Name: Pleo
Rating: 7.9 (5 reviews)
Author: Pleo Technologies Ltd

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Attendance Tracking

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Document Generation

File Sync

Enterprise

Accounting

CTRM

Cryptocurrency Mining

Financial Research

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Compliance

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Cloud Data Warehouse

Cloud Storage

Container Management

DevOps

Fraud Detection

Hadoop-Related

IT Alert Management

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Mobile Data Security

Network Access Control (NAC)

Network Performance Monitoring

Phishing Detection and Response

Relational Database Management Systems

Requirements Management

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Automotive

Geographic Information

Hotel Management

Insurance Claims Management

Law Practice Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Telemedicine

Vertical-Specific

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### Expense Tracking
Users consistently highlight Pleo's expense tracking feature as a valuable asset, streamlining the process of monitoring and managing expenses. The platform's ability to capture receipts digitally and provide real-time visibility into company expenses has garnered positive feedback. Users appreciate the ease of tracking individual spending and the reduction in time spent on processing expenses. Additionally, Pleo's integration with finance systems and automated receipt filing have been commended for simplifying expense tracking for both personal and business expenditures.

### Receipt Management
Opinions on Pleo's receipt management feature vary among users. While some users appreciate the ease of capturing and storing receipts, others express frustration with missing or inconsistent receipt uploads. The ability to track expenses efficiently and eliminate the need for paper receipts is highlighted as a positive aspect by many users. However, challenges with fetching receipts from email and occasional discrepancies between the app and desktop versions are areas that users feel could be improved. Despite mixed feedback, Pleo's receipt management functionality seems to offer a balance of convenience and room for enhancement.

### Card Management
Users generally appreciate Pleo's card management features for their convenience and efficiency in tracking expenses. The ability to easily capture and store receipts, along with the accessibility of card information on the phone, has been highlighted as a positive aspect. However, some users have expressed concerns about the limitations of prepaid cards in certain situations, where providers may not accept them. Despite this, the overall sentiment leans towards the effectiveness of Pleo's card management system in streamlining expense tracking and reducing the manual effort required for reconciliation.

### Accounting Integration
Reviewers consistently praise Pleo's accounting integration capabilities, highlighting its seamless integration with Xero and other accounting software. Users appreciate the time saved on bookkeeping tasks and the transparency it provides in tracking company spending. While some users mention room for improvement in the integration process, overall, Pleo's accounting integration is seen as a valuable asset for streamlining financial operations. The ability to automate a large part of bookkeeping and financial forecasting has been particularly lauded, showcasing Pleo's commitment to enhancing accounting processes for businesses of all sizes.

### Spending Control
Users generally agree that Pleo simplifies spending and enhances tracking capabilities. The platform's ability to set spending limits, track individual expenses, and automate receipt management has been well-received by users. While some express a desire for further controls on spending limits, overall, Pleo's spending control features are seen as effective in streamlining expense processes and providing transparency into company spending patterns. The ease of attaching receipts to purchases and the convenience of tracking spending for multiple users are highlighted as key strengths of Pleo's spending control functionality.

### Travel Expenses
User sentiment regarding Pleo's travel expenses functionality is largely positive, with many users highlighting the convenience and time-saving benefits it offers for managing travel-related expenses. The ability to easily track and categorize expenses, as well as the real-time overview of spending, has been particularly praised. Some users have expressed a desire for improved features related to overseas use and more detailed data on spending breakdowns. However, overall, Pleo's travel expenses capabilities seem to be a valuable asset for users, especially for those frequently on the go for business purposes.

### Time Saving Features
Users consistently highlight Pleo's time-saving features as a key strength of the platform. They appreciate how it simplifies the process of tracking expenses, reduces the time spent on administrative tasks, and enhances overall efficiency in managing financial transactions. The ability to quickly capture receipts, automate expense reporting, and integrate with accounting systems significantly contributes to saving time for both employees and finance teams. Pleo's emphasis on streamlining tasks and minimizing manual efforts resonates positively with users, reflecting a strong commitment to enhancing productivity and operational effectiveness.

### Mobile App Usability
Users generally praise Pleo's mobile app usability, highlighting its ease of use and convenience in tracking expenses on-the-go. The app's intuitive interface and quick receipt uploading feature are particularly appreciated by users. While some minor issues like slow loading times have been mentioned, overall, users find Pleo's mobile app to be a valuable tool for efficient expense management.

