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

User roles in Pleo

Learn the differences between using Pleo as an employee, admin, or bookkeeper

Written by Joshua Keal
Updated this week

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

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