Automating Expense Management with Pleo: A New Way to Handle Business Receipts

In many companies, expense management remains one of the most tedious and inefficient tasks. Employees must save receipts, fill out forms, wait for approvals, and often advance money. This generates wasted time, human errors, and administrative headaches. In this context, Pleo has emerged as a revolutionary tool to automate and simplify the entire process.

Pleo is a digital platform for managing business expenses that provides smart cards (physical or virtual) for employees, linked to an app that automatically records each transaction. When a payment is made, the app generates an immediate record and allows the user to attach a photo of the receipt or invoice, associated with the transaction and the appropriate category.

The automation Pleo provides drastically reduces administrative burden:

• Automatically detects expenses when making purchases with the Pleo card.

• Reads receipt information using Optical Character Recognition (OCR), extracting data such as amount, date, and vendor.

• Automatically assigns the accounting category according to company policy (e.g., transport, accommodation, office supplies).

• Synchronizes data with accounting software (such as Xero, QuickBooks, or Holded), eliminating the need for manual entries.

Managers can also set spending limits, approval workflows, and automatic alerts, maintaining control without slowing down organizational agility.

Adopting tools like Pleo is a significant step toward financial digitization and administrative efficiency. Automating receipt management not only reduces errors and saves time but also enhances transparency and internal trust. In an increasingly productivity-oriented and smart management environment, Pleo provides a practical and modern solution for any company looking to professionalize its expense control.

At ALLENIA , we specialize in integrating this tool into your business.