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

  • Go to your Wallet.

  • Click on Auto top-up.

  • Fill in your business bank account details.

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

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

  • 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.

  • If the Wallet balance is already below the threshold when auto top-up is enabled, a transfer won't be automatically triggered. In this case, one last manual transfer is needed to get the balance over the threshold.

  • Pleo runs a balance check once a day in the morning.

  • It will take up to 6 working days for the Auto top-up to be set up. 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.

Low balance alert

Important to know: 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 your Wallet.

  2. Click on Low balance alert (in the upper right-hand corner).

  3. Enter a notification threshold.

  4. 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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