Download audit documents on Pleo

Pleo provides several downloads you can use to support audits, bookkeeping, and reconciliation. These downloads can be used instead of traditional bank documents, depending on what your auditor requests.

Use this article to choose the right documents for your audit needs and download them from Pleo.

Available audit documents in Pleo

Depending on what you need to evidence, these are the most relevant downloads in Pleo:

• Expense data export (CSV/XLSX)
  • Download a spreadsheet with expense details (amounts, merchants, spenders, categories, and review status). Use it to support audits or reconcile spend outside Pleo.
• Receipts and attachments (PDF)
  • Download receipts and any attached files as PDFs for your selected expenses.
• Balance statement (single date)
  • A statement showing the ending balance on a specific date, including all transactions settled before that date.
• Running balance statement (date range)
  • A statement showing all transactions and a continuously updated balance across a selected date range.
• Proof of payment (single transaction statement)
  • Download a proof of payment statement for an individual transaction (useful when an auditor asks for evidence for one specific payment).