# Pleo Docs - [Build with Pleo](https://developers.pleo.io/index.md) - [What is Pleo](https://developers.pleo.io/docs/current/getting-started/what-is-pleo.md) - [Platform Overview](https://developers.pleo.io/docs/current/getting-started/platform-overview.md) - [API Overview](https://developers.pleo.io/docs/current/getting-started/platform-api-overview.md) - [Early Access Programme (EAP)](https://developers.pleo.io/docs/current/getting-started/developer-partnership-programme.md) - [Environments](https://developers.pleo.io/docs/current/getting-started/testing-and-environments.md) - [API Scopes](https://developers.pleo.io/docs/current/authentication/api-scopes.md) - [API Base URLs](https://developers.pleo.io/docs/current/authentication/api-base-urls.md) - [OAuth 2.0 Overview](https://developers.pleo.io/docs/current/authentication/oauth/oauth-overview.md) - [Standalone API Keys Overview](https://developers.pleo.io/docs/current/authentication/standalone-api-keys-overview.md) - [Integrated API Keys Overview](https://developers.pleo.io/docs/current/authentication/integrated-api-keys-overview.md) - [Session Handover](https://developers.pleo.io/guides/integrations/session-handover.md) - [Classifying Expenses: Tags, Categories, and Tax Codes](https://developers.pleo.io/docs/current/platform/accounting-integrations/expense-classification-overview.md) - [Export Lifecycle](https://developers.pleo.io/docs/current/platform/exports/lifecycle.md) - [Bookkeeping Methods Overview](https://developers.pleo.io/docs/current/platform/exports/bookkeeping-methods-overview.md) - [Journal Entry Bookkeeping](https://developers.pleo.io/docs/current/platform/exports/bookkeeping-methods-journal-entry.md) - [Accounts Payable Bookkeeping](https://developers.pleo.io/docs/current/platform/exports/bookkeeping-methods-accounts-payable.md) - [Accounts Mapping](https://developers.pleo.io/docs/current/platform/exports/accounts-mapping.md) - [Data Mapping](https://developers.pleo.io/docs/current/platform/exports/data-mapping.md) - [Attachments](https://developers.pleo.io/docs/current/platform/exports/attachments.md) - [Accounting Periods](https://developers.pleo.io/docs/current/platform/exports/accounting-periods.md) - [Posting Behaviour](https://developers.pleo.io/docs/current/platform/exports/posting-behaviour.md) - [Tags Sync Overview](https://developers.pleo.io/docs/current/platform/accounting-integrations/imports/tags/tags-sync-overview.md) - [Chart of Accounts Sync Overview](https://developers.pleo.io/docs/current/platform/accounting-integrations/imports/accounts/accounts-sync-overview.md) - [Tax Sync Overview](https://developers.pleo.io/docs/current/platform/accounting-integrations/imports/tax-codes/tax-sync-overview.md) - [Multi-Entity & API Scope](https://developers.pleo.io/docs/current/platform/multi-entity/multi-entity-and-api-scope.md) - [Employees and Roles](https://developers.pleo.io/docs/current/platform/employees/employees-and-roles.md) - [Integration Principles](https://developers.pleo.io/docs/current/integration-design/overview/integration-design-principles-overview.md) - [Connection and Authorisation Overview](https://developers.pleo.io/docs/current/integration-design/auth/integration-design-auth-overview.md) - [OAuth 2.0 Overview](https://developers.pleo.io/docs/current/integration-design/auth/oauth/integration-design-auth-oauth-overview.md) - [OAuth 2.0 Client Registration](https://developers.pleo.io/docs/current/integration-design/auth/oauth/getting-set-up/oauth-client-registration.md) - [OAuth 2.0 Client Configuration](https://developers.pleo.io/docs/current/integration-design/auth/oauth/getting-set-up/oauth-client-configuration.md) - [OAuth 2.0 Libraries and Standards](https://developers.pleo.io/docs/current/integration-design/auth/oauth/implementing-oauth/integration-design-auth-oauth-libraries-and-standards.md) - [PKCE and Secured Patterns](https://developers.pleo.io/docs/current/integration-design/auth/oauth/implementing-oauth/integration-design-auth-oauth-pkce-and-secured-patterns.md) - [Tokens Overview](https://developers.pleo.io/docs/current/integration-design/auth/oauth/token-lifecycle/integration-design-auth-oauth-token-overview.md) - [Access Token Introspection](https://developers.pleo.io/docs/current/integration-design/auth/oauth/token-lifecycle/integration-design-auth-oauth-token-introspection.md) - [Centralised Token Refresh](https://developers.pleo.io/docs/current/integration-design/auth/oauth/token-lifecycle/integration-design-auth-oauth-centralised-token-refresh.md) - [Race Condition Prevention](https://developers.pleo.io/docs/current/integration-design/auth/oauth/token-lifecycle/integration-design-auth-oauth-race-condition-prevention.md) - [Secure Token Storage](https://developers.pleo.io/docs/current/integration-design/auth/oauth/token-lifecycle/integration-design-auth-oauth-secure-token-storage.md) - [Handling Refresh Token Expiry or Revocation](https://developers.pleo.io/docs/current/integration-design/auth/oauth/token-lifecycle/integration-design-auth-oauth-refresh-token-expiry-revocation.md) - [Integration Design for Standalone API Keys](https://developers.pleo.io/docs/current/integration-design/auth/api-keys/integration-design-for-standalone-api-keys.md) - [User Experience Guidelines for Standalone API Keys](https://developers.pleo.io/docs/current/integration-design/auth/api-keys/integration-design-user-exp-guidelines-for-standalone-api-keys.md) - [Security and Credential Management for Standalone API Keys](https://developers.pleo.io/docs/current/integration-design/auth/api-keys/integration-design-security-for-standalone-api-keys.md) - [Integration Design for Integrated API Keys](https://developers.pleo.io/docs/current/integration-design/auth/integrated-api-keys/integration-design-for-integrated-api-keys.md) - [User Experience Guidelines for Integrated API Keys](https://developers.pleo.io/docs/current/integration-design/auth/integrated-api-keys/integration-design-user-exp-guidelines-for-integrated-api-keys.md) - [Security and Credential Management for Integrated API Keys](https://developers.pleo.io/docs/current/integration-design/auth/integrated-api-keys/integration-design-security-for-integrated-api-keys.md) - [Integrated API Key Customer Installation Flow](https://developers.pleo.io/docs/current/integration-design/auth/integrated-api-keys/integration-design-integrated-api-key-user-install-flow.md) - [Multi-Entity Overview](https://developers.pleo.io/docs/current/integration-design/auth/multi-entity/integration-design-auth-multi-entity-overview.md) - [OAuth 2.0 Access to Staging Workflow Guide](https://developers.pleo.io/docs/current/guides/environment-access/staging-oauth-workflow.md) - [OAuth 2.0 Setup Workflow Guide (Manual Token Lifecycle)](https://developers.pleo.io/docs/current/guides/oauth-workflow-guide.md) - [OAuth 2.0 Setup with Postman](https://developers.pleo.io/docs/current/guides/oauth-workflow-guide-postman.md) - [Standalone API Key Workflow Guide](https://developers.pleo.io/docs/current/guides/standalone-api-keys-workflow-guide.md) - [How to Get Access to Staging (OAuth 2.0)](https://developers.pleo.io/docs/current/how-tos/environment-access/how-to-get-access-to-staging-oauth.md) - [How to Register an OAuth 2.0 