Bringing Pleo Expenses Into Round

TL;DR

• Finance teams often lose visibility when expenses and treasury data live in separate tools.
• We built a lightweight integration between Round and Pleo to bring expense data into the same place as cash balances.
• Pleo expenses sync regularly and appear alongside other accounts in Round.
• This gives finance teams a clearer, more up-to-date view of real spending without extra workflows or reconciliation.
• It’s a small integration that supports a bigger goal: making financial visibility feel unified, not fragmented.

Modern finance teams do not suffer from a lack of tools. They suffer from fragmentation.

Cards live in one system. Expenses live in another. Cash balances live somewhere else entirely. By the time everything is reconciled, the data is already out of date. What should be a real-time view of company finances becomes a delayed approximation.

At Round, we believe treasury teams should be able to see the full picture of where money is and how it is being spent, without stitching together multiple dashboards. That belief is what led us to build the Pleo integration.

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Why We Built the Pleo Integration

Expense management tools like Pleo are where day-to-day company spending happens. Treasury platforms are where finance teams manage cash, balances, and liquidity.

When these systems are disconnected, finance teams lose real-time visibility. Card spend happens, but it does not show up where cash decisions are made. Forecasts rely on assumptions. Month-end reconciliation becomes heavier than it needs to be.

Our goal with the Pleo integration was simple. Bring expense data into the same place where finance teams already manage money.

Not a new workflow. Not another report to pull. Just better context.

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Connecting Pleo to Round

We designed the connection to be intentionally lightweight, with minimal setup required.

Generate an API Key in PleoCustomers generate an API key directly from the Pleo dashboard, following Pleo’s official documentation.

Connecting Pleo in Round

Once the API key is generated

1. Navigate to the Integrations page in Round
2. Select Pleo
3. Enter the API key generated in the Pleo dashboard

After that, the integration runs automatically.

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How Pleo Expenses Appear in Round

Once connected, expenses from Pleo are regularly synced into Round.

They appear alongside other connected accounts and data sources, meaning:

• Pleo transactions are visible in the Home view
• Expenses are reflected in account-level views
• Total balances include real spending, not just bank movements

From a finance perspective, this matters because expenses stop being an after-the-fact adjustment. They become part of the live financial picture.

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What This Unlocks for Finance Teams

On its own, syncing expenses might sound incremental. In practice, it removes a common blind spot.

With Pleo connected to Round, finance teams can:

• See card spend in the same place as cash balances
• Understand true available liquidity at any point in time
• Reduce manual reconciliation during month end
• Make decisions based on current data, not delayed reports

The goal is not to replace existing expense tools. It is to make sure the data they produce is visible where it actually matters.

A Small Integration With a Bigger Direction

This integration reflects how we think about building financial infrastructure at Round.

We are not trying to become every finance tool. We are focused on connecting the tools finance teams already rely on, so money movement and visibility live in one place.Bringing Pleo expenses into Round is one step in that direction.

Over time, these integrations compound. Less manual work. Fewer surprises. A clearer understanding of how money moves through a business.