Pleo automates as much of the process of employee expenses as possible; from buying to bookkeeping – meaning people spend less time reporting, less time in software, and more time doing their jobs.
With their own virtual and/or plastic Pleo company card employees can buy the things they need for work. They are notified just when making a purchase, and the receipt is collected with a snap from their phone. All expense data is collected through the card, is auto categorised and receipt and expense are matched automatically.
In Pleo's app admins can follow company spend in real time, easily and instantly set 'per transaction', monthly, or total limits on cards, order new cards, see detailed spending analytics and sync all their expenses into Xero with just one click. This that enables admins and bookkeepers to get a better overview of company expenses while staying in control.
Pleo + Xero
With the Xero integration turned on, admins can retrieve Account Numbers/Nominal Codes and corresponding VAT from their Xero Chart of Accounts, which can be tied to the expense categories in Pleo. This expense data can then be pushed to Xero, allowing for a very easy reconciliation of expenses. Additionally, admins can also import Xero Tracking Categories to Pleo providing more financial dimensions to their expense tracking.
In Pleo, go to the 'Settings' page.
Enable the Xero integration by selecting Xero from the list of available accounting systems and clicking "Connect"
Once connected, simply enter your Xero credentials and voilà! Pleo is now integrated with Xero.