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Overview of Accounting Automation with Pemo

Updated over 3 weeks ago

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:

  1. Pre-account expenses: Review, categorize, and check compliance.

  2. Export expenses: Push data directly into your accounting system.

  3. 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.

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