Pennylane
French accounting and financial management platform shared by SMEs and their accounting firms.
- Category
- Finance & ERP
- Type
- Accounting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token, OAuth 2.0
02Data
What you can sync.
- Customer invoices
- Supplier invoices
- Ledger entries
- Bank transactions
- Customers
Load Pennylane customer invoices into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other Pennylane data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
- OAuth 2.0 (client ID, client secret, refresh token)
Pennylane uses an access token or OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Pennylane if you need help.
04How it works
How it works in DataMind.
-
Pick Pennylane.
Open Lake, pick Pennylane in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Pennylane API docs.
-
Answer a few questions.
The AI reads the Pennylane documentation, then asks which credentials you will use, which data to sync (for example customer invoices and supplier invoices), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Pennylane data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
