Home › Software › Pleo

Software

Pleo expense and staff spending support for growing businesses.

Pleo helps businesses manage staff spending, prepaid cards, receipts and expense records more clearly. We support Pleo workflows, expense review, receipt capture, bookkeeping integration and reporting, so staff costs and business spending are easier to track.

Request a Discovery CallAll Software
✓Pleo Workflow SupportStaff spending, prepaid cards, receipts, approvals and bookkeeping records.

Why this tool

Why we support Pleo

Pleo can be useful for businesses where staff regularly pay for items personally, submit expenses late or rely on manual reimbursement processes. It helps move staff spending into a clearer card-based workflow with receipts captured closer to the point of purchase.

We support Pleo where it fits the client’s finance process. The value is not just issuing cards, it is having clear spending rules, receipt capture, review routines and bookkeeping integration behind the system.

How we help

Our Pleo expertise

Pleo Workflow Review
Review of how Pleo fits into the wider bookkeeping and expense process.

Staff Spending Controls
Support with clearer routines for prepaid cards, staff expenses and business spending.

Receipt Capture Process
Receipts captured and reviewed so expenses are properly supported.

Bookkeeping Integration
Pleo transactions connected into Xero, QuickBooks, Sage or other supported accounting software where suitable.

Expense Coding Review
Pleo expenses reviewed so costs are posted to the right categories.

Month-End Reporting
Pleo records included in the regular bookkeeping and month-end review process.
What we do

Pleo services we provide

Setup Review

Review of Pleo setup, users, cardholders, categories and accounting software connection.

Implementation Support

Practical support introducing Pleo into the finance workflow.

Staff Guidance

Guidance for staff on submitting receipts and using Pleo correctly.

Expense Review

Review of card transactions, receipts, missing documents and expense coding.

Bookkeeping Integration

Pleo workflow connected to bookkeeping, VAT review and month-end reporting.

Process Improvement

Support reducing manual reimbursements, unclear staff claims and missing receipts.

Connected apps

Pleo and your bookkeeping process

Pleo works best when it is part of a clear finance workflow. We help connect staff spending, receipt capture, expense coding and bookkeeping review, so transactions are easier to manage each month.

XeroPleo transactions and receipts reviewed as part of Xero bookkeeping workflows.View page →QuickBooksPleo expense records connected into QuickBooks bookkeeping where suitable.View page →SagePleo workflow reviewed where Sage is used for accounting records.View page →

Receipt CaptureReceipts captured closer to the point of spending.
Staff ExpensesManual reimbursements reduced where Pleo is used properly.
VAT ReviewExpense receipts and VAT evidence reviewed as part of bookkeeping support.
Month-End ClosePleo transactions included in the month-end bookkeeping routine.
Spending VisibilityStaff costs, card spending and categories made easier to review.
We only recommend apps where they fit the client’s workflow, reporting needs and budget.

Proof

Case study & results

Case study

Staff spending and expense admin reduced through Pleo.

A care-sector business had managers and staff paying for resident-related and business costs personally, then reclaiming the money later. This created extra admin, delayed receipt collection and made it harder to keep spending records organised.

We supported the move towards Pleo prepaid cards, introduced clearer receipt submission routines and connected the process into the bookkeeping workflow. This helped reduce manual reimbursements, improve document capture and give the business better visibility over staff spending.

Client details withheld for confidentiality.

Fewer manual claimsPleo helped reduce routine out-of-pocket reimbursement admin.
Clearer receipt captureStaff spending records became easier to collect and review.
Better cost visibilityCard spending and expense categories became easier to track.
Cleaner bookkeeping recordsExpenses became easier to post, review and report each month.

Get started

Replace expense reports for good

Free 30-minute call. We’ll scope your team size and quote a fixed setup fee.

Request a Discovery Call

Typically replies inside 1 working hour

Questions

Frequently asked questions

Pricing from Pleo starts at around £39/month for up to 3 cardholders, scaling with team size. Our setup is £400–£1,200.

Yes — prepaid Mastercard Business cards accepted anywhere Mastercard is. Physical and virtual versions available.

Freeze it instantly via the admin dashboard or mobile app. A new card is issued in days.

Transactions sync into Xero with receipts attached, mapped to your chart of accounts. We configure this at setup.

Pleo extracts VAT from receipts automatically. We review the categorisation as part of the monthly bookkeeping.