Pleo Reviews

Amazing fintech solution for all companies

Pros:

It gives freedom to the entire sales team and all other employees who occasionally spends money on behalf of the company, by giving everyone a corporate creditcard. For the management it saves so much time on administrative paperwork and control, since you have full overview and control on spending in the PLEO solution.

Cons:

It would be nice with more open API´s to integrate with the rest of our business software.

Pleo has optimised our financial logistics with 90 % in cost. Workload has dropped immensely.

Pros:

The real time auditing between the many in-house projects, is for us the biggest advantage. But also the fact, that our auditor only has to use 20 min!! to place a full year of bookkeeping with more then a 1000 receipts divided into approx 10 in-house projects, with each their account. Also the employees and the project managers find stability in their everyday work and it has improved their experience of ownership and responsibility in the organisation.

Cons:

Pleo is still under development, and it shows in terms of solutions can could improve the experience even more. We have contacted Pleo on 3 occasions, identifying needs for improvement. The first two are already under way, and the third, they are looking into at this point.

Beware! Totally unhelpful

Cons:

There are no pros. You live on the basis that your funds may or may not be loaded onto your card and they are of no help whatsoever. Customer support is awful and they just tell you they can’t help and even though you have money transferred to them that has left your account they don’t always load it to your card and tell you ‘we will just have to park this investigation for a few days’. Please - find an alternative card. That’s what we are doing now having been left almost ‘find less’ for 3 days and having to keep sending more money in the hope that it gets loaded but so far - nothing.

The best invention after the credit card

Pros:

As a frequent traveller a Pleo card is simply a must! I have cut down time spend on travel reimbursements with 90-100% as Pleo automatically transfers my expenses to my bookkeeping system with the right account information.

Cons:

I'm still waiting for the possibility to export cost per project as PDF (incl. receipts) for reimbursement purposes when I have external clients.

Absolutely amazing, stress free and fantastic support

Comments: Clarity from visibility of all transactions. Ability to know who spent what, and giving the staff physical cards has given the whole team a boost (as they feel like they have a part of Tokonatsu with them!) Very minor confusion at the start about PayPal card linking and usage fees, however this was sorted out so quickly and efficiently that we didn't notice any problems

Pros:

It was very simple to setup the system to get the whole committee setup with Pleo cards. We have full visibility on what is being bought and we are not chasing for receipts anymore. The way our event works, we have always found it hard to keep track of where they are, causing the treasurer stress every year. Now they have access to Pleo, they have been able to get all the details they need at a click of a button.

Excellent customer service - very helpful and responsive to our queries suggestions

Pros:

Easy to use, flexible, intuitive and saves us a considerable amount of time. Provides greater sense of control and visibility over transactions that we didn't have previously.

Cons:

It's slightly less suited to larger organisations, but the company listens to all of our suggestions and there are frequent product enhancements, so we expect this to change soon

Excellent - highly recommended

Pros:

It's made things so much easier for our team. I like the fact I can easily request new cards - both physical and virtual and set limits for each. The app popping up after a purchase has been made to ask for a receipt massively reduces the number of payments without corresponding invoices.

Cons:

charge to withdraw cash is steep to say the least but I appreciate they're trying to reduce reliance on cash. Speeding up the onset of a cashless society perhaps isn't something Pleo need to concentrate on - for now our team sometimes buys things from cash only places.

Pleo is the future

Comments: Clever solution for every day use in any business I believe.

Pros:

Fast and easy handling all through the chain purchase to bookkeeping.

Cons:

Haven’t experienced any cons so far. So no issues to post

A big leap forward in company expense management & control

Comments: Reduced expense management time, reduced missing invoices & receipts and allow finite control of spending limits for each user and/or department.

Pros:

Ease of use, individual card limit management, virtual cards for online subscriptions help to reduce fraud risk, easy upload of invoices.

Cons:

Simple UK VAT logging option would earn a 5 star rating for 'Features & Functionality', and an option to have a virtual card only at a reduced fee would be useful for us. Wallet uploads need to be within 2 hours, 24/7, 365

Pleo Automates Just What I Need

Comments: I use Pleo for business expenses and the light accounting features. It beats just plainly using a company card.

