Pliant supports accountants and tax advisors in pre-accounting and exporting credit card data (transactions and payments) to various accounting systems. The (pre-)accounting features are available to users with either owner, admin or accountant permission within the web app.
Navigating to Settings > Accounting you can find
the set-up of general account numbers
the management of company-specific data fields used for pre-accounting
(G/L accounts, tax rates, vendors, cost centres and cost objects)the configuration of accounting system integrations
The Accounting export flow allows
manual pre-accounting
checking the automatic assignments
exporting data to accounting systems (via API or file download/upload).
On the Integrations page, specific integrations that support further processing in third-party systems (e.g. data enrichment, workflows, accounting export) can be activated and configured.
Important note: In the menu item billing, payments can be downloaded for further processing in accounting systems.