Finance Team Mastery

Finance Team Mastery is a comprehensive learning path designed to empower finance professionals with the knowledge, tools, and confidence to use Pleo to its full potential. Whether you're a finance manager, controller, or team member handling company expenses, this course offers a deep dive into the platform’s capabilities and how they can enhance efficiency, accuracy, and transparency in your organization. The journey begins by familiarizing learners with the core principles of spend management and the evolving role of finance in digital workplaces. Participants will first explore how to get started with Pleo — setting up company profiles, inviting team members, assigning roles, issuing smart cards, and configuring wallets. This foundational module ensures that the entire finance team is aligned with the platform's core setup before diving into advanced features. Once the basics are covered, learners are introduced to the powerful real-time spend visibility features offered by Pleo. This includes creating and enforcing spending limits, using policy rules to control usage, and exploring tags and categories that help classify transactions more clearly for internal tracking and external audits.

Learners will then move into configuring approval workflows that suit their company structure, including multi-level approvals and automated flags for policy breaches. The course emphasizes best practices in compliance, showing how finance teams can reduce risk and maintain clean audit trails by ensuring receipts are submitted on time, documentation is matched to transactions, and reports are generated with a few clicks. A major highlight of this course is the deep focus on integrations. Participants will learn how to connect Pleo with popular accounting tools such as Xero, QuickBooks, Sage, or NetSuite, and how to map expense categories for seamless exports. Through walkthroughs and real-world scenarios, learners will understand how to reduce manual reconciliation, shorten monthly close cycles, and avoid errors that come from duplicate data entry. Special attention is also given to wallet management — including tracking balances, funding accounts, automating reimbursements for out-of-pocket expenses, and setting alerts to avoid low-fund interruptions.

Pleo’s reporting tools are another pillar of this mastery track. Finance teams will be taught how to pull strategic insights from spending data, whether analyzing by team, project, vendor, or individual. By understanding how to use and customize reports, learners can better support budgeting, forecasting, and executive decision-making processes. Each module includes guided activities, real-world use cases, and tips from finance professionals already using Pleo in fast-growing companies. The course concludes with an assessment to validate the learner’s knowledge, followed by a certification that showcases their expertise in digital finance operations. As a bonus, this learning path includes best practice guides, downloadable templates for policy documents and monthly reconciliations, and a checklist to onboard new finance employees using Pleo. By the end of this learning path, participants will have mastered Pleo’s ecosystem from end to end — from policy setup and user control to real-time tracking, reimbursements, and integrations — giving them the power to simplify operations, maintain control, and support strategic business growth through better financial visibility and governance. With Finance Team Mastery, your finance function moves from a reactive process to a proactive, data-driven powerhouse.