> ## Documentation Index
> Fetch the complete documentation index at: https://developers.pleo.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Platform Capabilities Catalogue

> How expense classification, exports, imports, multi-entity setups, and user roles fit together across the platform.

The concepts behind how Pleo prepares and exports accounting-ready data. These pages explain how expense classification, exports, imports, multi-entity setups, and user roles work, so you can build an accurate mental model before you start implementing. Select a section to get started.

## Classification

How Tags Sync, Chart of Accounts Sync, and Tax Sync each shape how a spender classifies an expense in Pleo, before it is exported.

<CardGroup cols={1}>
  <Card title="Classifying Expenses: Tags, Categories, and Tax Codes" icon="https://mintcdn.com/pleo-61d4d38b/0im2PqYmwpP-taWp/images/current/icons/workflow-guide-catalogue.svg?fit=max&auto=format&n=0im2PqYmwpP-taWp&q=85&s=ff32059a895f7a5f7087ed6ebb6b0312" href="/docs/current/platform/accounting-integrations/expense-classification-overview" width="256" height="256" data-path="images/current/icons/workflow-guide-catalogue.svg">
    <div className="text-sm mt-2">How the three import syncs fit together to produce what a spender sees on an expense.</div>
  </Card>
</CardGroup>

## Exports

### Expenses

How expense data moves from Pleo into your Accounting System, from the export lifecycle through to accounts mapping, data mapping, attachments, and posting behaviour.

<CardGroup cols={2}>
  <Card title="Export Lifecycle" icon="https://mintcdn.com/pleo-61d4d38b/0im2PqYmwpP-taWp/images/current/icons/workflow-guide-catalogue.svg?fit=max&auto=format&n=0im2PqYmwpP-taWp&q=85&s=ff32059a895f7a5f7087ed6ebb6b0312" href="/docs/current/platform/exports/lifecycle" width="256" height="256" data-path="images/current/icons/workflow-guide-catalogue.svg">
    <div className="text-sm mt-2">The end-to-end sequence for exporting expenses from Pleo to an Accounting System.</div>
  </Card>

  <Card title="Accounts Mapping" icon="https://mintcdn.com/pleo-61d4d38b/0im2PqYmwpP-taWp/images/current/icons/sync-accounts.svg?fit=max&auto=format&n=0im2PqYmwpP-taWp&q=85&s=8ca1a7f6f760045fb47f5ab6d916d606" href="/docs/current/platform/exports/accounts-mapping" width="256" height="256" data-path="images/current/icons/sync-accounts.svg">
    <div className="text-sm mt-2">How General Ledger accounts are selected once the bookkeeping method is resolved.</div>
  </Card>

  <Card title="Data Mapping" icon="https://mintcdn.com/pleo-61d4d38b/earhx-WV21nRUBYy/images/current/icons/data-mapping.svg?fit=max&auto=format&n=earhx-WV21nRUBYy&q=85&s=b20d860381748fc5f0e896c16061a329" href="/docs/current/platform/exports/data-mapping" width="256" height="256" data-path="images/current/icons/data-mapping.svg">
    <div className="text-sm mt-2">How Pleo expense data is translated into Accounting System fields for accurate, reconcilable exports.</div>
  </Card>

  <Card title="Attachments" icon="https://mintcdn.com/pleo-61d4d38b/earhx-WV21nRUBYy/images/current/icons/how-to-catalogue.svg?fit=max&auto=format&n=earhx-WV21nRUBYy&q=85&s=a89585fe599d5bdec0619e20c9dce91f" href="/docs/current/platform/exports/attachments" width="256" height="256" data-path="images/current/icons/how-to-catalogue.svg">
    <div className="text-sm mt-2">What attachment data, such as receipts, is available and supported on Export Items.</div>
  </Card>

  <Card title="Accounting Periods" icon="https://mintcdn.com/pleo-61d4d38b/earhx-WV21nRUBYy/images/current/icons/periodicity-and-scheduling.svg?fit=max&auto=format&n=earhx-WV21nRUBYy&q=85&s=b8539aa97f1ffd6b485a36fb8be0ab21" href="/docs/current/platform/exports/accounting-periods" width="256" height="256" data-path="images/current/icons/periodicity-and-scheduling.svg">
    <div className="text-sm mt-2">Why accounting period determination and closed-period handling must be implemented within your integration.</div>
  </Card>

  <Card title="Posting Behaviour" icon="https://mintcdn.com/pleo-61d4d38b/0im2PqYmwpP-taWp/images/current/icons/update-and-complete-export-job.svg?fit=max&auto=format&n=0im2PqYmwpP-taWp&q=85&s=6157e066e57e452441eecd9011dc2f4c" href="/docs/current/platform/exports/posting-behaviour" width="256" height="256" data-path="images/current/icons/update-and-complete-export-job.svg">
    <div className="text-sm mt-2">Why draft versus final posting state must be implemented within your integration.</div>
  </Card>
</CardGroup>

#### Bookkeeping Methods

The bookkeeping methods Pleo supports for recording exported expenses, and how each Export Item's configuration determines its behaviour.

