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

  1. Go to the Export menu from the Pleo webpage
  2. Click the All tab
  3. 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.

  1. Go to the Wallet menu from the Pleo webpage
  2. Click the Balance statement button
  3. 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.

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