Admin access on mobile and web app

As an Admin in Pleo, you can manage spending and keep oversight of company expenses across both the mobile app and the web app. Each platform is built for a different kind of moment in your workflow: mobile helps you move quickly when you’re away from your desk, while web gives you more space for deeper administration, oversight, configuration, and detailed financial workflows. Used together, they give you a seamless experience across devices—so you can stay flexible day to day and still have full control when you need it.

What the mobile app is best for

The Pleo mobile app is optimised for speed and flexibility, helping you handle quick admin moments while you’re on the go.

In the mobile app, Admins typically use Pleo to:

• Stay close to spend as it happens (ideal for quick check-ins during the day)
• Support employees in real time when questions come up during purchases
• Take fast actions that help keep day-to-day spending running smoothly

What the web app is best for

The Pleo web app is designed for deeper administration and oversight—especially when you want more detail, broader context, or configuration options.

In the web app, Admins typically use Pleo to:

1. Review company expenses in real time and apply filters (for example by date, person, or review status)
2. Manage people, roles, and teams, keeping access aligned across the organisation
3. Review and complete structured admin workflows, like handling requests (for example spending limit increase requests via Requests)
4. Complete detailed financial workflows, like paying supplier invoices (where supported)

What you can’t do in the mobile app (and where to do it instead)

The mobile app is designed to keep things fast and simple when you’re on the move. For some admin tasks that benefit from more space, more context, or more settings, the web app is the best fit.

Examples of tasks that are handled in the web app:

• Reviewing spending limit increase requests via Requests
• Deep company-wide expense review with full filtering and detailed expense views
• People, roles, and access management (inviting users, assigning roles, and managing teams)
• Supplier invoice payments (where supported)

Suggested workflows/examples

1. Keep requests moving during busy days

Use the mobile app to stay close to what’s happening day to day. When you’re ready to review with full context, open the web app and go to Requests to approve or decline spending limit increase requests.

2. Set up your organisation, then manage on the go

In the web app, invite people, assign roles, and organise teams. Use the mobile app for quick check-ins and day-to-day admin moments.

3. Handle finance workflows with full visibility

Use the web app for detailed steps like paying supplier invoices (where supported), including adding supplier payment details and scheduling payments. Use the mobile app to stay responsive while you’re away from your desk.