How to Build Your Own Pleo

Enhanced approval workflows with additional customization options

Create multi-step expense approval workflows and thresholds

Set and monitor departmental or team budgets

Set limits on individual purchase amounts

AI-assisted tool to help create and manage spending guidelines

Guided setup and implementation assistance for new customers

Premium concierge support service for top-tier customers

Dedicated customer success manager for eligible customers

Customer support via email

Quarterly business reviews with executive team

Enhanced controls for card management and usage restrictions

Ability to withdraw cash from ATMs using Pleo cards

Physical Pleo cards for in-person purchases

Virtual cards that can be created temporarily for specific transactions

Dedicated cards for specific vendors with controlled spending

Automatically categorize expenses based on transaction data

Automatic receipt capture in the Pleo app eliminating manual expense reports

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

Optical character recognition to automatically extract data from invoices

Automated receipt reminders to ensure all expenses are documented

Create custom expense categories and tags for better organization

Allow external bookkeepers to access relevant expense data

Manage spending across multiple offices and business entities through one account

Add team members with access to only reimbursement functionality

Manage multiple teams and user groups within the platform

View and download bank statements from the platform

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

Analytics and insights into spending patterns and trends

Advanced insights into spending behavior and optimization opportunities

Detailed transaction statements for all card and invoice activity

Seamless integration with accounting software for automated data syncing

Export expense data in custom formats for accounting systems

Integration with Human Resources Information Systems for employee data sync

Native integration with NetSuite accounting platform

Simplified invoice management from submission through payment with full AP visibility

Automatic mileage expense calculation based on journey start and end points

Process out-of-pocket employee expenses with direct reimbursements