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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

Flag transactions

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

Receipt Policy

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Transactions & Receipts

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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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