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Pleo

By Pleo
4.97 out of 5 stars
Free trial available
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Save time and money by simplifying your business spending with Pleo. Make lost receipts a thing of the past by going digital, get full control over company spending, and wave goodbye to manual data collection.
Rated
5.0
out of 5
Reviewed by
128
Xero users
Try this app
Free trial
available
Listed for
6 years
January 2018

Overview

Pleo lets companies capture all company spending in one platform.

Pleo’s smart company cards can easily be issued to employees with individual spending limits. That means your team can buy what they need when they need it. Receipts are collected with a snap from their phone. Everyone saves time and Pleo automates all the paperwork. Using Pleo’s direct feed into Xero, reconciling card expenses has never been easier.

Not all staff in need of a card? No problem! With Pleo, employees can capture out-of-pocket spend via the mobile app and let you reimburse them in seconds.

Pleo Invoices is a simple and intuitive way for you to process, approve, and pay your supplier invoices all from within Pleo. Xero users have the added power of being able to export an invoice at any lifecycle stage, with the invoice status synced and updating in real-time.

Pleo puts finance teams in the driver’s seat by tracking company spending in real-time, provides an overview of all subscriptions, and lets you see detailed spending analytics. Whenever things need to be booked all transactions are synced into Xero with just one click.

Pleo
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Pleo + Xero

Once the integration is enabled, Pleo automatically creates bank accounts for your expenses, along with the ability to enable a direct bank feed to keep the balances accurate. The integration automatically allows you to pull in and map your chart of accounts from Xero within Pleo. Admin can choose the Xero categories being shown to the users and give them intuitive names allowing employees to tag their expenses using the right cost category right when they make the purchase. This makes your reconciliation of company expenses quick and easy for everyone. You can also import your Xero Tracking Categories providing more financial dimensions to your expense tracking.

Reviews & ratings

5.0 out of 5 stars
128 Reviews

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Most recent reviews

KM
Katherine Mason
Posted 18 Nov 2020
The Pleo/Xero integration is great, it makes our month end process a lot quicker and easier,. Occasionally there are hiccups, as would be expected with anything, but the Pleo team are so quick to respond when we have questions, that I always have complete peace of mind and know it won't add on any time to our month end process.
One person found this review helpful.
SR
Shannon Rust
Posted 17 Nov 2020
5 out of 5 stars
Pleo is a great system and very easy to use once you get used to it. I like the Xero integration this makes it very easy to post transactions across to our accounting software. Overall expenses are much more manageable and less time consuming from a bookkeeping aspect!
SP
Sam Papp
Posted 17 Nov 2020
5 out of 5 stars
Pleo solves a problem for us, and streamlines a purchase avenue. It allows us to assign employees spending cards without credit checking individuals, and also allows us to ensure they get receipts in and we control spend.

Additional info

Countries

Ireland, United Kingdom

Languages

English

Support

Setup walkthroughContact supportsupport@pleo.io

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