Getting Started

Welcome to Pleo! Get started faster by learning the basics and first set up steps

11 articles in this collection
Written by Aoife Ryan, Miia, and Angela

Pleo's verification process

Welcome to Pleo! Here is all the information on how you can open an account with us.

Written by Aoife Ryan
Updated over a week ago

Verifying your company’s key people

Learn why Pleo is obliged to ask for documents such as proof of identification and proof of address in the UK

Written by Angela
Updated over a week ago

Setting up your two-factor login

How to set up a secure login with Pleo

Written by Miia
Updated over a week ago

Take a tour of the Pleo web app

Take a tour of Pleo by watching the videos below where we’ll walk you through using the web app step by step.

Written by Aoife Ryan
Updated over a week ago

3 steps to get started on Pleo

Welcome to Pleo! In this article we will go through the basics on how to get the best start at Pleo.

Written by Aoife Ryan
Updated over a week ago

Invite and delete users in Pleo

Manage who has access to Pleo through the People page.

Written by Angela
Updated over a week ago

Ordering plastic Pleo cards 💳

Learn how to order plastic Pleo cards for all your users

Written by Angela
Updated over a week ago

Set limits on Pleo cards 🔢

Learn how to set different purchasing limits on the cards

Written by Angela
Updated over a week ago

How to set up your categories

Your guide to setting up categories, which is an essential part of merging and automating Pleo to your accounting system

Written by Aoife Ryan
Updated over a week ago

How to login to your Pleo account with Strong Customer Authentication

How to login to Pleo from your mobile and from your desktop

Written by Miia
Updated over a week ago

Invite your external bookkeeper to Pleo

Learn how to invite your external bookkeeper or accountant to Pleo.

Written by Angela
Updated over a week ago