Pleo Features

Pleo

Company payment cards & automated expense reporting

4.93/5 (41 reviews)

Pleo Feature Summary

  • Mobile receipt capture
  • Receipt upload
  • Spend management
  • Categorization
  • Real-time data
  • Accounting system integrations
  • Real-time notifications
  • Fraud detection
  • Automated expense reports
  • Receipt matching
  • Card limits & controls
  • Virtual & plastic cards
  • Real-time spending dashboard
  • Custom employee rights & limitations
  • Suggested spending categories
  • Real-time Spending Dashboard
  • Real Time Monitoring
  • Set Limits
  • Spending Analytics
  • Automatic Notifications

Finance & Accounting Feature Comparison

Most popular features of all Finance & Accounting apps

API (166 other apps)
Accounting Integration (107 other apps)
Accounting Management (104 other apps)
Activity Dashboard (111 other apps)
Auditing (78 other apps)
Automatic Notifications (100 other apps)
Automatic Reminders (80 other apps)
Billing & Invoicing (114 other apps)
Customizable Reporting (84 other apps)
Data Import/Export (90 other apps)
Electronic Payments (99 other apps)
Expense Tracking (107 other apps)
Invoice Management (158 other apps)
Invoice Processing (95 other apps)
Multi-Currency (92 other apps)
Real Time Data (91 other apps)
Receiving (90 other apps)
Recurring Billing (78 other apps)
Reporting & Statistics (105 other apps)
Third Party Integration (94 other apps)

Mobile apps

iOS App


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Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


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Pleo Feature Reviews

25 reviewers had the following to say about Pleo's features:

Nuno Mendes

Expense reporting made easy

2018-04-06

Easy and smooth process for expense reporting.

Pros

It provides useful gentle reminders about the need to upload an invoice.

Cons

At first I had some trouble understanding which purchases needed an invoice uploaded because the icons used to indicate whether an invoice has been uploaded are not very intuitive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Bowen Moody

So easy

2018-03-28

Saved me a tonne of time and more importantly - headspace - I no longer have to think about expenses.

Pros

Expense reports used the be the worst part of my job.

Cons

Still, have to pay invoices through an integration but I think they're building functionality that will allow it soon.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Julian Smith

A big leap forward in company expense management & control

2018-02-12

Reduced expense management time, reduced missing invoices & receipts and allow finite control of spending limits for each user and/or department.

Pros

Ease of use, individual card limit management, virtual cards for online subscriptions help to reduce fraud risk, easy upload of invoices.

Cons

Simple UK VAT logging option would earn a 5 star rating for 'Features & Functionality', and an option to have a virtual card only at a reduced fee would be useful for us. Wallet uploads need to be within 2 hours, 24/7, 365

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Legal Services company, 11-50 employees)

Pleo is a time-saver!

2018-01-18

Pleo company cards for key employees: With Pleo, our employees no longer have to make out of pocket purchases as they are trusted with their own Pleo card. Real-time data and spending limits make it easy to monitor expenses.

Pros

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

Sometimes our employees get their cards disabled for wrong issues, but it is quick and easy to enable them again.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
James Smith

Modern, simple process to managing payment carfs

2018-04-28

Pros

Simple, easy to use and generally a great experience. Real time notifications helps with expense management

Cons

App could do with more information on spending limits, which would assist users who have restrictions applied

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Mathias Uth Ovesen

Amazingly easy to use...saves so much time!

2017-08-03

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Sarah Gill

Pleo makes managing expenses quick and painless.

2018-03-28

Pros

Having categories to tag payments under also make it much easier to track spending in real time. It's just a beautiful product.

Cons

One tiny thing is notifications for recurring payments, but they are working on this.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Matt Dunkin

Life Changing and Easy To Manage

2018-02-14

Better expense management across the team.

Pros

Without the export feature into Xero it wouldn't have had the same impact.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Christian Hjorth Andreasen

Saves you tons of time and let you focus on what really matters - amazing software!

2017-09-25

Pros

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Pleo


Hey Christian,

thanks for the review! We are right now working on better integration of projects into the accounting systems (e-conomic, Xero). Coming in the next few months - so should be much easier to deal with a bigger amount of projects.

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Simon Bach Bjerring

Really great service, easy to implement, and saves us for so much work.

2018-01-03

Saved us a ton of time and work, and let us give our employees a payment card if they need it

Pros

Every purchase can be sorted into customised cost accounts Our employees are prompted to take pictures of the receipts at all purchases, which makes it easy for us, and is not a hassle for them Easy management of users and spending limits Customer service is top tier, and easy to reach Easy top-up of account, automatically (at least if you have a bank in Denmark)

Cons

Lacks a good enough service for subscriptions, so we still use another card for that Some bugs in app and on website, but never anything gamebreaking

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Marleen Crabtree

Easy to use and loved by our staff

2018-03-26

Pros

Especially for myself, as an administrator on the account, I am spending much less time on processing expenses and it is much less likely that inaccuracies occur with the bank reconciliation.