Client](https://developers.pleo.io/docs/current/how-tos/oauth/how-to-register-an-oauth-client.md) - [How to Direct Users to the Authorisation Endpoint](https://developers.pleo.io/docs/current/how-tos/oauth/how-to-direct-users-to-the-authorisation-endpoint.md) - [How to Handle Redirects and Exchange an Authorisation Code](https://developers.pleo.io/docs/current/how-tos/oauth/how-to-handle-redirects-and-exchange-authorisation-code.md) - [How to Call Pleo APIs Using an Access Token](https://developers.pleo.io/docs/current/how-tos/oauth/how-to-call-pleo-apis-using-access-tokens.md) - [How to Refresh Tokens](https://developers.pleo.io/docs/current/how-tos/oauth/how-to-refresh-tokens.md) - [How to Handle Token Expiry or Revocation](https://developers.pleo.io/docs/current/how-tos/oauth/how-to-handle-token-expiry-or-revocation.md) - [How to Register an OAuth 2.0 Client (Postman)](https://developers.pleo.io/docs/current/how-tos/oauth-postman/how-to-register-an-oauth-client-postman.md) - [How to Configure Postman for OAuth 2.0](https://developers.pleo.io/docs/current/how-tos/oauth-postman/how-to-configure-postman-for-oauth.md) - [How to Make an API Call (Postman)](https://developers.pleo.io/docs/current/how-tos/oauth-postman/how-to-make-an-api-call-postman.md) - [How to Get Access to Pleo Environments (Standalone API Keys)](https://developers.pleo.io/docs/current/how-tos/environment-access/how-to-get-access-to-all-env-standalone-api-keys.md) - [How to Generate Standalone API Keys](https://developers.pleo.io/docs/current/how-tos/api-keys/how-to-generate-standalone-api-keys.md) - [How to Make an API Call Using a Standalone API Key](https://developers.pleo.io/docs/current/how-tos/api-keys/how-to-make-an-api-call-using-standalone-api-keys.md) - [How to Make an API Call Using a Standalone API Key (Postman)](https://developers.pleo.io/docs/current/how-tos/api-keys/how-to-make-an-api-call-using-standalone-api-keys-postman.md) - [How To Connect Pleo to a Pre-Built ERP or Accounting System](https://developers.pleo.io/docs/current/how-tos/how-to-connect-pleo-to-pre-built-as-systems.md) - [How To Add Employees to Pleo](https://developers.pleo.io/docs/current/how-tos/user-management/how-to-add-employees-to-pleo.md) - [How To Assign User Roles to Employees](https://developers.pleo.io/docs/current/how-tos/user-management/how-to-assign-user-roles-to-employees.md) - [How To Invite External Bookkeepers](https://developers.pleo.io/docs/current/how-tos/user-management/how-to-invite-external-bookkeepers.md) - [Terms and Definitions](https://developers.pleo.io/docs/terms-and-definitions.md) - [Generic Terms in Pleo](https://developers.pleo.io/docs/generic-terms-in-pleo.md) - [Expense Types](https://developers.pleo.io/docs/expense-types.md) - [Accounting Entries Export Terms](https://developers.pleo.io/docs/accounting-entries-export-terms.md) - [Legacy Docs Overview](https://developers.pleo.io/docs/legacy-note.md) - [Pleo API Overview](https://developers.pleo.io/docs/pleo-introduction.md) - [Learn more about Pleo](https://developers.pleo.io/docs/learn-more-with-pleo.md) - [Multi-Entity Setup with Pleo](https://developers.pleo.io/docs/multi-entity-setup-with-pleo.md) - [Inviting Users to Pleo and Assigning User Roles](https://developers.pleo.io/docs/inviting-users-to-pleo-and-assigning-user-roles.md) - [Pleo APIs by Solution](https://developers.pleo.io/docs/pleo-apis-by-solution.md) - [Connecting Pleo with ERP/Accounting System](https://developers.pleo.io/docs/connecting-pleo-with-erpaccounting-system.md) - [Overview](https://developers.pleo.io/docs/build-with-pleo.md) - [Introduction](https://developers.pleo.io/docs/authentication-authorisation-introduction.md) - [API Keys Overview ](https://developers.pleo.io/docs/api-keys.md) - [Standalone API Key Generation](https://developers.pleo.io/docs/for-partners.md) - [Integrated API Key Generation](https://developers.pleo.io/docs/integrated-api-key-generation.md) - [Authenticating Using API Keys](https://developers.pleo.io/docs/authenticating-using-API-keys.md) - [Overview](https://developers.pleo.io/docs/oauth-20.md) - [OAuth 2.0 Client Registration](https://developers.pleo.io/docs/oauth-client-registration.md) - [Implementing the OAuth 2.0 Client Using a Library](https://developers.pleo.io/docs/implementing-oauth-client-using-a-library.md) - [OAuth 2.0 Client Configuration](https://developers.pleo.io/docs/client-configuration.md): Configuring your application to work with Pleo authorization server - [Access Tokens Overview](https://developers.pleo.io/docs/access-tokens.md) - [Access Tokens Introspection](https://developers.pleo.io/docs/access-tokens-introspection.md) - [OAuth 2.0 Implementation Reference Documentation](https://developers.pleo.io/docs/oauth-implementation-reference-documentation.md) - [Quickstart](https://developers.pleo.io/docs/quickstart-guide.md) - [Accounting Integration Guide](https://developers.pleo.io/page/accounting-integration-guide.md) - [Configuring Customer Account in Pleo](https://developers.pleo.io/docs/configuring-customer-account-in-pleo.md) - [Configuring Tax Codes](https://developers.pleo.io/docs/configuring-tax-codes.md) - [Configuring Categories](https://developers.pleo.io/docs/configuring-categories.md) - [Configuring Tags](https://developers.pleo.io/docs/configuring-tags.md) - [AS/ERP Integration: Quickstart](https://developers.pleo.io/docs/current/getting-started/accounting-integrations-quickstart.md) - [AS/ERP Integration: Overview](https://developers.pleo.io/docs/current/getting-started/accounting-integrations-overview.md) - [Accounting Integration Deployment Decisions](https://developers.pleo.io/docs/current/getting-started/accounting-integrations-deployment-decisions.md) - [Integration Design Catalogue](https://developers.pleo.io/docs/current/integration-design/accounting-integrations/integration-design-overview.md) - [Exports Overview](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-overview.md) - [Detect & Start Export Jobs](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-detect-and-start-export-jobs.md) - [Perform Pre-Export Validation](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-pre-export-validation.md) - [Retrieve Export Job Items](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-fetch-export-items-control-layer.md) - [Fetch Export Item Data](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-fetch-export-items-data-layer.md) - [Determine Bookkeeping Method](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-bookkeeping-method-resolution.md) - [Journal Entry Handling](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-bookkeeping-method-journal-entry.md) - [Accounts Payable Handling](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-bookkeeping-method-accounts-payable.md) - [Accounts Mapping](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-accounts-mapping.md) - [Data Mapping](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-data-mapping.md) - [Attachment Handling](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-attachment-handling.md) - [Accounting Periods](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-accounting-periods.md) - [Posting Behaviour](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-posting-behaviour.md) - [Update Export