Pleo Reviews

Pros

Before I used Pleo, expenses were a real pain and took a lot of time. I love how easy it is to set up users on Pleo, to give them limits, and for them to start using it. The virtual cards make it really quick to set people up, and the visibility of spending is great. It also gives nudges to people to add their receipts, which saves time.

Cons

Pleo has a great feature for "fetching" receipts from your email inbox but this doesn't always work brilliantly so I still have to go and find the receipt manually. It'd be great if this was more reliable.

Pros

Made life easier with the invoice and account management.

Cons

I found it a little difficult to use. The user interface could be improved much.

Pros

I liked how easy it was to implement it. Very intuitive software with great design

Cons

They've started implementing some great features... That don't work properly and ends un being unreliable.Uploading from a phone, rotating expenses, analytics is useless if you use more than 1 tag, some exports have appeared with blank pages instead of the ticket, plastic cards that couldn't be activated, payment rejections without notice and alternative...

Alternatives Considered

Reasons for Switching to Pleo

Pros

Really easy to use. Multiple cards and app logins can be set up and also added to Google wallet etc,just like a normal debit card. Ease of integration with Quickbooks is brilliant

Cons

Was a bit complicated to get our first bank transfer approved but customer services quickly sorted the issue

Pros

Great integration from payment to accounting for expenses. Individuals deal with the admin for their expenses item by item using the phone app to snap receipts (or via browser)- it's easy and saves time and lost receipts. Much easier than using a company purchase card. The only things we have to claim via an old fashioned process are things we can't pay for with a pleo card - for us, cash payments for taxis, and mileage claims. Our accountant can download all the info they need at month end easily with all the receipts.
Admin users can manage risk by setting limits - monthly or total, plus per item limits. Admin users can freeze and unfreeze cards if a user thinks they've lost their card then finds it.
Analysis lets you see quickly where your expenses spend is.

Cons

Most of our spend is in one category, and while you can set up sub categories, at the moment you can't analyse spend against those subcategories. That said, pleo want to know what would make their product better, and we've already seen improvements to the app.

Pros

It is incredibly easy to use, it has a lot of functionalities and whenever I needed help from the support team I always had a great experience.
I do a lot of purchases, probably 15 a day and I've never used an expense system in my career that was that easy.

Cons

I have to say the new update isn't my favourite, funnily enough it adds more functionality (which in itself is good) but now it takes one step longer to upload a receipt (it's still incredibly quick, doesn't even take 30 seconds), but it's something I noticed.

Pros

Pleo is such a sophisticated system, we have a lot of employees out and about and they can rack up a lot of expenses meaning LOTS of receipts having to be collected at the end of the month to compensate them in their wage packet. Not only is it good we can use company money for their expenses, all they have to do is snap a picture of the receipt and they've done their part! Great company, easy to use interface, brilliant support, if theres any complicated questions, PLEO will setup a webinar with one of their professionals giving you such specific assurance.

Cons

I have no cons for PLEO, we haven't encountered any problems thus far and have been using the system for around 8 months.

Pros

Simple to use - Plug & Play. The experience is completely simple and smart - from the app download to the use and expensing. Pleo has cut down our expense processing and handling by at least 60% and will save several days per month when we get the full implementation and API. Fun & and fantastic easy to use for everyone in finance and to the management group.

Cons

We have experienced people not being able to rent cars, because of the companys name was on the cards - we then tried out with personal names and the issues seems to be solved

Pros

The Pleo app works perfectly. It saves you a lot of time and it makes it super easy to control and follow company expenses. The integration to accounting platforms like e-conomic works very well and it saves time and money on your book keeping.

Cons

The export functions could be more elaborate but that would just be icing on the cake.

Pros

It gives freedom to the entire sales team and all other employees who occasionally spends money on behalf of the company, by giving everyone a corporate creditcard. For the management it saves so much time on administrative paperwork and control, since you have full overview and control on spending in the PLEO solution.

Cons

It would be nice with more open API´s to integrate with the rest of our business software.

Pros

Pleo has helped us a lot as a growing startup by giving us an instant overview of our company expenses, and at the same saved us tons of hours of work by letting Pleo do the match of receipt and most of the bookkeeping.

As a head of accounting I personally like the instant overview of the expenses Pleo gives you and the easy userface, which makes it possible for every employee to use Pleo from day one.
Most of the employees in our company didn't need to talk to me before using Pleo - they just figured Pleo out on their own because it is so simple to use!

At the same it gives you a much more flexible way of managing your expenses and company cards.
Before we used Pleo it took us weeks to make changes since we had to sign a lot of documents and wait for our bank contact to get back to us.
With Pleo you sign once - and then you can manage all your daily / monthly / yearly limits on each Pleo card you have as a company, and you can easy give or withdraw an employee company card.

