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Why Pleo Changed the Way We Handle Expenses
What do you like best about the product?
Pleo significantly reduces manual work. Employees can pay with their Pleo card, upload receipts immediately via the app, and categorize the expense on the spot. That means fewer emails, fewer lost receipts, and far less end-of-month chasing.
The integration with our accounting software has also helped. Transactions are synced automatically, and we can set rules, tags, and approval flows to fit our internal processes. This flexibility is a big win for us.
The integration with our accounting software has also helped. Transactions are synced automatically, and we can set rules, tags, and approval flows to fit our internal processes. This flexibility is a big win for us.
What do you dislike about the product?
While the platform is user-friendly, reporting still has room to grow. Custom reports are somewhat limited, and filtering data across departments or cost centers could be more granular. Also, setting different card limits per project or campaign takes some manual effort.
What problems is the product solving and how is that benefiting you?
Before Pleo, we spent too much time chasing receipts and reconciling spreadsheets. Now, employees upload receipts instantly via the app, and we get real-time visibility into spending.
Smooth and reliable
What do you like best about the product?
The cashback option, which basically makes the platform close to free.
What do you dislike about the product?
Customer support could be more proactive.
What problems is the product solving and how is that benefiting you?
Financial reports of expenses across entities
Great app
What do you like best about the product?
I have been using PLEO for a few months now and I think this is a really great app. How easy it is to use and for example setting custom review options and this can be set into groups makes my life alot easier. For our sites, we can set custom review thresholds. Another great point of this app is the customer service, being able to use a live chat to resolve any issues that I might have saves so much time in my day. We use PLEO across all 6 sites so we are often spending on these cards. Being able to review each expense and also split them down saves me extra time also. The way that it integrates with xero and how easy it is to export them makes it super simple to put the expenses on xero.
What do you dislike about the product?
One problem that I have run into with using PLEO is the inability to change the transation date. This causes some problems with xero say when we lock our period and we have outstanding expenses without receipts we dont export them. But when we come to export them we cant as the period is locked. A good thing would be able to edit transactions dates
What problems is the product solving and how is that benefiting you?
This solves the problem of having to have to use petty cash in all of our sites. Having one place to manage all of our 6 sites expenses makes my life as a finance assistant a lot easier. Also being able to limit what each site is spending and having management at all levels monitor expenses and review them depending on who is spending and what amounts. It saves time with integrating site expenses into the accounts in xero also saves the finance department a lot of time.
Super smooth to use
What do you like best about the product?
slick easy to use software, smooth to operate and easy to learn
What do you dislike about the product?
It could maybe do with more comprehensive reports that could be downloaded easily from it
What problems is the product solving and how is that benefiting you?
ease of using spending cards within a company
very nice
What do you like best about the product?
easy to use helps doing expenses in a very easy manner and sorting it
What do you dislike about the product?
it would be great if some of the admin controls (creating a card) are available on the app
What problems is the product solving and how is that benefiting you?
just giving out cards temporarily to people and reviewing expenses
Good spending tool for a small company with some very useful new features
What do you like best about the product?
The ability to quickly upload receipts and assign categories to expenses. The ease of setting up new users and ordering physical cards. The ability to create sub accounts for specific purposes and also the new budget feature which helps keep track of spending.
What do you dislike about the product?
There is no approvals process for expenses. For example if an employee is making a high value purchase, his/her manager should be able to approve it. Currently they are just notified. It is very hard to flag transactions as fraudulent without getting in touch with the Pleo team via email. The entity setup process takes a long time.
There is no direct way to run reports. You have to click on Export and then Reports to run any.
There is no direct way to run reports. You have to click on Export and then Reports to run any.
What problems is the product solving and how is that benefiting you?
Expenses are categorised based on spend activity and linked to the accounting system which saves a lot of time during month end.
Expenses made easy.
What do you like best about the product?
Simple expenses and complex purchases through a single intitive user interface.
Small purchases can be paid for using Apple Pay.
Reimbursement of cash-expenses in the same UI.
Small purchases can be paid for using Apple Pay.
Reimbursement of cash-expenses in the same UI.
What do you dislike about the product?
Mobile app has a few limitations which force into the website, primarily for assigning expenses to projects.
What problems is the product solving and how is that benefiting you?
All expenses can be managed through a same user interface:
- parking / tolls
- meals
- IT equipment
- travel: flights, car rentals
- parking / tolls
- meals
- IT equipment
- travel: flights, car rentals
Simplifies Expense Management Without Sacrificing Control
What do you like best about the product?
It reduces admin overhead with automated receipt capture, real-time expense tracking, and a clean, user-friendly interface. Spending limits and policy controls are easy to configure, making it simple to empower teams while maintaining oversight. Integration with accounting systems is straightforward and effective.
What do you dislike about the product?
The mobile app sometimes lags when loading historical expense data. The analytics dashboard could offer more customization to support different reporting needs. Customer support response times vary, occasionally leaving critical issues pending longer than expected.
What problems is the product solving and how is that benefiting you?
It simplifies expense management by removing the bottleneck of manual reimbursement processes. It automates receipt capture and categorization, reducing human error and saving time. Spending limits and approvals are easy to set, which helps keep budgets in check and aligns with internal policies. This clarity benefits our finance team and boosts employee satisfaction by giving them autonomy and transparency.
User friendly and easy to use!
What do you like best about the product?
As expense software goes, it is easy to use both from a finance perspective but also a non financial individual. It is user friendly and the steps to record and to upload your receipts is straightforward. It simplifies the whole process.
What do you dislike about the product?
It would be good to be able to import the Pleo transactions into our ERP system (Acumatica).
What problems is the product solving and how is that benefiting you?
It is giving us a straightforward and easy to use platform for employees to spend money but also accurately record it for the finance team's analysis.
good platform
What do you like best about the product?
easy to use platform, with easy tagging of different expesnes and a system for esay approval of expenses. friendly customer service
What do you dislike about the product?
Sometimes a little slow when approving payments
What problems is the product solving and how is that benefiting you?
I can tag different project costs easily and upload receipts.
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