Sometimes, finance teams are so busy juggling piles of paperwork and manually updating spreadsheets that they don’t have time to step back and see if there’s a better way to work.
That was certainly the case for Lisa de Ruiter, founder of Glopros, a Netherlands-based consulting company. Aimed at entrepreneurial professionals, it offers a range of services, including marketing and sales support, contract management, and access to its professional partner community.
Despite delivering cutting-edge processes for clients, Glopros was still relying on outdated, manual workflows to keep control of their own finances. But thanks to Pleo, a better option was just around the corner.
Relying on manual, time-consuming finance processes
Before Pleo, the company used manual finance tracking processes within Excel sheets. “Previously, expenses came in one big pile, and as the founder, I had to explain every single invoice,” explained Lisa.
She knew the company needed a better solution, but said that, at first, she and the Glopros team weren’t yet aware of platforms like Pleo. After some research, she discovered Pleo and signed up for our Assisted Onboarding to get up and running with Pleo as quickly and easily as possible.
Onboarding with Pleo: A quick and seamless experience
Thanks to Pleo’s tried-and-tested processes, Lisa said the onboarding experience was incredibly quick and seamless. “We were actually live with Pleo within a few days,” Lisa mentioned. She added that the platform walkthrough was particularly valuable: “After that, I was able to get to work independently with things like the subscription cards, and it gave a lot of control back to me,” she added.
This approach, combined with support from the onboarding manager, Ana, meant Lisa could start hands-on with Pleo immediately. “The platform is largely self-explanatory, but I personally found it helpful to understand exactly what each item meant. Ana was really helpful and knowledgeable and did her best to answer all our questions,” said Lisa.
She explained that since there are multiple ways to set up Pleo, this approach provided a lot of clarity. “Together with our onboarding manager, we found a configuration that fits our company and handles both one-time and recurring expenses,” said Lisa. “I’d recommend Pleo’s onboarding to others. The process went very smoothly, and it was efficient,” she added.
Consistent support through onboarding
The first thing the Glopros team wanted to achieve during onboarding was linking Pleo to its accounting software, Exact Online. And thanks to Pleo’s guidance, Lisa knew what needed to be done.
“We had to clean up our Exact setup, so that the expense types matched,” explained Lisa. She added that the only real issue was adding the booking codes correctly, but that the Pleo team helped support them during every step of the process. “There was plenty of documentation, and once we reached out to Pleo, it all worked out.”
In terms of the overall onboarding process, Lisa was very satisfied “I definitely recommend it because the people at Pleo are very smart. They understand both business structures and finance teams.”
Creating more control over expenses with Pleo
Now that Glopros has successfully completed the onboarding process, the team is enjoying all the benefits Pleo brings to the business.
Full visibility over all expenses
Lisa’s main goal was to create more control over expenses. Now, instead of dealing with a huge pile of expenses, the finance team has full, real-time visibility. Lisa added that it’s also great for the team. “One team member is in Paris right now, and I can see his expenses coming through instantly. Before, we had to manage that manually via Excel and send them one by one, which was very difficult to track.”
Tracking subscription spend to gain insights and save money
Another success has been Pleo’s ability to help control business subscriptions. “I create subscription cards almost every day for systems like Cursor or OpenAI. It prevents everything from becoming a mess and gives us insight into where we can save or where we have duplicate subscriptions.”
Streamlining processes and saving time
And of course, Pleo replaces hours of manual admin each month. “Pleo is saving us so much time,” said Lisa. “We can now automate and streamline a lot of our processes, especially for our bookkeeping.” Feedback from employees is also positive: “I can see they like it, and see the expenses coming in,” said Lisa.
Building a bridge towards a better financial solution
For Lisa, onboarding was the moment things started to click. With Pleo’s expert guidance, the Glopros team built a setup that suited their needs, and the value soon became clear: “The onboarding acts as a bridge that shows you why the solution is so important for your business case,” explained Lisa.
Creating a more streamlined way to manage spend was a win in itself. But Pleo offered even more benefits that Lisa hadn’t anticipated: “The advisory element was very valuable — understanding what we did and didn't need, and hearing how other companies set things up. Before this, I didn't even realise how clumsily we were working with Excel and emails for four years.”
Thanks to Pleo, Glopros created a smarter, scalable way to manage spend, and a streamlined finance setup built to support its next phase of growth.
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