Summary:
After the integration, your Pliant credit card transactions are synced to COMMITLY automatically.
This gives you a complete overview of all card payments and their impact on your liquidity planning.
The transactions are treated like regular bank transactions and feed directly into:
Actuals
Forecast
Reports
This ensures that credit card transactions are also included in liquidity planning.
What is imported?
All Pliant card transactions
Debits and credits
Ongoing credit card transactions
After a successful sync, the transactions appear under Transactions, where they can be mapped or processed automatically with rules.
The connection is made through the bank integration.
For the secure connection, COMMITLY uses finAPI GmbH (Munich), a service provider regulated by BaFin.
What do I need to do in Pliant?
Make sure you have your login details ready.
What do I need to do in COMMITLY?
Open Account Setup
Go to My Bank Accounts
Click Add new bank
Enter "Pliant" in the search field
Enter your Pliant login details
Confirm the connection
After a successful connection, your credit card transactions are synced automatically.