Pleo
Via importCompany cards with built-in expense management: per-person limits, receipt capture in the app, reimbursements, and a DATEV interface plus custom CSV export.
Direct connection planned
How the data gets in
- Google Sheets sync
- DATEV import
- Excel import
Pleo and finban – company cards, receipts, and the question that comes next
Pleo is a spend management platform built around company cards: everyone gets a virtual or physical card with its own limit, receipts are photographed in the app, and everything leaves through the DATEV interface or a configurable CSV export. Pleo solves the receipt problem. It does not answer whether the money will last – that is finban.
Why Pleo users need cash flow planning
Companies adopt Pleo because receipts arrived late or nobody knew who was spending what. Both get solved, and both are hindsight. The questions that follow point forward: can we hire in Q3, what happens if the largest customer stretches payment terms, how much has to stay on the account for the next tax payment.
finban treats Pleo spend as what it is for planning: the most reliable part of your future outflows.
How Pleo data reaches finban today
- DATEV format – pre-accounted entries with ledger account, VAT rate and cost centre.
- Excel or CSV – Pleo's CSV export lets you choose the columns; map them once in finban's spreadsheet integration.
- Google Sheets – the same data without uploading a file.
A native integration over Pleo's public API is planned.
What you get
A twelve-month forecast, subscriptions as dated recurring outflows, scenarios, categories and cost centres, budget versus actual, and all bank accounts via PSD2.
What finban is not
finban does not replace Pleo, and it is not bookkeeping or tax advice. It reads; it never writes back.
Frequently asked questions
Is there a direct Pleo integration in finban?
Not yet – a native integration over the Pleo API is planned. Today the data comes in by export: DATEV format, CSV with columns you choose, or a Google Sheet finban reads.
How do I export expenses from Pleo for finban?
From Pleo's export view. Include date, amount, description and the expense ID, so a second import recognises the same row instead of duplicating it.
Does finban replace Pleo?
No. Cards, limits, receipts and approvals stay in Pleo. finban reads the numbers and plans forward.
Features
Strengths
- Cards for everyone who spends, not just finance
- Receipts captured at the moment of payment
- DATEV interface plus a configurable CSV export
- Documented public API
Best For
Available in
Pleo's integrations
Related Integrations
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Payhawk
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Set up once, then one click
Pleo does not connect directly — you bring the file. Column mapping, overwrite rules and error handling are set up once; every import after that is a single click.