Integration · Payments and finance
AI agents for Pleo
Read Pleo company spending: card purchases, reimbursements and other accounting entries with their receipts, review and export status, plus employees, teams, the chart of accounts and the company's balance.
- Actions
- 6
- Read
- 6
- Write
- 0
Actions
What your agents can do in Pleo
6 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 6
Look things up. Nothing changes.
Search spending
Searches the company's accounting entries — card purchases, out-of-pocket expenses, mileage, per diem, invoices, refunds and wallet movements.
Get a spending entry
Reads one accounting entry by its ID: amounts in the transaction and company currency, merchant or supplier, employee, team, note, tags, account and tax code, split items, attendees, receipt IDs.
Search employees
Lists the company's Pleo users, optionally one by email or external code.
List teams
Lists the company's teams (departments with their own budgets and reviewers), optionally by a partial name or member employee IDs.
List bookkeeping accounts
Lists the company's chart of accounts in Pleo (expense categories mapped to general ledger accounts), optionally by name, code or archived state.
Get the company balance
Reads the company's Pleo wallet balances, one per account, with the available and current amounts and currency.
Write 0
Create, change or send.
This tool only reads, so nothing in it changes.
Read only
Every action here only reads, so an agent can look things up in Pleo but cannot change anything there.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Enter the API credentials from your Pleo account.
What you enter
- API key
Settings
- Environment
- Company ID
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Pleo data
Ask a question in plain words. The agent can search spending, get a spending entry or search employees in Pleo, then answers with what it found.
- 02
Share what it finds in Slack
Give one agent Pleo and Slack: it can search spending in Pleo and post a summary to a Slack channel in the same run.
- 03
Run it as a workflow step
Add "Search spending" to a workflow, and it runs in Pleo the same way every time, with or without an agent.
Works well with
More Payments and finance tools
- Stripe4 actionsCreate and find customers, make payment links for your existing prices, and refund payments in your Stripe account.
- PayPal5 actionsDraft and send invoices, create and check checkout orders, and list transactions for a PayPal business account, live or sandbox.
- QuickBooks Online4 actionsLook up customers, invoices and products, add customers, and create and read invoices in a QuickBooks Online company.
- Xero4 actionsList and create invoices, and add and read contacts, in a Xero organisation.
- Razorpay3 actionsSend payment links, create orders for checkout, and look up payments in your Razorpay account.
- Square4 actionsCreate and find customers, and make payment links for a set amount, in your Square seller account.
FAQ
Pleo and MyDeepAgents
Can MyDeepAgents connect to Pleo?
Yes. The Pleo connector has 6 actions, all of which only read. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Pleo?
Enter the API credentials from your Pleo account. You'll need: API key. The connection also asks for: Environment and Company ID. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Pleo without asking?
No. Every Pleo action only reads, so an agent can look things up there but cannot change anything.
Can I use Pleo in workflows as well as agents?
Yes. Every Pleo action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Pleo to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.