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Synchronize Credit Card Payments Including Receipts with MOCO.
MOCO + Pliant: Direct integration of the credit card solution for comprehensive synchronization of all credit card payments and receipts. Company purchases and employee expenditures are automatically recorded in MOCO, read out, and prepared for accounting.
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English image not yet available...Benefits of Credit Card Integration
With the integrated credit card solution, managing business expenditures becomes simpler and more efficient. Highlights at a glance:
- Automatic recording of all credit card payments.
- Automatic recording of all credit card receipts.
- Supplementary synchronization from MOCO to Pliant.
- Real-time view in the cash flow report.
- The cardholder is identified in MOCO for correct allocation of the expenditure.
- The integration is developed and maintained by MOCO and is included in the subscription.
Automatic Recording of All Credit Card Payments
Transactions from Pliant are synchronized as expenditure payments in MOCO. Reconciliation of the credit card statement is not required. Transactions not yet booked in Pliant (shown as pending) are displayed in number and amount and linked under "Drafts".
Automatic Recording of All Credit Card Receipts in MOCO
MOCO directly creates expenditure drafts with receipts from Pliant. If text recognition (OCR) is enabled, the receipts are also read out.
If the receipt is recorded later in Pliant, it will be synchronized retroactively. If the receipt is still missing, MOCO will still create an expenditure draft with a note that the receipt is missing.
We recommend always recording receipts via Pliant. Pliant offers an incoming email address. The receipts are then automatically assigned to the payment.
If the receipt is recorded later in Pliant, it will be synchronized retroactively. If the receipt is still missing, MOCO will still create an expenditure draft with a note that the receipt is missing.
We recommend always recording receipts via Pliant. Pliant offers an incoming email address. The receipts are then automatically assigned to the payment.
Supplementary Synchronization from MOCO to Pliant
If a missing receipt is added to the expenditure draft in MOCO or the payment from Pliant is assigned to a receipt already recorded in MOCO, the receipt will also be synchronized to Pliant.
This significantly reduces administrative effort, simplifies receipt tracking, and ensures that both systems are always up to date.
This significantly reduces administrative effort, simplifies receipt tracking, and ensures that both systems are always up to date.
Real-Time View in the Cash Flow Report
Since the payments are recorded directly after approval from Pliant, they flow promptly into the cash flow report, and you can also see the payment in the Dashboard tile "Payment Outflow".
Why Such a Credit Card Solution?
Here’s why it’s worth using such a card solution – aside from the seamless integration into MOCO:
- Completely digital card and receipt management.
- Any number of credit cards can be created for personal expenses, projects, or specific purposes. New employees also receive a card immediately via click.
- Each card can be assigned an individual limit.
- Cards can be created immediately and added to the smartphone wallet right away.
- You always have an overview of which receipts for credit card payments are still missing.
Popular with Agencies
Many agencies work remotely or in a hybrid model. The digital credit card solution enables a simple, flexible, and yet transparent payment option for all employees.
Agencies offering SEA can create a card per ad channel, client, or project and control expenditures with budgets.
Agencies offering SEA can create a card per ad channel, client, or project and control expenditures with budgets.
Pliant
Best-in-class Approach
Like MOCO, Pliant also follows the best-in-class approach: A few tools focused on specific areas, optimally integrated, provide the best flow and the most value.
Unique Comprehensive Integration
The usual approach so far has been "light integrations" – only payments are fetched via finAPI, not receipts. MOCO is currently the first agency software in the DACH region to offer such a direct and comprehensive integration with Pliant credit cards.
Not using Pliant yet but interested? More info about Pliant
Like MOCO, Pliant also follows the best-in-class approach: A few tools focused on specific areas, optimally integrated, provide the best flow and the most value.
Unique Comprehensive Integration
The usual approach so far has been "light integrations" – only payments are fetched via finAPI, not receipts. MOCO is currently the first agency software in the DACH region to offer such a direct and comprehensive integration with Pliant credit cards.
Not using Pliant yet but interested? More info about Pliant
Activate Credit Card Sync
Activate
You activate the option in Settings > Extensions > Credit Cards. After clicking the "Activate" button, you confirm the connection to your previously created Pliant account.
English image not yet available...
English image not yet available...Then You're Ready to Go
The rest happens automatically: As soon as the payments are booked by Pliant, MOCO automatically records the expenditure draft and the payment. The receipts are synced. We describe the mechanics in more detail above.
English image not yet available...Note for Accounting: Accounting is disabled in Pliant because preparatory accounting is done through MOCO. Accounting in MOCO
Collected Experience from Practice
We at MOCO use MOCO as an ERP for our company and the credit card solution from Pliant for about 3 months. Practical experience played an essential role in achieving a truly meaningful integration.
This is how the cards work for us: Some employees have a personal virtual card for expenses such as travel costs. Additionally, we have a credit card through which our subscriptions (tools and other services) run.
This is how the cards work for us: Some employees have a personal virtual card for expenses such as travel costs. Additionally, we have a credit card through which our subscriptions (tools and other services) run.
