Pleo Features

Based on 606 Pleo reviews and verified by the G2 Product R&D team. Creation of expense reports takes little time and is intuitive for new users

Based on 604 Pleo reviews and verified by the G2 Product R&D team. Can easily pull in receipts from all credit card statements

Based on 675 Pleo reviews and verified by the G2 Product R&D team. Automatically assigns categories/accounts based on past entries and credit card statements

Based on 780 Pleo reviews and verified by the G2 Product R&D team. 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.

Based on 470 Pleo reviews and verified by the G2 Product R&D team. Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system

Based on 534 Pleo reviews and verified by the G2 Product R&D team. Integrates with corporate or personal credit cards (import or bi-directional)

As reported in 365 Pleo reviews. Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately 373 reviewers of Pleo have provided feedback on this feature.

Based on 800 Pleo reviews and verified by the G2 Product R&D team. Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

Allows users to track mileage from mobile device using maps or GPS. This feature was mentioned in 343 Pleo reviews.

Based on 482 Pleo reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Based on 500 Pleo reviews and verified by the G2 Product R&D team. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

Based on 656 Pleo reviews and verified by the G2 Product R&D team. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

Based on 400 Pleo reviews and verified by the G2 Product R&D team. Enables administrators to create rules that enforce compliances of corporate time and expense policies

Based on 588 Pleo reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 376 Pleo reviews and verified by the G2 Product R&D team. Complies with PCI security standards

Based on 522 Pleo reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards.

Based on 412 Pleo reviews and verified by the G2 Product R&D team. 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.

As reported in 361 Pleo reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 674 Pleo reviews and verified by the G2 Product R&D team. 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.

Based on 623 Pleo reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 412 Pleo reviews and verified by the G2 Product R&D team. Offers embedded AI/machine learning

Based on 402 Pleo reviews and verified by the G2 Product R&D team. Provides workflow for complex approval structures

Consolidates procurement data from multiple systems such as ERP systems and supply chain suites. This feature was mentioned in 103 Pleo reviews.

As reported in 108 Pleo reviews. Define rules and workflows that managers can use to approve different kinds of spending.

Based on 102 Pleo reviews. Align spending across various departments such as procurement and accounting.

Provide standard spend KPIs that can be customized by users. This feature was mentioned in 105 Pleo reviews.

Based on 101 Pleo reviews. Use historical spend data to create benchmarks per company or department.

Provide forecasts on future trends that may impact spending performance. 100 reviewers of Pleo have provided feedback on this feature.

Identify savings opportunities per activity, department, or at the company level. This feature was mentioned in 100 Pleo reviews.

As reported in 72 Pleo reviews. Provide integration with accounting and financial management software

Based on 90 Pleo reviews. Integrate with payment gateways and enterprise payments software

Based on 57 Pleo reviews. Deliver integrations with accounting modules of ERP systems

As reported in 65 Pleo reviews. Sync with company accounts to transfer payments for approved invoices

Based on 58 Pleo reviews. Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF 73 reviewers of Pleo have provided feedback on this feature.

Based on 65 Pleo reviews. Automatically generates invoices at pre-defined time intervals

Based on 77 Pleo reviews. Include workflows for approvals of invoices or payments

Process multiple invoices without human intervention 61 reviewers of Pleo have provided feedback on this feature.

Based on 62 Pleo reviews. Allow users to consolidate multiple invoices into one

Match invoices with purchases and sales orders, as well as with payments 68 reviewers of Pleo have provided feedback on this feature.

As reported in 67 Pleo reviews. Track invoices based on due dates to identify overdue payments

Analyze variations between incoming and outgoing cash This feature was mentioned in 70 Pleo reviews.

Monitor KPIs such as time to process an invoice or erroneous payments 59 reviewers of Pleo have provided feedback on this feature.

Based on 82 Pleo reviews. Track different types of payment such as deposits or partial payments

Based on 207 Pleo reviews. Manage multiple types of cards such as physical and virtual, debit and credit, or prepaid.

Allow users to activate cards, define spend limits, or change PIN codes. This feature was mentioned in 209 Pleo reviews.

As reported in 182 Pleo reviews. Define how cards can be used: single use, multi use, online, POS

Track card fulfillment information such as orders, inventory, and shipping This feature was mentioned in 172 Pleo reviews.

Manage replacements of stolen ,damaged, and lost cards. 162 reviewers of Pleo have provided feedback on this feature.

Based on 128 Pleo reviews. Protect card data using algorithmically generated numbers (also known as tokens).

Comply with Payment Card Industry Data Security Standard (PCI DSS) 193 reviewers of Pleo have provided feedback on this feature.

Provide integration with card networks such as Visa and Mastercard 152 reviewers of Pleo have provided feedback on this feature.

Integrate with software such as accounting, expense management, or banking. This feature was mentioned in 165 Pleo reviews.

Provide a sandbox to simulate and test payments cards and transactions 128 reviewers of Pleo have provided feedback on this feature.

Deliver APIs for custom integrations and to exchange financial data with other applications. 128 reviewers of Pleo have provided feedback on this feature.

Online credit card number that can be instantly sent to employees and used for secure, one-time purchases This feature was mentioned in 101 Pleo reviews.

Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services 104 reviewers of Pleo have provided feedback on this feature.

Based on 108 Pleo reviews. Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets

Based on 103 Pleo reviews. Report on spend transactions as they happen in real time

As reported in 101 Pleo reviews. Reports that allow the user to sort and filter by vendor, team, GL, department, etc.

The ability to export reports in various formats, such as excel, CSV, and Google Sheets This feature was mentioned in 104 Pleo reviews.

Report on and track spending against budgets This feature was mentioned in 96 Pleo reviews.

Pay vendors through a dashboard or portal and maintain vendor payment information 100 reviewers of Pleo have provided feedback on this feature.

As reported in 99 Pleo reviews. Manage and execute recurring payments, such as subscriptions, services, utilities, etc.

As reported in 99 Pleo reviews. Reimburse an employee for all necessary expenditures or losses incurred by the employee within the employee's scope of employment

Based on 91 Pleo reviews. Allows for the electronic transfer of funds between banks

Based on 96 Pleo reviews. Real-time notifications for fraudulant and/or duplicate spending

Individual, unique cards for each vendor to help manage duplicate and overpayments This feature was mentioned in 103 Pleo reviews.

As reported in 98 Pleo reviews. Control spend limits, expiration dates, and lock and unlock stolen or lost cards

Based on 33 Pleo reviews. Anticipates needs and offers suggestions without prompting

As reported in 77 Pleo reviews. Capability to perform complex tasks without constant human input

Based on 78 Pleo reviews. Works across multiple software systems or databases

Works across multiple software systems or databases This feature was mentioned in 13 Pleo reviews.

Improves performance based on feedback and experience 13 reviewers of Pleo have provided feedback on this feature.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 13 Pleo reviews.