Cons

I do wish that Pleo will make it possible in the future to transfer more data from Pleo to the accounting system.
For instans - there is not an integration between the projects numbers registred in Pleo and the project number system in our accounting system.
That means that when you do exporting of your data + pictures of receipts from Pleo to the accounting system, the account system (as it is right now) will not understand the project numbers exported from Pleo and the accounting system will therefore not automatically create these project numbers or register them as project numbers in the accounting system at all.
If we were a bigger company with more projects that would be an issue.

Pros

Fast delivery of new cards makes it easy to onboard new colleagues. The setup of the new account is even easier. You can always adjust any limits made to a specific card and have overview over all recipts and invite your external revision to join.

Cons

The only thing I can think of is that you have to be patient with taking a status of account. Since some payments may be pending for a day or two, you should remember that some payments may join already accounted days. But knowing this it is only a minor disturbance.

Pros

Pleo is a time-saver! Now all purchases automatically transfer to our accountant system and we never have to struggle with missing receipts. Pleo also gives you increased control of the company credit cards and real-time expense insights, which makes you able to do better decisions

Cons

There are some minor issues regarding the mastercards. Sometimes our employees get their cards disabled for wrong issues, but it is quick and easy to enable them again.

Pros

I has saved us lots of time with creating expense reports

Cons

I pay as administrator for every company and don't use a card for Spain and Germany. The approval process is also not great because it does happen that people forget there phone.

Pros

I'm consistently buying small items and before Pleo came around I was losing paper receipts on a regular basis. The small stuff adds up and we run a pretty tight ship when it comes to finance.

As soon as I purchase anything now, I can feel my pocket buzz. The pleo app prompts me to snap a photo of the receipt and I'm done. It's 1000 times easier and I don't have to follow up with finance to see if they managed to put the money in my next paycheck.

Cons

On the few occasions that I've managed to forget to load a receipt there's a small detailed response button I can submit but it would be nice have something that I could just select instead of having to explain.

It's only happened once or twice but sometimes I get alerts saying a payment didn't work, only to find out it went through okay.

It's a great tool and I'm very happy with it.

Pros

I've been using Pleo for a year now, their service has saved me time and frustration of collecting the missing receipts. Pleo integrates with our bookkeeping software, so I just need to check that the transactions are marked with correct project codes and have a receipt attached before the file is run into bookkeeping. The administration is amazingly quick, I can give a virtual card to a new employee immediately (our traditional bank required signing and sending paper documents back and forth so the process took at least 2 weeks).

Cons

Still missing some features like reminders of missing receipts to users. I know Pleo are planning on releasing new features continuously so just waiting for them to become available.

Pros

As a card holder, it is so easy to snap a picture of the receipt and quickly choose a cost category. And Pleo remembers the choice of cost category the next time you use the card in the same store.
As a Finance Manager, it is also very easy to export the transactions from the Pleo website and then import to the financial system (Dynamics NAV).

Cons

It all works perfectly, and they are still developing lots of interesting features.

Pros

I have a few "can't live without" products/services in my job and Pleo is definitely one of them. Pleo combines the experience of having a physical - great looking btw - (Master)card with an extraordinary tech platform. Everything; the Mastercard itself, the UI/UX in both the mobile app and on desktop just feels so right! I can easily manage all expenses with a few interactions with Pleo which saves both me and our accountant several hours of not having to look for lost invoices while having full transparency all along in the process.

Cons

It's hard to say when you're using a product that's so helpful in your everyday worklife, but hopefully the Pleo team will continue to make the expense reporting for online software purchases even more smooth in the future.

Pros

Staff and volunteers no longer have to be given cash nor are they required to pay for expenses themselves and wait for reimbursement. I maintain control of spending but give individuals more autonomy. It has saved me an enormous amount of time.

Cons

The 10 card limit - I would like to increase that during our project season.

Pros

Pleo is very simple and quick to use. The app is user friendly and it takes me no time at all to record my expenses.

Cons

We have experienced some outages which can be inconvenient and even a bit embarrassing if the card gets declined when you're trying to use it. These usually get fixed fairly quickly but it would be useful to know, in the app perhaps, if software is done or there is scheduled maintenance.

Pros

The best things are that you can take a picture of the receipt and forget about it (so no need to keep stacks of receipts); and that receipts are matched up automatically. No need to fill in a form with the amount spent like other expense companies etc after buying. It saves a lot of time. The design and user experience is also beautiful.

Pros

It´s super easy to use and saves me time.

Cons

Sometimes there´s a fee on foreign cards.

Pros

Hi i enjoy working with Pleo, as it makes my every day administration much easier. Something that could be improved is that we should be able to have a Find button in the program to look for old expanses.

Cons

That we are unable to look for old expanses ut we have to scroll down.

Pros

Private creditcard not used
Easy to use
It just works

Cons

Mileage and other expense where Pleo card can not me leveraged still needs to be done manually. Solutions like Skovik has it but they do not have a card.

Pros

Easy to use for all os us! We handle all the bills ourself and it was a living hell before Pleo :)

Cons

The software is great so we don't have anything to mention here.