With auto top-up, funds will be automatically transferred to Pleo when your Wallet balance falls below a certain amount.


Setting up auto top-up

  1. Go to the "Wallet" page.

  2. Click on "Activate auto top-up":

  3. Fill in your business bank account details.

  4. Choose the minimum balance threshold which will trigger the auto top-up.

  5. Type in the amount you wish to transfer. The minimum per auto-transfer is 5000 SEK.

  6. Click "Done".

Good to know:

  • At least one manual transfer is needed before setting up auto-top up. This is so that Pleo's Compliance team can whitelist your business bank account.

  • Pleo runs a balance check upon each transaction.

  • It will take up to 6 working days for auto top-up to be activated. Once done, the funds from auto top-ups will appear in your Pleo Wallet within 1-3 business days.

  • All admins will receive an email from Pleo each time an auto top-up has been triggered.

  • By default, bookkeepers do not have access to auto top-up. But admins can grant them access; see the "additional bookkeeper permissions" section of this article.

  • For customers in Sweden, please cancel the autogiro agreement directly with your bank.


Low balance alert

The low balance alert does not trigger an auto top-up; it only sends out an email.

By default, all admins receive an email when Pleo notices your Wallet getting low based on previous spending patterns. You can always switch to a notification based on the balance dropping below a certain amount. This is a good option for UK accounts, for which auto top-up is not available. To make changes to your low balance alert:

  1. Go to the "Wallet" page.

  2. Click on "Low balance alert" (on the right side of the page):

  3. Click "Manage alert."

  4. Enter a notification threshold.

  5. Click "Save":

However, if you have a Swedish account and have enabled auto top-up, you might prefer to opt out of low balance notifications. To do so:

  1. Go to "Settings."

  2. Click "My account."

  3. Click "Notifications."

  4. Adjust your Low balance alert notifications:

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