Items](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-update-export-items.md) - [Update & Complete Export Job](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-update-and-complete-export-job.md) - [Tags Sync Overview](https://developers.pleo.io/docs/current/integration-design/accounting-integrations/imports/tags/integration-design-tags-overview.md) - [Dimension Selection](https://developers.pleo.io/docs/current/integration-design/accounting-integrations/imports/tags/integration-design-tags-dimension-selection.md) - [Sync Tag Groups with Dimensions](https://developers.pleo.io/docs/current/integration-design/accounting-integrations/imports/tags/integration-design-tags-sync-tag-groups.md) - [Sync Tags with Dimension Values](https://developers.pleo.io/docs/current/integration-design/accounting-integrations/imports/tags/integration-design-tags-sync-tags.md) - [Tags Sync Data Mapping](https://developers.pleo.io/docs/current/integration-design/accounting-integrations/imports/tags/integration-design-tags-data-mapping.md) - [Tags Sync Periodicity and Scheduling](https://developers.pleo.io/docs/current/integration-design/accounting-integrations/imports/tags/integration-design-tags-periodicity.md) - [Chart of Accounts Sync Overview](https://developers.pleo.io/docs/current/integration-design/accounting-integrations/imports/accounts/integration-design-accounts-overview.md) - [Sync Accounts](https://developers.pleo.io/docs/current/integration-design/accounting-integrations/imports/accounts/integration-design-accounts-sync.md) - [Chart of Accounts Sync Data Mapping](https://developers.pleo.io/docs/current/integration-design/accounting-integrations/imports/accounts/integration-design-accounts-data-mapping.md) - [Chart of Accounts Sync Periodicity and Scheduling](https://developers.pleo.io/docs/current/integration-design/accounting-integrations/imports/accounts/integration-design-accounts-periodicity.md) - [Tax Sync Overview](https://developers.pleo.io/docs/current/integration-design/accounting-integrations/imports/tax-codes/integration-design-tax-sync-overview.md) - [Sync Tax Codes](https://developers.pleo.io/docs/current/integration-design/accounting-integrations/imports/tax-codes/integration-design-tax-sync.md) - [Tax Sync Data Mapping](https://developers.pleo.io/docs/current/integration-design/accounting-integrations/imports/tax-codes/integration-design-tax-sync-data-mapping.md) - [Tax Sync Periodicity and Scheduling](https://developers.pleo.io/docs/current/integration-design/accounting-integrations/imports/tax-codes/integration-design-tax-sync-periodicity.md) - [Workflow Guide Catalogue](https://developers.pleo.io/docs/current/guides/accounting-integrations/workflow-guides-overview.md) - [Export Integration Workflow Guide](https://developers.pleo.io/docs/current/guides/export-integration-workflow-guide.md) - [AS/ERP Processing Workflow Guide](https://developers.pleo.io/docs/current/guides/accounting-system-processing-workflow-guide.md) - [Tags Sync Workflow Guide](https://developers.pleo.io/docs/current/guides/accounting-integrations/imports/tags-sync-workflow-guide.md) - [Chart of Accounts Sync Workflow Guide](https://developers.pleo.io/docs/current/guides/accounting-integrations/imports/accounts-sync-workflow-guide.md) - [Tax Sync Workflow Guide](https://developers.pleo.io/docs/current/guides/accounting-integrations/imports/tax-sync-workflow-guide.md) - [How-to Catalogue](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-tos-overview.md) - [How to Connect Pleo to a Custom API Integration](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-connect-pleo-to-a-custom-api-integration.md) - [How to Queue Export Items in Pleo's Web App](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-queue-export-items-in-ui.md) - [How to Detect and Start Export Jobs for Processing](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-detect-and-start-export-jobs-for-as-erp-processing.md) - [How to Perform Pre-Export Validation](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-perform-pre-export-validation-for-as-erp-processing.md) - [How to Retrieve Export Job Items for Processing](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-retrieve-export-job-items-for-as-erp-processing.md) - [How to Fetch Export Item Data for Processing](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-fetch-export-item-data-for-as-erp-processing.md) - [How to Determine the Bookkeeping Method](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-determine-the-bookkeeping-method-for-as-erp-processing.md) - [How to Apply Accounts Mapping for Export Items](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-determine-accounts-mapping-for-as-erp-processing.md) - [How to Apply Data Mapping](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-apply-data-mapping-for-as-erp-processing.md) - [How to Transfer Attachments](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-transfer-attachments-for-as-erp-processing.md) - [How to Assign Accounting Periods](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-assign-accounting-periods-for-as-erp-processing.md) - [How to Apply Posting Behaviour](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-apply-posting-behaviour-for-as-erp-processing.md) - [How to Update Export Items](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-update-export-items-for-as-erp-processing.md) - [How to Update & Complete the Export Job](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-update-and-complete-export-job-for-as-erp-processing.md) - [How to Resolve MISSING_CONTRA_ACCOUNTS](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-resolve-missing-contra-accounts.md) - [How to Enable Vendor-Based Bookkeeping](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-enable-vendor-based-bookkeeping.md) - [How to Select Dimensions for Tags Sync](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/imports/tags/how-to-select-dimensions-for-tags-sync.md) - [How to Sync Tag Groups with Accounting Dimensions](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/imports/tags/how-to-sync-tag-groups-with-accounting-dimensions.md) - [How to Sync Tags with Dimension Values](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/imports/tags/how-to-sync-tags-with-dimension-values.md) - [How to Sync Accounts](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/imports/accounts/how-to-sync-accounts.md) - [How to Create, Update, and Archive Accounts](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/imports/accounts/how-to-create-update-archive-accounts.md) - [How to Create Multiple Accounts in a Single Request](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/imports/accounts/how-to-batch-create-accounts.md) - [How to Fetch and Match Tax Codes](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/imports/tax-codes/how-to-fetch-and-match-tax-codes.md) - [How to Create, Update, and Archive Tax Codes](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/imports/tax-codes/how-to-create-update-archive-tax-codes.md) - [Introduction](https://developers.pleo.io/reference/api-introduction.md): Explore the API Reference tab to learn more about the Pleo APIs. - [Authentication](https://developers.pleo.io/reference/authentication.md) - [Metadata](https://developers.pleo.io/reference/metadata-1.md): The `metadata` object