Pennylane

Pennylane is a financial management and accounting platform for small and medium-sized businesses and accounting firms, combining invoicing, bookkeeping, and cash-flow management in a single tool. The Nexla Pennylane connector uses the Company API (v2) to ingest accounting data such as customer and supplier invoices, customers, suppliers, products, and chart-of-account entries for analysis, reporting, and downstream integration.

Power end-to-end data operations for your Pennylane API with Nexla. Our bi-directional Pennylane connector is purpose-built for Pennylane, making it simple to ingest data, sync it across systems, and deliver it anywhere — all with no coding required. Nexla turns API-sourced data into ready-to-use, reusable data products and makes it easy to send data to Pennylane or any other destination. With comprehensive monitoring, lineage tracking, and access controls, Nexla keeps your Pennylane workflows fast, secure, and fully governed.

Features

Type: API

SourceDestination

• Seamless API Integration: Connect to any endpoint as source or destination without coding, with automatic data product creation
• Visual Composition & Chaining: Build complex integrations using visual templates, chain API calls, and compose workflows with data validation and filtering
• API Proxy: Expose curated slices of your data securely with a secure and customizable API proxy that validates and transforms data on the fly
• Request optimization with intelligent batching, retry, and caching to minimize API calls and costs

Prerequisites

Before creating a Pennylane credential, you need to generate a Company API token from your Pennylane account. Pennylane authenticates API requests with a bearer token that is sent in the Authorization header as Bearer <YOUR_API_KEY>. Generating a Company API token requires an Essential plan or higher and admin access to the company workspace (Executive, Internal Accountant, or External Accountant roles).

To generate a Company API token, follow these steps:

1. Sign in to your Pennylane account.

2. Open the Management section, then navigate to Settings > Connectivity > Developers.

3. Click Generate an API Token.

4. Enter a descriptive name for the token that reflects its purpose (for example, "Nexla Integration").

5. Select the permission level for the token. For a Nexla data source, Read only is sufficient. Choose Read and write only if you need to create or update data through the API.

6. Choose an expiration period for the token (1 month, 6 months, 12 months, or Unlimited).

7. Click Generate Token, then copy the token immediately. Pennylane displays the token only once and does not store it, so it cannot be retrieved after you leave the page.

8. Store the token securely, as you will need it to configure your Nexla credential.

A token is always linked to a single company, and a company can have multiple tokens, each with its own scopes and expiration date. Pennylane recommends creating a separate token for each application or environment to isolate permissions and reduce risk. If a token is compromised, revoke it in the Developers settings and generate a new one. For detailed information about API authentication, scopes, and available endpoints, see the Pennylane API documentation.

Authenticate

Credentials required

Field	Required	Secret	Description
API Key	Yes	Yes	API key.

Create a credential in Nexla

1. After selecting the data source type, click the Add Credential tile to open the Add New Credential overlay.

2. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

3. Enter your Pennylane Company API token in the API Key field. This is the token you generated in Prerequisites. Nexla sends this token in the Authorization header as Bearer <YOUR_API_KEY> for all requests to the Pennylane API.

   The Pennylane Company API token is sensitive information and should be kept confidential. If your token is compromised, revoke it in your Pennylane Developers settings and generate a new one.

   For detailed information about API authentication, scopes, and available endpoints, see the Pennylane API documentation.

4. Click the Save button at the bottom of the overlay. The newly added credential will now appear in a tile on the Authenticate screen during data source creation.

Use as a data source

To create a new data flow, navigate to the Integrate section, and click the New Data Flow button. Select the Pennylane connector tile, then select the credential that will be used to connect to Pennylane, and click Next; or, create a new Pennylane credential for use in this flow.

Endpoint templates

Nexla provides pre-built templates that can be used to rapidly configure data sources to ingest data from common Pennylane endpoints. Select the endpoint from which this source will fetch data from the Endpoint pulldown menu. Available endpoint templates are listed in the expandable boxes below.

[Rest API] List Customer Invoices

This endpoint template retrieves the list of customer invoices from your Pennylane account. Use this template when you need to access invoices issued to your customers for analysis, reporting, or integration purposes.

