To enable you to offer your clients the smoothest Pleo onboarding possible, you can now add the company directly from the Partner Portal.

Once logged in to the Partner Portal, go to Clients on the main menu. Click on Add Clients (blue button in the top right corner) to set up a new company.

The next step is finding the client’s company. Using their registered name, search for them in the dropdown menu.

Once added, you’ll be sent to the familiar Pleo interface. Here you can start the next step, which is the verification process.

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