Multi-Entity Setup with Pleo
This topic describes the difference between a company and an organisation and how Pleo supports businesses that have multiple subsidiaries.
Difference between Company and Organisation
| Company | Organisation |
|---|---|
A single entity of a business, identified by a company_id maintained in Pleo.For example, a company named Alexey Software has a single entity and operates from a single location, the United Kingdom. | Multiple entities of a business, identified by organisation_id maintained in Pleo.For example, Love Creme Brulee is an organisation that has multiple subsidiaries and operates in different regions of Europe - Netherlands, Germany, and Belgium. The organisation Love Creme Brulee is assigned an organisation_id and each entity is assigned a company_id. An admin of Love Creme Brulee would have the privileges to view details of each entity. |
How Pleo Supports Organisations?
We have implemented multi-entity support for organisations to optimally use Pleo as their spend management platform; a single Pleo account might have multiple entities with the following:
- Different accounting entries for each entity
- Different employees and vendors for each entity
- Different integrations for each entity
Company and Organisation Specific Integrations
Third-party accounting integrations with Pleo could be connected at the company level, implying company_id is used when connecting a Pleo account with a third-party ERP/accounting application.
However, for HRIS integrations - the Pleo account could be connected both at organisation and company levels. If a business has only a single entity, HRIS integrations for this specific customer are done at the company level.
Note: Each integration with Pleo can be authenticated either by API keys or OAuth. Hence, for accounting integrations, both API keys and OAuth are generated at the company level; so, if an organisation has multi-entity set up, the authentication credentials are valid only for the entity for whom they are generated.
Related Topic
For more information on this, refer here.
Updated 25 days ago