enables an integration to send additional information, structured as key value pairs, for either their own use or for reference. For example, the `metadata` parameter in a request to `POST Create a client installation` endpoint includes additional information about an installat… - [Request IDs](https://developers.pleo.io/reference/request-ids-1.md): Every API request you send to the Pleo platform is assigned a unique identifier. Pleo automatically generates this ID when it receives your request and includes it in the HTTP response headers. This ID acts as a fingerprint for the specific API call within Pleo. - [Pagination](https://developers.pleo.io/reference/pagination.md) - [API Response Codes | Errors](https://developers.pleo.io/reference/api-response-codes-errors-1.md): Pleo uses HTTP status codes to indicate the success and failure of API requests. - [Overview](https://developers.pleo.io/reference/accounting-entries/accounting-entry-overview.md): The Accounting Entries API endpoints help you retrieve accounting entries and receipts recorded in Pleo. You can apply filters to narrow your search, then export the results to third-party accounting systems and budget management tools. - [Scopes](https://developers.pleo.io/reference/accounting-entries/scopes.md): The following table specifies the scopes required to access the Accounting Entries API endpoints: - [Fetch a single accounting entry by id. ](https://developers.pleo.io/reference/accounting-entries/v1/get-accounting-entry-by-id.md) - [Fetch accounting entries based on filters. ](https://developers.pleo.io/reference/accounting-entries/v1/search-accounting-entries.md) - [Get all receipts of an accounting entry.](https://developers.pleo.io/reference/accounting-entries/v1/get-all-receipts.md) - [Returns a receipt with time-bound access to the receipt file.](https://developers.pleo.io/reference/accounting-entries/v1/get-receipt-file.md) - [Apply filters to search for specific accounting entry receipts.](https://developers.pleo.io/reference/accounting-entries/v1/search-receipts-by-post.md) - [Export API Overview](https://developers.pleo.io/reference/export-api/export-api-overview.md) - [Export API Scopes](https://developers.pleo.io/reference/export-api/export-api-scopes.md): The following table specifies the scopes required to access the Export API endpoints: - [Vendor Tagging in Export Items](https://developers.pleo.io/reference/export-api/vendor-tagging-in-export-items.md): You can add vendors in an export item, only when: - [Multi Currency Configuration](https://developers.pleo.io/reference/export-api/multi-currency-configuration.md): We provide multi-currency support, which enables you to maintain multiple accounts with Pleo in different currencies. The multi-currency configuration in the Pleo application helps our customers to optimise foreign exchange and simplifies operations when they are working with revenue and spend in mu… - [Export API Workflow](https://developers.pleo.io/reference/export-api/export-api-workflow.md): This topic explains the Export API workflow: - [Create an Export Job Event](https://developers.pleo.io/reference/export-api/export-api-v3/create-an-export-job-event.md): The Export Job Events imply the current status of the Export Job through the export lifecycle. Send a request to this endpoint to update the status of the export job. If an export job has failed, mention the failure reason and the reason type. - [Get a list of Export Jobs](https://developers.pleo.io/reference/export-api/export-api-v3/get-a-list-of-export-jobs.md): Fetch a list of export jobs. - [Create a new export job](https://developers.pleo.io/reference/export-api/export-api-v3/create-a-new-export-job.md): Use this endpoint to create a new export job that would transfer a list of specific accounting entries from Pleo to the target ERP/accounting system. - [Get an Export Job](https://developers.pleo.io/reference/export-api/export-api-v3/get-an-export-job.md): Retrieve an export job by a specific export job ID. - [Get Export Job Items](https://developers.pleo.io/reference/export-api/export-api-v3/get-export-job-items.md): An export job item tracks the export progress of a specific accounting entry in an export job. Use this endpoint to retrieve a list of export job items that you want to track. - [Update Export Job Items](https://developers.pleo.io/reference/export-api/export-api-v3/update-export-job-items.md): Update the status and other attributes of the export job items in batches of 100. This API only supports updating up to 100 items. - [Get Export Items](https://developers.pleo.io/reference/export-api/export-items-v3/get-export-items.md): An export item = an accounting entry transformed into an exportable entry. The accounting and bookkeeping information is collected from an accounting entry to form an export item. - [Create an Export Job Event](https://developers.pleo.io/reference/export-api/export-api-v2/create-an-export-job-event.md): The Export Job Events imply the current status of the Export Job through the export lifecycle. Send a request to this endpoint to update the status of the export job. If an export job has failed, mention the failure reason and the reason type. - [Get a list of Export Jobs](https://developers.pleo.io/reference/export-api/export-api-v2/get-a-list-of-export-jobs.md): Fetch a list of export jobs. - [Create a new export job](https://developers.pleo.io/reference/export-api/export-api-v2/create-a-new-export-job.md): Use this endpoint to create a new export job that would transfer a list of specific accounting entries from Pleo to the target ERP/accounting system. - [Get an Export Job](https://developers.pleo.io/reference/export-api/export-api-v2/get-an-export-job.md): Retrieve an export job by a specific export job ID. - [Get Export Job Items](https://developers.pleo.io/reference/export-api/export-api-v2/get-export-job-items.md): An export job item tracks the export progress of a specific accounting entry in an export job. Use this endpoint to retrieve a list of export job items that you want to track. - [Update Export Job Items](https://developers.pleo.io/reference/export-api/export-api-v2/update-export-job-items.md): Update the status and other attributes of the export job items in batches of 100. This API only supports updating up to 100 items. - [Get Export Items](https://developers.pleo.io/reference/export-api/export-items-v2/get-export-items.md): An export item = an accounting entry that has been transformed into an exportable entry. The required accounting and bookkeeping information is aggregated from an accounting entry to become an export item. Use this endpoint to retrieve a list of export items that have been selected for export. Pleas… - [Create an Export Job Event](https://developers.pleo.io/reference/export-api/export-api-v1/create-an-export-job-event.md): The Export Job Events imply the different status of an Export Job through the export lifecycle. Use this endpoint to create a new status. For example, started event implies the export job is initiated. The existing Export Job Events are as follows: - s… - [Get a list of Export Jobs](https://developers.pleo.io/reference/export-api/export-api-v1/get-a-list-of-export-jobs.md): Fetch a list of export jobs - [Create a new export