Pleo integration

Company cards and spend management. Read expenses, receipts, employees, teams, tags and your chart of accounts. It never moves money, tops up cards or pays reimbursements.

Accounting and finance1 triggers · 8 actions

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Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.

When “New Expense” happens in Pleo, check the details with AI, then “List Expenses” and tell my team in Slack.

Simulated before it goes live
Fixes proposed when something breaks
One credit per run

Triggers

Start a workflow when this happens

WHEN
New Expense
Triggers when a new expense appears in Pleo (card purchase, out-of-pocket expense, mileage, invoice…). Each expense triggers only once.

Actions

Then Calibra can do this for you

DO
List Expenses
Lists Pleo expenses (card purchases, out-of-pocket expenses, mileage, invoices…) between two dates, newest first. You can filter by type, status, review, export status, employee and team.
DO
Get Expense
Gets a Pleo expense by ID with its amount, merchant, note, tags and links to its receipts. Receipt links expire after 24 hours.
DO
List Employees
Lists the employees of your Pleo company with their name, email, role and job title. You can look one up by email.
DO
List Teams
Lists the teams of your Pleo company with their members. You can search by part of the team name.
DO
List Tag Groups
Lists the tag groups of your Pleo company (for example "Project" or "Cost center") with how many tags each one has.
DO
List Tags
Lists the tags of a Pleo tag group (for example every project or cost center) with their name and code.
DO
List Accounts (Chart of Accounts)
Lists the bookkeeping accounts of your Pleo chart of accounts with their code and name.
DO
Custom Pleo API Request (read-only)
Makes a GET request to any read endpoint of the Pleo External API. It can't create, change or delete data, and it never moves money.