Quick Start for Accounting API Consumers

Welcome to the quick start guide for accounting integrations via our API. This concise guide is designed to give you a streamlined overview of Pliant's API capabilities, allowing you to leverage our products effectively and quickly. Remember, you don't have to implement every feature. Even utilizing just a couple of endpoints can significantly enhance your processes.

Step 1: Define your Setup

Contact your Pliant representative to set up a demo organization in our sandbox. Inform us if you need:

• Custom fields at the card level for tailored usage, which get copied onto every transaction made with that card.

Understand the Concept of Accounting Transactions

In your organization Pliant manages cardholders, cards and transactions. Each member might have cards with which the member makes credit card transactions.

You can access all this data via the API: all cardholders, cards and transactions. In the context of accounting, one single credit card transaction might be split into many accounting transactions. For example if the credit card transaction was made to pay a service with multiple VAT rates or different G/L accounts it should be assigned to.

For that purpose each credit card transaction has 1 or more accounting transactions linked to it. All relevant accounting data can be found on those accounting transactions.

Step 3: List Accounting-relevant Transactions

To get a list of all transactions within your account, you can use our endpoint to list accounting transactions. The endpoint allows to filter by cardholder, card or credit card transaction.

Step 4: Fetch Receipts

If the credit card transaction has any receipt attached to it, you can fetch the receipt and its metadata via our specific endpoints.

Step 5: Build Your Own Accounting Integration

With access to the accounting-relevant data, your systems can fetch this data on a regular basis and transfer the data to your accounting system (or expense. management tool etc.) of choice.

Optional Features

Manage Teams and Projects via API

If you like, you can also manage projects and teams via the API. This gives you full control over the dynamic accounting settings relevant for the accounting transactions.

Use Custom Fields

If you would like to attach additional information to any credit card transaction, you can do this via custom fields. These custom fields can be created on organizational level and then be used per card or transaction. They are also part of the accounting transaction and can be fetched or updated there.