If your company is using the services of an external bookkeeper or accountant, we have made it easy for them to manage expenses and exports in Pleo.

How does one grant bookkeeper access :

  1. Write to support team via the in-app chat and request the ability to grant bookkeeper access
  2. After support enables this for you, head to the People page, on the menu
  3. Click Add Member on the top-right corner
  4. Select "External Bookkeeper? Give them access ->" and enter their details
  5. Your bookkeeper/accountant will receive an email inviting them to join your company in Pleo

The External Bookkeeper feature gives your bookkeeper or accountant access to certain essential functions such as :  

  • Real-time expense tracking across the company
  • Management of custom categories to mirror your chart of accounts and respective tax codes
  • Enabling integrations with accounting systems and exporting
  • Attaching digital receipts 
  • Topping up your company's Pleo wallet
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