job](https://developers.pleo.io/reference/export-api/export-api-v1/create-a-new-export-job.md) - [Get an Export Job](https://developers.pleo.io/reference/export-api/export-api-v1/get-an-export-job.md): Retrieve an export job for a given export job ID - [Get Export Job Items](https://developers.pleo.io/reference/export-api/export-api-v1/get-export-job-items.md): Fetch a list of export job items - [Update Export Job Items](https://developers.pleo.io/reference/export-api/export-api-v1/update-export-job-items.md): Update the status and other attributes of the export job items in batches of 100. This API only supports updating up to 100 items. - [Get Export Items](https://developers.pleo.io/reference/export-api/export-items-v1/get-export-items.md): Fetch a list of export items that have been marked for export for a given job. The data for these accounting entries are transformed accordingly for export purposes. - [Overview](https://developers.pleo.io/reference/tags-overview.md): Tags imply cost centres. When you assign tags to an accounting entry, it helps in allocating the correct cost centres to the expense. For example, an expense of the category is recorded in Pleo. This specific accounting entry is assigned the tag. Assignment of tags helps in assessing the amount of… - [Scopes](https://developers.pleo.io/reference/scopes-2.md): The following table specifies the different scopes required to access the Tags Group and Tags API endpoints: - [Returns all tag groups for given company in an aggregated format](https://developers.pleo.io/reference/tags-api/tag-groups/returns-all-tag-groups-for-given-company-in-an-aggregated-format.md): You need to supply either the company_id or the organization_id query parameter. If you supply both, the company_id will be used. If you supply neither, the request will fail. If you supply the company_id, the response will contain only the tag groups for that company. If you supply the organization… - [Returns all tag groups for given company](https://developers.pleo.io/reference/tags-api/tag-groups/returns-all-tag-groups-for-given-company.md): You need to supply either the company_id or the organization_id query parameter. If you supply both, the company_id will be used. If you supply neither, the request will fail. If you supply the company_id, the response will contain only the tag groups for that company. If you supply the organization… - [Creates a new tag group resource](https://developers.pleo.io/reference/tags-api/tag-groups/creates-a-new-tag-group-resource.md) - [Returns the tag group resource by id](https://developers.pleo.io/reference/tags-api/tag-groups/returns-the-tag-group-resource-by-id.md) - [Updates the tag group resource by id](https://developers.pleo.io/reference/tags-api/tag-groups/updates-the-tag-group-resource-by-id.md) - [Deletes the tag group resource by id](https://developers.pleo.io/reference/tags-api/tag-groups/deletes-the-tag-group-resource-by-id.md) - [Get a list of tag group dimensions](https://developers.pleo.io/reference/tags-api/tag-groups/get-a-list-of-tag-group-dimensions.md): This endpoint will return a list of tag group dimensions excluding the name and code dimensions which are always present in a tag group. The name and code dimensions are returned only when they do not follow the standard name and code naming convention. - [Creates a new tag group dimension](https://developers.pleo.io/reference/tags-api/tag-groups/creates-a-new-tag-group-dimension.md) - [Get a tag group dimension](https://developers.pleo.io/reference/tags-api/tag-groups/get-a-tag-group-dimension.md) - [Update a tag group dimension](https://developers.pleo.io/reference/tags-api/tag-groups/update-a-tag-group-dimension.md) - [Delete a tag group dimension](https://developers.pleo.io/reference/tags-api/tag-groups/delete-a-tag-group-dimension.md) - [Search and return aggregated tags](https://developers.pleo.io/reference/tags-api/tags/search-and-return-aggregated-tags.md) - [Returns tags for given tag group](https://developers.pleo.io/reference/tags-api/tags/returns-tags-for-given-tag-group.md) - [Creates a new tag sub-resource under the given tag group](https://developers.pleo.io/reference/tags-api/tags/creates-a-new-tag-sub-resource-under-the-given-tag-group.md) - [Search tags](https://developers.pleo.io/reference/tags-api/tags/search-tags.md) - [Returns tag by id](https://developers.pleo.io/reference/tags-api/tags/returns-tag-by-id.md) - [Updates tag by id](https://developers.pleo.io/reference/tags-api/tags/updates-tag-by-id.md) - [Deletes tag by id](https://developers.pleo.io/reference/tags-api/tags/deletes-tag-by-id.md) - [Fetches dimension values](https://developers.pleo.io/reference/tags-api/tags/fetches-dimension-values.md) - [Gets a dimension value](https://developers.pleo.io/reference/tags-api/tags/gets-a-dimension-value.md) - [Updates a dimension value](https://developers.pleo.io/reference/tags-api/tags/updates-a-dimension-value.md) - [Creates a dimension value](https://developers.pleo.io/reference/tags-api/tags/creates-a-dimension-value.md) - [Deletes a dimension value](https://developers.pleo.io/reference/tags-api/tags/deletes-a-dimension-value.md) - [Overview](https://developers.pleo.io/reference/enrichment-api/enrichment-api-overview.md): The Accounting Enrichment API enables external partner systems to attach receipts to existing Pleo card expenses. Cost categorisations (Pleo Tags) can optionally be applied at the same time. - [Scopes](https://developers.pleo.io/reference/enrichment-api/enrichment-api-scopes.md): The following table specifies the scopes required to use the Accounting Enrichment API. - [Enrichment Workflow Quick Guide](https://developers.pleo.io/reference/enrichment-api/enrichment-workflow-basic-guide.md): A quick reference to the key steps for implementing the Accounting Enrichment workflow: build the payload, submit the request, handle responses, and optionally apply tags. - [Enrich Accounting Entry](https://developers.pleo.io/reference/enrichment-api/enrichment-api-v2/enrich-accounting-entry.md): Enriches an existing Pleo card accounting entry by attaching one or more receipts and applying optional cost categorisation tags. Pleo identifies the matching entry using the transaction details provided as query parameters. Use this endpoint for all new implementations. - [Overview](https://developers.pleo.io/reference/tax-codes-overview.md): The Taxes API allow external parties to Create, Read, Update, and Delete a companies tax codes within Pleo. - [Scopes](https://developers.pleo.io/reference/scopes-3.md): The following table specifies the scopes required to access the Tax Code API endpoints: - [Create a new tax code](https://developers.pleo.io/reference/tax-codes/create-a-new-tax-code.md) - [Returns a given tax code](https://developers.pleo.io/reference/tax-codes/returns-a-given-tax-code.md) - [Update an tax code](https://developers.pleo.io/reference/tax-codes/update-an-tax-code.md) - [Delete an tax code](https://developers.pleo.io/reference/tax-codes/delete-an-tax-code.md) - [Returns a list of tax codes](https://developers.pleo.io/reference/tax-codes/returns-a-list-of-tax-codes.md) - [Overview](https://developers.pleo.io/reference/marketplace/marketplace-overview.md): Pleo as a spend management platform can be integrated