B2B integration platform
Visit WebsiteTL;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
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
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
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.
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Cleo FAQ
What is EDI and why do businesses need it?
EDI (Electronic Data Interchange) is the standardized electronic exchange of business documents like purchase orders, invoices, and shipping notices. Large retailers and manufacturers require EDI compliance from their suppliers to automate supply chain processes and reduce manual errors.
Does Cleo support API integrations alongside EDI?
Yes, Cleo supports both traditional EDI protocols and modern REST/SOAP APIs. This allows businesses to connect with partners using their preferred integration method and bridge the gap between EDI-based and API-based trading partners.
Can Cleo connect to ERP systems?
Yes, Cleo integrates with major ERP systems including SAP, Oracle, Microsoft Dynamics, NetSuite, and others. The platform translates B2B documents into formats your ERP can process and vice versa.
What deployment options does Cleo offer?
Cleo offers cloud, hybrid, and private cloud deployments. Cloud is fully managed, hybrid keeps some processing on-premises, and private cloud provides dedicated infrastructure for organizations with strict security requirements.
Does Cleo provide managed services?
Yes, Cleo offers managed services for organizations that want hands-off B2B integration management. Their team handles partner onboarding, map development, testing, and ongoing support.
Source: cleo.com