OneLink 365 for Pleo

Simplify your bookkeeping and connect Pleo and Dynamics 365 Business Central or Microsoft Dynamics NAV with Pleo4BC

Corpital has developed “OneLink 365 for Pleo”, which is a simple way to integrate Pleo with Dynamics 365 Business Central or Microsoft Dynamics NAV. On the installation, a standard setup follows to ensures that data from Pleo is loaded directly into a financial journal. It is possible to change the setup where ever this is needed.

OneLink 365 for Pleo supports the integration to management of several companies in Microsoft Dynamics 365 Business Central / NAV.

Subscription pr. account per. month excl. VAT: EUR 10,-

Say goodbye

reimbursements tedious paperwork expense reports Receipt hunting

Pleo is a simple solution for handling company-related purchases

Pleo is a company creditcard solution that manages your expense reports and makes it easier to manage your business expenses.

  • Keep track of consumption: Give your employees a company creditcard and stay in control.
  • Automate your expenses: Voting happens instantly on the go.
  • Track all expenses: Track the entire business spendings in real time.
  • Post easily: Transfer all data in Pleo to Dynamics 365 Business Central or Microsoft Dynamics NAV – plain and simple.

How to get data from Pleo for your financial system

Once the attachments have been processed in Pleo, simply use Pleo’s standard readout. In Dynamics 365 Business Central, data is loaded directly into the financial journal by pressing the “Import Pleo” button. Now the vouchers are ready in the financial journal to be checked, reconciled and posted. All scanned documents from Pleo are linked to the individual financial journal line. Thus, the necessary documentation is automatically in place.

Sådan får du dine data fra Pleo til dit økonomisystem

Installation of OneLink 365 for Pleo

The following options are available: Public Cloud – Microsoft Dynamics 365 Business Central:

  • “OneLink 365 for Pleo” is downloaded directly from Microsoft’s AppSource, where you will also be guided through the setup.
  • On-premise – Microsoft Dynamics 365 Business Central: Corpitals
  • “OneLink 365 for Pleo” is installed as an Extension, where you are guided through the setup.
  • Microsoft Dynamics NAV: Corpitals “Pleo4NAV ”is installed as Objects in NAV. Corpital can assist with the installation and setup, which can most often be done remotely.

Keep track of the spendings

Issue company cards and stay in control.

Automated expenses

Catch receipts instantly, on-the-go.

Spending overview

See all company expenses in one place, in real-time.

Simplified bookkeeping

Integrate Pleo with your accounting tools.

About Corpital

Corpital has developed OneLink 365 for Pleo.

We offer implementation, support and operations of Microsoft Dynamics 365 Business Central (formerly Navision) and Salesforce.com.  We are specialists in integrations to other systems i.e. Pleo.

References

Jacob Steen Nielsen, Senior Finance Manager: iMotions uses Corpital’s “OneLink 365 for Pleo” integration as it’s easy to import entries and the associated documents into the Business Central journal. The mapping in OneLink for Pleo also makes it really easy to access the information we need from Pleo.”

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