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Getting started

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

Angela avatar Joshua Keal avatar
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
Angela avatar
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.
Angela avatar
Written by Angela
Updated over a week ago

User roles in Pleo

Learn the differences between using Pleo as an employee, admin, or bookkeeper
Joshua Keal avatar
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
Angela avatar
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!
Angela avatar
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.
Angela avatar
Written by Angela
Updated over a week ago
Pleo Help Centre