Expenses

Manage Pleo expenses directly in Holded

Connect Pleo with Holded via API to reflect expenses, receipts and movements in your accounting.

Add to Holded

Pleo

API sync

Holded

Expenses

Receipts

Accounts

What can you do with Pleo and Holded?

Export expenses and receipts to Holded

The expenses from your Pleo account that you export to Holded are reflected in the Expenses section and in the balance of the bank linked to Pleo. This includes the details of each expense and the receipts captured from the Pleo app.

Sync accounting accounts

Pleo's expense categories sync with the accounting accounts in Holded's chart of accounts, following the order of the chart. This lets expenses be booked to the correct accounts.

Reconcile movements in Treasury

When you add Pleo as a bank in Holded's Treasury section, the movements from the Pleo account become available for bank reconciliation alongside the rest of your accounts.

Up and running in 3 steps

Generate your API Key

Go to Settings > More > Developers and create a new API Key for Pleo.

Add Pleo as a bank

In Treasury > Accounts, add a bank account with Pleo's IBAN and SWIFT details.

Configure Pleo

From your Pleo profile, select Holded as the accounting system and enter the API Key.

Frequently asked questions

Actions are required on both platforms. In Holded: generate the API Key and add Pleo as a bank. In Pleo: set Holded as the accounting system using the API Key.

Yes, it is recommended. If it is the first time you use Pleo with a supplier, create their contact in Holded with the tax ID and related accounting account so the receipts are booked correctly.

The accounting accounts sync according to the order of the chart of accounts in Holded. Pleo recommends setting up the categories in the same order to ensure a correct match.

In the Wallet tab inside the Pleo app.

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