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Pleo partners

Pleo partners

Everything you need to know as a Pleo partner

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10 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.
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Written by Angela
Updated over a week ago

Pay invoices on behalf of clients (UK only)

Learn how our UK-based partners can get access to pay invoices on behalf of their clients.
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Written by Angela
Updated over a week ago

How to add your clients

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

How to verify your client's Pleo account

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Written by Angela
Updated over a week ago

How to add colleagues and assign them to clients

Learn how to assign your team to specific client accounts
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Written by Angela
Updated over a week ago

How to add admin(s) and team members within an accountancy's Pleo account

If you have a Pleo partner account, here's how you can invite your colleagues.
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Written by Angela
Updated this week

How to manage bookkeeping tasks for your clients

Learn about the different options for filtering and prioritising outstanding tasks.
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Written by Angela
Updated over a week ago

How to connect your client's Pleo account to their accounting system

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Written by Angela
Updated over a week ago

How to disconnect a partner accountant from a company in Pleo

How to 1) disconnect from the client view or the partner accountant view 2) change your accountant's access level if you're a client.
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Written by Angela
Updated over a week ago

How to top-up a client's Pleo Wallet

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Written by Angela
Updated over a week ago