2018
Review
2018
Review
Before this feature existed, customers were limited to review and amend purchases on desktop, as there was no mobile experience to begin with. This made Pleo more attractive and sellable for company admins to get Pleo.
Brief
Enabled admins, finance teams, employees to ensure spend flowing into Pleo is appropriate — reviewing expenses anytime, anywhere, straight from their mobile devices, and to enable exployees amend expenses and send them back to their reviewer.
Brief
Enabled admins, finance teams, employees to ensure spend flowing into Pleo is appropriate — reviewing expenses anytime, anywhere, straight from their mobile devices, and to enable exployees amend expenses and send them back to their reviewer.
Impact
Customers felt more assured about company spend being appropiate for work, and the rate from purchase to expenses reviewed was faster, as admins and reviewers were able to access expenses marked for review on the go.
Impact
Customers felt more assured about company spend being appropiate for work, and the rate from purchase to expenses reviewed was faster, as admins and reviewers were able to access expenses marked for review on the go.
Exploratory
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Exploratory
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Testimonies
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Testimonies
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Process
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Process
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Testimonies
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Testimonies
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What next?
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What next?
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More projects
Highlights
Review
Enabled admins and finance teams to ensure spend flowing into Pleo is appropriate — reviewing expenses anytime, anywhere, straight from their mobile devices.
Review
Enabled admins and finance teams to ensure spend flowing into Pleo is appropriate — reviewing expenses anytime, anywhere, straight from 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.
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.
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.
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.
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, 2026
© Made by Martín, 2026
© Made by Martín, 2026
© Made by Martín, 2026