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Emily

Get an overview of the Pliant apps and features relevant to all user types

Getting started with Pliant 

Get an overview of the cardholder app's functionalities

For Cardholders (employees)

Understand the cardholder app's features for team managers

For team managers (department heads, etc.)

Understand the features of the admin app for the owner and admin roles

For admins (senior management and finance teams) 

Understand the accounting features of the admin app

For accountants and tax advisors

How to manage all your agency’s credit cards

For marketing agency customers

Learn how to protect your account, recognize common fraud risks, manage your cards securely, and take the right steps if you suspect unauthorized activity.

Security and Fraud Prevention

How to scale your E-commerce growth with digital payments

For E-commerce customers

Simon Johnson

How to manage your US insurance benefits and claims

For US Insurance customers

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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