Pennylane
Follow our setup guide to connect Pennylane to QUANTI.
Prerequisites
Before connecting Pennylane to QUANTI, ensure you have:
Pennylane Account: An active Pennylane account with appropriate access level
API Access: Administrator or Accountant role to generate API credentials
Active Company: At least one company configured in your Pennylane account
Financial Data: Existing invoices, transactions, or accounting data to synchronize
Setup Instructions
Generate API Token
Log in to your Pennylane account
Navigate to Settings > Connectivity > data sharing
Click on Generate new API token
Copy the generated token immediately (it will only be shown once)
Store it securely
Connect to QUANTI
In QUANTI, click on Connect to Pennylane
Paste your API token in the authentication field
Click Validate to verify the connection
Select the company you want to synchronize data from
Click Next
Select Pre-built Tables
Review the available pre-built tables (see section below for details)
All tables are selected by default - you can deselect tables you don't need
Recommended: Keep all tables enabled for complete financial data tracking
Click Next
Finish setup
Define a sync period and a lookback window - Click save
For the first sync, you have the following options:
Activate auto-sync for recurring syncs based on your sync settings by clicking the switch button
Launch a historical data recovery by choosing your desired dates in the historical data tab
Launch a manual sync immediately by clicking the Sync now button
Wait for the sync to complete. Then navigate to your data warehouse to verify that tables are populated
Check the connector dashboard for sync status and any potential errors
Pre-built Tables
analytical_ledger: All accounting entries with analytical tags at the most granular level. Includes company information, dates, labels, debit/credit amounts, account details, journal codes, document references, invoice links, third party information, analytical tags, and synchronization timestamps.
bank_accounts: Bank accounts linked to Pennylane. Contains account details including establishment information, connection type, associated accounting plan items, currency, synchronization status, balance, and timestamps.
bank_transactions: Bank transactions with execution dates and payment status. Includes transaction details, company and third party information, amounts in EUR and original currency, source, duplicate detection flags, SFTP/EBICS file information, and status indicators.
general_ledger: All journal entries at the most granular level for comprehensive accounting records. Contains company information, dates, labels, debit/credit amounts, account details, journal codes, document and invoice references, third party information, and creation metadata.
companies: Legal entities with registration details and platform configuration. Includes company name, trade name, registration numbers, VAT details, address information, SaaS plan, accounting settings (cash-based, VAT frequency), fiscal information, activity codes, legal form, and timestamps.
company_users: Users associated with companies. Contains user identification (email, first name, last name), company association, role, last activity date, accounting firm information, invitation timestamps, and synchronization data.
customer_invoices: Invoices issued to customers. Includes creation and issue dates, payment deadline, company and customer information, amounts (including and excluding taxes), currency, invoice number, source, payment status, outstanding balance, and timestamps.
customers: Client data with identification and location. Contains customer name, company association, VAT rate, accounting plan items, address details, registration numbers, VAT numbers, activity codes, legal information, and synchronization timestamps.
fiscal_years: Fiscal year periods. Includes company information, fiscal year dates (start and end), descriptor, closure timestamp, and synchronization data.
supplier_invoices: Supplier invoices received through various channels. Contains creation and issue dates, payment deadline, company and supplier information, amounts (including and excluding taxes), currency, invoice number, source, payment status, and timestamps.
suppliers: Vendor legal entities. Includes supplier name, company association, VAT rate, accounting plan items, address details, registration numbers, VAT numbers, activity codes, legal information, and synchronization timestamps.
tax_declarations: Tax declarations submitted to tax authorities. Contains company information, declaration type and form, declaration period dates, status indicators (declaration and payment validation), payment amount, rejection reasons if applicable, and timestamps.
Notes
Data Refresh: Pennylane data can be synchronized multiple times per day depending on your subscription plan
Historical Data: Full historical data is available with no API limitations on date ranges
Real-time Sync: For critical financial operations, use manual sync to get the most up-to-date data
Currency: All amounts are stored in the company's default currency as configured in Pennylane
VAT Rates: VAT rates are stored as decimal values (e.g., 0.20 for 20%)
Invoice Status: Invoice statuses include: draft, pending, paid, partially_paid, late, cancelled
Payment Terms: Payment terms are stored in days (e.g., 30 for "30 days net")
API Rate Limits: Pennylane enforces rate limits on API requests. QUANTI automatically manages these limits to ensure reliable data extraction
Accounting Standards: Data follows French accounting standards (Plan Comptable Général)
Troubleshooting
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