<CardGroup cols={2}>
  <Card title="Bookkeeping Methods Overview" icon="https://mintcdn.com/pleo-61d4d38b/0im2PqYmwpP-taWp/images/current/icons/workflow-guide-catalogue.svg?fit=max&auto=format&n=0im2PqYmwpP-taWp&q=85&s=ff32059a895f7a5f7087ed6ebb6b0312" href="/docs/current/platform/exports/bookkeeping-methods-overview" width="256" height="256" data-path="images/current/icons/workflow-guide-catalogue.svg">
    <div className="text-sm mt-2">The bookkeeping methods Pleo supports, and the configuration that determines which one applies.</div>
  </Card>

  <Card title="Journal Entry Bookkeeping" icon="https://mintcdn.com/pleo-61d4d38b/earhx-WV21nRUBYy/images/current/icons/process-record-export-items.svg?fit=max&auto=format&n=earhx-WV21nRUBYy&q=85&s=c293aff3e6b847d71e2414c3e5018591" href="/docs/current/platform/exports/bookkeeping-methods-journal-entry" width="256" height="256" data-path="images/current/icons/process-record-export-items.svg">
    <div className="text-sm mt-2">How expenses exported from Pleo are represented as journal entries in an Accounting System.</div>
  </Card>

  <Card title="Accounts Payable Bookkeeping" icon="https://mintcdn.com/pleo-61d4d38b/earhx-WV21nRUBYy/images/current/icons/process-and-record-export-items.svg?fit=max&auto=format&n=earhx-WV21nRUBYy&q=85&s=d07db67921aa303bfee1b2b9bb0f7cc9" href="/docs/current/platform/exports/bookkeeping-methods-accounts-payable" width="256" height="256" data-path="images/current/icons/process-and-record-export-items.svg">
    <div className="text-sm mt-2">How vendor liabilities, payments, invoices, refunds, and split expenses are represented using Accounts Payable.</div>
  </Card>
</CardGroup>

## Imports

How Tags, Chart of Accounts, and Tax Codes stay synchronised from your Accounting System into Pleo, ready to assign to expenses.

<CardGroup cols={2}>
  <Card title="Tags Sync Overview" icon="https://mintcdn.com/pleo-61d4d38b/0im2PqYmwpP-taWp/images/current/icons/tags-sync.svg?fit=max&auto=format&n=0im2PqYmwpP-taWp&q=85&s=64806525d70ff22a3985536ef7105d16" href="/docs/current/platform/accounting-integrations/imports/tags/tags-sync-overview" width="256" height="256" data-path="images/current/icons/tags-sync.svg">
    <div className="text-sm mt-2">How Accounting System Dimensions map into Pleo Tags, and what your integration is responsible for building.</div>
  </Card>

  <Card title="Chart of Accounts Sync Overview" icon="https://mintcdn.com/pleo-61d4d38b/earhx-WV21nRUBYy/images/current/icons/chart-of-accounts-sync.svg?fit=max&auto=format&n=earhx-WV21nRUBYy&q=85&s=b17b4703eb664c2ae4dad8810ec40c2b" href="/docs/current/platform/accounting-integrations/imports/accounts/accounts-sync-overview" width="256" height="256" data-path="images/current/icons/chart-of-accounts-sync.svg">
    <div className="text-sm mt-2">How your Chart of Accounts maps into Pleo Accounts, and what your integration is responsible for building.</div>
  </Card>

  <Card title="Tax Sync Overview" icon="https://mintcdn.com/pleo-61d4d38b/0im2PqYmwpP-taWp/images/current/icons/tax-sync.svg?fit=max&auto=format&n=0im2PqYmwpP-taWp&q=85&s=92de28ad6e17a9873531bf52e98b48a2" href="/docs/current/platform/accounting-integrations/imports/tax-codes/tax-sync-overview" width="256" height="256" data-path="images/current/icons/tax-sync.svg">
    <div className="text-sm mt-2">How Tax Codes map into Pleo Tax Codes, and what your integration is responsible for building.</div>
  </Card>
</CardGroup>

## Multi-Entity and User Roles

How Pleo represents companies and user permissions, and how both affect API access and integration behaviour.

<CardGroup cols={2}>
  <Card title="Multi-Entity & API Scope" icon="https://mintcdn.com/pleo-61d4d38b/earhx-WV21nRUBYy/images/current/icons/access-permissions.svg?fit=max&auto=format&n=earhx-WV21nRUBYy&q=85&s=5fdc4d93616eb532eb1b1e921e7775d7" href="/docs/current/platform/multi-entity/multi-entity-and-api-scope" width="256" height="256" data-path="images/current/icons/access-permissions.svg">
    <div className="text-sm mt-2">How Pleo represents organisations with multiple legal entities, and how API access is scoped to a single company.</div>
  </Card>

  <Card title="Employees and Roles" icon="https://mintcdn.com/pleo-61d4d38b/earhx-WV21nRUBYy/images/current/icons/permissions-access.svg?fit=max&auto=format&n=earhx-WV21nRUBYy&q=85&s=436e53e35075566c61df866d1fc39a68" href="/docs/current/platform/employees/employees-and-roles" width="256" height="256" data-path="images/current/icons/permissions-access.svg">
    <div className="text-sm mt-2">The user roles in Pleo, and how role-based permissions affect approvals, bookkeeping, and integrations.</div>
  </Card>
</CardGroup>
