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.
Issue no. 2 is all about keeping your org structure in sync, transfer rules, stronger account security, and more.
Keep your org structure in sync as you scale
Keeping teams and approvers up to date shouldn’t require constant manual work.
You can now mirror your organisational structure from your HR system in Pleo. Create teams, assign managers as reviewers, and keep everything in sync automatically as people move roles or teams - no more approval gaps or manually updating users as your company changes.
Learn how to set up team sync.
Enable automatic transfers
Set the required funds to keep in your Pleo account, and Transfer rules will refill it automatically whenever it drops below.
Spend globally with multi-currency accounts
- Multi-currency transactions now reconcile automatically with Xero and DATEV integrations.
- Pay foreign supplier invoices from your EUR, GBP, USD, DKK, SEK or NOK accounts to eliminate FX fees.
Automate vendor selection with smarter OCR matching
Building on Vendor Tagging, vendors are now auto-filled using OCR data from invoices for more accurate matching. Pleo remembers finance-approved vendor selections for future invoices, and a new audit log shows how each vendor was applied or changed.
The result: fewer manual corrections, faster bookkeeping, and clearer visibility for finance teams.
Reduce fraud with stronger account security
With financial fraud on the rise, improving security is a top priority in 2026. We’ve rolled out new controls to help prevent unauthorised access, give you faster ways to lock things down if something looks off and reduce fraud risk across your organisation.
- Enforce social login as default: Require users to log in using Google or Microsoft SSO to reduce the risk of unauthorised access from weak or reused passwords.
- Lock your account: Wary of suspicious activity? Lock your account in one tap to log out everywhere, freeze all cards, and reset your passcode immediately.
- SAML SSO available on all plans: Every Pleo customer can now enforce the most secure login method for stronger account protection.
Review expenses faster with clear policy insights
You can now see out-of-policy expenses at a glance on the export page. Finance can instantly spot expenses that need attention and focus on reviewing exceptions - not compliant routine expenses. No more line-by-line scans or checks.
Integration updates
XERO
Our new Xero integration gives finance teams more flexibility, control, and automation.
What’s new:
- Multi-currency support on Advanced Pleo plans (requires Advanced Xero plan)
- Option to choose bookkeeping methods for card purchases and reimbursements
- Bookkeeping reimbursements for employees
- Automatic handling of expenses from closed accounting periods
- Improvements to handling large receipts, direct Pleo expense links in Xero, passing attendee information, and greater control over vendors created in Xero from Pleo.
The result: smoother reconciliation, fewer errors, and more confidence in your bookkeeping.
*These changes are available on the new Xero integration, currently in early access.
Multi-dimension sync now available in Visma e-conomic
The integration now supports syncing Visma e-conomic’s multiple dimensions. These dimensions are synced as Tag Groups and Tags, allowing you to now sync and tag expenses to any dimension on Visma e-conomic.
