Pliant Features
Expense Reports (7)
Ease of Creating Expense Reports
Creation of expense reports takes little time and is intuitive for new users
Bank / Credit Card Integration
Can easily pull in receipts from all credit card statements
Smart Categorization
Automatically assigns categories/accounts based on past entries and credit card statements
Digital Receipt Management
Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.
Employee Reimbursement
Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system
Currency Conversions
Enables easy entry of expenses in other currencies and converts to expense report currency
Credit Card Integration
Integrates with corporate or personal credit cards (import or bi-directional)
Travel Management (4)
Ease of Booking
Can book Flights, Hotels, and Rental cars directly from software.
Itinerary Management
Creates travel itineraries based on booking
Trip Notifications
Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.
Advanced Integrations
Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.
Client Invoicing (2)
Electronic Payments
Accepts electronic payments from clients
Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Mobile (3)
Receipt Capture
Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device
Mileage Tracking
Allows users to track mileage from mobile device using maps or GPS.
Travel Itinerary and Flight Status Updates
Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes
Administration (6)
Business Tool Integration
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
PCI Regulation Compliant
Complies with PCI security standards
Platform (8)
Reporting
Access pre-built and custom reports and dashboards.
APIs / Integration
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Offline
Provides users ability to create and access expense reports/timesheets while not connected to internet.
Embedded AI / Machine Learning
Offers embedded AI/machine learning
Complex Approval Workflow
Provides workflow for complex approval structures
Setup (3)
Data
Consolidates procurement data from multiple systems such as ERP systems and supply chain suites.
Approvals
Define rules and workflows that managers can use to approve different kinds of spending.
Alignment
Align spending across various departments such as procurement and accounting.
Performance (4)
KPIs
Provide standard spend KPIs that can be customized by users.
Benchmarks
Use historical spend data to create benchmarks per company or department.
Forecasting
Provide forecasts on future trends that may impact spending performance.
Savings
Identify savings opportunities per activity, department, or at the company level.
Data Management (5)
Consolidation
Consolidate information from multiple sources or multiple entities
Classification
Classify information by category, supplier, or supplier
External Sources
Integrate with external sources for market intelligence
Integration
Integrates with ERP systems general ledgers for transfering of AP transaction data
Cleaning
Ability to cleanse and consolidate AP data
Analytics (8)
Benchmarking
Provide benchmarking options for comparison with peers
KPIs
Include standard spending KPIs that can be customized
Compliance
Deliver reports for compliance purposes
Errors
Analysis that identifies errors in AP processes such as duplicate payments, anomalies, and fraud
Due Dates
Track invoices based on due dates to identify overdue payments
Cashflow
Analyze variations between incoming and outgoing cash
KPIs
Monitor KPIs such as time to process an invoice or erroneous payments
Payment Tracking
Track different types of payment such as deposits or partial payments
Integration (4)
Accounting
Provide integration with accounting and financial management software
Payments
Integrate with payment gateways and enterprise payments software
ERP
Deliver integrations with accounting modules of ERP systems
Account Sync
Sync with company accounts to transfer payments for approved invoices
Invoice Generation (3)
Templates
Provide standard invoice templates that can be customized by users
Digital Invoices
Ability to convert invoices to digital formats such as PDF
Recurring Invoices
Automatically generates invoices at pre-defined time intervals
Invoice Processing (4)
Approvals
Include workflows for approvals of invoices or payments
Batch Processing
Process multiple invoices without human intervention
Consolidation
Allow users to consolidate multiple invoices into one
Match Invoices
Match invoices with purchases and sales orders, as well as with payments
Recovery (2)
Historical payments
Approve, reject, or query historical payment transactions to identify anomalies
Overpayments
Recover overpayments, duplicate payments, or unused credits from suppliers
AP Data Processing (3)
Workflows
Constantly evaluate AP transactions to optimize workflows
Transparency
Improves management oversight by reconciling external data against internal transaction data
Controls
Strengthens process controls by using analysis to proactively reduce errors before they happen and detect fraud risk
Card Management (6)
Card Types
Manage multiple types of cards such as physical and virtual, debit and credit, or prepaid. 23 reviewers of Pliant have provided feedback on this feature.
Card Controls
As reported in 19 Pliant reviews. Allow users to activate cards, define spend limits, or change PIN codes.
Card Personalization
Based on 12 Pliant reviews. Personalize cards using logos, brand colors, and custom messaging,
Configuration
Define how cards can be used: single use, multi use, online, POS This feature was mentioned in 15 Pliant reviews.
Fulfillment
Track card fulfillment information such as orders, inventory, and shipping
Replacement
As reported in 12 Pliant reviews. Manage replacements of stolen ,damaged, and lost cards.
Controls (6)
Tokenization
Protect card data using algorithmically generated numbers (also known as tokens).
Security
Comply with Payment Card Industry Data Security Standard (PCI DSS) This feature was mentioned in 10 Pliant reviews.
Card Networks
Provide integration with card networks such as Visa and Mastercard
Integration
Integrate with software such as accounting, expense management, or banking. 20 reviewers of Pliant have provided feedback on this feature.
Testing
Provide a sandbox to simulate and test payments cards and transactions
APIs
Deliver APIs for custom integrations and to exchange financial data with other applications.
Payment Cards (3)
One-time Virtual
Online credit card number that can be instantly sent to employees and used for secure, one-time purchases
Recurring Virtual
Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services
Physical
Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets
Reporting (4)
Real time
Report on spend transactions as they happen in real time
Multiple Views
Reports that allow the user to sort and filter by vendor, team, GL, department, etc.
Export
The ability to export reports in various formats, such as excel, CSV, and Google Sheets
Budgets
Report on and track spending against budgets
Payments (4)
Vendor
Pay vendors through a dashboard or portal and maintain vendor payment information
Recurring
Manage and execute recurring payments, such as subscriptions, services, utilities, etc.
Employee Reimbursements
Reimburse an employee for all necessary expenditures or losses incurred by the employee within the employee's scope of employment
ACH
Allows for the electronic transfer of funds between banks
Fraud & Risk Management (3)
Notifications
Real-time notifications for fraudulant and/or duplicate spending
Unique Cards
Individual, unique cards for each vendor to help manage duplicate and overpayments
Controls
Control spend limits, expiration dates, and lock and unlock stolen or lost cards
Agentic AI - Spend Management (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Accounts Payable (AP) and Spend Analysis (1)
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Expense Management (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Invoice Management (3)
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Technology Glossary Features
View definitions of the features and discover new technology terms.
An application programming interface (API) serves as a link between disparate software and allows for an exchange of information between them. Learn more about how APIs work, and why they are crucial for software development.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.
Mileage tracking is the process of maintaining a mileage log for reimbursement or tax deduction. See why accurate mileage tracking is crucial for individuals and companies alike.

