Loading Apps...
Your No-code and AI Automation PartnerAutomate Finance Workflows in Pennylane
Use Pennylane with automation tools to integrate and simplify accounting processes like invoice handling, transaction categorization, and financial reporting. Save time and reduce manual errors by connecting with multiple platforms.
When an Invoice Is Generated
1. Automatically Handle New Invoices
Trigger actions on new invoice creation.
Fetch Customer Details
2. Sync Customer Information
Retrieve customer data for accurate invoices.
Perform an Automated Reconciliation
3. Reconcile Transactions
Match finance records with bank transactions automatically.
Notify Finance Team
4. Send Alerts on Large Transactions
Alert the team about significant financial movements.
Generate Financial Report
5. Produce Month-End Reports
Compile and summarize monthly financial data.
- Repeat -
Automation Benefits
Automation Benefits for Pennylane
Unleash the true potential of Pennylane by connecting with other tools to automate financial operations.
Time Savings
Reduce manual entry and streamline workflows using automation platforms.
Improved Accuracy
Minimize human errors with automated financial processes.
Enhanced Productivity
Focus on high-value tasks instead of repetitive financial operations.
Better Cash Flow Management
Automatically track and organize transactions for optimal cash flow insights.
Scalable Financial Operations
Easily scale operations as your business grows without manual processes.
Real-time Financial Insights
Gain immediate visibility into financial performance with automated reporting.
Features
Pennylane Core Features
Enhance your accounting efficiency with automation beyond Pennylane's native capabilities.
- 1Automated Invoicing
Create and send invoices automatically from Pennylane.
- 2Bank Reconciliation
Reconcile transactions with linked bank accounts effortlessly.
- 3Financial Reporting Automation
Generate detailed financial reports without manual effort.
Outcomes
Business Outcomes from Automation
Unlock significant business enhancements with automated financial workflows in Pennylane.
40%
Reduced Processing Times
95%
Increased Accuracy in Reports
30%
Cost Savings from Automation
FAQ
Pennylane Automation FAQs
Answers to common questions about automating Pennylane with integration platforms.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.