What You Can Do Today
The Pleo MCP covers the processing of expenses in Pleo. It can search for and retrieve data about individual expenses, and find expenses that are still missing details. From there, it can complete those expenses by setting categories and tags, splitting them across categories and tax codes, adding notes and attendees, and attaching receipts. It can also surface the expenses waiting on you for review and act on your decision, then add expenses to the export queue once they’re ready.- Manage your expenses. Find expenses missing details and update data in Pleo
- Review and approve expenses
- Check expense data and prepare for bookkeeping and export from Pleo
- Work across multiple entities, if you have access to more than one