Our Services

Our Consultation Services

We provide expert guidance at every step of your expense management journey. Our services include:

Needs Assessment & Consultation

We analyze your current expense management processes and recommend the best solution for your business size, industry, and spending patterns.

Plan Selection Guidance

We help you understand the differences between Starter, Essential, Advanced, and Beyond plans to choose the right fit for your organization.

Application Assistance

We guide you through the application process, helping you prepare necessary information and documentation for a smooth experience.

Onboarding Support

We help your team get set up with cards, integrations, and best practices for effective expense management from day one.

Accounting Integration Setup

We assist with connecting your expense management solution to your accounting software (Xero, QuickBooks, NetSuite, etc.) for seamless financial workflows.

Ongoing Consultation

We provide continued support and best practices as your business grows and needs evolve. We're here to help you maximize value from your expense management solution.

Pricing for Our Services

Our consultation services are provided at no cost to you.

We are an independent consultation service that helps businesses navigate expense management solutions. We're compensated through referral partnerships with solution providers, which means:

• You receive expert guidance at no charge
• Our recommendations are based on your needs, not commissions
• You get the same pricing as going direct
• Additional support and guidance throughout your journey

Important Disclaimer

Pleo Consult is an independent consultation service and is not affiliated with, endorsed by, or officially connected to Pleo or any other expense management provider.

All product names, logos, and brands are property of their respective owners. We provide consultation services to help businesses find and implement the right expense management solutions for their needs.