Pleo-arvostelu: hyvät ja huonot puolet, ominaisuudet ja hinnoittelu

Pleo erottuu edukseen tarjoamalla käyttäjäystävällisen ratkaisun kulujen hallintaan, joten se sopii erinomaisesti yksinkertaisuutta ja tehokkuutta etsiville tiimeille.

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Pleo is an expense management software that combines company cards with automated receipt capture and real-time spending visibility. It's worth considering when your finance team wants to move employees away from out-of-pocket spending and reimbursement cycles. Compared to Expensify, Pleo gives you tighter control over spend before it happens—through card limits and wallet-based budgets—rather than reviewing and approving expenses after the fact.

Pleo Evaluation Summary

Pleo automates expense tracking with real-time spend visibility.
Customer rating

4.8/5

Pricing
  • From £9.5/month
  • Free trial available

Miksi luottaa ohjelmistosuosituksiimme

6,700+

Reviews

20

Industry experts

16+

Evaluation factors

14

Years

Tiimimme on testannut ja arvioinut ohjelmistoja vuodesta 2012 lähtien. Talousjohtajina tiedämme itse, kuinka vaikeaa — ja tärkeää — oikean ohjelmiston valitseminen on.

Tätä opasta varten arvioimme työkaluja käytännön testauksen ja itsenäisen tutkimuksen avulla, pisteyttäen työkalut valintakriteeriemme perusteella.

Arvostelumme perustuvat inhimilliseen toimitukselliseen harkintaamme, eivät myyntipuheeseen.

Pleo Overview

In my opinion, Pleo offers a solid expense management solution that excels in ease of use and value for money. It stands out for teams and small businesses that need a straightforward, user-friendly interface. However, larger enterprises might find its features and overall functionality lacking compared to more comprehensive tools.. Pleo's onboarding and customer support are commendable, but it could improve in offering more advanced features and integrations. If you're choosing an expense management provider, consider Pleo for its simplicity and efficiency, especially if your team values a quick setup and intuitive operation.

Pros

  • Pleo offers an intuitive interface, making it easy for your team to manage expenses without a steep learning curve.
  • It's designed to simplify expense tracking, helping your team focus more on their core tasks.
  • Pleo provides real-time expense insights, allowing your team to make informed financial decisions quickly.

Cons

  • Pleo lacks advanced customization options, which may limit your team's ability to tailor the software to specific needs.
  • Some users report occasional glitches in allocations, requiring your team to double-check assignments.
  • It may have insufficient integrations for teams relying on diverse software ecosystems.

Is Pleo Right For Your Needs?

Who Would be a Good Fit for Pleo?

Pleo suits small to medium-sized businesses that need straightforward expense tracking. If your team values ease of use and quick onboarding, Pleo's intuitive interface helps manage expenses without hassle. It’s ideal for startups and teams focused on efficiency, offering real-time insights that aid in swift decision-making. For companies without complex customization needs, Pleo simplifies expense management, allowing your team to concentrate on growth and productivity.

  • Startups
    Pleo simplifies expense management, helping your team focus on launching and scaling without getting bogged down in financial admin.
  • Small Businesses
    If you're in a small business, Pleo's intuitive design offers easy expense tracking, freeing up your team for core tasks.
  • Marketing Teams
    Pleo provides real-time insights, helping your team track campaign expenses and adjust budgets quickly.
  • Remote Workers
    For remote workers, Pleo enables seamless expense reporting and reimbursement, keeping your team connected and efficient.
  • Freelancers
    Freelancers benefit from Pleo's easy-to-use platform, allowing you to manage expenses and focus on client work.
  • Nonprofits
    Pleo's expense tracking helps nonprofits maintain transparency and accountability, crucial for donor trust and compliance.

Who Would be a Bad Fit for Pleo?

Pleo might not suit large enterprises that require advanced customization and complex integrations. If your team relies heavily on specific software ecosystems, Pleo's limited integration options could be a roadblock. Industries with intricate financial reporting demands or those needing tailored solutions might find Pleo's features lacking. For businesses needing detailed customization, Pleo's straightforward approach may not align with your needs.

  • Large Corporations
    Large corporations may find Pleo's limited customization options insufficient for complex financial structures.
  • Financial Services
    In financial services, the need for advanced reporting makes Pleo's basic features less appealing.
  • Manufacturing Companies
    Manufacturers requiring detailed expense breakdowns might find Pleo's capabilities too simplistic.
  • Tech Startups
    Tech startups needing extensive software integration could struggle with Pleo's limited options.
  • Legal Firms
    Legal firms may need more detailed billing and expense tracking than Pleo offers.
  • Government Agencies
    Government agencies requiring compliance and detailed auditing features might find Pleo inadequate.

How We Test & Score Tools

We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.

Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.

Core Functionality (25% of final scoring)

The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.

Standout Features (25% of final scoring)

Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.

We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.

Ease of Use (10% of final scoring)

We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.

Onboarding (10% of final scoring)

We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.

Customer Support (10% of final scoring)

We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.

Customer Reviews (10% of final scoring)

Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.

Value for Money (10% of final scoring)

Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.

Core Features

Expense Tracking

Pleo lets your team track expenses effortlessly with digital receipts and automatic categorization. This saves time and reduces manual entry errors.

Real-Time Insights

You get instant visibility into your spending, helping your team make informed financial decisions quickly.

Receipt Management

Pleo's mobile app allows you to capture and store receipts on the go, ensuring nothing gets lost.

Spending Limits

Set spending limits for your team to control budgets and prevent overspending, keeping finances in check.

Automated Reports

Generate expense reports automatically, saving your team the hassle of compiling data manually.

Prepaid Cards

Pleo provides prepaid cards for your team, functioning similarly to a credit card while streamlining purchases and simplifying expense management.

Pleo screenshot
Track expenses with receipts and automatic categorization.

Ease of Use

Pleo stands out for its user-friendly interface and straightforward user experience, making it easy for your team to manage expenses without a steep learning curve. The intuitive design ensures you can navigate the platform smoothly, and features like instant notifications and automated reports simplify your work. Compared to others, Pleo's straightforward setup and real-time insights offer a hassle-free experience, enabling your team to focus on essential tasks rather than getting bogged down in administrative details.

Pleo screenshot
Pleo is easy to use with a simple interface and clear features.

Integrations

Pleo integrates with accounting systems such as Xero, NetSuite, QuickBooks, FreeAgent, XLedger, and Twinfield, among others

Pleo offers an API and supports workflow automation via Zapier for extended integrations.

Pleo screenshot
Integrates with accounting tools and supports API and Zapier.

Pleo Specs

  • 2-Factor Authentication: Yes
  • Accounts Payable: Yes
  • Accounts Receivable: Yes
  • API: Yes
  • Balance Sheet: Yes
  • Billing/Invoicing: Yes
  • BitCoin: Yes
  • Budgeting: Yes
  • Calendar Management: Yes
  • Contact Management: Yes
  • CRM Integration: Yes
  • Customer Management: Yes
  • Dashboard: Yes
  • Data Export: Yes
  • Data Import: Yes
  • Data Visualization: Yes
  • Expense Tracking: Yes
  • External Integrations: Yes
  • Forecasting: Yes
  • General Account Ledger: Yes
  • Inventory Tracking: Yes
  • Multi-Currency: Yes
  • Multi-User: Yes
  • Notifications: Yes
  • P&L: Yes
  • PayPal: Yes
  • Payroll: Yes
  • SAP Integration: Yes
  • Stripe: Yes
  • Supplier Management: Yes
  • Tax Management: Yes

Alternatives to Pleo

Pleo FAQs