Case Study: PensionBee streamlines expense management and saves hours with Pleo

PensionBee - Customer Case Study

PensionBee, an online pension management service that consolidates people’s scattered retirement savings, faced a time-consuming expense process full of manual admin, missing receipts and difficulty tracking the company card, according to CFO Christoph Martin. To solve this, PensionBee turned to Pleo, using Pleo’s expense management platform to simplify how teams pay for and report everyday purchases.

Pleo centralized receipts, provided a clear, real-time overview of employee spending, and replaced manual chasing with streamlined workflows for items like office supplies and team treats. The change gave PensionBee better visibility and saved significant time — Pleo reports admins save an average of 11.5 hours per month — while making expense management much simpler for the finance team.

PensionBee

Christoph Martin

Chief Financial Officer