Pleo keeps track of your company’s wallet balance and provides a feature where you can download a balance statement.
How to check your running balance in Pleo
Go to the Export menu from the Pleo webpage
Click the Wallet tab
Check the running balance displayed on the right side
How to download a balance statement from Pleo
If you want to download a balance statement for a specific date, you can do so by following the steps below.
Go to the Wallet menu from the Pleo webpage
Click the Balance statement button
Select a date and click the Download button
You can also e-mail the statement to your auditor directly from the webpage. Simply click the Send as email button.
Please note that the balance statement will only include settled expenses.