Configure Contra Accounts in Pleo

Your Contra Account represents the source of money for all your Pleo expenses (card transactions, invoices and direct reimbursements).

You will have at least one Contra Account in your main (default) currency. If you enable multi-currency in Pleo, you can create contra-accounts per multi-currency.
An account should be created in your accounting system for every Contra Account you have in Pleo.

In Pleo, navigate to Settings
Click Accounting
Access Contra accounts
Choose or create an account based on your setup
- Direct API integration: Select the Pleo Contra Account from the list, or create a new account in your accounting system and then select it in Pleo.
- CSV integration: Select an existing account, or go to Chart of accounts > + Create new account, then select it under Contra Accounts.

Good to know:

If you previously created a Pleo Wallet account, select it as your company’s default currency Contra Account.
If you are using Exact Online, learn how to set up contra accounts.
If you are using NetSuite, learn how to create a new bank account.
Learn what to do if you see “No options” when configuring the default currency contra account in Pleo.