Finance · Göta IT Gateway
Pleo in Claude and ChatGPT.
Pleo holds the receipts and the cards, the books hold the rest. The Gateway connects Pleo to Claude and ChatGPT so expenses, cards and pending receipts can be asked about, and followed all the way to the voucher in Fortnox.
Connected today. You can start a pilot next week.
Hosted in Sweden · OAuth, never passwords · Per-user permissions · Everything logged
What you can ask
This is what it sounds like once Pleo is connected. The answer is fetched from the system the moment the question is asked, with the asker's own permissions.
Ask
”Which expenses are missing a receipt this month?”
Ask
”How much have we spent on travel per person this year?”
Ask
”Which Pleo transactions are not booked yet?”
How you connect Pleo
01
Connect
Add the Gateway's address to your AI client. One address for the whole company, not one per system.
02
Sign in
Everyone signs in to the systems with their own accounts, on each system's own sign-in page. The Gateway gets a key with a limited scope. The AI model never sees a password.
03
Ask
Ask in your AI client as usual. The permissions from your systems come along in every answer.
Built to be let in
An AI layer that gets to read the books and write to the CRM has to earn it. This is how the Gateway does.
Hosted in Sweden
The server runs in Sweden. Your data stays here, and you can choose your own environment if the contract requires it.
Your own logins
OAuth against each system's own sign-in. The Gateway stores encrypted keys, and the AI model never sees a password.
Per-user permissions
Whoever asks sees only what they are already allowed to see in the system. No shared service key with everyone's rights.
Read by default, write with approval
Anything that creates, changes or sends something waits for a yes from a person.
Every call logged
Who, what, when and with which data. Traceable afterwards, system by system.
No lock-in
Open protocol, free choice of model, and full export whenever you want.
More systems in Finance
One package per sector: connect one server and you get the whole sector. The other systems in Finance:
- Fortnox
- Visma.net
- Spiris (Visma eEkonomi)
- Bokio
- Xledger
- Medius
Start with Pleo. A 30-day pilot.
One system, one knowledge layer and a handful of agents in a process you already run. We set up Pleo together, let it run for 30 days and evaluate. Then you decide.