Welcome to my Pleo Sales Engineering Demo

An expense management system demonstration, showing simplified employee and manager workflows.

What is Pleo?

Smart Spending. Simple Control. Real-Time Visibility.

Pleo is a modern spend management solution that replaces outdated expense workflows with smart company cards, automated expense tracking, and seamless accounting integration — giving businesses real-time visibility and full control of team spending.

Key Features at a Glance

Smart Company Cards

Issue physical or virtual cards to employees

Empower teams to spend without delays, reduce bottlenecks

Automated Receipt Capture

Snap & attach receipts via mobile app

Say goodbye to lost receipts and manual chasing

Real-Time Expense Tracking

Every purchase shows up instantly

Keep finance informed and in control, always

Spend Controls & Approvals

Set limits, auto-flag unusual spend, require approvals

Protect budget and prevent overspend

Accounting Integrations

Connect to Xero, QuickBooks, Sage, etc.

Cut down on admin and speed up month-end close

How It Works

1

Manager Sets Card Limits

2

Employee Makes Purchase

3

Real-Time Notification + Auto Receipt Request

4

Expense Appears in Dashboard

5

Export to Accounting Software in 1 Click

Why Companies Choose Pleo

Boost Efficiency

No more receipt chasing or spreadsheet hell.

Empower Employees

Let teams spend responsibly — without the friction.

Complete Visibility

See what's being spent, by whom, and why — in real-time.

Scales With You

From startups to 1,000+ headcount orgs, Pleo grows with your business.

Integrates Seamlessly With

Xero

QuickBooks

Sage

Netsuite

Google Workspace

Microsoft Teams

… and more!

Perfect For

Remote or hybrid teams

Fast-scaling startups

Finance teams drowning in manual processes

Any business that hates chasing receipts