Automate B2B supply chain data exchange with EDI and APIs
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487 reviews trackedThe Bottom Line
Entry price
Paid plans only
Biggest pro
AI financial assistant app
Biggest con
Subscription for premium features
TL;DR - Cleo
- AI-powered financial assistant
- Automated expense tracking and insights
- Cash flow management for businesses
Pricing: Paid only
Best for: Enterprises & pros
4.2/5 across review platforms
What is Cleo?
Cleo Integration Cloud is a B2B integration platform that helps businesses automate supply chain data exchange through EDI (Electronic Data Interchange), APIs, and other integration protocols. The platform enables companies to connect with trading partners, automate order processing, and orchestrate complex supply chain workflows without manual data entry.
The platform supports traditional EDI standards (X12, EDIFACT) alongside modern APIs, enabling businesses to integrate with partners regardless of their technical capabilities. Cleo handles document translation, mapping, and validation, ensuring data flows accurately between disparate systems. The cloud-based architecture provides visibility into all B2B transactions with real-time monitoring and alerts.
Cleo serves mid-market and enterprise businesses across retail, manufacturing, logistics, and distribution industries. The platform can be deployed as cloud, hybrid, or private cloud to meet varying security and compliance requirements.
Pros & Cons
Pros
- AI financial assistant app
- Conversational budgeting interface
- Spending insights and tracking
- Savings automation features
- Engaging and friendly UX
Cons
- Subscription for premium features
- Requires bank account linking
- Privacy concerns with financial data
- Limited investment features
- US and UK focused primarily
Ratings Across the Web
4.2(487 reviews)
Ratings aggregated from independent review platforms. Learn more
Key Features
B2B integrationEDI processingSupply chain integrationData transformationAPI managementCloud platform
Pricing Plans
Pricing checked Jul 13, 2026
Free
Free
- Expense tracking
- Budget insights
- Chatbot services
- Basic spend tracking
Grow
$2.99/monthly
- Targeted savings
- Financial growth features
Plus
$5.99/monthly
- Cash advance $20-$250
- Credit score access
- Advanced budgeting
Pro
$8.99/monthly
- Voice chat
- Conversation memory
- Advanced AI features
Builder
$14.99/monthly
- Credit Builder card
- Build credit history
- Cashback rewards
Reviews
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4.2/5
Across 487 verified user reviews on G2, Capterra
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Cleo FAQ
How does Cleo facilitate B2B data exchange across different technical capabilities?
Cleo supports both traditional EDI standards like X12 and EDIFACT, as well as modern APIs. This dual capability allows businesses to integrate with trading partners regardless of the partner's specific technical infrastructure or preferred data exchange method.
Which teams within an organization would benefit most from using Cleo?
Teams involved in supply chain management, logistics, distribution, and manufacturing would find Cleo most beneficial. The platform is designed to automate order processing and orchestrate complex supply chain workflows, reducing manual data entry for these departments.
How is Cleo priced?
Cleo is offered as a paid product and does not include a permanently free tier. Access to its B2B integration capabilities, including EDI and API automation, requires a subscription.
What kind of limitations should users be aware of when considering Cleo?
Users should be aware that Cleo primarily focuses on the US and UK markets. Additionally, while it offers robust B2B integration, it does not include investment features.
Can Cleo help automate order processing for businesses?
Yes, Cleo is designed to automate order processing by connecting businesses with their trading partners. It handles document translation, mapping, and validation to ensure accurate data flow for automated order workflows.
How does Cleo compare to Boomi for B2B integration?
Cleo specializes in automating B2B supply chain data exchange through EDI and APIs, offering real-time visibility into transactions. While Boomi is also an integration platform, Cleo's core strength lies in its specific focus on orchestrating complex supply chain workflows and supporting both traditional EDI and modern API protocols for partner connectivity.
Does Cleo provide visibility into B2B transactions?
Yes, Cleo offers visibility into all B2B transactions through its cloud-based architecture. This includes real-time monitoring and alerts, allowing businesses to track data flow and identify any issues promptly.
Source: cleo.com