Getting started

Welcome! Click here if you're new to Pleo.

7 articles in this collection
Written by Anya, 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 over a week ago

What if you want to cancel a payment?

Written by Anya
Updated over a week ago

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