I love how Pleo has completely streamlined and simplified the expense management process. For out-of-pocket claims, it provides an all-in-one platform for reimbursement that allows me to quickly snap a picture, upload it, and have everything presented clearly to avoid overcomplicating the reimbursement process. Additionally, for credit card users, Pleo’s real-time feed into the app is fantastic as it brings up live transactions without the typical wait time of two or three days, ensuring that I don't lose receipts or struggle to retrospectively do claims. The platform seamlessly prompts me to upload receipts as needed, keeping everything efficient. I find the approval and reimbursement processes very seamless and straightforward, as I can track manager approvals through the app. Pleo’s intuitive nature is exceptional, making any need for extensive user or Confluence notes almost unnecessary. The software is a breath of fresh air compared to other clunky systems due to its self-intuitive design and ease of obtaining feedback, which has been well-received within my finance department. Also, Pleo's vendor cards are incredibly useful in eliminating the chaos that happens when managing subscriptions originally assigned to individual credit cards. The smooth integration process, which was probably one of the easiest I've ever been involved in, speaks to the excellent work of their customer success team. I'm so satisfied with the product that I would confidently consider using it again in any future roles and have already recommended it to several people. Review collected by and hosted on G2.com.
I find Pleo to be on the premium end of costing, which might be a deterrent when initially considering it, especially when the ROI hasn't yet been proven. Additionally, the integration with HiBob could be improved, specifically regarding hierarchy management. Currently, the only functionality that Pleo pulls from HiBob is names and status of accounts being onboarded or offboarded. However, it does not immediately pull in the managers and subordinates, so it doesn't map the hierarchy immediately, although this feature is reportedly pending. Review collected by and hosted on G2.com.
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This reviewer was offered a nominal incentive as thanks for completing this review.
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