Pleo partners

Everything you need to know as a Pleo partner

8 articles in this collection
Written by Mads Jersin and Björn Ingmansson

Set up the accounting integration

Written by Björn Ingmansson
Updated over a week ago

Adding admin(s) and team members

Written by Björn Ingmansson
Updated over a week ago

Add colleagues to your Partner Portal and assign them to clients

Learn how to assign your team to specific client accounts

Written by Björn Ingmansson
Updated over a week ago

Verifying your client in Pleo

Written by Björn Ingmansson
Updated over a week ago

Adding your clients

Learn how to add your clients directly from the Partner Portal

Written by Björn Ingmansson
Updated over a week ago

Transferring first funds to Pleo

Written by Björn Ingmansson
Updated over a week ago

Accessing clients’ Pleo accounts

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

Written by Björn Ingmansson
Updated over a week ago

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