Automate finance workflows with your AI Assistant: Pleo’s MCP is live

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Automate your finance workflows with Pleo's new Model Context Protocol (MCP), allowing AI tools to work with Pleo on your behalf. Goodbye busywork.
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Automate finance workflows with your AI Assistant: Pleo’s MCP is live
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Closing the books shouldn’t mean endless hours of tedious detective work.

Yet, when the time comes to wrap up the month, finance teams often find themselves chasing missing receipts, spotting miscategorised expenses and clearing up approval bottlenecks. Each pending task leads to another open tab, another report or another Slack message.

Ultimately, month-end often equals admin, admin, and more admin.

Today, AI tools such as Claude, ChatGPT or Copilot are already helping businesses cut back on that admin by streamlining and speeding up tasks that make everyday work faster. But for finance teams, an AI assistant is only useful if it can work with the systems and data where that work actually happens.

That’s why we’re launching an MCP.

Introducing Pleo’s MCP

MCP stands for Model Context Protocol, an open standard that enables AI assistants like Claude and ChatGPT to connect securely with external tools and data. Pleo’s MCP lets compatible AI assistants and agents interact with your Pleo data and workflows simply through natural-language requests.

That means you can ask your assistant to find information, surface what needs your attention, or help with expense-related tasks. Instead of switching between tools, building reports, and manually checking what’s missing, you can ask a question in plain language and let your assistant work with Pleo on your behalf.

And there’s an important difference between simply giving an AI assistant access to information and giving it the ability to help get work done.

Pleo’s MCP can do both.

From “what’s missing?” to getting it sorted

Pleo’s MCP currently focuses on expense processing, helping finance teams find and update incomplete expenses and get them ready for bookkeeping and export.

So rather than digging through expenses one by one, you can ask your assistant questions like:

  • “Find all expenses missing a receipt this month”
  • “What’s blocking us from closing the books this week?”
  • “Show me pending approvals that need attention”
  • “Review this month’s expenses for anything unusual or likely miscoded.”
  • “Draft reminders for everyone who still needs to upload a receipt”

And because MCP is an open standard, Pleo can sit alongside other MCP-connected tools in the same workflow. Your assistant could find missing information in Pleo, work with context from another business tool, and help you decide what to do next, all from the same conversation.

 

At Anthemis, this is already helping connect different parts of the finance workflow. Oliver Hays, Financial Controller at Anthemis, says:

“With Pleo's MCP we can instantly message everyone with outstanding receipts through the Claude and Slack connectors, providing them with a summary of all their outstanding items.

When we come to export the receipts to Xero, we can use the MCP to analyse spend and suggest potential mis-tagging or expenses that we need to take a closer look at. Being able to do this at scale in a very short amount of time is a game changer for our analytics and accuracy.”

Less chasing. More time for finance.

Checking incomplete expenses, finding missing receipts, reviewing details, and following up with employees can eat into hours that finance teams could spend elsewhere.

Pleo’s MCP gives that time back.

At Eupry, the difference is already tangible. Sigurd Nordahl Rahbek, Finance Assistant at Eupry, says:

“Before we had Pleo’s MCP, we were spending an hour checking missing receipts and details twice a week. And now we’re spending 5 minutes twice a week. That’s 1 hour and 50 minutes saved each week.”

That’s the kind of work AI should take on for finance teams: repetitive tasks that need doing but usually take time away from other, more valuable work.

Turn finance questions into action

Whether you’re closing the books, keeping an eye on company spend, reviewing approvals, or managing how AI connects to your finance tools, Pleo’s MCP gives you a faster way to get to what matters.

Ask a question in plain language, find what needs attention, and take action without starting from scratch in another tool. And because Pleo’s MCP works within the permissions already set up in Pleo, AI can help move the work forward while you stay in control.

AI assistants are quickly becoming another place where work gets done. Pleo’s MCP brings everyday finance workflows into that conversation, helping teams spend less time navigating admin and more time on the work that needs their attention.

And this is just the start.

Pleo’s MCP is available now. Get started with Pleo’s MCP and connect your AI assistant to Pleo.

Don’t have Pleo yet? Request a demo today.