Pennylane

Connect Pennylane to Delos

Connect Pennylane to Delos to query your accounting in plain language: client files, general ledger, entries, banking, VAT, invoices. A single Pennylane card offers three ways to connect.

Choose your connection

Option	Who it is for	Access	Authentication
Pennylane — Accounting firm	Chartered accountants	All the firm's client files, all features	Firm API token: in Pennylane, Firm settings > API tokens
Pennylane — Company	A single company	All of that company's accounting. Everything except document management (list, read, upload documents) and the search for accruals and deferred income	Company API token: in Pennylane, Settings > Connectivity > Developers
Pennylane — Invoices only	One-click connection	Supplier and customer invoices, entries and their supporting documents, payments, creation and finalization of customer invoices. No trial balance, no general ledger analysis, no VAT or financial statements	No token: click Connect and authorize on the Pennylane page

Token permissions to tick (Accounting firm and Company)

When creating the token in Pennylane, tick: companies:readonly, exports:fec, trial_balance:readonly, fiscal_years:readonly, journals:readonly, ledger_accounts:all, ledger_entries:all, transactions:readonly, dms_files:all, supplier_invoices:readonly, customers:readonly, customer_invoices:all.

The token is personal: it gives the access of the person who created it and is never shared with the rest of the organization.

What you can ask

• Files: "List the firm's companies", "What is this company's identity?", "What are its fiscal years (open, closed, frozen)?"
• Analyses on the whole general ledger (computed from the FEC, exact sums whatever the volume): "Give the trial balance of these companies", "Totals by account", "Breakdown of counterparties by third party", "Review checks", "Search lines by account, third party, label or amount", "Export the general ledger or the FEC to Excel"
• Entries: list, view details (lines, periods, lettering), download attachments, create an entry (miscellaneous journal entry, provision, reclassification), edit an entry, create an account
• Bank: transactions and missing supporting documents
• VAT and statements: VAT by month (collected, deductible, net due, CA3 amounts), simplified income statement and balance sheet (French chart of accounts)
• Invoices: supplier and customer, statuses, PDF, payments and remaining balance, customer list, creation of a draft customer invoice then finalization
• Document management (accounting firm only): list, read and upload documents
• Cut-off (accounting firm only): find expenses and income to defer after a closing date

Limits

• A finalized invoice is numbered by Pennylane and can no longer be edited, only credited.
• At most 8 files (invoices or documents) are downloaded per request.
• On a large portfolio, an analysis may cover only part of the companies on the first try: rerun the request to complete it.
• Pennylane limits the number of requests per second: very large requests may take a little time.