What can Pleo do for accountants? 88% of partners say using our solution has improved their efficiency
As accountants, you’ve got a lot on your plate. From balancing your clients’ books to making sure you’re giving them the best financial advice to growing your own firm. And if these past couple of years have proved anything, it’s the value of forward-thinking accountants.
And that’s exactly why our Partnerships team have been working hard to support you even more — from offering partner benefits such as free cards for your practice, training and exclusive discounts, to launching our Partner Insights Survey.
In this report, we surveyed our partners — a community of accountants using Pleo to manage their clients’ finances — to find out more about their pain points and why we’re a player to count on.
91% of partners are satisfied with their experience as a Pleo Partner
We can’t deny it, this was pretty great to hear.
Since 2018, we’ve partnered with practices looking to help clients manage their spend in a whole new way. Their clients enjoy all the benefits of our spending solution — from getting a clear real-time overview of spend to not having to collect every single receipt.
We’ve created an exclusive platform built to help you access and manage your clients’ books. You can read all there is to know about the Partner Portal here.
With Pleo, all of the spending details that accountants need are in one place (at last). Each partner gets their own login details where they can manage their clients. Not only making the process way more secure, but hopefully saving you a lot of stress (and memory space) as you don’t have to remember passwords anymore.
88% of partners say using Pleo has helped them improve efficiency
Through no fault of their own, some accountants' workflows are stuck in the Stone Age. For decades now, an accountant's day-to-day life has been filled with data entry, chasing receipts and paperwork.
These outdated, manual processes aren’t just inefficient either, they can be costly. And Kodak can vouch for this too. In 2005, Kodak suffered an $11 million severance error simply because of an Excel typo.
By centralising and having a clear overview of your clients’ spending, spotting an accidental $11 million expense report is pretty easy to catch. That’s efficient if you ask us.
72% of partners would describe Pleo as time-saving
If there’s one thing accountants need more of, it’s time. More time to onboard clients. More time to give strategic financial advice to clients. More time to take a break.
And this isn’t the first time we’ve heard our solution frees up time — a recent survey also found that admins save 138 hours every year.
It’s tools like Pleo that have the power to change the nature of the day-to-day work of an accountant. This is according to Joe David, founder at Nephos, a UK-based accounting firm.
“It makes our lives a lot easier because we’re receiving receipts to support the spend that a company is making, much more regularly. That saves us a lot of time… So we’re not focusing on processing our customers’ paperwork, we’re focusing on advising their business.”
Thanks to advances in technology, more and more accountants are waving goodbye to laborious processes that have held them back in the past.
79% of partners say Pleo has improved data quality and accuracy
With these advances in technology comes more opportunities for accountants to make a real impact on clients — and we’re here to accommodate this innovation.
The world of accountancy is now all about helping clients get the most out of their numbers so they can make better business decisions. There’s no denying, finance — be that a team or external accountants — play a vital role for almost every company out there.
So the least we could do is build a platform that helps you deliver the most accurate data that your clients can rely on.
78% of partners say Pleo has enabled better collaboration with clients
The traditional once-a-year check-in with clients is a thing of the past. Instead of just managing pesky receipts and creating extensive management reports on last quarter's performance, accountants have a seat at the table when it comes to creating a business strategy.
We also appreciate that the working relationship you have with each client is unique. That’s why the Partner Portal allows different permission levels so you're always supporting clients in the best way possible.
Armed with a crystal clear overview, you can dig into tasks at a time that suits your schedule. And you can even flag any issues as they arise – not when you’re already squeezed at the end of the month.
And we centralise all your communication too. If you have a query regarding an expense made by your client, you can comment directly on that expense which then notifies the user on their app. Meaning no more chasing, be that via email or phone, to get the information you need.
Becoming a Pleo Partner…
Ready to wave goodbye to paperwork and help your clients get the most out of their data?
We’re glad to hear it! Talk to someone from our proactive Partnerships team today to find out even more ways our spending solution can transform the way you work with clients.
To all our survey participants: thank you for your honest feedback on where we're making your accounting lives easier, and where we can improve.
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