Pleo
pleo.ioCompany spending with limits and accounting synchronization
Company spending with limits and accounting synchronization
AI agents and a shared workspace for enterprise accounting close and reporting
Connect company ledgers, payables, cash management and financial close
Ledger-based accounting with role and date-range controls
AI agents that search, scrape, and enrich GTM data
AI notetaker that captures meetings and sends enriched transcripts to AI tools.
AI notetaker that summarizes meetings and captures notes bot-free or with a bot.
Customer context and sales workflows connected to CRM records
AI voice agents for inbound and outbound business calls, with WhatsApp follow-up and CRM sync.
AI sales agent that finds leads and books meetings
AI framework that reads WhatsApp and text to organize sales and follow-up tasks
Industry accounting with multiple ledgers and controlled journal approval
Client-centred practice management for accounting and tax firms
Company spend controls connected to accounting records
Share French bookkeeping, bank matching and closing work with your accountant
A live ledger with approval rules and traceable accounting corrections
Normalized bank data for cash reporting and treasury accounting
Accounting practice tasks, time, billing and temporary absence cover
Accounting practice projects connected to time, client documents and billing
Close tasks, reconciliations and journal approvals connected to your accounting system
Employee expenses, approval policies and accounting exports, now called Medius Expense
Recurring accounting work with templates, assignments and deadline tracking
A shared ledger, consolidation and close workflow with configurable approvals