Pleo partners

Everything you need to know as a Pleo partner

9 articles in this collection
Written by Angela

Introduction to the Partner Portal

Accountancy firms can use Pleo to manage client expenses. And their own. Here's how to get started.

Written by Angela
Updated this week

Adding your clients

Learn how to add your clients directly from the Partner Portal

Written by Angela
Updated over a week ago

Verifying your client in Pleo

Written by Angela
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 Angela
Updated over a week ago

Adding admin(s) and team members

Written by Angela
Updated over a week ago

Accessing clients’ Pleo accounts

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

Written by Angela
Updated over a week ago

Set up the accounting integration

Written by Angela
Updated over a week ago

Disconnecting a partner accountant from a company in Pleo

How to disconnect from the client view or the partner accountant view.

Written by Angela
Updated over a week ago

Transferring first funds to Pleo

Written by Angela
Updated over a week ago