Intro Guide to Accounting with Pemo
Bookkeeping can eat up valuable time — but it doesn’t have to. With Pemo, accountants can automate up to 80% of their daily tasks, reducing manual effort and boosting accuracy.
This guide will walk you through how to:
Pre-account expenses: Review, categorize, and check compliance.
Export expenses: Push data directly into your accounting system.
Reconcile wallet statements: Match Pemo with your cash account in minutes.
Step 1: Pre-Accounting – Categorize and Check Compliance
Traditionally, categorization happens inside the accounting system — and takes hours. Pemo flips the process: expenses arrive pre-populated and ready to review in one simple dashboard.
Two Types of Fields
Accounting fields: Chart of accounts, VAT, vendors — the data that impacts your P&L, balance sheet, and tax filings.
Advanced fields: Custom tags for business insights, like department, project, or cost center.
Features that Save Time
Pre-populated data: No manual entry needed.
Full context: See payment status, approvals, and policy checks in one place.
Bulk categorization: Tag hundreds of expenses with just a few clicks.
To-do list view: Track what’s incomplete, complete, or ready to export.
AI-powered suggestions: Let Pemo recommend the right category automatically.
👉 Result: Categorization that used to take hours can now be done in minutes.
Step 2: Set Up the Pemo Accounting Integration
To use pre-accounting and exports, you’ll need to connect Pemo with your accounting system.
Two Integration Options
Online integration
Pulls chart of accounts, VAT fields, vendors, and categories automatically.
Syncs expenses and receipts to your accounting system in one click.
Offline integration (CSV-based)
Export expenses in bulk via CSV, ready for upload.
Customize templates and run formulas (e.g. strip VAT for audits).
Supported Online Integrations
QuickBooks Online
Zoho Books
Xero
Wafeq
📌 Prefer CSV uploads? Read more about offline integrations.
Step 3: Review & Categorize in the To-Do List
Every expense in Pemo is treated like a task:
Incomplete: Missing a required accounting field.
Complete: Fields filled, ready for review.
Ready for export: Reviewed and approved for export.
Why This Matters
Avoids duplicate work.
Keeps teams aligned on what still needs action.
Ensures expenses are export-ready.
Work Smarter, Not Harder
Use bulk actions to categorize expenses by merchant (e.g. all Facebook ads).
Mark dozens of expenses as “Ready for export” in seconds.
Switch to context view if you want to double-check line by line.
Step 4: Export to Your Accounting System
Once your expenses are categorized, export them with one click.
Expenses disappear from the export table (no duplicates).
All receipts and details flow into your accounting system.
Need history? Access every export in CSV format anytime.
👉 Result: What used to take days at month-end now takes minutes.
The Big Picture: Why Pemo Helps Accountants Win
With Pemo, finance teams:
Save time through automation and bulk actions.
Improve compliance with structured workflows.
Gain confidence with receipts, VAT, and policies captured at source.
Pemo isn’t just an expense tool — it’s a bookkeeper’s co-pilot.