Pleo - Software to manage company

Name: Pleo - Software to manage company
Uploaded: 2024-11-04T04:13:22.000Z
Duration: 3 min 34 s
Description: Pleo is the go-to spending solution that empowers businesses to manage expenses effortlessly.

Demo Summary

In this video, you’ll learn how PLEO’s card and app make spending easy. First, see how to pay in stores: snap a photo of your receipt, and the app fills in the store, date, and amount. You choose a category, add a label, and write a note. Then see online purchases: PLEO Fetch finds your receipts in your email for you. Next, watch the admin view: check your wallet balance, set spending limits for each card, and manage team expenses. Finally, learn to review and export expenses to your accounting software with one click. PLEO saves you time and keeps your spending organized.

AI-Detected Features

Introduction to the PLEO CardBjörn from PLEO welcomes you and outlines what you’ll learn: making physical and online purchases plus managing your PLEO account.

00:00

Capturing Physical PurchasesWhen you buy in person, you’ll get a phone notification. Snap a picture of your receipt, then select a category, add tags and notes, and you’re done.

00:15

Managing Online Purchases with PLEO FetchPLEO Fetch automatically pulls receipts from your connected email. Review fetched receipts or upload screenshots/PDFs if no email receipt arrives.

01:07

Viewing Your PLEO WalletIn the Wallet tab, see your available balance and all banking details. One central account keeps bookkeeping simple for all your cards.

01:51

Setting Spending LimitsUnder the People tab, assign monthly, total and per-purchase limits to each cardholder. This keeps expenses under control while allowing necessary spending.

02:16

Exporting ExpensesHead to Export to review expenses, adjust categories, tax codes and tags, then add items to the export queue and send them to your accounting system.