Pleo Features

Expense Reports

Ease of Creating Expense Reports

Creation of expense reports takes little time and is intuitive for new users

97%
(Based on 32 reviews)

Bank / Credit Card Integration

Can easily pull in receipts from all credit card statements

93%
(Based on 32 reviews)

Smart Categorization

Automatically assigns categories/accounts based on past entries and credit card statements

93%
(Based on 36 reviews)

Digital Receipt Management

Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.

96%
(Based on 48 reviews)

Employee Reimbursement

Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system

n/a

Currency Conversions

Enables easy entry of expenses in other currencies and converts to expense report currency

n/a

Credit Card Integration

Integrates with corporate or personal credit cards (import or bi-directional)

96%
(Based on 28 reviews)

Travel Management

Ease of Booking

Can book Flights, Hotels, and Rental cars directly from software.

n/a

Itinerary Management

Creates travel itineraries based on booking

n/a

Trip Notifications

Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.

n/a

Advanced Integrations

Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.

n/a

Client Invoicing

Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

n/a

Electronic Payments

Accepts electronic payments from clients

n/a

Project Accounting / Revenue Recognition

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

n/a

Mobile

Receipt Capture

Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

95%
(Based on 53 reviews)

Mileage Tracking

Allows users to track mileage from mobile device using maps or GPS.

n/a

Travel Itinerary and Flight Status Updates

Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes

n/a

Platform

Embedded AI / Machine Learning

Offers embedded AI/machine learning

88%
(Based on 15 reviews)

Complex Approval Workflow

Provides workflow for complex approval structures

91%
(Based on 17 reviews)

Administration

PCI Regulation Compliant

Complies with PCI security standards

95%
(Based on 14 reviews)

Administration

Standard Integrations

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

92%
(Based on 24 reviews)

Workflow

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

93%
(Based on 25 reviews)

Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

93%
(Based on 37 reviews)

Policy Compliance Management

Enables administrators to create rules that enforce compliances of corporate time and expense policies

n/a

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

93%
(Based on 34 reviews)

Platform

Reporting

Access pre-built and custom reports and dashboards.

93%
(Based on 29 reviews)

APIs / Integration

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

93%
(Based on 23 reviews)

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

n/a

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

97%
(Based on 43 reviews)

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

96%
(Based on 38 reviews)

Offline

Provides users ability to create and access expense reports/timesheets while not connected to internet.

n/a

Pleo Features

  • Ease of Creating Expense Reports
  • Bank / Credit Card Integration
  • Smart Categorization
  • Digital Receipt Management
  • Credit Card Integration
  • Receipt Capture

Pleo User Ratings

9.8
Ease of Use
Average: 8.6*
9.6
Quality of Support
Average: 8.6*
9.3
Ease of Setup
Average: 8.5*
* Expense Management Category
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