Mastering spend management: Have complete visibility over your expenses with Pleo

Managing expenses company-wide can be a challenge for even the most experienced of finance teams. No one enjoys being bogged down at month-end with manual admin, so making sure the process is as easy as possible removes piles of stress (and receipts). 

Let’s show you how Pleo does it. 

Centralising expense control

By centralising expenses with Pleo, finance teams can get a real-time overview of company spend, without the headache.

With Pleo Expenses, you can see all online, card and out-of-pocket transactions made by spenders. And you can review and approve of your employees’ expenses, all in the same place.

Reviewing expenses made easy

Each expense in Pleo comes with all the corresponding receipts, associated tags, information about who made the purchase, and what spend category it fits into.

You can even scroll through expenses so you don’t have to click into every transaction individually, making it easy and more efficient to review transactions in bulk.

Instead of sifting through piles of paper receipts, manually reconciling tonnes of expense reports, and inputting all the data into an Excel spreadsheet, Pleo centralises all the information in one place. You can simply approve an expense with one click and move on to the next one, saving your finance team hours of unnecessary admin (138 hours a year to be exact). 

Once the expense is approved, it moves seamlessly into the Export queue, ready to be sent to your ERP. And the integrations don’t end there - we connect with plenty of other apps to make work life even easier. 

Asking for more information

Sometimes expenses aren’t entirely clear. Maybe the spender filled out the wrong category or forgot to add context for the purchase.

Admins can quickly and easily ask for more details through the admin portal, which will send a prompt directly to the spender. Instead of chasing people for information, let Pleo do the heavy lifting for you. 

We’ll even send them notifications automatically every week to remind them to add the missing information.

Dealing with missing receipts, simplified 

Your finance team might be wondering: what if expenses are missing receipts and they go unnoticed?

Missing receipts are the bane of any finance team's existence, so we’ve made sure that transactions missing receipts are front and centre. 

Any purchase that’s been uploaded without a receipt will appear at the top of the page, allowing you to sift through them one by one. You can even add missing receipts yourself just as easily on either a smartphone or through the admin portal by uploading either a PDF or a photo of the receipt. Easy as pie. 

Month-end can be easier than you think. Have a look at our Help Centre to see how it could fit into your business.