If your finance team is struggling under the weight of manual tasks and duplicating work across disconnected tools, you’re not alone. Finance teams lose 3.5 hours per day to manual, low-value tasks*. That’s nearly half the working year spent on admin instead of driving growth.
But at Pleo, we’re on a mission to change that.
Use this checklist to give your finance processes a health check, plus discover how Pleo helps finance leaders cut admin by 70%, reduce spend by 2%, and boost confidence by 100%.
Is your finance process healthy?
You get a point for each point you tick off:
- Our spend data is scattered across multiple tools
- Our processes are too manual to scale without adding more headcount
- We have no data, so spend decisions are made in the dark
- Teams aren’t sure what they can spend, and finance can’t see who’s spending it
How did you score?
0-1 points: You’re doing great, but keep an eye out for future inefficiencies.
2-3 points: There’s room for improvement. An all-in-one spend management platform can help.
4 points: Things are critical. It’s time for a smarter way to manage spend.
The smarter way to manage spend
Switching to an all-in-one spend management platform like Pleo is changing the game for modern finance teams. Wave goodbye to messy, manual processes and say hello to automation, smart controls, and clean data.
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Finance frustration
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The Pleo solution
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Spend data is scattered across multiple tools.
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From company cards to cashflow, reimbursements, and all spend in between, Pleo helps drive better business decisions.
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Processes are too manual to scale.
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Pleo transforms messy manual processes into clean data you can trust. No chasing, no errors, no bother.
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There’s no data, so spend decisions are made in the dark.
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Pleo gives you the real-time insights you need to make smart, proactive decisions.
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Teams aren’t sure what they can spend, and finance can’t see who’s spending it.
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Built-in guardrails like smart spend controls mean there’s no surprises. Just fast-moving teams and policy-approved purchases.
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Looking for more proof? Check out these results from happy Pleo customers:
See how much you can save with Pleo
Use our ROI calculator to uncover how much manual expense processes are costing your business. Book your demo to learn how Pleo turns scattered payments into smart decisions.
