Softwr

Accounting & Finance · head to head

Pleo vs Tana

Pleo logo

Pleo

Accounting & Finance

Smart company cards for forward-thinking teams

From
£9.5/month
Rated
-
Full reviewWebsite
Tana logo

Tana

Productivity

The everything app for your personal workspace

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only Tana has a free tier, so it costs nothing to try first.
  • Each has a real cost: Pleo card delays and transaction limits impact usability, with limited regional acceptance in some areas; Tana the free plan hosts only 5 meetings a month with AI transcripts and summaries
  • They diverge on capability: Pleo covers Company cards, Tana covers Outliner interface.

Where they differ

Only the attributes on which Pleo and Tana actually diverge.

Attributes where Pleo and Tana differ
AttributePleoTana
Starting price£9.5/monthFree
Pricing modelUnknownfreemium
Free tierNoYes
PlatformsiOS, Android, WebWeb, Desktop
CategoryAccounting & FinanceProductivity
Founded20152020

Identical on both: user rating (Not yet rated).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Pleo

  • Company cards
  • Receipt capture
  • Expense categorization
  • Spend limits
  • Accounting sync
  • Xero
  • QuickBooks
  • Sage

Only in Tana

  • Outliner interface
  • Supertags
  • Live queries
  • AI integration
  • Graph views
  • Email capture
  • API
  • Zapier

Both cover

  • Web support

What people use each for

The jobs each tool is most often brought in to do.

Pleo

  • Employee expensesnot Tana
  • Spending autonomynot Tana
  • Expense automationnot Tana

Tana

  • Structured note taking with a graph based supertag data modelnot Pleo
  • Automatic meeting capture with AI transcripts and summariesnot Pleo
  • Turning notes into queryable structured databasesnot Pleo

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Pleo

  • Card delays and transaction limits impact usability, with limited regional acceptance in some areas
  • Receipt capture OCR inaccuracies and upload lag/glitches complicate expense categorization
  • Limited expense categories and tags reduce flexibility for complex accounting structures
  • Transaction approval workflows have minimal customization options
  • Lacks in-built forecasting tools and reporting is basic, providing limited insights into trends

Tana

  • The free plan hosts only 5 meetings a month with AI transcripts and summaries
  • The free plan connects only 1 calendar and allows 50 AI queries
  • Pro is $30 per user per month at standard price, with $20 shown as an early bird rate
  • Max is $120 per user per month at standard price, with $80 shown as an early bird rate
  • Integrations and full MCP require the Pro plan
  • Dedicated support and onboarding, and unlimited agents, skills and types, require the Max plan
  • The Business plan is custom priced, billed yearly and has no published rate
  • The free trial runs 30 days

Pricing, plan by plan

Pleo

£9.5/month
  • Starter$9.5/month
    • Company cards
    • Real-time expense tracking
    • Automated reports
  • Essential$39/month
    • Reimbursements
    • Mileage and per diem
    • Vendor cards
  • Advanced$89/month
    • Cashback
    • Budgets
    • Multi-entity management
  • Beyond$179/month
    • Spending insights
    • Sub-wallets
    • Dedicated success manager

Tana

Free
  • FreeFree
    • Core features
    • Supertags
    • Searches
  • Pro$10/month
    • Advanced AI
    • Priority support
    • Extended history

Which should you pick?

Choose Pleo if

  • You need company cards.
  • You work on iOS, Android, Web.
  • You also want receipt capture.
Pleo review

Choose Tana if

  • You need outliner interface.
  • You want to start without paying.
  • You work on Web, Desktop.
  • You also want supertags.
Tana review

Questions people ask

Is Pleo or Tana better?
Neither clearly leads. Pleo starts at £9.5/month and Tana at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Pleo or Tana?
Tana has a free tier; the other does not. Paid plans start at £9.5/month for Pleo and Free for Tana.
Does Pleo or Tana run on more platforms?
Pleo runs on iOS, Android, Web. Tana runs on Web, Desktop.
Can I use Tana for free?
Yes. Tana has a free tier, so you can try it without paying. Pleo starts at £9.5/month.
What is Pleo best used for?
Pleo is most often used for employee expenses, spending autonomy, expense automation. Of those, employee expenses and spending autonomy are not what Tana is typically brought in for.
What can Pleo do that Tana cannot?
Pleo covers Company cards, Receipt capture, Expense categorization, Spend limits. Tana covers Outliner interface, Supertags, Live queries, AI integration. Both handle Web support.

Answered from the vendors’ own pages

Pleo: What are Pleo's pricing tiers?

Pleo offers four pricing tiers: Starter (GBP 9.50/month), Essential (GBP 39.00/month), Advanced (GBP 89.00/month), and Beyond (GBP 179.00/month). Annual billing provides equivalent of two free months.

Source
Pleo: Does Pleo have a free tier?

No, Pleo does not offer a free tier or permanent free plan. All plans require payment with a free trial available for evaluation.

Source
Pleo: What integrations does Pleo support for accounting?

Pleo integrates directly with Xero and QuickBooks, plus Sage 200, Sage 50, Microsoft Dynamics 365 Business Central, Datev, and Visma e-conomic. Zapier integrations are also available.

Source
Pleo: What platforms can access Pleo?

Pleo is accessible via iOS and Android mobile apps, and through a web interface. Physical and virtual cards are issued for spending.

Source
Pleo: Does Pleo support multiple currencies?

Yes, Pleo supports multi-currency spending and transactions. The platform is particularly strong for European teams with local payment methods.

Source
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