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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Pleo is an innovative platform for managing expenditures, aimed at assisting companies in automating and optimizing their expense workflows. With its intelligent company cards that have adjustable spending thresholds, Pleo allows employees to make necessary purchases while maintaining the organization's financial oversight. Managers benefit from immediate insights into company spending, equipped with functionalities such as automatic receipt reconciliation, the option to flag transactions, and the capability to temporarily disable cards when needed. By streamlining accounting processes and enhancing financial productivity, Pleo makes managing expenses a hassle-free experience for businesses, regardless of their scale. This integrated approach not only saves time but also fosters better financial decision-making across the organization.

Description

Initially, we take the time to understand both you and your business, facilitating a smooth onboarding process with Carly. Following this, a meeting is arranged to link Carly with your financial accounts and QuickBooks. Subsequently, we introduce Carly to you and your team, allowing you to focus on your business while Expex and Carly handle your bookkeeping needs. Whenever there are items that require your attention, Carly will inform you, ensuring that you don't overlook any essential accounting responsibilities. Each month, Expex will provide you with clear and organized financial reports for you to discuss with your team, CPA, or other financial advisors. By the end of the year, you will have tax-ready financials, eliminating the need for any cleanup or catch-up work, enabling your CPA to begin your tax return promptly. Carly, an automated bookkeeping application developed by Expex, is designed to efficiently learn your transaction processing needs, alert you to necessary actions, and offer valuable insights into your financial situation. This seamless integration not only streamlines your bookkeeping but also empowers you to make informed financial decisions with confidence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Agicap Yes 
Atlar Yes 
Axis LMS Yes 
Blue dot Yes 
Breathe Yes 
Dinero Yes 
FlowMate Yes 
Goodwings Yes 
Nekton.ai Yes 
Pandium Yes 
QuickBooks Online Advanced Yes 
Sastrify Yes 
VATBox Yes 
Xero Yes 

Integrations

QuickBooks Online Yes 
Agicap No 
Atlar No 
Axis LMS No 
Blue dot No 
Breathe No 
Dinero No 
FlowMate No 
Goodwings No 
Nekton.ai No 
Pandium No 
QuickBooks Online Advanced No 
Sastrify No 
VATBox No 
Xero No 

Pricing Details

£39 per month
Essential: £39 per month (3 users included)
Advanced: £89 per month (3 users included)
Beyond: £179 per month (3 users included)
Free Trial Yes 
Free Version Yes 

Pricing Details

$19.50 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Pleo

Founded

2015

Country

Denmark

Website

www.pleo.io

Vendor Details

Company Name

expex

Founded

2015

Country

United States

Website

expexinc.com

Product Features

Accounts Payable

Approval Process Control No 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

Expense Report

Approval Process Control Yes 
Invoice Management Yes 
Multi-Currency No 
Receipt Management Yes 
Reimbursement Management No 
Spend Control Yes 
Time Tracking No 
Workflow Management Yes 

Spend Management

Approval Workflow No 
Budgeting / Forecasting No 
Expense Tracking No 
Multi-Currency No 
Prepaid Cards No 
Procurement Management No 
Receipt Management No 
Spend Analysis No 
Spend Control No 
Supplier Management No 

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing Yes 
Duplicate Payment Alert No 
Fraud Detection Yes 
General Ledger Entry Yes 
Vendor Management No 

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