Pleo
European company card and expense management platform for small and mid-sized businesses.
- Category
- Finance & ERP
- Type
- Spend management
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0, API key
- Docs
- Pleo API docs
02Data
What you can sync.
- Expenses
- Card transactions
- Employees
- Teams
- Tags
Load Pleo expenses into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other Pleo data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
- An API key
Pleo uses OAuth 2.0 (client ID, client secret, refresh token) or an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Pleo if you need help.
04How it works
How it works in DataMind.
-
Pick Pleo.
Open Lake, pick Pleo in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Pleo API docs.
-
Answer a few questions.
The AI reads the Pleo documentation, then asks which credentials you will use, which data to sync (for example expenses and card transactions), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Pleo data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