with other third-party ERP/accounting applications or Human Resources Information Systems (HRIS) to make it more optimised for our customers. These applications make Pleo more dynamic and are useful in automating workflows and supporting addition… - [Migrating from /completions to /me:activate](https://developers.pleo.io/reference/marketplace/installations-completions-migration.md) - [Complete the installation of a client](https://developers.pleo.io/reference/installations/complete-the-installation-of-a-client.md): **Deprecated**: Please use /installations/me:activate instead. Marks the installation as complete - [Get client installation](https://developers.pleo.io/reference/installations/get-client-installation.md): Retrieve the list of installations that you have done - [Update a client installation](https://developers.pleo.io/reference/installations/update-a-client-installation.md): Send a request to this endpoint if you want to modify the installation status or the metadata. - [Create a client installation](https://developers.pleo.io/reference/installations/create-a-client-installation.md): The integration sends a request to this endpoint to create an installation. This is required, especially when API keys are used for authorisation. - [Delete client's installation](https://developers.pleo.io/reference/installations/delete-clients-installation.md): Deletes the installation for the client and will revoke all access and refresh tokens for the client. - [Activate the installation for a client](https://developers.pleo.io/reference/installations/activate-the-installation-for-a-client.md): The integration sends a request to this endpoint to activate the installation, post authorisation. The request is sent after the integration has synchronised tags, tax codes, and vendors between the Pleo account and the client. Note that this is applicable when OAuth is used for authorisation. - [Introspect the details of the current authentication.](https://developers.pleo.io/reference/external-clients/introspect-the-details-of-the-current-authentication.md): Returns the detail of the current authentication and what scope of the authentication (i.e API KEY or OAuth bearer token) - [Overview](https://developers.pleo.io/reference/employees/employees-api-overview.md): The Employees API enables you to perform the following: - [Scopes](https://developers.pleo.io/reference/employees/employees-api-scopes.md): The following table specifies the scopes required to access the Employee API endpoints: - [Search for employees](https://developers.pleo.io/reference/employees/search-for-employees.md): Use this endpoint to search for multiple employees. - [Search for a specific employee](https://developers.pleo.io/reference/employees/search-for-a-specific-employee.md): Search for a specific employee by employee ID. - [Chart of Accounts API Overview](https://developers.pleo.io/reference/accounts/chart-of-accounts-api-overview.md) - [Chart of Accounts API Scopes](https://developers.pleo.io/reference/accounts/chart-of-accounts-api-scopes.md): The following table specifies the scopes required to access the Chart of Accounts API endpoints: - [Create a new account](https://developers.pleo.io/reference/accounts/create-a-new-account.md): The integration sends a request to this endpoint to create a corresponding account in Pleo for any new record created in the external ERP/accounting system. The request will fail if an account with the same `externalId` and `companyId` already exists in Pleo. - [Retrieve an account in Pleo by its ID](https://developers.pleo.io/reference/accounts/retrieve-an-account-in-pleo-by-its-id.md): Search for a specific account by its ID. - [Update an account](https://developers.pleo.io/reference/accounts/update-an-account.md): Update details of an existing account in Pleo. The integration must send a request to this endpoint when it is trying to archive an account linked to accounting entries. - [Delete an account](https://developers.pleo.io/reference/accounts/delete-an-account.md): Deletes an existing account in Pleo. - [Fetch a list of accounts](https://developers.pleo.io/reference/accounts/fetch-a-list-of-accounts.md): Retrieves a list of accounts with companyId and other optional filters. Results are paginated. - [Create multiple accounts in a single request](https://developers.pleo.io/reference/accounts/create-multiple-accounts-in-a-single-request.md): Creates multiple bookkeeping accounts in a single batch operation. This endpoint validates each account in the batch and returns both successfully created accounts and failed items with their failure reasons. Accounts that pass validation will be created, while invalid accounts will be returned in t… - [Overview](https://developers.pleo.io/reference/webhooks/overview-webhooks.md) - [Authentication and Authorisation](https://developers.pleo.io/reference/webhooks/webhooks-authentication-authorisation.md): To access the Subscriptions API, you can use any of the following (provided during the initial integration set up of the customer): - [Subscriptions](https://developers.pleo.io/reference/webhooks/subscriptions.md) - [Get subscriptions](https://developers.pleo.io/reference/subscriptions/get-subscriptions.md): Retrieves a list of subscriptions for the specific event types (registered for the specific company or organisation by the third party application). - [Create a subscription](https://developers.pleo.io/reference/subscriptions/create-a-subscription.md): Creates a subscription for given event type(s). - [Get subscription by id](https://developers.pleo.io/reference/subscriptions/get-subscription-by-id.md): Fetches subscription details by the specific subscription ID. - [Update a subscription](https://developers.pleo.io/reference/subscriptions/update-a-subscription.md): Modifies the subscription details. - [Delete subscription by id](https://developers.pleo.io/reference/subscriptions/delete-subscription-by-id.md): Removes the specified subscription record. - [Get subscription activities](https://developers.pleo.io/reference/subscriptions/get-subscription-activities.md): Fetches subscription activities of a given subscription. - [Get subscription secret by id](https://developers.pleo.io/reference/subscriptions/get-subscription-secret-by-id.md): Fetches webhook subscription secret ID by the specific subscription identification code; this is done to verify the webhook event that the customer has subscribed for. - [Webhook Events](https://developers.pleo.io/reference/webhooks/webhook-events.md): This topic lists the webhook events emitted in the Pleo ecosystem: - [Company API Overview](https://developers.pleo.io/reference/companies/companies-api-overview.md) - [Scopes](https://developers.pleo.io/reference/companies/companies-api-scopes.md): The following table specifies the scope required to access the Companies API endpoints: - [Search for Companies](https://developers.pleo.io/reference/companies/search-for-companies.md): Use this endpoint to search for companies associated with a specific organisation. - [Search for a Specific Company](https://developers.pleo.io/reference/companies/search-for-a-specific-company.md): Search for a specific company by company ID. - [Overview](https://developers.pleo.io/reference/vendor/vendors-api-overview.md) - [Vendor