Setting up the e-conomic integration requires very few steps:

  1. Go to the Accounting page in Pleo
  2. Choose e-conomic from the list and click 'Continue'
  3. Select what kind of access you have to the company's agreement in e-conomic. In doubt? Ream more here on the different accesses and see examples.

If you have access as a user on a single agreement please proceed to section A.

If you have access as an administrator to multiple companies' accounts please proceed to section B.


A: User on a single company's agreement

>> Choose option 1 and click 'Connect'

>> Press the blue 'Add app' button to add Pleo to your agreement in e-conomic

You'll now be sent back into Pleo where you can see e-conomic has been selected as your accounting system.

Now you just need to select a Pleo Bank Account Number and a Pleo Journal

  1. Pleo Bank Account Number: If you haven't already created a Pleo Bank Account in your chart of accounts, you need to create one now in e-conomic (here's a guide), give it a unique number, and insert that number in the 'Search number...' field. If you've already created a Pleo Bank Account, you can simply search for it by entering its account number in the 'Search number...' field. 
  2. Pleo Journal: If you haven't already created a Pleo Journal, you need to create one now in e-conomic (here's a guide) and afterwards select it from the list.


B: Administrator on multiple companies' agreements

>> Choose option 2 and click 'Connect' 

>> Log into e-conomic to the relevant company's account. Not sure where to find this information? Find a guide on e-conomic credentials here

You'll now be sent back into Pleo where you can see that e-conomic has been selected as your accounting system.

Now you just need to select a Pleo Bank Account Number and a Pleo Journal

  1. Pleo Bank Account Number: If you haven't already created a Pleo Bank Account in your chart of accounts, you need to create one now in e-conomic (here's a guide), give it a unique number, and insert that number in the 'Search number...' field. If you've already created a Pleo Bank Account, you can search for it by entering its account number in the 'Search number...' field. 
  2. Pleo Journal: If you haven't already created a Pleo Journal, you need to create one now in e-conomic (here's a guide) and select it from the list.

Once a Pleo Bank Account Number and Pleo Journal has been selected, you can go to Export and start exporting your expenses directly into e-conomic.

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