At Pleo, we love working with companies that are a little different, those with complex operations, international reach, and ambitious goals. So when balticfinance came on board, we were ready to dive in.
Based in Scandinavia, balticfinance is no ordinary finance company. They act as the bridge between large international insurers and local brokers. It’s a business model that spans borders and systems, which made their onboarding journey with Pleo all the more exciting.
We caught up with Lars Happe, Financial Accountant at balticfinance, to learn how our Premium Onboarding helped his team simplify spending, eliminate receipt chasing, and roll out Pleo in record time.
A structured start that didn’t feel rigid
In the world of finance, structure is essential, but so is flexibility. For Lars, that balance was exactly what stood out from the beginning.
Rather than a one-size-fits-all approach, the onboarding kicked off with a clear plan tailored specifically to balticfinance’s setup. This meant Lars always knew what the next step was, without being boxed into a rigid timeline.
“The onboarding was very good. From the start, it was great to have a plan outlining the steps, and also that it could be individually tailored. The onboarding process was very smooth.”
For a finance leader managing multiple moving parts, this kind of clarity and customisation helped the team make progress quickly, without needing to wait for hand-holding at every step.
“It was very structured. Yet, you still had a lot of freedom to work... the transparency was there, and you could work independently and freely without any problems.”
Building around a unique business model
balticfinance’s setup is far from simple. With international insurers, local markets, and a strong service component, their financial processes are more complex than most. So onboarding had to go beyond just showing where the buttons are.
“The business model itself is very tricky, definitely, but it was implemented exactly how we wanted it.”
Pleo’s onboarding manager took the time to understand their accounting in context, walking through real-world examples and adapting the implementation accordingly. For Lars, that attention to detail made a huge difference.
Fast-tracking implementation and eliminating bottlenecks
One of the big goals balticfinance had? Speed. They didn’t want to spend weeks in limbo, and they didn’t have to.
Because the onboarding was so individually tailored, Lars and the team were able to combine topics, skip unnecessary steps, and fast-track their go-live.
“Thanks to this individuality, we were able to do it in the shortest time. Normally, it doesn't happen that fast... but because we could combine several topics, it just went faster.”
And with fewer bottlenecks, they saw results almost immediately.
“For June, we have 99.38% of receipts attached... I think before, I might have had 50%.”
Making it stick with hands-on team training
A smooth setup is one thing, but what about the rest of the team? For Lars, getting the wider company onboard quickly and confidently was crucial.
The final onboarding webinar helped get everyone aligned, and Pleo’s self-serve learning materials meant employees could learn at their own pace, in their own language.
“Many employees understood what they needed to do now. I get very few follow-up questions now... Pleo is very self-explanatory in that regard, which makes it super easy to understand.”
Support that shows up when you need it most
Let’s face it, no software rollout is completely without questions. What matters is how quickly you can get the answers. For Lars, Pleo’s Premium Onboarding delivered consistently fast and personal support.
“You always had an immediate point of contact if something came up... It felt like the other person was almost waiting for an email to come.”
Even outside of scheduled check-ins, Lars felt supported and heard. Whether it was a quick call or a clarifying email, help was always a message away – and never left them hanging.
Even the tricky stuff? Handled.
Every company has its quirks, and for balticfinance, one challenge was how to split expenses accurately within Pleo. It wasn’t perfect out of the box, but onboarding helped navigate it.
“That was something where I always thought whether it would be so easily representable. It works, even if not as nicely as I would like, but we have a working workaround.”
Whether you're a fast-scaling startup or an international player with a complex financial model, Pleo’s approach can flex around what you need, not the other way around.
balticfinance came to Pleo with a clear mission: go live fast, cut out inefficiencies, and make expense management effortless. With the help of Premium Onboarding, that’s exactly what they achieved, and more.
Ready to see what a Premium Onboarding could look like for your company? Let’s make it happen.
