We are excited to offer a direct integration with Billy to ensure all your transactions end up in the right place in your accounting.
Connect Billy and Pleo 🔄
Click on your name in the bottom left and select Settings
Select Billy Online from the available options
Follow the steps to get your API integration code in Billy and copy in into Pleo.
Setting up the integration
Log in to Billy
Go to Accounting and then Chart of accounts
In Chart of accounts create an account called Pleo with type set as 5700 - Bank- og kontantbeholdninger. Enter an unused account number.
Go to Accounting and then Journals and Create a new journal
Name it Pleo and choose the new created account as the Default balancing account
(If you are not able to create a new journal, go to Settings then User profile and enable Support multiple journals)
Now go back to Pleo, enter the account number and journal you just created.