Pleo, Europe’s spend management platform built for financial strategists, has unveiled a suite of AI agents designed to handle routine financial tasks autonomously, allowing finance leaders to concentrate on strategic decision-making rather than administrative work.
The launch comes as research cited by the company points to mounting pressure on finance teams: nearly half of UK companies report that existing processes slow them down, while approval workflows are described as so unwieldy that operating at pace has become a genuine challenge.
At the same time, 78% of finance professionals believe a thorough understanding of AI will be essential to the future of the profession, yet the majority acknowledge that skills, training and confidence in the technology remain seriously underdeveloped.
The new capabilities span five specialised agents. The Policy Agent is already live, applying company spend rules in real time, flagging exceptions and directing approvals to the appropriate person. The Pleo MCP, due to launch next, captures card transactions, locates receipts, drafts memos, applies accounting codes and submits expenses.
The AP Agent handles invoices from email through to payment tracking. The Treasury Agent monitors cash flow and flags overspend risk ahead of time. Finally, the Accounting Agent reconciles accounts and closes books, escalating only items that warrant human attention.
Beta testing across these capabilities is set to begin in July 2026, with a broader rollout to follow.
Finance teams will be able to access Pleo’s agents directly within the Pleo app and web platform. In addition, the company’s MCP server acts as a connecting layer, enabling teams to use tools such as ChatGPT Codex, Gemini, Claude Cowork and Copilot to query spend data, approve expenses and run reports without switching between platforms.
Pleo describes itself as Europe’s first spend platform built specifically for financial strategists, developed by a CFO to eliminate the fragmentation caused by scattered tools and manual processes.
Pleo chief executive officer and founder Jeppe Rindom said, “Agentic AI gives finance leaders a clear path out of the admin and back to the work that requires their strategic judgment. We’re focused on unifying users’ full financial ecosystem-policies, budgets, vendors, approvals-while keeping data encrypted and controlled to move towards true autonomous spend: agents deciding independently, always within your guardrails. That’s when finance leaders get their profession back”
Pleo chief product and technology officer Marija Nakevska said, “Finance software is shifting from passive dashboards to AI agents that actively work on behalf of users, safely and transparently. Over the past decade, Pleo has built one of Europe’s richest datasets from its customer base of 40,000 businesses, revealing patterns in how and where they spend, and where risks emerge. This intelligence drove Pleo’s evolution from expense management to full cash management.
“Now we’re channeling it into the workflows finance teams need most. They want AI working for them, delivering better control.. We’re seeing real appetite for AI features, but paired with a critical question: ‘How does this use my data, and do I stay in control?’ The MCP server foundation answers both concerns. It enables advanced AI capabilities while keeping customers in control of their data.”
Copyright © 2026 FinTech Global