### User Notifications and Reminders
Users consistently highlight Pleo's user notifications and reminders as a standout feature, praising its ability to prompt them to upload receipts promptly after making a purchase. The notifications are described as helpful and timely, ensuring that users do not forget to document their expenses. Many users appreciate the convenience of receiving instant reminders to capture receipts, streamlining the expense tracking process. The intuitive nature of the notifications is commended for simplifying the task of managing receipts and categorizing expenses effectively. Additionally, users value the system's capability to send reminders for outstanding receipts, aiding in maintaining accurate financial records.

### Payment Processing
Users consistently highlight Pleo's payment processing as a standout feature, praising its ease of use, speed, and convenience. The platform's ability to streamline payment verification, reduce manual handling of receipts, and provide real-time visibility over expenses has garnered positive feedback. While some users express minor concerns about the lack of certain payment features like NFC or Apple Pay integration, overall, Pleo's payment processing functionality is well-received for its efficiency and time-saving benefits.

### Financial Reporting
Users consistently highlight Pleo's financial reporting as a standout feature, praising its efficiency and ease of use. The platform's ability to streamline expense processes, automate reporting, and provide valuable oversight on spending has garnered widespread appreciation. Additionally, users appreciate the time-saving aspect of Pleo's reporting functionalities, noting a significant reduction in administrative tasks and improved communication within finance departments. The integration with finance systems and the option to categorize expenses based on projects or internal needs further enhance the overall user experience. Pleo's financial reporting capabilities have undoubtedly made a positive impact on users, enabling them to manage expenses more effectively and efficiently.

### Reimbursement Processes
Users unanimously praise Pleo's reimbursement efficiency and convenience. They appreciate the streamlined process that eliminates the need for manual paperwork and reduces the time spent on managing expenses. The ability to avoid using personal funds for business trips and the prompt reimbursement system have been highlighted as significant advantages by reviewers. Pleo's reimbursement processes have successfully alleviated the burden of traditional reimbursement methods, making it a standout feature for users.

### Transaction Monitoring
Users consistently praise Pleo's transaction monitoring capabilities for their real-time confirmation of transactions, transparency, and ease of processing and exporting data. While some users find minor inconveniences like difficulty in changing VAT codes or archiving old transactions, the overall sentiment leans towards the effectiveness and user-friendliness of Pleo's transaction monitoring system. The ability to instantly register transactions, upload receipts effortlessly, and categorize transactions into departments for finance teams to understand are highlighted as key strengths of Pleo's transaction monitoring functionality.

### Data Export and Backup
Users have expressed mixed feelings about Pleo's data export capabilities. While some find it easy to process and export data, especially when integrated with Xero for streamlined transactions, others encounter challenges when exporting to Excel or facing difficulties with certain accounting systems. Additionally, there are concerns about limitations in exporting to Xero and the inability for team members to access detailed card charging information. Despite some positive feedback on the ease of managing users and exporting data, there are areas where Pleo's data export functionality could be improved to better meet user needs and expectations.

### Budgeting and Forecasting
Users generally appreciate Pleo's budgeting features for their ease of use and financial control. The ability to set budgets, allocate expenses, and manage spending on separate cards is highlighted as a strong point by reviewers. The option to export data for further analysis in Excel adds to the platform's appeal for those seeking comprehensive budgeting and forecasting solutions. Pleo's budgeting and forecasting capabilities seem to resonate positively with users, providing them with a clear understanding of their financial limits and enabling effective expense management.

### VAT Handling
While some users appreciate Pleo's VAT handling features for simplifying the process of tracking and managing expenses, others express concerns about difficulties in changing VAT codes and archiving old transactions. There are suggestions for improvements in the VAT accounting algorithm to enhance accuracy and ease of selecting VAT options during input. Despite some challenges, users acknowledge the time-saving benefits of Pleo in handling VAT-related tasks and streamlining the reimbursement process for foreign travel expenses.

Based on user reviews, there are three common recommendations for Pleo:

1. API Integration with Paprika: Users have found it beneficial to integrate Pleo with Paprika for seamless data transfer and enhanced functionality.

2. Book a demo: Reviewers suggest booking a demo to ensure that Pleo is a good fit for their specific needs. This allows users to explore the software's features and capabilities before making a decision.

3. Easy to use and loved by management consultants: Users appreciate Pleo's user-friendly interface and positive feedback from management consultants, making it an appealing choice for professionals in the consulting industry.

These recommendations reflect the importance of integrating Pleo with other systems, exploring its features through a demo, and the platform's ease of use and positive reception among management consultants.

