Pleo Partners

The most essential information for Pleo accounting Partners to help clients hit the ground running with Pleo.

12 articles in this collection
Written by Mads Jersin and Yuna

Partner Portal

Introduction to the Partner Portal

What you will be able to do with the Pleo Partner Portal

Written by Mads Jersin
Updated over a week ago

Adding your clients

Learn how to add your clients directly from the Partner Portal

Written by Mads Jersin
Updated over a week ago

Add co-workers to Portal and assign them to clients

Learn how to assign practice members to a client’s Pleo account

Written by Mads Jersin
Updated over a week ago

Accessing clients’ Pleo accounts

Learn how to access clients’ Pleo accounts from The Partner Portal

Written by Mads Jersin
Updated over a week ago

Onboarding your clients to Pleo

Verifying your client in Pleo

Written by Mads Jersin
Updated over a week ago

Getting your clients started

Transferring first funds to Pleo

Written by Mads Jersin
Updated over a week ago

Adding admin(s) and team members

Written by Mads Jersin
Updated over a week ago

Ordering plastic cards

Written by Mads Jersin
Updated over a week ago

Download the Pleo mobile app and activate cards

Written by Mads Jersin
Updated over a week ago

Set up accounting integration

Written by Mads Jersin
Updated over a week ago

Setting up expense categories

Written by Yuna
Updated this week

Other

Adding an accounting practice to your Pleo account

Adding an accounting practice as your external bookkeeper

Written by Mads Jersin
Updated over a week ago