Pleo

Frequently Asked Questions about Pleo

Who are Pleo?

Pleo is a financial technology company that provides smart company cards and expense management solutions designed to simplify the spending process for businesses. Founded in 2015 in Copenhagen, Pleo aims to empower employees to make purchases while maintaining control and visibility over company expenses.

What are Pleos products?

Pleo offers a range of products including smart company cards, an expense management app, and an integrated platform that allows businesses to manage their spending in real-time. The smart cards are linked to the Pleo app, which enables employees to upload receipts and track expenses easily.

What services do Pleo offer?

Pleo provides expense management services, including automated receipt capture, transaction categorisation, and reporting features. Additionally, Pleo offers customer support and integration with accounting software to streamline financial workflows.

What type of companies do Pleos products suit?

Pleos products are suitable for small to medium-sized enterprises (SMEs) and larger companies looking for efficient expense management solutions. The platform is particularly beneficial for teams that require flexibility in spending while maintaining oversight of expenses.

How much does Pleos product cost?

Pleo offers various pricing plans depending on the size of the business and the features required. Generally, pricing starts with a monthly fee per user, with additional costs for premium features. It is advisable to visit the Pleo website for the most current pricing details.

Does Pleo offer a free trial?

Yes, Pleo typically offers a free trial for new users, allowing them to explore the platforms features before committing to a paid plan. Specific details about the trial duration can be found on their website.

What discounts does Pleo offer on their products?

Pleo may offer discounts for annual subscriptions or promotions for new users, but these can vary. It is recommended to check their website or contact their sales team for any current offers.

Are there any hidden fees or additional costs with Pleo?

Pleo aims to be transparent about its pricing. However, users should be aware of potential fees related to currency exchange, card replacements, or specific premium features that may not be included in the base plan. It is advisable to review the terms and conditions on their website.

Who uses Pleos products?

Pleos products are used by various businesses, including startups, freelancers, and established companies across different sectors. The platform is particularly popular among finance teams and managers who oversee budgets and expenses.

What are the main features of Pleos products/services?

Main features of Pleo include smart company cards, automatic receipt capture, expense categorisation, real-time spending insights, integration with accounting software, and a user-friendly mobile app for expense tracking.

How does Pleo compare to its competitors?

Pleo is often compared to other expense management tools such as Expensify and Soldo. While they all offer similar functionalities, Pleo is noted for its intuitive interface, strong customer support, and seamless integration with accounting systems, which can distinguish it from competitors.

Is Pleos platform easy to use?

Yes, Pleos platform is designed with user experience in mind, making it straightforward for both employees and administrators to navigate. The mobile app is particularly praised for its simplicity.

How easy is it to set up Pleos product or service?

Setting up Pleo is generally straightforward. Users can create an account online, order company cards, and configure their settings in a matter of minutes. Pleo provides guidance throughout the setup process to ensure a smooth onboarding experience.

Is Pleo reliable?

Pleo has established a reputation for reliability, with a robust platform and secure transactions. The company is compliant with financial regulations and has measures in place to protect user data.

Does Pleo offer customer support?

Yes, Pleo offers customer support through various channels, including email, live chat, and a comprehensive help centre on their website. Users can access resources and contact support for assistance with any issues.

How secure is Pleo’s platform?

Pleo prioritises security and employs industry-standard encryption protocols to protect user data and transactions. The platform is compliant with GDPR and other relevant regulations, ensuring a high level of data protection.

Does Pleo integrate with other tools or platforms?

Yes, Pleo integrates with several accounting and financial tools, such as Xero, QuickBooks, and Sage, to streamline the expense management process and enhance workflow efficiency.

Can I use Pleo on mobile devices?

Yes, Pleo has a mobile app available for both iOS and Android devices, allowing users to manage expenses, capture receipts, and track spending on the go.

What do users say about Pleo?

User feedback on Pleo is generally positive, highlighting its ease of use, efficient expense tracking, and helpful customer support. Users appreciate the transparency and control the platform provides over company spending.

What are the pros and cons of Pleo?

Pros: User-friendly interface, real-time expense tracking, strong customer support, and seamless integrations. Cons: Some users may find the pricing model less suitable for very small businesses or those with minimal spending needs.

How can I purchase Pleos services?

Pleos services can be purchased directly through their website. Interested users can sign up for a free trial and explore the platform before selecting a suitable pricing plan.

What is the cancellation or refund policy for Pleo?

Pleo typically offers options for users to cancel their subscription at any time. However, specific details about refunds or cancellation terms should be reviewed in their terms and conditions or by contacting customer support.

What are the common use cases for Pleo?

Common use cases for Pleo include managing travel expenses, office supplies purchases, client entertainment costs, and other business-related expenditures where employee spending is necessary.

Why choose Pleo over other options?

Pleo may be preferred for its user-friendly design, comprehensive expense management features, strong customer support, and the ability to give employees more autonomy while ensuring financial oversight.

Does Pleo offer training or tutorials?

Yes, Pleo provides various resources, including tutorials, webinars, and a help centre with articles and guides to assist users in getting the most out of the platform.

What languages does Pleo support?

Pleo supports multiple languages including English, Danish, Swedish, and German, providing accessibility for users in different regions.

What problems does Pleo solve?

Pleo addresses common challenges in expense management by simplifying the process of tracking and reporting expenses, reducing administrative burden, and improving visibility over company spending.

Is Pleo worth the investment?

Whether Pleo is worth the investment depends on the specific needs of a business. Many users find that the time saved on expense management and improved financial oversight justify the cost of the service.