Get started as a controller

To get started with Pleo as a controller, you first need to receive an invite to join your company's Pleo account:

1. Accept the invite by clicking Join your team
2. Set up your passcode and two-factor authentication
3. Access the Pleo web app 
4. Log in with your Pleo credentials - get help in case you experience login issues

Here are a few other things that are important for you to start using Pleo:

Bookkeeping & Exporting

• Download a balance statement 
• Export custom excel or csv file 
• Download and export expenses 
• How to set up categories 
• How to set up Tags 
• Accounting Integrations 

Team management (controller with extended access only)

• User roles in Pleo 
• How to change user roles 
• Set spending limits and guidelines 
• Control your subscriptions with vendor cards 
• Get a Pleo card