API Scopes](https://developers.pleo.io/reference/vendor/vendor-api-scopes.md): The following table specifies the scopes required to access the Vendors API endpoints: - [Create a New Vendor](https://developers.pleo.io/reference/external-vendors/create-a-new-vendor.md): This endpoint has the following functions: - Create a corresponding record in Pleo for any new vendor created in the ERP/accounting system. - Create a new vendor in Pleo, without the record yet existing in the ERP/accounting system. - [Retrieves a Vendor in Pleo by its id](https://developers.pleo.io/reference/external-vendors/retrieves-a-vendor-in-pleo-by-its-id.md): Retrieves a Vendor in Pleo by its id. - [Update a Vendor](https://developers.pleo.io/reference/external-vendors/update-a-vendor.md): Updates a Vendor for a company in Pleo. - [Activate a Vendor](https://developers.pleo.io/reference/external-vendors/activate-a-vendor.md): Updates the vendor state to Active, reflecting its availability in the target ERP/accounting system - [Archive a Vendor](https://developers.pleo.io/reference/external-vendors/archive-a-vendor.md): Archives a Vendor in Pleo by its id. - [Fetches Vendors by search criteria](https://developers.pleo.io/reference/external-vendors/fetches-vendors-by-search-criteria.md): Retrieves a list of vendors with filters. Results are paginated. - [Deprecation and Migration Information](https://developers.pleo.io/reference/notice.md) - [Authentication for the Legacy API](https://developers.pleo.io/reference/authentication-legacy.md): All REST API resources are authenticated with HTTP Bearer access tokens. You can manage access tokens on your company settings page. - [Attribute explanations](https://developers.pleo.io/reference/attribute-explanations.md) - [Request ID's](https://developers.pleo.io/reference/request-ids.md) - [Errors](https://developers.pleo.io/reference/errors.md) - [Versioning](https://developers.pleo.io/reference/versioning.md) - [FAQ](https://developers.pleo.io/reference/faq-1.md): Frequently asked questions on the Open API - [Postman Collection](https://developers.pleo.io/reference/open-api.md) - [Returns healtcheck status of OpenAPIs for a given company](https://developers.pleo.io/reference/pleo-deprecated/healthcheck/returns-healtcheck-status-of-openapis-for-a-given-company.md) - [Get an expense for a company](https://developers.pleo.io/reference/pleo-deprecated/expenses/get-an-expense-for-a-company.md) - [Get expenses for a company](https://developers.pleo.io/reference/pleo-deprecated/expenses/get-expenses-for-a-company.md): By default does not return expenses with Transaction State AUTHORIZATION or AUTHORIZATION_REVERSAL. - [Update a given list of expenses. ](https://developers.pleo.io/reference/pleo-deprecated/expenses/update-a-given-list-of-expenses.md): At the moment, it is only possible to update expenses' status - [Get all tag groups belonging to the specified company.](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/get-all-tag-groups-belonging-to-the-specified-company.md): This endpoint returns all tag groups belonging to the company as well as their attributes - [Create a new tag group.](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/create-a-new-tag-group.md): This endpoint allows for the creation of a new Tag Group with its attribute values - [Get a tag group](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/get-a-tag-group.md): This endpoint will return a single Tag Group, as well as all of it's attributes - [Delete or archive a tag group.](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/delete-or-archive-a-tag-group.md): This endpoint will delete or archive a Tag Group and all associated attributes and Tags. - [Update a tag group](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/update-a-tag-group.md) - [Get all tags for a specified tag group](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/get-all-tags-for-a-specified-tag-group.md) - [Create a new tag](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/create-a-new-tag.md): This endpoint allows for the creation of a new Tag and its attribute values. - [Get a tag from a tag group](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/get-a-tag-from-a-tag-group.md): This endpoint returns a specific tag with it's attribute values for a specified tag group - [Delete a tag](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/delete-a-tag.md): . If this tag is not already in use, the tag will be deleted, otherwise an error will be returned. - [Update a tag](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/update-a-tag.md) - [Get company account balance](https://developers.pleo.io/reference/pleo-deprecated/company/get-company-account-balance.md) - [Get expense receipts](https://developers.pleo.io/reference/pleo-deprecated/receipts/get-expense-receipts.md) - [Get an expense receipt](https://developers.pleo.io/reference/pleo-deprecated/receipts/get-an-expense-receipt.md) - [Get an employee for a company](https://developers.pleo.io/reference/pleo-deprecated/employees/get-an-employee-for-a-company.md) - [Update an employee for a company](https://developers.pleo.io/reference/pleo-deprecated/employees/update-an-employee-for-a-company.md) - [Delete an employee for a company](https://developers.pleo.io/reference/pleo-deprecated/employees/delete-an-employee-for-a-company.md) - [Get company employees](https://developers.pleo.io/reference/pleo-deprecated/employees/get-company-employees.md) - [Create an employee for a company](https://developers.pleo.io/reference/pleo-deprecated/employees/create-an-employee-for-a-company.md) - [Get an account for a company](https://developers.pleo.io/reference/pleo-deprecated/accounts/get-an-account-for-a-company.md) - [Update an account for a company](https://developers.pleo.io/reference/pleo-deprecated/accounts/update-an-account-for-a-company.md) - [Delete an account for a company](https://developers.pleo.io/reference/pleo-deprecated/accounts/delete-an-account-for-a-company.md) - [Get company accounts](https://developers.pleo.io/reference/pleo-deprecated/accounts/get-company-accounts.md) - [Create an account for a company](https://developers.pleo.io/reference/pleo-deprecated/accounts/create-an-account-for-a-company.md) - [Get all company account groups](https://developers.pleo.io/reference/pleo-deprecated/accounts/get-all-company-account-groups.md) - [Create an account group for a company](https://developers.pleo.io/reference/pleo-deprecated/accounts/create-an-account-group-for-a-company.md) - [Get an account group for a company](https://developers.pleo.io/reference/pleo-deprecated/accounts/get-an-account-group-for-a-company.md) - [Update an account group for a company](https://developers.pleo.io/reference/pleo-deprecated/accounts/update-an-account-group-for-a-company.md) - [Delete an account group for a company](https://developers.pleo.io/reference/pleo-deprecated/accounts/delete-an-account-group-for-a-company.md) - [Get all company account groups](https://developers.pleo.io/reference/pleo-deprecated/experimental/get-all-company-account-groups.md) - [Create an account group for a company](https://developers.pleo.io/reference/pleo-deprecated/experimental/create-an-account-group-for-a-company.md) - [Get an account group for a