Pleo Explains: The Partner Portal

Pleo Partners

These days, forward-thinking accountants strive to offer their customers more. Just balancing the books for your clients isn’t enough – if it ever was.

Now, it’s about adding as much value as possible.

In some cases, innovative accountants can become a sort of external CFO, trusted to ensure clients are in the best possible financial position.

It’s a big responsibility – but an exciting one too. And part of the job is identifying and implementing tools that don’t just solve your clients’ problems, but also empower you to offer them even more strategic support.

Luckily, the best of these tools offer something back to hard-working accountants.

How Pleo works with our accounting partners

Since 2018, we’ve partnered with practices looking to introduce clients to a new way to manage their spend.

The clients enjoy all the benefits of our spending solution (and we believe there really are a lot of benefits).

But Pleo makes sure there’s something in it for the accountants too. Because frankly, you deserve it.

That’s why as well as discounts, training and free cards for your team, we’ve worked hard to build something that makes your life easier: the Pleo Partner Portal.

How the Pleo Partner Portal works

The big promise we make to bookkeepers and accountants is that Pleo means much better visibility over all of the spending you need to manage, but with much less back-and-forth.

And the Partner Portal is how we make sure that promise is kept.

Manage every client from one hub

We appreciate that the working relationship you have with each client is unique.

Whether it's basic or extended access, our different permission levels mean that you're always supporting clients in the right way.

Armed with the Portal’s clear overview, you can dig into tasks at a time that suits your schedule.

partnerships-survey-time-saving

And you can flag any issues as they arise – not when you’re already squeezed at the end of the month.

No more shared accounts

Because all of the spending details that accountants need are in one place (at last), there are no more shared log-ins. Every bookkeeper gets their own username and login.

Pleo Partner Portal dashboard

That’s not just more secure, it’s hopefully a relief too – you can say farewell to all those client passwords that have been stored in your brain forever.

Easy onboarding

Once you’re logged in to the Portal, it’s delightfully simple to add clients to Pleo.

Onboarding clients with the Pleo Partner Portal

You can help manage their registration by submitting and uploading KYC docs on their behalf. Ideal for those that prefer to be more hands-on with their customers.

Assign bookkeepers to specific clients

You can also decide who on your team has access to each account and manage those permissions through the Portal.

Assigning bookkeepers in the Pleo Partner Portal

The dashboard shows you which of your people is assigned to which client, helping you to maximise your own efficiency.

(And remind the right person if a deadline is getting close...)

Why we built the Portal

A few years ago, we identified the difference we could make by working hand-in-hand with accounting partners.

Before long, we started implementing some changes to our core product – all inspired by conversations with those accountants who liked our vision of better business spending and more efficient bookkeeping.

That input from partners has helped us shape many of our features – it’s why our custom exports and integrations work as well as they do.

The Pleo Partner Portal gets you set up to offer a whole new level of support to the businesses you work with.

And for a lot of the accountants we work with, it arrived at just the right time.

Why it’s the right time to try the Pleo Partner Portal

Remote access has become a hot button issue (understandably) in the accounting industry of late.

But even before Covid-19, it’s something that was already on the minds of many partners.

From the start of our conversations with prospective partners, we heard that ease-of-access was going to be a game-changer.

We listened and we built the Pleo Partner Portal to let you switch accounts with ease.

It’s something that sets us apart from our competitors.

But it’s also a testament to how we’ve built the Portal based not on what we think accountants want, but what they tell us really matters.

Pleo Partnerships Banner - UK

Partner Lead, UK & I

Partner Lead, UK & I

Sales and partnerships professional. Passionate about digitalisation, gender diversity in fintech - and of course, all things Pleo. Wanna learn more about our Partner Program? Come say hi! liz@pleo.io

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