User-friendly interface: Many users have praised Pleo's user-friendly interface, making it easy to navigate and complete tasks quickly. The intuitive design has been mentioned by several reviewers.

Automates expenses: Several reviewers have commented on how Pleo automates expenses, which helps them save a lot of time and effort. Users appreciate that there is minimal input required from their end once everything is set up.

Real-time expense management: A standout feature for many users is the ability to monitor and manage business expenses in real-time, providing complete visibility on expenses immediately after a purchase. This eliminates the need to wait until month-end for all expenses to come in at once, as seen with traditional expense management solutions.

Pleo is a cloud-based business software product designed to simplify expenses and automate expense reporting for small and medium-sized businesses. With Pleo, companies can issue virtual and physical smart payment cards to their employees, enabling work-related purchases while retaining control over spending. The platform offers a real-time dashboard that tracks expenses as they occur, allowing users to detect fraud immediately.

The software provides native Android and iOS apps for receipt capture and automatically categorizes all transactions based on the corresponding receipt. It also allows individual spending limits to be set for each employee card, with custom rights allocation available through the web app. Moreover, Pleo integrates with leading accounting systems, synchronizing data such as receipts and transaction categories in order to make expense management smoother.

As of now, over 20,000 firms leverage Pleo's features in managing their everyday financial dealings. By issuing smart payment cards powered by Mastercard®, businesses can streamline procurement processes without sacrificing transparency or efficiency.   Overall Pleo's feature list makes it an attractive option for any organization looking for a simple yet powerful tool that improves expense management while helping them focus on core tasks.

Pleo, headquartered in Copenhagen, offers smart company cards that enable employees to buy the things they need for work, all while keeping a company's finance director in control of spending.

Basic (basic functionality)

Business (advanced functionality)

Rippling’s platform for HR, IT, payroll, and spend management automates the entire employee lifecycle, ensures compliance, supports device management, and provides real-time financial visibility from a central dashboard.

Rippling

Pleo

Expense Management Software is designed to submit, process, reimburse, and track employee expenses. Typical features facilitate and automate invoicing and approval processes. Document management is usually contained in the software for capturing receipts and creating an audit trail. This allows administrators to approve expenses (e.g. for travel) and generate reports. More comprehensive software manages travel itinerary and add various levels of support for the transaction process, increasing efficiency and reducing fraud.

Expense Management

Remote controlled Pleo demo

Pleo rb first demo

My pleo aka little demo

Pleo Dinosaur at SAAG 2007

GDC 2008 Pleo Demo

Pleo sound shadowing demo

PLEO rb Blue & Pink demo

Pleo Wireless Speech Demo - CoTeSys Spring Workshop April 2009

CS3630 - Pleo vs. Rovio - Round 1

Likelihood to Recommend

Payment Management

Employee Expense Reporting

Corporate Card Reconciliation

Customizable Approval Policies

Financial Document Management

Payment Status Tracking

Payment Audit Trail

Duplicate Bill Detection

Advanced OCR

Electronic Funds Transfer

Pleo Technologies Ltd

Allows companies to track employee expenses to make cost-effective decisions.

Allows companies to reconcile employee expenses with company card statements.

Features that allow for the management of payments across various forms of finance/accounting software.

Policies for different types of approvals can be customized, sent to multiple approvers, automatically approved, etc.

Invoices, expense reports, and associated documents are stored within the platform for any future needs.

Tracks what stage payments are at in the process, from approval to receipt.

Allows admin users visibility into the entire payment process, from receiving the expense claim or invoice to the payee receiving payment.

Detects duplicate invoices or expense reports to prevent double payments.

Automatically imports information from invoices, receipts, expense reports, and other 
scanned documents into the platform.

Funds can be transferred via EFT as opposed to paper checks.

PCI Compliant Security Measures

Banking and finance information is protected according to Privacy Shield and GDPR standards.

SAP Concur

Zoho Expense

Project Lead Quality

Pleo 2023-10-26 08:27:44

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Expense Management Software

for submitting expenses, and integration with other financial software 
expense tracking 
Set up reimbursement processes within Pleo to expedite payments to employees. 
This made reimbursements more efficient.

Expense Tracking and Management
Compliance and Policy Adjerence
Cost Control with streamlined reimbursements

integration options
reporting and analytics
mobile app usability
expense rule automation
multi-currency support
receipt management
expense policy customization

improving efficiency
providing valuable financial insight
Improved Compliance:
Visibility and Reporting

Pleo

Overview

What is Pleo?