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Your No-code and AI Automation PartnerAutomate financial reports with Pennylane
Effortlessly consolidate financial data from various platforms into Pennylane using Zapier. This automation saves time, reduces errors, and enables your finance team to focus on strategic analysis.
When a Data Export Triggered
1. Trigger Data Export
Daily trigger data export from platforms.
Use Google Sheets to Clean Data
2. Clean & Normalize Data
Transform and normalize the exported data.
Send Transformed Data to API
3. Data to Pennylane
Send the cleaned data to Pennylane's API.
Generate Reports with Imported Data
4. Generate Reports
Create reports using the imported data.
Send Notification When Report Ready
5. Notify Team
Notify via Slack or email once reports are ready.
- Repeat -
Automation Benefits
Benefits of Using This Automation
Explore the significant benefits your company will gain from this automation.
Improved Accuracy
Achieve high accuracy in financial reporting by automating data handling.
Enhanced Efficiency
Focus on analysis and decision-making rather than manual data tasks.
Streamlined Operations
Integrate various data sources into a single reporting tool seamlessly.
Cost Savings
Reduce costs associated with manual data processing and errors.
Scalability
Easily scale operations without increasing data processing time.
Informed Decision Making
Gain valuable insights faster with accurate and timely reports.
Features
Features of Financial Data Automation
Key features that make this automation indispensable for finance teams.
- 1Seamless Data Integration
Automatically connect multiple platforms to Pennylane for seamless data flow.
- 2Error Reduction
Minimize manual errors by automating data transformation and integration.
- 3Time Efficiency
Drastically cut down the time needed for data consolidation and reporting.
Outcomes
Expected Outcomes of Automation
Transform your financial operations with these automation outcomes.
80%
Faster Report Generation
90%
Error Reduction
2x
Increased Analytical Time
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FAQ
Financial Data Automation FAQ
Frequently asked questions about automating financial data consolidation.
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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.