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Key Concepts

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What is an Accounting Entry?

An accounting entry is Pleo’s representation of a spend transaction enriched with details such as receipts, tags, and notes.

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What is the Receipt Inbox?

The Receipt Inbox is the spender’s inbox in the Pleo mobile app. Receipts that could not be matched to an accounting entry are placed there for the spender to manually match.

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Authentication

Authentication uses Pleo’s OAuth flow or Standalone API Keys, with the accounting-entries:write scope. You can authenticate as an organisation or a company. For organisations with a multi-entity setup, you must use a company-level token (or API key) to ensure enrichment requests target the correct company’s accounting entries.

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How It Works

The integration sends an enrichment request to Pleo containing transaction details and enrichment data. Pleo uses the transaction details to identify the matching accounting entry and enriches it with the provided receipt and, optionally, tags. See the Enrichment Workflow Quick Guide to get started.

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Request Parameters

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Transaction Details

Transaction details are used by Pleo to identify the correct accounting entry. All details are passed as query parameters.
Provide at least one date parameter (performed_at or settled_at). The more details provided, the higher the likelihood of a successful match.

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Enrichment Data

Enrichment data is passed in the request body.

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Receipt Statuses

Pleo returns a receipt status with every enrichment response.

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Supported Features

v2 supports:
  • Multiple receipts per request
  • Asynchronous matching via the ACCEPTED status