Original Title: FreeAgent and Pleo Team Up to Help Small Businesses Manage Expenses, Cash Flow

FreeAgent and Pleo have formed a new partnership aimed at helping UK small businesses manage day-to-day expenses and cash flow more effectively. Pleo will serve as FreeAgent’s preferred expense management partner, enabling seamless syncing of expenses, card transactions, receipts, attachments, categories, and VAT from Pleo into FreeAgent. This automated integration reduces reliance on manual entry, makes expense reporting easier for employees, and supports more accurate, up-to-date bookkeeping for small businesses.

“We know how frustrating and time-consuming it can be for small businesses to keep track of spending, especially when lots of different people are making purchases,” FreeAgent CEO and Co-Founder Roan Lavery said. “This partnership with Pleo takes a huge amount of that stress away. Expenses are recorded and sent straight into FreeAgent without the usual chasing around for receipts or spreadsheets. It just works in the background, so business owners can focus on running their business, not wrestling with their books.”

Pleo provides smart virtual or physical company cards that allow full control over spending limits and policies. Transactions are automatically tracked, categorized, and matched with receipts in Pleo, then synced directly into FreeAgent. The integration offers business owners and finance teams real-time visibility of company spending—from one-off purchases to recurring expenses.

Summary in brief: FreeAgent and Pleo’s alliance automates expense syncing into FreeAgent, improving accuracy and saving time for SMEs by reducing manual data entry and enabling real-time spend visibility.

This collaboration gives business owners and finance teams a clear, real-time view of spending across the company, from recurring subscriptions to one-off purchases. The result is less financial admin and more time to focus on running and growing the business.

The partnership is positioned to streamline expense management and cash flow monitoring for UK SMEs, with the expectation that automated syncing will reduce errors and improve efficiency across bookkeeping workflows.

“Expenses are recorded and sent straight into FreeAgent without the usual chasing around for receipts or spreadsheets. It just works in the background, so business owners can focus on running their business, not wrestling with their books.”

Author’s summary: The collaboration tightens integration between FreeAgent and Pleo, delivering automated expense capture and real-time visibility to help UK small businesses manage spending and cash flow more efficiently.

Finovate — 2025-11-19

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