Frequently asked questions*
*and the answers to them, of course
The basics
Pleo is a centralised business spending solution for forward-thinking teams. It empowers employees to purchase what they need for work, while giving companies full visibility and control over every transaction. By combining intuitive technology with smart company cards, Pleo removes the need for expense reports, cuts down on admin work, and simplifies bookkeeping.
Using Pleo
No. The founding idea behind Pleo is to get rid of the expense reports. When you pay for something with your Pleo card, you’ll receive an instant notification on your phone. Snap the receipt, add some basic info about what you’ve bought and that’s it. Our software will automatically categorise the purchase.
Managers or finance teams can monitor all transactions in real-time and flag anything that needs more information. When the time is right, transactions can be exported to the accounting system your business uses.
Features
Fetch pairs up the receipt in your Gmail, Outlook or Microsoft 365 inbox with the matching Pleo expense. Fetch doesn’t just search for receipts as they come in to your email account. It can sniff out any missing receipts from the last year and notify you when it’s done. Pleo doesn’t store your emails and Fetch will only retrieve messages that contain receipts. How Fetch works.
Security and privacy
Every time you add funds to Pleo, that money comes out of your business bank account to a safeguarded account. When a transaction is made with a Pleo card, and Mastercard looks for the funds to cover it, Pleo takes the money from the safeguarded account to pay it.
"I love the way Pleo gives you the ability to let people do their jobs, empowering them, passing down responsibility."
Anthony Hanson Essential Living

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