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About Pleo
Pleo is a cloud-based expense management solution designed to help businesses handle the sharing of corporate credit cards among employees, record receipts or reimbursements and track spend in real-time. Feature include fraud detection, expense reconciliation, permission management and image capture.
Pleo lets accountants generate on-demand prepaid virtual cards for online purchases and plastic cards for offline shopping and set up custom spend limits. Managers can receive notifications for every transaction, capture receipts and automatically categorize purchases. Using the dashboard, supervisors can view all purchases and add custom tags for accounting procedures.
Pleo offers integration with various third-party accounting applications such as Xero, Sage, Billy, QuickBooks, Visma and more. It offers mobile applications for iOS and Android, letting users receive notifications on purchases, track expenditure and change or block PIN instantly. The solution is available on monthly subscriptions and support is provided via chat, email, phone and documentation.
Pleo pricing
Pleo has a free version and offers a free trial. Pleo paid version starts at £45.00/month.
Starting Price:
£45.00/month
Free Version:
Yes
Free trial:
Yes
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Pleo Reviews
Feature rating
5 reviews of 196
View all reviews
Bobbi
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
4
5
Reviewed on 5/4/2023
Game-changing expenses software
Overall Pleo has changed the way we do expenses and made it much simpler and faster to empower people with company spending.
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.
Anjum
- Industry: Computer & Network Security
- Company size: 51–200 Employees
- Used Weekly for 1-5 months
-
Review Source
Value for Money
4
Features
4
Ease of Use
3
Customer Support
3
4
Reviewed on 13/8/2024
Economical Expense Manager
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.
Anna
- Industry: Events Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Value for Money
1
Features
2
Ease of Use
4
Customer Support
1
1
Reviewed on 15/12/2022
Started great - downhill from there
To top all the serious technical issues we have with PLEO, customer service is extremely lacking. The phone number on their signatures is bogus, no-one ever answers. They chat support can only confirm that there's indeed an issue. Tickets aren't followed up so any issue you have, get used to it. Personnel is constantly changing so I've already had 4 account managers.
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...
Reasons for Switching to Pleo
It's simplicity (then) and design
Sj
- Industry: Mechanical or Industrial Engineering
- Company size: 2–10 Employees
- Used Weekly for 1+ year
-
Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
5
Reviewed on 16/9/2024
Makes keeping track of petty cash super easy
Pleo has both improved our time saving and our security. We used to literally use cash for our petty cash which we would give to staff to buy milk etc. The faff of going to a cash machine and chasing staff for change was starting to get too much then after a couple of breakins (thankfully no money taken but the fear as there) I started looking for a better alternative and found Pleo. So much easier and safer. Staff just take the card and can take a picture of the receipt to add to the app. One a month all the transactions on Pleo are downloaded to Quickbooks. Notifications tell you when and where the card has been used as well as when the money in our account is getting low (you can get it to autotopup but we don't find we need this at the moment as we don't spend that much) Sorted!
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
Michelle
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
5
5
Reviewed on 6/1/2019
Great solution to expenses claims
We spend some time researching pleo before we signed up, and pleo were happy to answer all our questions and provide web demos to show us how it works. Our experience has been very positive.
Pleo saves us time overall by reducing manual admin processes associated with expense claims. It saves elapsed time at month end for both individual employees and our accounts team. Staff like the app and their experience has been positive.
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.
