New in Pleo: Everyday workflows, upgraded

We’re always working to make Pleo smarter, smoother, and (even) more helpful for managing your company spend.

Our regular New in Pleo brings you the latest updates, from new features to smarter automation, so you get more value from Pleo with every release.

This edition is our spring refresh, focusing on small, mighty tweaks rather than sweeping overhauls. We’ve packed in a host of upgrades designed to make your day-to-day experience faster, smoother, and more intuitive.

Team-specific tags for fewer slip-ups

Restrict tags to specific teams, so employees only see what’s relevant to them – helping finance get more accurate expenses the first time around and save time editing incorrect tags.

Approve what matters, faster with new expense filters 

New filters on the Review page mean less time wasted searching and scrolling for specific expenses, and more approving. Now you can easily prioritise expenses that need approval ASAP, like employees waiting to be reimbursed for out-of-pocket purchases.

• Filter by expense type (card expenses, out-of-pocket expenses, invoices)

• Filter by entity to see everything you need to review in one queue

Secure the right exchange rates with automatic hedging 

Automatically convert currencies when the exchange rates are the most favourable. Instead of converting funds manually, set your preferred exchange rate, and Pleo will automatically convert your funds when the time is right.

Zero in on the right invoices, straight away 

When you’re juggling hundreds of invoices a month, hitting “pay” is the easy bit. The real-time sink? Tracking down the information you need, when you need it.

We’ve rebuilt our invoice filters to make everyday processing faster and more intuitive. Now you can:

• Search across invoices by supplier name or invoice ID
• Use the new ‘All’ tab to see every invoice in one place
• Keep the same filters applied across tabs (received, scheduled, paid, all), and when switching between the invoice list and invoice details
• Select multiple employees at once to narrow down your search even more

Other tidy tweaks 

• Instant out-of-pocket auto-fill: Mobile OCR now auto-populates expense details instantly, letting your team submit reimbursements in seconds with zero extra tapping.
• Frictionless Export page: Bookkeeping at scale is a breeze now that updates load instantly. No more waiting around or wondering if changes are saved.

• Smarter reporting of Account Statements: Keep your audit trail crystal clear by downloading your Running Balance in XLSX or emailing it to your inbox directly from the app