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https://www.pleo.io/en

Optimize your wealth management and financial planning operations with fund accounting, investor services, financial reporting, tax support, client onboarding, verification services, portfolio maintenance, investment research preparation, and financial planning administration support. Our team of highly skilled finance professionals provide back-office support that strengthens your client services.

Employees access payslips, apply for leave, and submit claims — all via WhatsApp.

William AI finds, extracts, categorises and publishes documents autonomously.

Build a workflow once, run it for every client. Tasks route themselves, with the documents and context attached.

A workflow system connected to client data - Gives you visibility on work and quality in one platform.

Speed up document review and approval to improve your workflow and service clients faster.

Xero

One place for clients, compliance, insights and practice workflows - so teams know what to do next.

Help clients get paid faster and keep cash flow visible, with payments connected to Xero.

Run compliant payroll and keep employee pay, pensions and accounting in sync.

Books to tax in one connected workflow, helping UK practices reduce admin and stay compliant

See how progressive firms are utilising our integrated AI.

Built for mid-market businesses to large enterprises, our accounting system transforms business’ financial processes.