Support

Emily

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

For admins (senior management and finance teams) 

How to invite a new member, assign the right role, and resend invites?

Inviting a member

How to change a member's role, email and phone number?

Managing members

Card Copilot for Travel Cards

Members

How to set up teams and assign members to those teams?

Setting up and managing teams

Team managers

How to set up and track budgets for specific teams?

Team budgets

Teams

How to create multiple accounts with the same currency

Multiple accounts

How to create accounts in multiple currencies

Multi-currency accounts

See your payments faster in Pliant account

Real-time account updates

How to apply for a multi-currency credit line

Multi-currency credit line

Learn how to move funds between your Pliant accounts, including cross-currency transfers with real-time FX conversions

Internal Transfers

Accounts

Issuing cards

How to change limits, lock/unlock and terminate cards, etc.

Managing cards via the admin app

How can I withdraw money with my Pliant credit card?

Withdraw money from an ATM

How to assign restrictive controls at card level

Card controls

Transaction count limit

Export Card List

How to set and manage advanced card limits

Advanced card limits

Cards

Tracking card transactions in the admin app

Managing receipts for card transactions

How can I get monthly reports for each active credit card?

Monthly card transactions reports

Receipt management settings

Transaction review

Receipt inbox

Transactions & Receipts

Understand Pliant's billing features including billing statement periods, payment frequencies, payment methods and payment terms

Understanding billing statements and bill payments

Billing statements

Payment types and Payments page

Top up money in your account

Withdrawals (payouts) from card accounts

Card Account Page

How can I change my company's billing account (bank account)?

Change the company’s billing account

What is a Bill Payment Report and why do I need it?

Bill payment reports

Learn how bill payments are made via wire transfer, including supported currencies, transfer methods, and payment terms.

Wire Transfer Bill Payments

Bill payments

Billing

Automated CO2 compensations for travel-related transactions

Pliant Earth

Benefits & Rewards

Viewing merchants and merchant-related information

Merchants

How to update my organization's name on the cards, delivery address, etc.?

Updating my organization's details

How can I top-up my pre-fund Pliant account?

Pre-fund Pliant account

How can I change the credit limit or the frequency of the direct debits of my company?

Credit limit & direct debit frequency change

Request entity data

Pliant fee charging

Fees on FX transactions

How to Use the Pro API Module

Organization Settings

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Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.