Pros:

Accounting is just a headache and Pleo takes out a big chunk of what used to drive me crazy. It's perfect. It track everything and spits out just what I need. I couldn't ask for anything better.

Cons:

The setup for Pleo is a little confusing. I guess it has to be, dealing with financials and everything. But, a few more hints or a walkthrough could have made me feel a little less dumb.

useful tool for finance managment

Comments: my own experience pleo is one of the best

Pros:

pleo helps me to keep track of my expenses, saves time with regard to payments. The platform is easy to use.

Cons:

no complication with pleo it works very well

Pleo is a time-saver!

Comments: Pleo company cards for key employees: With Pleo, our employees no longer have to make out of pocket purchases as they are trusted with their own Pleo card. Real-time data and spending limits make it easy to monitor expenses. Automated bookkeeping: Our biggest relief with switching to Pleo, is that all expenses are now automatically transferred to our accounting system without wasting time on matching individual payments or tracking down missing receipts. Now, the employees add a short descriptive note to each purchase and quickly uploads the receipt, which makes our bookkeeper's job way easier. With real-time expense statistics, it is possible to see exactly how much we have spent on different categories before the month has ended, which gives additional insights and makes my liquidity budgets more precise.

Pros:

Pleo is a time-saver! Now all purchases automatically transfer to our accountant system and we never have to struggle with missing receipts. Pleo also gives you increased control of the company credit cards and real-time expense insights, which makes you able to do better decisions

Cons:

There are some minor issues regarding the mastercards. Sometimes our employees get their cards disabled for wrong issues, but it is quick and easy to enable them again.

Great product - lovely customer service

Comments: Pleo is just a product that makes your life easier. Our company uses Pleo every day to pay for stuff without​ having the hassle​ to reimburse individuals. It gives you a lot of freedom but also responsibility​ and trust as an employee.

Pros:

- Easy to use - Product solves a real problem for every company (from a size of more than 6 people I would say) - Lovely design - Great team and company culture

Cons:

I can't be thinking​ of anything. Every tech product has points to improve on their journey​ but Pleo's customer success team makes it easy to raise any problems, are very helpful, quick and friendly​.

Pleo - an easy to use company card

Comments: Reciepts are fast in the system. With the "first reminder" of missing reciepts accounting saves time and the card holder is reminded fast enough to go through pockets before laudry day ;-)

Pros:

Fast delivery of new cards makes it easy to onboard new colleagues. The setup of the new account is even easier. You can always adjust any limits made to a specific card and have overview over all recipts and invite your external revision to join.

Cons:

The only thing I can think of is that you have to be patient with taking a status of account. Since some payments may be pending for a day or two, you should remember that some payments may join already accounted days. But knowing this it is only a minor disturbance.

Slick product

Comments: Installing Pleo was all about TIME, time for us, time for the users, time for everyone. Simple and time efficient where a child could use the APP is great.

Pros:

Pleo simplifies our corporate card system, allowing an APP based system that is user friendly and simple to use. It saves the finance department at Oakbrook Finance time and effort in taking the admin out of the process.

Cons:

As of yet the VAT element being missing, however Pleo are quick to take on board feedback and I'm told this is being worked on to be added soon. Not many companies respond to change this quickly.

Huge time saver! Thanks for making it so easy!

Pros:

I'm consistently buying small items and before Pleo came around I was losing paper receipts on a regular basis. The small stuff adds up and we run a pretty tight ship when it comes to finance. As soon as I purchase anything now, I can feel my pocket buzz. The pleo app prompts me to snap a photo of the receipt and I'm done. It's 1000 times easier and I don't have to follow up with finance to see if they managed to put the money in my next paycheck.

Cons:

On the few occasions that I've managed to forget to load a receipt there's a small detailed response button I can submit but it would be nice have something that I could just select instead of having to explain. It's only happened once or twice but sometimes I get alerts saying a payment didn't work, only to find out it went through okay. It's a great tool and I'm very happy with it.

So easy to use

Comments: I would really recommend PLEO to other businesses. I think the service is great, it was easy to set up and easy to use overall.

