CardOS automated accounting & integrations

Automated Accounting & Seamless Integrations for Businesses

Offer your customers integrations that simplify accounting, enhance accuracy, and reduce manual work. With Pliant’s card platform, banks and regulated financial institutions can provide seamless integrations that connect corporate card transactions to ERP and accounting systems, streamlining financial workflows.

Integrate Pliant to ERP & accounting systems

Direct ERP & accounting system integration

Help businesses eliminate manual data entry by automatically syncing corporate card transactions with leading ERP and accounting platforms. Real-time data synchronization ensures accuracy, reduces reconciliation time, and keeps financial records up to date.

Automated expense transaction categorization

Intelligent expense categorization

Automated transaction categorization reduces accounting overhead for your customers. Expenses are sorted based on predefined rules, ensuring consistent reporting, simplified approvals, and streamlined reconciliation.

Automated financial reconciliation

Automated reconciliation for finance teams

Enable finance teams with an automated way to match transactions with receipts, expenses, and statements. Automating the reconciliation process reduces errors, saves time, and helps finance teams to focus on higher-value tasks.

Customize financial data exports

Customizable financial data exports

Every business has unique accounting requirements. Pliant allows them the export of financial data in customizable formats. Whether for tax filings, audits, or internal reporting, they will get the data they need in a few clicks, structured to fit their workflows.

Accounting export compliant with regulations

Built-in tax reporting

Provide your customers with audit-ready financial records. With Pliant’s card platform, your institution helps businesses stay compliant with the tools they need to meet regulatory requirements effortlessly.

Ready to transform your credit card offering?

Contact our partner team to discuss the possibilities for your financial institution’s card offering.

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