• This endpoint returns customer invoice records accessible to your API token. Nexla automatically follows cursor-based pagination to fetch all available pages of data.

For detailed information about customer invoices, response fields, and pagination, see the Pennylane API documentation.

[Rest API] List Supplier Invoices

This endpoint template retrieves the list of supplier invoices from your Pennylane account. Use this template when you need to access invoices received from your suppliers for analysis, reporting, or integration purposes.

• This endpoint returns supplier invoice records accessible to your API token. Nexla automatically follows cursor-based pagination to fetch all available pages of data.

For detailed information about supplier invoices, response fields, and pagination, see the Pennylane API documentation.

[Rest API] List Customers

This endpoint template retrieves the list of customers from your Pennylane account. Use this template when you need to access customer records and contact details for analysis, reporting, or integration purposes.

• This endpoint returns customer records accessible to your API token. Nexla automatically follows cursor-based pagination to fetch all available pages of data.

For detailed information about customers, response fields, and pagination, see the Pennylane API documentation.

[Rest API] List Category Groups

This endpoint template retrieves the list of category groups from your Pennylane account. Use this template when you need to access the groupings used to organize accounting categories for analysis, reporting, or integration purposes.

• This endpoint returns category group records accessible to your API token. Nexla automatically follows cursor-based pagination to fetch all available pages of data.

For detailed information about category groups, response fields, and pagination, see the Pennylane API documentation.

[Rest API] List Customer Estimates

This endpoint template retrieves the list of customer estimates (quotes) from your Pennylane account. Use this template when you need to access estimates issued to your customers for analysis, reporting, or integration purposes.

• This endpoint returns customer estimate records accessible to your API token. Nexla automatically follows cursor-based pagination to fetch all available pages of data.

For detailed information about customer estimates, response fields, and pagination, see the Pennylane API documentation.

[Rest API] List Suppliers

This endpoint template retrieves the list of suppliers from your Pennylane account. Use this template when you need to access supplier records and contact details for analysis, reporting, or integration purposes.

• This endpoint returns supplier records accessible to your API token. Nexla automatically follows cursor-based pagination to fetch all available pages of data.

For detailed information about suppliers, response fields, and pagination, see the Pennylane API documentation.

[Rest API] List Plan Items

This endpoint template retrieves the list of plan items (chart-of-account ledger accounts) from your Pennylane account. Use this template when you need to access the accounting plan used to classify transactions for analysis, reporting, or integration purposes.

• This endpoint returns plan item records accessible to your API token. Nexla automatically follows cursor-based pagination to fetch all available pages of data.

For detailed information about plan items, response fields, and pagination, see the Pennylane API documentation.

[Rest API] List Products

This endpoint template retrieves the list of products from your Pennylane account. Use this template when you need to access the catalog of products and services used on invoices for analysis, reporting, or integration purposes.

• This endpoint returns product records accessible to your API token. Nexla automatically follows cursor-based pagination to fetch all available pages of data.

For detailed information about products, response fields, and pagination, see the Pennylane API documentation.

[Rest API] List Categories

This endpoint template retrieves the list of categories from your Pennylane account. Use this template when you need to access the analytical categories used to classify accounting entries for analysis, reporting, or integration purposes.

• This endpoint returns category records accessible to your API token. Nexla automatically follows cursor-based pagination to fetch all available pages of data.

For detailed information about categories, response fields, and pagination, see the Pennylane API documentation.

Once the selected endpoint template has been configured, click the Test button to the right of the endpoint selection menu to retrieve a sample of the data that will be fetched. Sample data will be displayed in the Endpoint Test Result panel on the right, allowing you to verify that the source is configured correctly before saving.

Manual configuration

Pennylane data sources can also be manually configured to ingest data from any valid Pennylane API endpoint, including endpoints not covered by the pre-built templates, chained API calls, or custom request parameters. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, endpoint URL, date/time and lookup macros, path to data, metadata, and request headers.

Once all of the relevant settings have been configured, click the Create button in the upper right corner of the screen to save and create the new Pennylane data source. Nexla will now begin ingesting data from the configured endpoint and will organize any data that it finds into one or more Nexsets.