Cons

This would mainly be for auditing purposes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Pete Cuff

Expense processing without the headaches

2018-02-13

Pros

Instant notifications on your phone, ease of use on the go, simple admin login functions.

Cons

Integration with Xero is excellent but QBO is a more powerful accounting system

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Adrian Melrose

Pleo has really helped automate our finance function. It is a game changing application and product

2017-10-04

My expenses are properly accounted for and I'm now claiming much more input vat than I used to.

Pros

The best way to account for expenses is certainly at the point of payment. The fact that the Card transaction is matched to documentation by the Card user and pushed straight through to Xero (and vat correctly accounted for) saves hours of paper pushing a month.

Cons

The capture of photos of invoices could be enhanced but is by no means a show stopper.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Pleo


Hey Adrian,

Thanks for the kind review!

And thanks for your suggestion about enhancing our current capture of the receipt. We'll work on improving this feature in the next couple of months!

Read more
Søren Fleng

The best invention after the credit card

2018-01-22

Pros

I have cut down time spend on travel reimbursements with 90-100% as Pleo automatically transfers my expenses to my bookkeeping system with the right account information.

Cons

I'm still waiting for the possibility to export cost per project as PDF (incl. receipts) for reimbursement purposes when I have external clients.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Mikael Thusgaard Johansson

Plug & Play, cost efficient, timesaving - Makes everyones expenses easier and more fun!

2018-04-24

Pros

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.

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Frederik Moesgaard

Pleo saves our company a lot of time and ressources. Easy to use and customer service is fantastic!

2017-08-08

Pros

We can easily keep track of all our expenses which is very helpful for our management team.

Cons

Adding money to the Pleo card is still a manual process that goes through our online bank.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Pleo


Thank so much Frederik for this kind review! We are working on automated top-up - should be ready in a few weeks!

Read more
Vibeke Panduro

My monthly expence report is practically non existing.

2018-04-12

Pros

I'm happy with the fact that it's an ongoing process and not the end of the month project.

Cons

I have experienced not being able to buy train tickets in DK because of server insufficience at pleo. The design of the card is not very nice.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Niddal El-Jabri

Pleo has optimised our financial logistics with 90 % in cost. Workload has dropped immensely.

2018-01-19

Pros

The real time auditing between the many in-house projects, is for us the biggest advantage.

Cons

The first two are already under way, and the third, they are looking into at this point.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Mads Hensel

Saves me so much time and hassle. I get all my expenses done instantly. Love it.

2018-03-28

Easy expense handling.

Pros

It's instant. I don't have to remember to do my expenses. It allows everyone to have a company card.

Cons

I would love an improved way to handle recurring expenses, but for now, it only takes me a few minutes extra.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jess Fleischer

Very rare do you find a product that has this smooth user experience online and in real life

2018-03-23

Much Quicker Expense management for user and accountant

Pros

Very easy to use. Very smooth online platform.

Cons

Once in a while (very rare) does the card not seem to work with some retailers, but I think that has to do with it being a Mastercard Debit.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Yanfeng Liu

Improve our work efficiency

2018-02-14

Pros

Card for employees we use everyday spending, easy to manage very employees and export to sage is very convenient to our accountant.

Cons

Top up my wallet is not that convenient at this moment, I need to make a transfer from my business account to specificated account with reference number.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Etienne Bell

Pleo revolutionised the way we do expenses for the better

2018-02-09

Time saving

Pros

No need to fill in a form with the amount spent like other expense companies etc after buying.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kelly Lees

Easy to use, simple

2018-05-02

Pros

Live data is important, its good that its always up to date, helpful, and the quick payment facility is so helpful

Cons

The app is not always easy to use from a personal view point, it doesn't give me as many options unlike the desktop version.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Andrew Showman

Excellent - highly recommended

2018-02-06

Pros

The app popping up after a purchase has been made to ask for a receipt massively reduces the number of payments without corresponding invoices.

Cons

charge to withdraw cash is steep to say the least but I appreciate they're trying to reduce reliance on cash. Speeding up the onset of a cashless society perhaps isn't something Pleo need to concentrate on - for now our team sometimes buys things from cash only places.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Victoria Tadd

Seamless

2018-02-28

Pros

Pleo is Easy to use Efficient Reporting quick Our Managers are happy with the reduction in their admin burden

Cons

VAT not calculated for you from the receipt so still need to spend time pulling this information from the receipts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more