90%Would buy again
Compared to the corporate card from our bank this is miles simpler, I can see every spend on my phone without logging into anything. Got a virtual card for the team in about two minutes, worked first time on the hotel booking. Would use it again, really pleased we switched.
Read moreThe sign up itself was fine once I got going but the verification step took almost a week, with them asking for the same company documents twice. Once it was approved the cards and the app worked well, though I would have liked a faster answer from support when I chased it.
Read moreWe needed a way to stop people paying for small things on personal cards and reclaiming it later. We signed up to Pleo as a first-time customer and the onboarding was clear enough, although the identity checks took longer than the website suggested. Once we were in, the cards and receipt matching have been fine. The cost per user is a bit higher than I had hoped, so I do wonder whether we will…
Read moreI was rather pleased that the virtual cards could be set up in seconds, which I did not expect from a company of this sort. The team behind the app have been courteous when I rang with questions, and I do think the reporting is clearer than my old system. My only quibble is that the categories took a little while to tidy up, but I expect that is down to my own muddle.
We were losing track of who had spent what, so our office manager suggested trying Pleo. As a first-time customer I found the signup a bit longer than I expected, mainly because we had to upload company documents twice. After that the setup was sensible and the cards work well. The one thing I would change is how the receipts show up in the monthly summary, which took some getting used to.
Before signing up I looked at three other expense tools and this one was the easiest to get my head round. The receipt upload on the app is quick, though the category drop-down for mileage is a bit buried. Support answered my question within a day, which was nice, and the monthly cost came in a little under the others.
Honestly it does most of what a finance team wants and the expense flow is quick. The approval rules took me a while to set up properly, and I had to read the help pages twice before the workflow made sense. Once it was running the card controls have been reliable and the team uses it without moaning.
We needed to cut what we were paying for expenses across a small team, and this came in lower than our previous provider. The cards are easy to manage and the receipt capture on my phone does the job. I like the spending limits by category, though I wish the monthly plan had a cheaper tier for really tiny teams.
This is the best value we found for a team of our size, and the monthly cost works out well against what we were paying. The cards are simple to manage and I like that I can freeze one in seconds if needed. Our only complaint is that the export options could be a bit richer, but the rest is solid.
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Pleo is a spend management platform for businesses that provides company cards, expense tracking and automated bookkeeping in one product. The company was founded in Copenhagen and is aimed at small and medium-sized businesses that want to give employees controlled access to spending. Its cards can be issued to staff with individual limits, and receipts are matched to transactions so that expenses can be approved and exported to accounting software.
Pleo sells its service as a subscription and operates entirely online, with customers signing up, managing cards and approving spending through its web platform and mobile app. The platform integrates with common accounting and expense systems, which is central to how it fits into the finance routines of the businesses that use it.
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