Frequently asked questions for US teams

No. Pleelo is the office app for small service businesses in the Americas — invoicing, workers, clients, and payments in minutes. Pleo is a European corporate expense card — different product, different company.

Most service businesses are sending their first invoice within 10 minutes. Onboarding is three short steps: pick your trade, add a worker (optional), and create your first job.

Yes. The first month is free, and the first 10 signups in your city also get free 1-on-1 onboarding. No credit card required to start.

Yes. There is no contract — cancel from inside the app whenever you want. You keep access until the end of your billing period.

Pleelo is an operating backbone, not just bookkeeping. Your team manages billing, providers, contractors, CRM, inventory, and day-to-day execution in one connected workflow instead of stitching separate tools together.

Yes. Provider records, expenses, and contractor readiness stay connected so your team can move faster and avoid duplicated work.

Yes. Pleelo supports invoicing, receivables, payments, and reporting visibility so teams can understand what has been billed, paid, and still needs follow-up.

Open the provider, classify them as a contractor, send the onboarding request, let them complete the W-9 flow, then review and approve it from Pleelo.

Yes. Pleelo uses one Providers module with classification and readiness status instead of splitting vendors and contractors into unrelated systems.

It tells you whether a contractor is blocked, awaiting review, or ready to pay based on the compliance workflow.

Yes. Leads can include address-first information, geolocation, and richer operational context when the opportunity is tied to a place, not just a person.

Use Convert to Customer from the lead detail page. Pleelo creates the customer-side record and keeps the commercial context connected to the rest of the business.

Yes. Inventory has more value in Pleelo because it lives closer to providers, purchasing, sales, and finance than it would in a disconnected tool stack.

Yes. You can keep purchasing activity connected to providers, stock movement, and the rest of your operating workflow.

Yes. Pleelo supports multi-organization access, so operators can move between entities from one account while keeping data separated per organization.

Pleelo uses roles and permissions so access can be limited by responsibility across finance, HR, sales, and operations.

Yes. Pleelo includes setup and import tools so your team can move over faster without rebuilding everything manually.

The setup wizard, multi-organization flow, and import path reduce the amount of manual work needed in the early onboarding phase.