Pros:

I am really impressed with the ease of using this ap. I find the categories are simplified, yet detailed enough and easy to use. Furthermore, I have experienced several minor issues and each time I have reached out for customer service I have received excellent and attentive customer service!

Cons:

One downfall I found, was when I tried to make a purchase online which was over my limit but I hadn't realised. This attempted transaction then froze my card and I was unable to make further payments until speaking to a member of PLEO team. They did tell me after that I could fix the problem in the ap, but I din't find that clear at the time.

Pleo is very simple and quick to use

Pros:

Pleo is very simple and quick to use. The app is user friendly and it takes me no time at all to record my expenses.

Cons:

We have experienced some outages which can be inconvenient and even a bit embarrassing if the card gets declined when you're trying to use it. These usually get fixed fairly quickly but it would be useful to know, in the app perhaps, if software is done or there is scheduled maintenance.

A magic timesaver

Pros:

With PLEO, I no longer need to worry about tiresome expense reports - either for expenses I incur or that I used to have to sign off in detail. The savings in time and convenience allow to me to focus on building the business instead.

Cons:

There are *occasionally* expenses I can't use this for - such as in flight purchases... but this is rare.

What's not to like

Comments: We managed to get rid of a very clunky system for expenses that required a lot of admin time from staff. Expenses were therefore often delayed. So not only have we made our technical staff more billable, we have also seen an improvement on cash flow!

Pros:

Staff are never 'out of pocket', the cards and app are very easy to use on the go and the expenses can be directly exported to our accounting software. Smooth sailing all the way!

Cons:

The search function within 'projects' or now called 'tags' in the app is not as easy to use as the one in the web version.

Pleo has saved me time and frustration of doing tedious tasks

Pros:

I've been using Pleo for a year now, their service has saved me time and frustration of collecting the missing receipts. Pleo integrates with our bookkeeping software, so I just need to check that the transactions are marked with correct project codes and have a receipt attached before the file is run into bookkeeping. The administration is amazingly quick, I can give a virtual card to a new employee immediately (our traditional bank required signing and sending paper documents back and forth so the process took at least 2 weeks).

Cons:

Still missing some features like reminders of missing receipts to users. I know Pleo are planning on releasing new features continuously so just waiting for them to become available.

User friendly

Pros:

Hi i enjoy working with Pleo, as it makes my every day administration much easier. Something that could be improved is that we should be able to have a Find button in the program to look for old expanses.

Cons:

That we are unable to look for old expanses ut we have to scroll down.

Pleo... making expenses easy!

Comments: Great experience with Pleo. We have different accounts for different projects, the visibility pleo grants you over transactions is amazing.

Pros:

It's so easy to use and available across platforms. There's not a triplicate expenses form in site! The ability to instantly see what has been spent and by who is brilliant and it's so easy to upload receipts.

Cons:

The only grumble I had was the drag and drop for receipts. If you don't drag in a straight line is very easy to attach a receipt to the wrong statement item. This is a very minor item as you can upload in other ways and it's just as easy to remove an uploaded item.

Expense Solution

Comments: Allows teams to process expenses on the go without any paperwork. Saves operational teams time as they don't have to collate receipts at the end of each month. Saves the finance team time as they no longer need to go through physical receipts. Saves in excess of 10 hours a week in processing time for a small business.

Pros:

Ease of use. Large reduction in manual processing time for employee expenses resulting to tangible savings across the business

Cons:

No obvious downsides to date. Software is easy to use.

Amazingly easy to use...saves so much time!

Pros:

I have a few "can't live without" products/services in my job and Pleo is definitely one of them. Pleo combines the experience of having a physical - great looking btw - (Master)card with an extraordinary tech platform. Everything; the Mastercard itself, the UI/UX in both the mobile app and on desktop just feels so right! I can easily manage all expenses with a few interactions with Pleo which saves both me and our accountant several hours of not having to look for lost invoices while having full transparency all along in the process.

Cons:

It's hard to say when you're using a product that's so helpful in your everyday worklife, but hopefully the Pleo team will continue to make the expense reporting for online software purchases even more smooth in the future.