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Documentation Index

Fetch the complete documentation index at: https://docs.chift.eu/llms.txt

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Pennylane

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

Sandbox and production credentials are identical on Pennylane’s side. Before going live, your integration must be certified by both Chift and Pennylane (see Step 3).
Follow the steps below to get sandbox access, retrieve your OAuth2 credentials, and go live. Chift can assist you with each step.

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Step 1: Open the partnership & get sandbox access

Fill in the partnership form:
  • Question 4 — Which entity will be responsible for developing the connector? Select Chift.
  • Question 5 — Do you have access to the Pennylane sandbox? Select No, open access for me. Question 5b will then appear; enter the email address to associate with the sandbox.
By default, Pennylane provides sandboxes without the accounting module. Once you’re connected to your sandbox, notify Chift so we can ask Pennylane to activate it for you.

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Step 2: Get your OAuth2 credentials

Fill in the OAuth2 request form to receive your Client ID and Client Secret.

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Step 3: Go live — certify your integration

Fill in the pre-certification form, then ask Chift to schedule a meeting with Pennylane. During this meeting you’ll:
  • Present an internal demo of your integration to Pennylane.
  • Have Chift on the call to answer any technical questions.

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Step 4: Publish on Pennylane’s marketplace & in-app

To appear on Pennylane’s public marketplace and in-app, and to benefit from their communication around your partnership, fill in the app-listing form.

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Test Pennylane

You will receive access sandbox access directly after filling in the partnership form from Step 1. Don’t forget to reach out to your Chift point of contact to activate the Accounting module.

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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

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Coverage