Overview

Pleo is a leading spend management platform designed to centralize and streamline business spending for complete financial efficiency. Trusted by over 37,000 companies, Pleo offers a suite of tools that includes smart company cards, automated expense reports, invoice management, reimbursements, subscription tracking, and detailed analytics. By integrating seamlessly with popular accounting systems like NetSuite, Xero, and QuickBooks, Pleo simplifies bookkeeping and enhances financial control.

Features

• Smart Company Cards:
  • Physical, temporary, virtual, and vendor cards for safer spending across teams.
  • Custom spending limits and multi-step approvals to control company spending.
• Invoices:
  • Automated accounts payable solution to capture, process, approve, pay, and bookkeep invoices.
  • Pre-set tax codes and expense categories for each vendor to streamline bookkeeping.
• Reimbursements:
  • Track, review, and manage reimbursements between employees and the business.
  • Automated reimbursement workflows to reduce manual effort.
• Subscription Management:
  • Centralize recurring expenses to optimize costs and simplify bookkeeping.
  • AI-driven insights to spot duplicate subscriptions and potential overpaying.
• Spend Controls:
  • Custom spending limits, multi-step approvals, budgets, and more to control company spending.
  • Detailed spending insights and automated reporting for smarter spending decisions.
• Analytics:
  • Real-time visibility of all company spend with detailed reports.
  • Automated expense reports and receipt chasing to reduce administrative burden.
• Multi-Entity Management:
  • Manage spending across multiple entities and offices from one platform.
  • Ensure no spend goes unnoticed with centralized tracking.

Benefits

• Enhanced Financial Control:
  • Centralize all business spending for complete financial efficiency.
  • Improve cash flow and reduce accounts receivable with automated payment solutions.
• Operational Efficiency:
  • Streamline bookkeeping and reduce manual effort with automated workflows.
  • Free up valuable time for finance teams to focus on strategic tasks.
• Improved Employee Experience:
  • Provide employees with dedicated vendor cards for secure and efficient spending.
  • Simplify reimbursement processes and enhance employee satisfaction.
• Cost Optimization:
  • Optimize costs by tracking recurring expenses and spotting duplicates.
  • Ensure business-critical operations run uninterrupted while keeping software costs in check.
• Data Security and Compliance:
  • Ensure the highest standards of data security with bank-level protection.
  • Protect sensitive financial information with robust encryption and security measures.