Pleo

pleo.io
Expense Management
Weekend Project

Smarter spending for your business

How to Replace Pleo

Overview

Pleo is a business expense management platform that issues smart company cards with individual spending limits, automates receipt capture, and provides real-time spending oversight. It centralizes all business spending including cards, reimbursements, invoices, and mileage while integrating with accounting systems to eliminate manual expense reports and streamline financial operations.

Features

55 features across 15 categories

AI(1)

AI Expense ReviewAIPremium

AI-powered analysis and review of expenses for anomalies and policy compliance

Also in: monday.com, Notion, Airtable

Automation(5)

Auto-CategorisationAI

Automatically categorize expenses based on transaction data

Automated Receipt Capture

Automatic receipt capture in the Pleo app eliminating manual expense reports

Email Receipt Capture - Fetch

Automatically fetches receipts from Gmail, Outlook or Microsoft 365 inbox and matches them with expenses

Invoice OCRAI

Optical character recognition to automatically extract data from invoices

Receipt Reminders

Automated receipt reminders to ensure all expenses are documented

Also in: monday.com, Notion, Airtable

Cards(6)

Advanced Card ControlsPremium

Enhanced controls for card management and usage restrictions

ATM Withdrawals

Ability to withdraw cash from ATMs using Pleo cards

Physical Cards

Physical Pleo cards for in-person purchases

Temporary Virtual Cards

Virtual cards that can be created temporarily for specific transactions

Vendor CardsPremium

Dedicated cards for specific vendors with controlled spending

Virtual Cards

Virtual Mastercard cards issued in seconds for online purchases and instant team access

Also in: Stripe, Payoneer, Novo

Cash Management(2)

Overdrafts

Interest-free overdraft facility to manage cash flow and prevent declined transactions

Transfer Rules

Set up automatic rules for transferring funds based on conditions

Also in: eHopper, CARD

Core Product(1)

Business Expense Cards

Issue smart company cards with individual spending limits for employees to make work purchases

Expense Management(3)

Invoice Processing

Simplified invoice management from submission through payment with full AP visibility

Mileage Tracking

Automatic mileage expense calculation based on journey start and end points

Reimbursements

Process out-of-pocket employee expenses with direct reimbursements

Integrations(4)

Accounting System Integrations

Seamless integration with accounting software for automated data syncing

Custom Accounting Exports

Export expense data in custom formats for accounting systems

HRIS IntegrationsPremium

Integration with Human Resources Information Systems for employee data sync

NetSuite Integration

Native integration with NetSuite accounting platform

Also in: ReadMe, Hugging Face, Setmore

Organization(5)

Custom Categories and Tags

Create custom expense categories and tags for better organization

External Bookkeeper Access

Allow external bookkeepers to access relevant expense data

Multi-Entity ManagementPremium

Manage spending across multiple offices and business entities through one account

Reimbursement-Only Users

Add team members with access to only reimbursement functionality

Teams Management

Manage multiple teams and user groups within the platform

Also in: Hugging Face, Smartsheet, 1Password

Procurement(1)

Purchase OrdersPremium

Create and manage purchase orders for business spending

Reporting(5)

Bank Statement Access

View and download bank statements from the platform

Real-time Spending Overview

Admins get real-time details on every purchase with the ability to flag or freeze cards

Spend Analytics

Analytics and insights into spending patterns and trends

Spending InsightsPremium

Advanced insights into spending behavior and optimization opportunities

Transaction Statement

Detailed transaction statements for all card and invoice activity

Rewards(1)

CashbackPremium

Earn up to 0.75% cashback on card spending with annual plans

Security(2)

Card Freeze Feature

Ability to instantly freeze a card if suspicious activity is detected

SAML SSO

Single Sign-On authentication for enterprise security

Spend Controls(9)

Advanced Approval WorkflowsPremium

Enhanced approval workflows with additional customization options

Approval Workflows

Create multi-step expense approval workflows and thresholds

BudgetsPremium

Set and monitor departmental or team budgets

Card Limits Per Purchase

Set limits on individual purchase amounts

Guidelines AssistantAI

AI-assisted tool to help create and manage spending guidelines

Individual Card Limits

Set customizable spending limits for each employee card

Spending Guidelines

Set and enforce spending guidelines for employees

Temporary Limits

Create temporary spending limits for specific time periods

Vendor LocksPremium

Lock vendor cards to specific merchants to prevent unauthorized spending

Support(7)

Assisted OnboardingPremium

Guided setup and implementation assistance for new customers

Concierge SupportPremium

Premium concierge support service for top-tier customers

Customer Success ManagerPremium

Dedicated customer success manager for eligible customers

Email Support

Customer support via email

Executive Business ReviewPremium

Quarterly business reviews with executive team

Live Chat Support

Real-time support via live chat

Phone SupportPremium

Dedicated phone support for eligible customers

Vendor Management(3)

