Case Study: Convivio achieves team autonomy and spending visibility with Pleo

Convivio - Customer Case Study

Convivio, a five-person UK digital services agency working with government clients, struggled with expense management for its free‑range, self‑managing team. Having a single central card and antiquated bank processes created an administrative bottleneck—receipts piled up, directors and finance staff were overloaded, and the company lacked real‑time visibility. Convivio chose Pleo’s expense cards and mobile receipt‑capture platform to address these challenges.

Pleo issued individual cards and a mobile app so team members could pay and photograph receipts at the point of purchase, with everyone able to view transactions and the bookkeeper able to reconcile in real time. The result was immediate: reduced receipt backlog, far less finance admin, stronger cultural alignment around company spending, and a transparent audit trail—so much so that Pleo cards became a recruitment perk and a practical way to empower staff.

Convivio

Steve Parks

Convivio