"Thanks to Pliant, we save up to 10 hours per month on billing alone.”
Peter Wundsam, Managing Partner at Forvis Mazars in Austria, explains how Pliant has simplified internal processes and reduced billing efforts, making the billing of employee expenses for client projects more efficient.
Forvis Mazars is one of the leading accounting and consulting firms in Austria and globally. With 11 partners and over 200 employees at its locations in Vienna and Krems, the firm offers comprehensive services in audit, tax, and advisory. As part of the global Forvis Mazars network, which unites over 40,000 experts in more than 100 countries, clients benefit from tailored solutions and international expertise.
Automated Receipt Reminders: Employees receive email prompts to upload missing receipts, reducing the workload for the accounting team.
Digital Receipt Capture: Instead of gathering paper receipts at the end of the month, employees instantly scan them using the Pliant app for digital processing.
Efficient Billing: Payments are matched with receipts and assigned to client projects automatically, saving approximately 10 hours each month and reducing costs.
Improved Workflows: Employees no longer need to front travel expenses or request advances, and project managers can directly access digitized credit card statements.
Challenge: Complex Receipt Management and Inefficient Billing
At Forvis Mazars, credit cards are crucial for managing travel expenses and other costs, ensuring payments and receipts are quickly captured for client billing. Previously, the accounting team often had to request receipts at the end of the month and manually review credit card statements. This lack of clarity and significant time commitment led to an inefficient and burdensome process for employees, management, and accounting.
"Before Pliant, we had to individually request missing receipts from employees, and there were no features for automatic receipt matching. At the end of each month, we had to break down each credit card statement and manually match transactions, making the entire billing process extremely inflexible and time-consuming," Wundsam recalls.
Solution: Automated Credit Card Billing with Digital Receipt Processing
With Pliant, Forvis Mazars significantly simplified and enhanced the efficiency of its billing process. The ability to issue virtual credit cards for specific purposes and configure card attributes, such as limits, proved particularly valuable.
For business travel expenses, virtual cards are issued to employees and added to Apple Pay or Google Wallet. After a payment is made, the receipt is immediately digitized using the Pliant app and linked to the corresponding transaction.
Automated receipt reminders via email ensure that fewer receipts are missing at the end of the month. This not only simplifies the billing process for employees but also allows for precise and rapid data processing.
Another benefit is the optimized credit card billing: instead of manually checking each card statement and assigning expenses to individual projects, transactions are now automatically aggregated and digitally itemized. This saves time and minimizes errors.
“The most significant improvement compared to our previous solution is the seamless integration of the electronic billing flow into our accounting system. When managing our numerous clients, we can immediately assign travel expenses to a client, and thanks to internal programming, ensure that they are automatically processed in BMD.”
Peter Wundsam, Managing Partner of Forvis Mazars in Austria
Result: Over Ten Hours Saved Per Month
The implementation of Pliant's digital credit card solution saves Forvis Mazars around ten hours per month solely due to the significant efficiency gains in managing card payments.
The previously cumbersome and time-consuming billing process has been greatly simplified through the digital matching of receipts to transactions and Pliant's integration with the BMD accounting system. This not only leads to substantial cost savings but also enables faster and more accurate billing.
“With Pliant, we save around ten hours per month just from the simpler billing process, which directly translates into cost savings. The tedious task of reconciling and searching for receipts is gone, saving us a significant amount of time. The implementation process was quick and straightforward, and Pliant brings tremendous efficiency to managing travel expenses and outlays. I only wish I could switch to Pliant for personal use—I highly recommend it to any company.”
Peter Wundsam, Managing Partner of Forvis Mazars in Austria
