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General Information

Website: pennylane.com
Software type: Solution as a Software (Saas)
Geography: 🇫🇷 France
Support multi-folder: ✅

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Introduction

Pennylane centralizes all financial and accounting flows in real time and streamlines collaboration between business leaders and their accountants.
Beyond the Company API designed for use by individual businesses, Pennylane also offers a dedicated Firm API tailored specifically for accounting practices and the tools they build. This Firm API provides authenticated access to a firm’s entire portfolio of client companies, enabling retrieval of consolidated client lists, detailed accounting reports (trial balance, FEC, analytical ledger), and other firm‑level data. It’s the foundation for integrations that need to operate across multiple client accounts and embed Pennylane data directly into a practice’s workflows or software ecosystem.

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Configure Pennylane

Prerequisite(s)
  • Have an OAuth2 application on a Pennylane account (a sandbox is provided by default when requesting Pennylane for an OAuth2 application but not mandatory to activate the API route)
  • Activate the Pennylane integration on the Chift platform.
Process
👉Pennylane Certification Process for Chift Partners :
  1. Inbound Form
    Please fill out this Typeform. Doing so will allow you to:
    • Receive your Client ID and Client Secret directly.
    • Get access to a PennyLane test environment.
    This will let you start testing your implementation with Pennylane immediately while you work toward certification.
  2. Pre-Certification
    Fill out the Pre-Certification Form before the certification call.
    • Preferably completed by a technical person.
    • This form prepares the call and ensures your integration is compatible with Pennylane. Note: Chift provides supporting materials to help you complete the technical sections of the form.
  3. Certification Call (Three-way)
    • Participants: Partner + Chift + Pennylane.
    • Contact Pennylane to schedule a joint session.
    • During the call, provide a live demonstration of your integration, covering:
      • OAuth connection flow.
      • Advanced functionality enabled.
      • Specific use cases of your integration.
  4. Partner Listing & Marketplace
    Complete the Listing Form.
    • To be filled by the partner, with Chift support if needed.
    • Purpose: publish your integration on Pennylane’s marketplace and in-product page.
    • Include:
      • Marketing content (description, visuals, etc.).
      • Arcade or short demo video.

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Test Pennylane

Get in touch with your Chift contact, and we’ll coordinate the setup of a sandbox environment via our partnership with Pennylane

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Connect Pennylane

To activate a connexion with Pennylane, users will have to go through the following steps.
French article: Help Center - Pennylane FR
English article: Help Center - Pennylane EN