Overview

The Enrichment API enables you to share additional transaction information with Pleo, such as receipts, to enrich the accounting entries with further details. This also helps in minimising user efforts and enables us to complete the spend details from a trusted source. This is a downstream API that helps the external ERP/accounting system to stay updated with the transaction details and ensures accurate bookkeeping with good data.

Notes:

The target audience of this API are developer partners and third-party service providers with which Pleo customers perform transactions.

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Enrichment API Workflow

The process begins with identification of the corresponding accounting entry in Pleo and this is done through checking the parameters sent in a request to the Enrichment API. The enrichment request includes transaction and spender information:

1. Transaction Filters (to identify the relevant transaction):

   • Spender user email: Matched with a registered Pleo user (mandatory).
   • Transaction value: Includes amount and currency in which the transaction is performed (mandatory).
   • Transaction merchant name (mandatory).
   • Transaction date (mandatory).
   • Last four digits of the card: Matched with a Pleo card (optional).

2. Enrichment Data (Additional transaction information):

   • Receipt image: (mandatory).
   • Company tags: Tags API (optional).

Process:

1. Pleo validates the size and the format of the enrichment data.
2. Maps the parameters with the records stored in Pleo to identify a similar transaction.
   Note: If no match is found, the receipt is stored as a Draft in the Receipt Inbox for the user to review.

Receipt Status Responses:

• UPLOADED: Successfully matched and updated a single transaction with the receipt.
• ADDED_TO_RECEIPT_INBOX: Could not match but stored the receipt for access.
• UNRESOLVED: Failed to process the request; the receipt was discarded.

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ℹ️ Key Concepts

What is an Accounting Entry?

An accounting entry is Pleo’s representation of a spend transaction enriched with details such as receipts, tags, and notes.

What is the Receipt Inbox?

The Receipt Inbox is a Pleo feature - it stores receipts that are not yet matched with an accounting entry but retrieved from a reliable source. Users can then access these stored receipts through Pleo’s mobile application to match them with relevant accounting entries.

🚀 Authentication

Authentication uses Pleo’s OAuth flow. The token must include the company ID or organization ID to fetch the correct data about employees and accounting entries related to the request.