Tell your agent what you need in a message or voice note. It can work in Pleo for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Pleo agent, follow up on our discussion and make the updates.
Pleo agent
Done. It’s all in Pleo.
Automate Workflows with Pleo
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Pleo.
Your agent, your control
Choose what your agent can access and how it can act in Pleo. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Pleo AI Agent Do?
Find spend and card activity
Search Pleo for supported cards, expenses, transactions, receipts, merchants, and spend activity.
Create spend-management work
Create supported card, expense, reimbursement, or spend-request records in Pleo where available.
Update expenses and cards
Change supported expense details, card controls, classifications, receipts, or status in Pleo.
Flag spend exceptions
Check Pleo for missing receipts, policy exceptions, unusual transactions, or spend that needs review.
Summarize company spend
Bring supported spend, card, and expense information from Pleo into the chat.
Run recurring spend checks
Monitor supported spending activity and surface exceptions or upcoming work.
Security & Compliance
Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.
Connected
