Pleo and bookkeeping – automatic expense management that works

Pleo is a Danish expense management platform that provides employees with company cards – physical or virtual – with individual spending limits. When an employee pays with the card, they take a picture of the receipt in the Pleo app and the transaction is categorized and made ready for accounting.

For growing companies, Pleo is a game-changer because it removes the typical bottlenecks in expense management: collection of receipts, approval of expenses and manual bookkeeping.

At Ekstern CFO, we set up the integration between Pleo and e-conomic, so that transactions are transferred automatically to your books with the correct account coding. This means:

• Automatic bookkeeping of all card payments
• Receipts attached directly to the corresponding entry in e-conomic
• Correct VAT handling – also for foreign purchases
• No manual expense reports or Excel sheets

We help you set up spending controls that suits your company:

• Individual spending limits per employee
• Category-based budgets (travel, software, catering)
• Approval flow for larger amounts
• Automatic reminders about missing receipts

The result is control without bureaucracy – employees can act quickly and management has an overview in real time.

Without Pleo: Employees pay out of pocket, collect receipts in an envelope, hand in monthly. The bookkeeper enters transactions manually, hunts for missing documents, and the books are always behind.

With Pleo: Employees pay with a company card, photograph the receipt immediately, and the transaction is automatically recorded. The accounts are updated in real time, and no one pays out of pocket.

Pleo is relevant for you if:

• You have employees who regularly have expenses on behalf of the company
• You spend time collecting and matching receipts
• You want a better overview of the company’s day-to-day spending
• You want to automate expense bookkeeping

We typically see the greatest effect in companies with 5-50 employees, but Pleo scales to all sizes.

We help you with the entire process – from creating a Pleo account and setting up a company card to integration with e-conomic and setting up an approval flow. Contact us for a no-obligation conversation.

Read more: Automation and integration · Bookkeeping and payroll · Bookkeeping in e-conomic