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Pleo partners

Pleo partners

Everything you need to know as a Pleo partner

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7 articles in this collection
Written by Björn Ingmansson

Set up the accounting integration

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Written by Björn Ingmansson
Updated over a week ago

Adding admin(s) and team members

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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
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Written by Björn Ingmansson
Updated over a week ago

Verifying your client in Pleo

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Written by Björn Ingmansson
Updated this week

Adding your clients

Learn how to add your clients directly from the Partner Portal
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Written by Björn Ingmansson
Updated over a week ago

Transferring first funds to Pleo

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Written by Björn Ingmansson
Updated over a week ago

Accessing clients’ Pleo accounts

Learn how to access clients’ Pleo accounts from your Partner Portal
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Written by Björn Ingmansson
Updated over a week ago