company](https://developers.pleo.io/reference/pleo-deprecated/experimental/get-an-account-group-for-a-company.md) - [Update an account group for a company](https://developers.pleo.io/reference/pleo-deprecated/experimental/update-an-account-group-for-a-company.md) - [Delete an account group for a company](https://developers.pleo.io/reference/pleo-deprecated/experimental/delete-an-account-group-for-a-company.md) - [Get all teams for a company](https://developers.pleo.io/reference/pleo-deprecated/teams/get-all-teams-for-a-company.md) - [Create a team for a company](https://developers.pleo.io/reference/pleo-deprecated/teams/create-a-team-for-a-company.md) - [Get a team for a company](https://developers.pleo.io/reference/pleo-deprecated/teams/get-a-team-for-a-company.md) - [Update a team for a company](https://developers.pleo.io/reference/pleo-deprecated/teams/update-a-team-for-a-company.md) - [Delete a team for a company](https://developers.pleo.io/reference/pleo-deprecated/teams/delete-a-team-for-a-company.md) - [Add an employee to a team](https://developers.pleo.io/reference/pleo-deprecated/teams/add-an-employee-to-a-team.md) - [Remove an employee from a team](https://developers.pleo.io/reference/pleo-deprecated/teams/remove-an-employee-from-a-team.md) - [Get a tax code for a company](https://developers.pleo.io/reference/pleo-deprecated/tax-codes/get-a-tax-code-for-a-company.md) - [Get tax codes for a company](https://developers.pleo.io/reference/pleo-deprecated/tax-codes/get-tax-codes-for-a-company.md) - [Pleo MCP Overview](https://developers.pleo.io/docs/current/pleo-mcp/get-started/pleo-mcp-overview.md): What the Pleo MCP is, how it works, and where to go next to install it or learn about permissions. - [Pleo MCP Capabilities](https://developers.pleo.io/docs/current/pleo-mcp/get-started/pleo-mcp-capabilities.md): A breakdown of the expense actions the Pleo MCP supports today, from search and review to export preparation. - [Example Use Cases](https://developers.pleo.io/docs/current/pleo-mcp/get-started/use-cases.md): Common tasks customers can solve by asking their connected AI assistant, with example prompts for each. - [Access & Permissions](https://developers.pleo.io/docs/current/pleo-mcp/get-started/access-and-permissions.md): How company opt-in, user permissions, tool tiers, and security boundaries govern access to the Pleo MCP. - [FAQs](https://developers.pleo.io/docs/current/pleo-mcp/get-started/faq.md): Answers to common questions about the Pleo MCP. - [Pleo MCP Enablement Overview](https://developers.pleo.io/docs/current/pleo-mcp/how-tos/enablement/overview.md): Choose your AI platform to enable the Pleo MCP for your organisation, and check whether any admin action is needed at all. - [How to Add Pleo MCP as a Custom Connector in Claude](https://developers.pleo.io/docs/current/pleo-mcp/how-tos/enablement/claude.md): How a Claude Team or Enterprise admin adds Pleo as an organisation-wide custom connector. - [How to Add Pleo MCP as a Custom Connector in Codex](https://developers.pleo.io/docs/current/pleo-mcp/how-tos/enablement/codex.md): Where org-level control over Pleo MCP access actually lives for Codex users, since Codex CLI has no admin console of its own. - [How to Add Pleo MCP as a Custom Connector in ChatGPT](https://developers.pleo.io/docs/current/pleo-mcp/how-tos/enablement/chatgpt.md): How a ChatGPT Business, Enterprise, or Edu workspace admin enables custom connectors so the Pleo MCP can be installed. - [How to Add Pleo MCP as a Custom Connector in Gemini Enterprise](https://developers.pleo.io/docs/current/pleo-mcp/how-tos/enablement/gemini-enterprise.md): How a Gemini Enterprise admin registers Pleo as a Custom MCP Server so it's available to their organisation. - [How to Add Pleo MCP as a Custom Connector in Microsoft Copilot](https://developers.pleo.io/docs/current/pleo-mcp/how-tos/enablement/copilot.md): How a Microsoft 365 tenant admin approves Pleo as an allowed MCP server for Copilot Studio agents. - [Pleo MCP Installation Overview](https://developers.pleo.io/docs/current/pleo-mcp/how-tos/installation/overview.md): Choose your AI tool to connect the Pleo MCP, or find the custom MCP setup guide if your tool isn't listed. - [How to Install the Pleo MCP in Claude](https://developers.pleo.io/docs/current/pleo-mcp/how-tos/installation/claude.md): Step-by-step instructions for adding Pleo as a custom connector in Claude Web, Claude Desktop, or Cowork. - [How to Install the Pleo MCP in Codex](https://developers.pleo.io/docs/current/pleo-mcp/how-tos/installation/codex.md): Step-by-step instructions for connecting the Pleo MCP to OpenAI's Codex. - [How to Install the Pleo MCP in ChatGPT](https://developers.pleo.io/docs/current/pleo-mcp/how-tos/installation/chatgpt.md): Step-by-step instructions for connecting the Pleo MCP to ChatGPT Plus or Pro as a custom connector. - [How to Install the Pleo MCP in ChatGPT Business](https://developers.pleo.io/docs/current/pleo-mcp/how-tos/installation/chatgpt-business.md): Step-by-step instructions for publishing the Pleo MCP as a workspace app in ChatGPT Business, Enterprise, and Edu, and authorising it as a user. - [How to Install the Pleo MCP in Microsoft Copilot](https://developers.pleo.io/docs/current/pleo-mcp/how-tos/installation/copilot.md): Step-by-step instructions for connecting the Pleo MCP to a Copilot Studio agent. - [How to Install the Pleo MCP as a Custom MCP](https://developers.pleo.io/docs/current/pleo-mcp/how-tos/installation/custom-mcp.md): Connect any MCP-compatible client to the Pleo MCP server, including staging setup. - [How to Revoke Access to the Pleo MCP](https://developers.pleo.io/docs/current/pleo-mcp/how-tos/uninstallation/revoke-access.md): How to revoke Pleo MCP access from inside Pleo, or disconnect it from your AI client. - [Changelog](https://developers.pleo.io/changelog.md) - [API Deprecation Notice](https://developers.pleo.io/deprecation/overview.md) - [Overview](https://developers.pleo.io/deprecation/migration-guides.md): Guides to help you migrate from legacy Pleo APIs to their current replacements. - [Overview](https://developers.pleo.io/deprecation/legacy-expense-api/overview.md) - [Migrate to the Export API](https://developers.pleo.io/deprecation/legacy-expense-api/migration-guide-expenses-api-to-export-api.md): How to migrate an existing Expenses API integration to the Export API. - [Migrate to the Accounting Entries API](https://developers.pleo.io/deprecation/legacy-expense-api/migrate-to-accounting-entries-api.md): How to migrate from the legacy Expenses API to the Accounting Entries API for custom workflows. - [Terms of Service](https://developers.pleo.io/page/terms-of-service.md) ## OpenAPI Specs - [openapi](/openapi.json) - [App Marketplace API](/reference/App Marketplace API.json) - [Chart of Accounts API](/reference/Chart of Accounts API.json) - [Export API](/reference/Export API.json) - [Gjoll API](/reference/Gjoll API.json) - [Oberon API](/reference/Oberon API.json) - [Pleo.io API (DEPRECATED)](/reference/Pleo.io API (DEPRECATED).json) - [Tags API](/reference/Tags API.json) - [Tax Code API](/reference/Tax Code API.json) - [Triton API](/reference/Triton API.json) - [Vendors API](/reference/Vendors API.json) - [Webhook Subscriptions API](/reference/Webhook Subscriptions API.json)