Invite external bookkeepers

Invite an external bookkeeper

You can invite an external bookkeeper in Pleo, select their access level, enter their details and grant Power of Attorney (PoA) by checking the box. 

What happens next for your external bookkeeper

1. An email invitation will be sent from Pleo.
2. After accepting, the bookkeeper will be taken to the Pleo web app.
3. Personal information, such as name and email address, will need to be provided.
4. A 4-digit passcode must be set, and the phone number verified.
5. Details about the accounting practice (country of registration and company) should be added.
6. The Partner Agreement must be confirmed.
7. The partner account will then be created in Pleo.

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
       • Assist with company verification
       • See balances & cash overview
       • Withdraw, move or add money
     • Extended access includes limited access and:
       • Manage users
       • Order employee cards
       • Manage spending limits
       • Manage vendor cards
   • Additional permissions
     • Manage transfer rules
     • Send reimbursements manually
     • Invoice payments (ability to pay invoices on behalf of admins)