Invite external bookkeepers

Invite an external bookkeeper

You can invite an external bookkeeper in Pleo, select their access level and enter their details. The external bookkeeper will receive an email with the invitation to join your Pleo account.

To change access levels and give additional permissions:

1. Go to People
2. Navigate to External Bookkeepers
3. Select the external bookkeeper
   • Change the access level
     • Limited access:
       • See, edit and export expenses
       • Set up accounting & company
       • Edit accounting settings
       • See balances & cash overview
       • Withdraw, move or add money
     • Extended access, includes limited access and:
       • Invite and delete people from the Pleo account
       • Order plastic cards
       • Set and control spending limits
       • Manage vendor cards
   • Additional permissions
     • Manage transfer rules
     • Settle out-of-pocket expenses
     • Invoice payments (ability to pay invoices on behalf of admins)