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Get an overview of the most important features available in the cardholder app

Getting started as a cardholder

How to download the Pliant mobile app for cardholders?

Using the Pliant mobile app

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Get an overview of the cardholder app's functionalities

For Cardholders (employees)

How to request a new physical or virtual card via the cardholder app?

Requesting a card

Physical cards need to be activated before they can be used

Activating physical cards

How to access card number, CVV and expiry date for making payments?

Using your Pliant cards

Where do I find the PIN for my physical Pliant credit card?

Viewing the Pliant card's PIN

Locking, unlocking and terminating cards

How to request a higher limit for any of my cards?

Requesting a limit change for one of your cards

Add your Pliant cards to Apple Pay to make fast, secure payments with your Apple devices.

Using Apple Pay with Pliant

How can I add my virtual or physical Pliant cards to Google Pay?

Using Google Pay with Pliant

Card expiration

Learn how Click to Pay works with your Pliant card, what the benefits are, and where you can use it.

Visa Click to Pay

Cards

Track, search and filter card transactions and support your finance team by adding receipts and accounting information

Your card transactions

How to upload receipts? How to use the receipt inbox to automatically match receipts to transactions via email?

Uploading receipts and using the receipt inbox

Automatic Receipt number extraction

How to manage notifications about missing receipts?

Receipt notifications

Why do I need to verify my transaction when paying with my Pliant card?

Strong-customer authentication

Requesting chargebacks

Flag transactions

This article explains how Receipt Policy works, how to set it up, and what cardholders will see.

Receipt Policy

Transactions & Receipts

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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.

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

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

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

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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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