The Partner Portal is where our partner accountancy firms go to access their clients' Pleo accounts. While some companies keep bookkeeping in-house, many rely on the help of external accountancies to manage business expenses. Some of your clients might already use Pleo. For those who don't though, as a partner you can offer them discounted pricing for paid Pleo plans.

Here's a brief snapshot of what the portal looks like from an admin's view:

Depending on the level of access you have to clients' accounts, you might be:

Apply to become a Pleo partner on this page. As soon as you sign up, you'll get an email with a pre-recorded webinar that explains how we work with partners. Once you've watched the webinar, you'll receive a follow-up email with a tentative agreement.

Here's how to:

You've been managing client Pleo accounts for some time. And you're sold. You want to start using Pleo to manage the business expenses of your own accountancy firm. Here's how:

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