Advanced Vendor InsightsPremium

Detailed insights into vendor spending patterns and relationships

Recurring Vendor Tracking

Track and manage recurring vendor payments

Renewal ManagementPremium

Track and manage subscription and vendor contract renewals

Pricing

Essential

$45/month or $39/month billed yearly
  • 3 users included
  • $11 per additional user per month
  • Physical and virtual cards
  • Accounting system integrations
  • Live support via chat
  • Reimbursements
  • Mileage
  • Flexible card limits
  • Approval workflows
  • Recurring vendor tracking
  • Automated receipt reminders
  • Email receipt capture
  • Fetch out-of-pocket expense reporting
  • Real-time overview of all expenses
  • Spend analytics
  • Individual card limits
  • Card limits per purchase
  • Temporary limits
  • Spending guidelines
  • Vendor locks
  • Transfer rules (1)
  • Custom accounting exports
  • Custom categories and tags
  • Auto-categorisation
  • OCR for receipts
  • External bookkeeper access
  • Teams management
  • Reimbursement-only users
  • Bank statement
  • Transaction statement
  • SAML SSO
  • Email support
  • Help center
  • Card payments foreign exchange fee: 1.99%
  • Invoice payments foreign exchange fee: 1.99%

Advanced

$109/month or $99/month billed yearly
  • 3 users included
  • $15 per additional user per month
  • Physical and virtual cards
  • Accounting system integrations
  • Live support via chat
  • Reimbursements
  • Mileage
  • Flexible card limits
  • Approval workflows
  • Recurring vendor tracking
  • All Essential features
  • 0.5% cashback
  • Multi-entity management
  • Advanced card controls
  • Budgets
  • HRIS integrations
  • Phone support for eligible customers
  • Automated receipt reminders
  • Email receipt capture - Fetch
  • Out-of-pocket expense reporting
  • Real-time overview of all expenses
  • Spend analytics
  • Individual card limits
  • Card limits per purchase
  • Temporary limits
  • Advanced approval workflows
  • Spending guidelines
  • Guidelines assistant
  • Vendor locks
  • Vendor cards
  • Advanced vendor insights
  • Renewal management
  • Transfer rules (1)
  • Custom accounting exports
  • Custom categories and tags
  • Auto-categorisation
  • OCR for receipts
  • External bookkeeper access
  • Teams management
  • Reimbursement-only users
  • NetSuite integration
  • Bank statement
  • Transaction statement
  • SAML SSO
  • Email support
  • Live chat support
  • Phone support
  • Help center
  • Card payments foreign exchange fee: 1.99%
  • Invoice payments foreign exchange fee: 1.99%

Beyond

$219/month or $199/month billed yearly
  • 3 users included
  • $18 per additional user per month
  • Physical and virtual cards
  • Accounting system integrations
  • Live support via chat
  • Reimbursements
  • Mileage
  • Flexible card limits
  • Approval workflows
  • Recurring vendor tracking
  • All Advanced features
  • 0.75% cashback
  • AI expense review
  • Spending insights
  • Purchase orders
  • Assisted onboarding
  • Concierge support
  • Customer success manager for eligible customers
  • Automated receipt reminders
  • Email receipt capture - Fetch
  • Out-of-pocket expense reporting
  • Real-time overview of all expenses
  • Spend analytics
  • Individual card limits
  • Card limits per purchase
  • Temporary limits
  • Advanced approval workflows
  • Spending guidelines
  • Guidelines assistant
  • Vendor locks
  • Vendor cards
  • Advanced vendor insights
  • Renewal management
  • Budgets
  • Multi-entity management
  • Advanced card controls
  • Transfer rules (1)
  • Custom accounting exports
  • Custom categories and tags
  • Auto-categorisation
  • OCR for receipts
  • External bookkeeper access
  • Teams management
  • Reimbursement-only users
  • NetSuite integration
  • HRIS integrations
  • Bank statement
  • Transaction statement
  • SAML SSO
  • Email support
  • Live chat support
  • Phone support
  • Assisted onboarding
  • Concierge support
  • Executive business review
  • Customer success manager
  • Help center
  • Card payments foreign exchange fee: 1.99%
  • Invoice payments foreign exchange fee: 1.99%

Cost Calculator

Keep Paying Pleo

Monthly$45/mo
Yearly$540/yr
5-Year Total$2.7k

Build It Yourself

Est. Build Time~4 hrs
Hosting$20/mo
DifficultyVery Easy

Total Cost Comparison

1 YearSave $300
SaaS
$540
DIY
$240
3 YearsSave $900
SaaS
$1.6k
DIY
$720
5 YearsSave $1.5k
SaaS
$2.7k
DIY
$1.2k

DIY hosting estimate based on Vercel + Supabase free/pro tiers (~$20/mo). Build time estimated from 55 features at very easy complexity.

Build vs Buy

Should you build a Pleo alternative or buy the subscription? Estimate based on 55 features.

Buy Pleo

Better Value
Monthly cost$450/mo
3-year total$16,200
Time to deployDays

Build Your Own

Development cost$36,000
Maintenance$540/mo
3-year total$55,440
Dev time~3 months

Buying Pleo saves ~$39,240 over 3 years vs building.

Estimates based on 55 features and a BuildScore of 5/5. Actual costs vary.

Integrations

6 known integrations