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features
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support

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Description

Proactis helps midmarket companies in rapid growth mode to control 100% of their spending. Proactis' all in one spend management platform automates Source-to-Pay. This helps to save money, increase compliance, and reduce risk. It's your spend management journey. You can start in any part of your procurement process, or deploy the entire suite. It's up to you. Proactis gives you access to our expert team from the beginning. We are there for you every step of your journey, even after go-live. Our support and services are an ongoing commitment to our partnership and the goal of delivering excellence.

Description

Pleo is an innovative platform for managing expenditures, aimed at assisting companies in automating and optimizing their expense workflows. With its intelligent company cards that have adjustable spending thresholds, Pleo allows employees to make necessary purchases while maintaining the organization's financial oversight. Managers benefit from immediate insights into company spending, equipped with functionalities such as automatic receipt reconciliation, the option to flag transactions, and the capability to temporarily disable cards when needed. By streamlining accounting processes and enhancing financial productivity, Pleo makes managing expenses a hassle-free experience for businesses, regardless of their scale. This integrated approach not only saves time but also fosters better financial decision-making across the organization.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Acumatica Cloud ERP Yes 
Agicap No 
Atlar No 
Axis LMS No 
Blue dot No 
Deltek Costpoint Yes 
Dinero No 
Epicor Kinetic Yes 
Goodwings No 
MRI Software Yes 
Microsoft Dynamics 365 Yes 
Oracle PeopleSoft Yes 
Pandium No 
Sage 100 Yes 
Sage 300 Yes 
Sage Intacct Yes 
Sastrify No 
Unit4 ERP Yes 
Xero No 

Integrations

QuickBooks Online Yes 
Acumatica Cloud ERP No 
Agicap Yes 
Atlar Yes 
Axis LMS Yes 
Blue dot Yes 
Deltek Costpoint No 
Dinero Yes 
Epicor Kinetic No 
Goodwings Yes 
MRI Software No 
Microsoft Dynamics 365 No 
Oracle PeopleSoft No 
Pandium Yes 
Sage 100 No 
Sage 300 No 
Sage Intacct No 
Sastrify Yes 
Unit4 ERP No 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

£39 per month
Essential: £39 per month (3 users included)
Advanced: £89 per month (3 users included)
Beyond: £179 per month (3 users included)
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Proactis

Founded

1996

Country

United States

Website

www.proactis.com/us

Vendor Details

Company Name

Pleo

Founded

2015

Country

Denmark

Website

www.pleo.io

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert Yes 
Fraud Detection Yes 
General Ledger Entry No 
Vendor Management Yes 

Procurement

Asset Management No 
Auction Management Yes 
Bid Management No 
Budget Management Yes 
Catalog Management Yes 
Contract Management Yes 
Inventory Management No 
Invoice Processing Yes 
PunchOut Yes 
Purchase Order Management Yes 
Receiving No 
Requisitions & Approvals Yes 
Sourcing Management Yes 
Spend Management Yes 
Supplier Management Yes 

Purchasing

Catalog Management Yes 
Compliance Management Yes 
Contract Management Yes 
Inventory Management Yes 
Invoice Processing Yes 
PunchOut Yes 
Purchase Order Management Yes 
Requisitions & Approvals Yes 
Sourcing Management Yes 
Spend Management Yes 
Supplier Management Yes 

Sourcing

Auction Management Yes 
Budget Management Yes 
Collaboration Yes 
Global Sourcing Management Yes 
Rfx Management Yes 
Spend Management Yes 
Supplier Management Yes 
Supplier Qualification Yes 
Supplier Risk Management Yes 
Supplier Web Portal Yes 
Template Management Yes 

Spend Management

Approval Workflow Yes 
Budgeting / Forecasting No 
Expense Tracking No 
Multi-Currency No 
Prepaid Cards No 
Procurement Management Yes 
Receipt Management No 
Spend Analysis No 
Spend Control Yes 
Supplier Management Yes 

Product Features

Accounts Payable

Approval Process Control No 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

Expense Report

Approval Process Control Yes 
Invoice Management Yes 
Multi-Currency No 
Receipt Management Yes 
Reimbursement Management No 
Spend Control Yes 
Time Tracking No 
Workflow Management Yes 

Spend Management

Approval Workflow No 
Budgeting / Forecasting No 
Expense Tracking No 
Multi-Currency No 
Prepaid Cards No 
Procurement Management No 
Receipt Management No 
Spend Analysis No 
Spend Control No 
Supplier Management No 

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