Introduction to the Partner Portal

This article introduces the Pleo Partner Portal and explains what you can do there as an Accounting Partner.

• What's the Partner Portal
• What you can do in the Partner Portal
• Get started in the Partner Portal
• Set up a Pleo account for your firm

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 accountants to manage business expenses.

From here, you can invite new clients, keep track of onboarding, and jump into each client’s Pleo account to complete bookkeeping work.

What you can do in the Partner Portal

Depending on your access, you can:

• Invite clients to Pleo
• Check pending invites and onboarding clients
• Access the Bookkeeping overview to see which clients need attention
• Manage people and company information
• Access partner resources and learning

In the Partner Portal, you will see a left-hand menu. Depending on your access, it can include:

• Bookkeeping
• Pending clients
• Academy
• Pricing calculator
• Partnership
• People
• Company
• Resources

Get started in the Partner Portal

Become a partner

If you are not yet a partner, you can apply on the Pleo website: https://www.pleo.io/en/partners

Good to know: As soon as you sign up, you'll receive an email with a pre-recorded webinar that explains how we work with partners. Once you have watched the webinar, look out for a follow-up email containing a tentative agreement.

Get started as a partner

Once you have officially joined as a partner, you are ready to set up your workflow.

• If your clients are not using Pleo already: Invite clients to join Pleo
• If they are using Pleo already: Ask a client to add your accountancy

Once your account is set up, and depending on the level of access you have to your clients' accounts, use the portal to:

• Reviewing and approving card expenses

• Reviewing and approving out-of-pocket expenses

• Topping up the Account

• Helping to manage invoices and subscriptions

• Exporting everything to an accounting system

Complete the steps below to move forward and ensure everything is set up correctly.

• Invite colleagues to the Partner Portal and assign them to clients
• Access a client's account through the portal 
• Learn more by accessing the Partner Academy

Set up a Pleo account for your firm

If you want to use Pleo to manage the business expenses of your own accountancy firm, you can set this up directly from the portal.

1. Go to the Company page in the Partner Portal
2. Under Own Pleo Company, click Create account now
3. Select Create account