Onboarding with Pleo: How Fersitec Proyectos y Technologías' on-site employees quickly adopted Pleo

When Fersitec Proyectos y Tecnologías was looking to streamline its expense and invoice management, the accounting team knew it was time to move away from messy, manual processes.

Covering the entire Spanish peninsula and the Balearic Islands, the installation, renovation, and maintenance company previously relied on cash payments and manual receipt tracking.

When they started looking for a spend management solution, Pleo was the obvious choice. The accounting team braced itself for a long, technical onboarding process. But the team was in for a surprise. 

That’s because Pleo doesn’t just make cash management easy — it makes onboarding easy, too. Here’s what the process looked like, from frustrating, time-consuming expense processes to a streamlined, efficient solution.  

Inefficient, manual expense management across Spain 

The Fersitec Proyectos y Tecnologias on-site team works from offices in Murcia, Madrid, and Ibiza, but they also cover the entire peninsula and the Balearic Islands.

Alberto Marin Lopez, Accountant at Fersitec, explained that during installation projects, on-site employees were relying on cash payments, saving receipts for submission later. 

On-site employees weren’t comfortable having to carry cash and manage physical receipts, while in-office staff were left frustrated by the manual work required to process these receipts and invoices. 

When looking for a solution, Alberto’s primary goal was to find a more efficient way to manage expenses and invoices for on-site staff. Since the company had never used an accounting tool for expenses, they weren’t sure what to expect.

Empowering on-site and in-office staff with Pleo 

Once Fersitec Proyectos y Tecnologías decided to start working with Pleo, the accounting team prepared itself for the transition. Luckily, it proved to be a lot easier than they anticipated. 

Onboarding made easy 

Onboarding with Pleo was far quicker and simpler than Alberto expected:  “I was surprised, I actually expected a much longer process to structure and implement the service,” he explained. Rather than the eight to ten sessions Alberto anticipated, everything was complete within just three sessions. 

Alberto noted that this streamlined process was partly down to Pleo’s straightforward user guide, and partly thanks to the fact that everything was explained very clearly, right from the start.

No surprises, no major issues. Just an easy, straightforward process. 

Thanks to that process, it didn’t take long to adopt the system. Within a short space of time, 15 out of 21 users are already actively using Pleo.

Boosting operational efficiency 

Alberto mentioned that Pleo has significantly improved operational efficiency and reduced the workload of the admin team: “It’s a very useful application that saves you a lot of headaches,” he said. 

Not only this, but Fersitec Proyectos y Tecnologias were able to streamline spend for their other child companies too, with Alberto adding that he “sees a great benefit in setting up multi-company access to use three companies within the same app.”

Improving employee satisfaction 

Thanks to Pleo, on-site employees no longer need to carry cash or remember to save each receipt for out-of-pocket expenses. “On-site staff are very pleased,” explained Alberto.

And it’s not just on-site staff who are feeling the positive effects. The in-office team is happy they no longer have to use messy, time-consuming manual processes to manage expenses. 

A seamless transition to modern expense management  

Thanks to Pleo’s seamless onboarding, the transition to a modern expense management solution has been quick and easy. 

Now that both on-site and in-office teams are fully up to speed with the platform, Alberto is looking forward to seeing how they can make the most of Pleo. “I really like that the platform is continuously improving, with new features and services over time that enhance the customer experience,” he said. 

If you’re ready for the transition to smarter expense management, Pleo’s seamless onboarding makes the switch easier than ever before. To get started, book a demo to see what Pleo can do for your company.