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 Accounting

  • 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.

Other important settings

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