliant reports
    • Time & Expense TrackingTime and expense tracking is the process of recording and tracking hours worked and expenses as they relate to projects. Time and expense tracking may provide multiple timesheet and expense views, configurable work time, overtime, approval, and expense reporting policies to allow organizations to effectively collect and manage time and expenses based on their unique requirements. It enables companies to reduce errors, duplicate entries, and administrative overhead. It can also reduce the amount of time it takes to collect and report project data, manage timesheets and remote data entry.
    • Reconciliation SummaryA statement prepared to report total outstanding payments and receipts.
    • Tax ClaimHelps with tax reclaim on expenses and maximizes the tax benefit of the organization.
    • Multiple Reporting CurrencyReports entries from different origin currencies in the native exchange rate.

Pleo Technical details

Support 24/7 (Live rep)
Business Hours
Online
Customer Type Large Enterprises
Medium Business
Small Business
API NA Location / Phone Number London, United Kingdom
Deployment SaaS/Web/Cloud
Mobile – Android
Mobile – iOS
Official Website https://www.pleo.io/
Category Expense Management Software

Pleo FAQs


Pleo is Expense Management Software. Pleo offers the following functionalities:

  • Card Spending Tracker
  • Multi-level Approval
  • Bank Feed Sync
  • Receipt Scanner
  • Receipt Management
  • Spend Control
  • Reimbursement Management
  • Expense Approval
  • Third-party Integration
  • Mileage Tracking
  • Time & Expense Tracking


Here`s a list of the best alternatives for Pleo:

  1. Simplifi
  2. Quicken
  3. Spendesk
  4. Soldo
  5. Expensify


No, Pleo does not provide API.

Videos: Pleo

Photos: Pleo

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