Original Title: FreeAgent and Pleo Partner to Streamline Expense Management for UK SMEs

FreeAgent, a provider of accounting software, has announced a new partnership with Pleo, a smart spend management platform, to simplify day-to-day expense management for UK small businesses and improve cash flow visibility. Pleo becomes FreeAgent’s preferred expense management partner, enabling automatic syncing of expenses, card transactions, receipts, and attachments from Pleo into FreeAgent with categories and VAT. This automation reduces manual data entry, eliminates the need to chase employees for missing information, and helps keep books accurate and up-to-date.

Pleo allows businesses to issue virtual or physical company cards to employees, with controls over spending limits and policies. Each transaction is automatically tracked, categorized, and matched with a receipt in Pleo, then synced directly into FreeAgent, giving business owners and finance teams a real-time view of spending across the company—from recurring subscriptions to one-off purchases. The collaboration aims to reduce financial admin workload and provide SMEs with more time to focus on running and growing their businesses.

Roan Lavery, CEO and co-founder of FreeAgent, said: "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."
Haresh Bajaj, SVP at Pleo, added: "Pleo are thrilled to launch our integration with FreeAgent; two partners with a shared vision of empowering SMBs with seamless financial tools. This partnership is a step forward in simplifying workflows and unlocking greater value for our customers, and we’re excited about the impact we’ll achieve together."

The integration provides a real-time, end-to-end view of company spending, from subscriptions to ad-hoc purchases, and is designed to deliver clearer financial insights and less administrative burden for SMEs in the UK. The collaboration aligns with FreeAgent’s goal of enabling simpler, more automated bookkeeping for growing businesses.

Author’s summary: This partnership streamlines expense management for UK SMEs by automating data syncing between Pleo and FreeAgent, delivering real-time spending insights while reducing manual admin, with a focus on categories, VAT, and policy-controlled card usage.

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Financial IT Financial IT — 2025-11-18

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