Simplify accounting with the new Pleo and FreeAgent integration

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Simplify accounting with the new Pleo and FreeAgent integration
3:15
The power of better business decisions
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Fresh insights from 2,650 finance decision-makers across Europe

If you’ve ever spent your Friday afternoon matching receipts to card transactions, you know the pain of disconnected finance systems. At FreeAgent, we believe bookkeeping should be smart, simple, and - dare we say it - satisfying.

That’s why we’re thrilled to announce our brand new integration with Pleo, designed to make expense management faster, more accurate, and a lot less stressful for growing businesses.

Why this integration matters 

Finance teams in small and mid-sized companies often rely on a patchwork of tools to manage expenses, approvals, and month-end reconciliation. The result? Too much manual work and not enough visibility.

With the FreeAgent + Pleo integration, that all changes. Now, your Pleo expense data flows directly into your FreeAgent account in real time...no manual uploads, no CSV files, no lost receipts.

It’s the smart connection that helps you close your books faster and focus on what really matters: growing your business.

How it works 

Once you connect FreeAgent to Pleo, everything just… syncs.

  • Real-time expense sync: every transaction made with a Pleo card appears automatically in FreeAgent
  • Receipt attachments: photos and notes from Pleo carry over to your accounting entries
  • Category mapping: your expense categories stay perfectly aligned with your chart of accounts
  • Effortless approvals: managers review expenses in Pleo; approved transactions land ready for reconciliation in FreeAgent

Setup takes minutes and you’ll save hours every month.

What this means for Pleo users 

If you’re already using Pleo to manage company spending, this integration is your bridge to seamless accounting. By connecting FreeAgent, you can:

  • keep all your expense data in sync, automatically

  • get full visibility of company spending in one place

  • say goodbye to manual uploads and mismatched entries

  • give your accountant real-time, audit-ready books

It’s the perfect match for finance teams that value both control and simplicity.

For growing teams who want more time back 

Businesses with 50–500 employees often sit in that tricky middle zone - too big for spreadsheets, too busy for manual bookkeeping.

This integration helps those teams move faster without losing control.

One early customer told us:

“Connecting Pleo to FreeAgent changed how we work at month-end. Everything just appears where it should. It’s like having an extra pair of hands in the finance team.”

Sophie L, Financial Controller, UK-based tech scale-up

Getting started 

Ready to connect your accounts? Here’s how:

  1. Log into your Pleo account.
  2. Go to Settings → Integrations → FreeAgent.
  3. Authorise your FreeAgent login.
  4. Choose your expense categories and sync settings.

A partnership built for simplicity 

At FreeAgent, we’ve always admired Pleo’s mission to make business spending effortless. Together, we’re making sure that the finance teams who rely on both tools can work smarter, not harder.

The Pleo + FreeAgent integration is here to take care of the details, so you can take care of your business.

About FreeAgent

FreeAgent helps small businesses and accountants simplify bookkeeping, expenses, and tax compliance. Learn more

 

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