Customer Case: Planday
How Planday found a “life-changing” setup for the whole organisation in Pleo
The Challenge
Before Pleo, Planday had a traditional setup, with company credit cards reserved only for the management and other employees expenses being reimbursed, which caused the following issues:
Company card sharing:
Cards would get shared around the office when bigger purchases were done. Finance department then had trouble finding out who spent what, because people didn’t remember who they borrowed out the card to.
No visibility into spending:
As they got an invoice from the previous company credit card supplier only at the end of the month, they had no real visibility into how much they are spending.
Chasing receipts:
Kasper and his team had trouble gathering the missing receipts and matching them with the right transaction.
The Solution
Planday uses Pleo to handle two things, that are traditionally separated: company cards management and employee expenses. They started rolling out Pleo end of 2016 and since have expanded it to their offices in other countries. They see Pleo as a “life-changing” solution both for the finance department and all their other employees using it.
The Result
There are 3 main benefits that Pleo provides to Planday:
Pleo cards for more employees:
Everyone that needs to do any company related purchases gets a Pleo virtual card and everyone who is travelling gets a plastic card, which makes their job easier.
Real-time transactions overview:
As every purchase is added in real-time to Pleo, Planday can follow purchases much more closely and stay on top of their spending.
Better spending insights:
Using Projects and Customers feature, Kasper and his team can see quite precisely how much they are spending between different events and other projects directly in Pleo.
What Pleo provided
Quick onboarding
Use your current bank and get going in a matter of minutes.
Payment cards for employees
Generate virtual or plastic Pleo cards for all employees.
Spending limits and rights
Define custom rights and limitations for each employee.
Receipt matching
Categorisation and matching of receipts happen as you pay.
Real-time dashboard
Stay on top of all company spending in real-time.
Accounting integrations
Avoid repetitive procedures, connect Pleo with your accounting software.
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