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Getting started
Getting started
Welcome! Click here if you're new to Pleo.
6 articles in this collection
Written by
Angela
and
Joshua Keal
How to sign up for a Pleo account
Use your work email to sign up for a free Pleo trial
Written by
Angela
Updated over a week ago
Pleo's verification process
Find out which documents are needed to verify your company and key people.
Written by
Angela
Updated over a week ago
User roles in Pleo
Learn the differences between using Pleo as an employee, admin, or bookkeeper
Written by
Joshua Keal
Updated this week
Getting started with Pleo: three steps for admins
How to top up your Wallet, invite your colleagues, and order some Pleo cards
Written by
Angela
Updated over a week ago
Getting started with Pleo: three steps for employees
Accept the invite, activate your card, and make your first Pleo purchase!
Written by
Angela
Updated over a week ago
Getting started with Pleo: three steps for bookkeepers
Connect Pleo to an accounting system, set up Categories, and set up Tags.
Written by
Angela
Updated over a week ago