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Toolofficial publisher

Pennylane

Tool : standalone product, used directly

Financial and accounting cockpit for small businesses with AI-powered data entry.

The best tool for managing your finances alongside your accountant.

Overall score
8.1 /10
Security: nothing to flag
Utility
8.0
Reliability
6.0
Security
10.0
Ease
5 min · Comfortable

What it does, concretely

Managing accounting and finances for a small or medium-sized business takes up significant time and multiplies the risk of errors when data is scattered across multiple tools. Pennylane centralises invoicing, cash flow, expenses and accounting in one place.

In practice, the platform retrieves and centralises supporting documents, automatically categorises transactions, generates invoices and quotes, and synchronises all this data with the accountant in real time. The integrated business account allows suppliers to be paid in one click and teams to be equipped with cards with configurable authorisations.

Pennylane is aimed at freelancers, micro-entrepreneurs, small and medium-sized business owners, and finance directors who want to manage their day-to-day operations while collaborating effectively with their accountant.

The platform is less suited to large companies with very specific accounting needs or to users who do not have an accountant and are looking for a purely standalone tool without any support.

What it offers

  • ·Complete invoicing: creation of quotes, invoices, proformas, purchase orders, delivery notes and subscriptions with automatic payment reminders.
  • ·Real-time cash flow management with dynamic forecasting to support informed decision-making.
  • ·Business account and cards with per-employee authorisation management, natively integrated with accounting. (paid)
  • ·Expense report and purchase request module with validation workflows and reminders for missing receipts. (paid)
  • ·Automatic retrieval and centralisation of supporting documents to keep accounting up to date continuously.
  • ·Real-time collaboration with the accountant via shared access to financial and accounting data.
  • ·Compatibility with electronic invoicing as a Partner Dematerialisation Platform (PDP), ahead of the September 2026 reform.
  • ·Native integrations with third-party tools such as Qonto, PayFit and Stripe to centralise all financial data.

In practice

Price
Freemium · from 7 €
Commercial use
Commercial use: yes
Available on
web
FR interface
Yes

Security and data

Rating
Security: nothing to flag
Your data
Data with the vendor
Known incidents
Aucun majeur.
Maintenance
Active

Card verified on 13 September 2026 · added on 1 January 2020

How to install Pennylane

1. Go to pennylane.com and click on "Get started". 2. Create your account by entering your company information. 3. Choose the plan that suits your situation (free for micro-businesses, or a paid plan depending on your needs). 4. Connect your existing tools via the available integrations (Qonto, Stripe, PayFit, etc.). 5. Invite your accountant to the platform to enable real-time collaboration. 6. Review the role-based access settings for each user to protect your sensitive financial data.

Official documentation

In the same category

Whole category Money & admin