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Pleo. Photo: Business WireTwo ways to access Pleo AI<\/p>\nPleo, Europe\u2019s one of the first and most trusted strategic finance platforms, on June 11th, announces a suite of AI agents that handle routine spend management autonomously, so finance leaders can focus on decisions rather than administrative tasks.<\/p>\n
Finance teams are under growing pressure: 45% of European companies say their current processes slow them down, and leaders describe approval workflows as so cumbersome they struggle to operate at the required speed. Meanwhile, 73% believe the future of finance teams and professionals depends on the comprehensive understanding and use of AI, yet 63% say AI skills, training and confidence are severely lagging.<\/p>\n
Pleo\u2019s agentic AI addresses this gap. Starting with beta testing in July, Pleo is moving toward a model where specialised agents execute routine work autonomously, surfacing only the exceptions that genuinely need human judgment.<\/p>\n
Jeppe Rindom, CEO and Founder of Pleo,\u00a0comments:<\/p>\n
\u201cAgentic AI gives finance leaders a clear path out of the admin and back to the work that requires their strategic judgment. We\u2019re focused on unifying users\u2019 full financial ecosystem-policies, budgets, vendors, approvals-while keeping data encrypted and controlled to move towards true autonomous spend: agents deciding independently, always within your guardrails. That\u2019s when finance leaders get their profession back.\u201d<\/p>\n
From workflows to agents<\/p>\n
Pleo is building specialised agents to handle financial workflows:<\/p>\n
Policy Agent \u2014 Currently a live agent that enforces company spend rules in real time, flags policy exceptions and routes approvals to the right personPleo MCP \u2014 Next to launch feature that captures card transactions, finds receipts, writes memos, applies accounting codes and submits expensesAP Agent \u2014 Processes invoices from email, codes them, schedules payment and tracks approval and payment status end to endTreasury Agent \u2014 Monitors cash flow, tracks spend against budget and surfaces overspend risk before it happensAccounting Agent \u2014 Codes transactions, reconciles accounts and closes books, flagging only what needs human reviewPleo. Photo: Business WireTwo ways to access Pleo AI<\/p>\n
The Pleo agents will live throughout the Pleo app and web experience. Additionally, Pleo\u2019s MCP server acts as the infrastructure layer that lets finance teams connect their preferred AI tools \u2013 such as ChatGPT Codex, Gemini, Claude Cowork, and Copilot \u2013 so they can directly access data in Pleo. Finance teams can query spend, approve expenses, prepare bookkeeping, and run reports without switching tools.<\/p>\n
Marija Nakevska, CPTO, Pleo\u00a0adds:<\/p>\n
\u201cFinance software is shifting from passive dashboards to AI agents that actively work on behalf of users, safely and transparently. Over the past decade, Pleo has built one of Europe\u2019s richest datasets from its customer base of 40,000 businesses, revealing\u00a0patterns in how and where they spend, and where risks emerge.\u00a0This intelligence drove Pleo\u2019s evolution from\u00a0expense management to full cash management. Now we\u2019re channelling it into the workflows finance teams need most. They want AI working for them, delivering better control.\u00a0We\u2019re seeing real appetite for AI features, but paired with a critical question:\u00a0\u2018How does this use my data, and do I stay in control?\u2019 The MCP server foundation answers both concerns. It enables advanced AI capabilities while keeping customers in control of their data.\u201d<\/p>\n
A key differentiator of Pleo\u2019s agentic experience is the conversation design. Today, many AI models mimic human emotions in their responses, which can mask issues. Pleo\u2019s agentic experience is designed for competence, not charm. This is part of Pleo\u2019s vision to build trust at every layer.<\/p>\n
Source<\/a><\/p>\n More related news:<\/p>\n FPT and Shinhan Bank to Expand Collaboration in AI-Powered Finance and Startups<\/a><\/p>\n Pepper Introduces AI-Driven Price Management for Independent Food Distributors<\/a><\/p>\n