Ask the Collective

What employee expense tracking and financial management tools do members use, and which integrate well with Xero?

Members recommend two main platforms for employee expense and petty cash management: - **Pleo** — praised as simple and bookkeeper-friendly, with no complaints reported. Members note it also offers overdraft facilities (though these aren't widely advertised). The platform supports approval processes, team limits, and auto-top-ups, though some members recommend properly configuring these features rather than relying on defaults. - **Soldo** — frequently mentioned alongside **Approval Max** as a paired solution for expense tracking. Both integrate with Xero for sales order tracking and accounting sync. Members emphasise that these tools work best when you actively configure their built-in functions (approval workflows, spending limits, team permissions) rather than using them at default settings.