2017-20
Pleo admin & bookkeeping
2017-20
Pleo admin & bookkeeping
2017-20
Pleo admin & bookkeeping
2017-20
Pleo admin & bookkeeping
From 2017, I designed the experience for admins, reviewers and finance teams using Pleo; while pairing with great designers and product managers, QA and engineers.
Highlights
Review
Addressed the need for admins and finance teams to ensure that spend flowing into Pleo is appropiate, enabling them review expenses on with their mobile devices.
Review
Addressed the need for admins and finance teams to ensure that spend flowing into Pleo is appropiate, enabling them review expenses on with their mobile devices.
Review
Addressed the need for admins and finance teams to ensure that spend flowing into Pleo is appropiate, enabling them review expenses on with their mobile devices.
Review
Addressed the need for admins and finance teams to ensure that spend flowing into Pleo is appropiate, enabling them review expenses on with their mobile devices.
Ready for export
By interviewing admins and bookkeepers, we learned about their workflow process to simplify the preparation of expenses for export using Pleo.
Ready for export
By interviewing admins and bookkeepers, we learned about their workflow process to simplify the preparation of expenses for export using Pleo.
Ready for export
By interviewing admins and bookkeepers, we learned about their workflow process to simplify the preparation of expenses for export using Pleo.
Ready for export
By interviewing admins and bookkeepers, we learned about their workflow process to simplify the preparation of expenses for export using Pleo.
Bookeeping
Facilitated bookkeepers automate tasks like splitting VAT, filtering and bulk editing, reporting 'representation' costs, managing 'categories', 'tags' and setting up their accounting system with Pleo.
Bookeeping
Facilitated bookkeepers automate tasks like splitting VAT, filtering and bulk editing, reporting 'representation' costs, managing 'categories', 'tags' and setting up their accounting system with Pleo.
Bookeeping
Facilitated bookkeepers automate tasks like splitting VAT, filtering and bulk editing, reporting 'representation' costs, managing 'categories', 'tags' and setting up their accounting system with Pleo.
Bookeeping
Facilitated bookkeepers automate tasks like splitting VAT, filtering and bulk editing, reporting 'representation' costs, managing 'categories', 'tags' and setting up their accounting system with Pleo.
Custom exports
Enabled admins and bookkeepers to customise expense data sets – such as spreadsheets, in their own desired format for easy import into their accounting system.
Custom exports
Enabled admins and bookkeepers to customise expense data sets – such as spreadsheets, in their own desired format for easy import into their accounting system.
Custom exports
Enabled admins and bookkeepers to customise expense data sets – such as spreadsheets, in their own desired format for easy import into their accounting system.
Custom exports
Enabled admins and bookkeepers to customise expense data sets – such as spreadsheets, in their own desired format for easy import into their accounting system.
Subscriptions
Designed an overview for admins to shift from spreadsheets, improving tracking and understanding of subscription spending and ownership, company-wide.
Subscriptions
Designed an overview for admins to shift from spreadsheets, improving tracking and understanding of subscription spending and ownership, company-wide.
Subscriptions
Designed an overview for admins to shift from spreadsheets, improving tracking and understanding of subscription spending and ownership, company-wide.
Subscriptions
Designed an overview for admins to shift from spreadsheets, improving tracking and understanding of subscription spending and ownership, company-wide.
Subscriptions
Designed an overview for admins to shift from spreadsheets, improving tracking and understanding of subscription spending and ownership, company-wide.
2-factor login
Paired with legal and designed a secure login experience for Pleo customers on both desktop and mobile devices, while aligning with PSD2 regulations.
2-factor login
Paired with legal and designed a secure login experience for Pleo customers on both desktop and mobile devices, while aligning with PSD2 regulations.
2-factor login
Paired with legal and designed a secure login experience for Pleo customers on both desktop and mobile devices, while aligning with PSD2 regulations.
2-factor login
Paired with legal and designed a secure login experience for Pleo customers on both desktop and mobile devices, while aligning with PSD2 regulations.
2-factor login
Paired with legal and designed a secure login experience for Pleo customers on both desktop and mobile devices, while aligning with PSD2 regulations.
People management
Helped admins invite and manage people in Pleo, providing the tools to bulk edit, customise profiles and define how people use Pleo in the company.
People management
Helped admins invite and manage people in Pleo, providing the tools to bulk edit, customise profiles and define how people use Pleo in the company.
People management
Helped admins invite and manage people in Pleo, providing the tools to bulk edit, customise profiles and define how people use Pleo in the company.
People management
Helped admins invite and manage people in Pleo, providing the tools to bulk edit, customise profiles and define how people use Pleo in the company.
People management
Helped admins invite and manage people in Pleo, providing the tools to bulk edit, customise profiles and define how people use Pleo in the company.
Card orders
Established the process for admins to order physical cards for their company's employees, while aligning with Pleo's defined business model.
Card orders
Established the process for admins to order physical cards for their company's employees, while aligning with Pleo's defined business model.
Card orders
Established the process for admins to order physical cards for their company's employees, while aligning with Pleo's defined business model.
Card orders
Established the process for admins to order physical cards for their company's employees, while aligning with Pleo's defined business model.
Onboarding
Played a role in defining how admins and employees onboard to Pleo, addressing legal requirements within the european financial space.
Onboarding
Played a role in defining how admins and employees onboard to Pleo, addressing legal requirements within the european financial space.
Onboarding
Played a role in defining how admins and employees onboard to Pleo, addressing legal requirements within the european financial space.
Onboarding
Played a role in defining how admins and employees onboard to Pleo, addressing legal requirements within the european financial space.
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© Made by Martín, 2025
© Made by Martín, 2025
© Made by Martín, 2025
© Made by Martín, 2025
© Made by Martín, 2025
© Made by Martín, 2025