Your office, everywhere
Move into Pleelo with less friction.
Bring your customers, products, providers, and balances with you so your team can get set up faster and start working with confidence.
Six steps to get started
Follow a clear setup path so your team can move from signup to day-to-day use without losing time or missing key steps.
Organization setup
Configure your company profile, logo, and business information
Users and roles
Add team members and assign roles with appropriate permissions
Configuration
Set up taxes, currencies, banks, warehouses, and expense types
Data import
Import customers, products, providers, and opening balances
Verification
Review imported data, run test transactions, and validate everything
Go live
Start using Pleelo for daily operations with confidence
Bring your data with you
Coming from spreadsheets, QuickBooks, or another system? You do not have to start from scratch.
CSV import
Import customers, products, providers, and more from CSV files. Map columns to Pleelo fields and validate before importing.
QuickBooks migration
Migrate your chart of accounts, customers, products, and transaction history from QuickBooks as part of onboarding.
Spreadsheet transition
Move away from Excel and Google Sheets. Export your data, clean it up, and import it into structured Pleelo modules.
Opening balances
Set up initial balances for accounts receivable, inventory levels, and financial accounts so you start with accurate numbers.
Customer and provider import
Bulk import your customer and provider directories with contact details, tax IDs, and payment terms.
Product catalog import
Import your full product catalog with pricing, stock levels, categories, and tax configurations.
- Scattered data across spreadsheets, notebooks, and different apps
- Manual calculations for taxes, payroll, and inventory
- No single view of customers, sales, or outstanding balances
- Different tools for each department with no integration
- All business data in one connected system
- Automatic calculations for taxes, payroll, and stock updates
- Real-time visibility of customers, pipeline, and financial health
- Finance, HR, inventory, CRM, and operations in one platform
Need help migrating?
Our team can help you plan your migration, clean your data, and ensure a smooth transition from your current tools.