P
Spend / Cards / AP / P2P

Pleo AI Integration

Connect Pleo to BeforeQuery for grounded AI answers and agent actions across Spend / Cards / AP / P2P.

Connect Pleo
What is it?

About Pleo

Pleo is one of the Spend / Cards / AP / P2P platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect Pleo

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → Spend / Cards / AP / P2P and select Pleo.

  2. Step 02

    Sign in to Pleo with an account that has permissions to grant BeforeQuery the Spend / Cards / AP / P2P scopes required.

  3. Step 03

    Confirm the connection. Pleo is now available as a source and action target for every playbook in your workspace.

Explore

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How BeforeQuery uses Pleo

What the agent does with your Pleo connection

  • 01

    Read transactions, cards, requests, and vendor data from Pleo into the Context Graph.

  • 02

    Auto-approve routine spend under policy; escalate exceptions with context bundled.

  • 03

    Answer employee spend questions ("what's my card limit?", "where's my expense report?").

  • 04

    Draft receipts + memo lines from context (calendar events, meeting attendees).

Use cases

What teams actually do with the Pleo integration

Auto-approve routine spend

Pleo transactions under the auto-approve threshold, in-policy category, with clean receipt matching auto-clear. Everything else routes to the approver with the specific policy question highlighted.

Expense report drafting

Employee snaps a receipt → BeforeQuery classifies the merchant, pulls the calendar event (client dinner, team offsite), drafts the memo line, and files the expense report in Pleo. Employee approves, done.

Vendor risk + duplicate check

Before every AP payment in Pleo, BeforeQuery checks for duplicate invoices, sanctioned vendors, and unusual bank-account changes. Anomalies escalate to finance; clean payments proceed.

Answer questions grounded in Pleo

Employees and customers ask Pleo-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact Pleo record shown alongside the response. No context switching, no "log into Spend / Cards / AP / P2P to check" round-trips.

Pleo — Frequently Asked Questions

Common questions about connecting BeforeQuery to Pleo.

Yes, with approver check-in per your matrix. Small payments (< threshold) can be autopilot; larger require finance approver; large + first-time-vendor combinations always require step-up.
Standard OAuth 2.0 where Pleo supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your Pleo data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every Pleo integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific Pleo objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch Pleo for real.

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