Introduction to the Partner Portal

What's the Partner Portal?

The Partner Portal is where our partner accountancy firms go to access their clients' Pleo accounts. While some companies keep bookkeeping in-house, many rely on the help of external accountancies to manage business expenses. Some of your clients might already use Pleo. For those who don't though, as a partner you can offer them discounted pricing for paid Pleo plans.

Here's a brief snapshot of what the portal looks like from an admin's view:

Why would you need to access clients' Pleo accounts?

Depending on the level of access you have to clients' accounts, you might be:

• Reviewing and approving card expenses

• Reviewing and approving out-of-pocket expenses

• Topping up the Wallet

• Helping to manage invoices and subscriptions

• Analysing spending patterns

• Exporting everything to an accounting system

How can you become a partner?

Apply to become a Pleo partner on this page. As soon as you sign up, you'll get an email with a pre-recorded webinar that explains how we work with partners. Once you've watched the webinar, you'll receive a follow-up email with a tentative agreement.

Once you're a partner, what should you do?

Here's how to:

• Invite clients to join Pleo (if they are not using Pleo already)

• Ask a client to add your accountancy (if they are using Pleo already)

• Invite colleagues to the Partner Portal and assign them to clients

• Access a client's account through the portal

How can you set up a Pleo account for your own firm?

You've been managing client Pleo accounts for some time. And you're sold. You want to start using Pleo to manage the business expenses of your own accountancy firm. Here's how:

1. Go to the Clients page in the Partner Portal.

2. Click on the banner that says "Create account now."