Connect Pennylane to Afakto
What does this integration do?
The Pennylane integration lets you automatically sync your clients and client invoices from Pennylane into Afakto. Your billing data becomes instantly available in Afakto to prepare and automate receivables assignments to your factor, with no manual re-entry.
Data synced:
Your clients (company name, contact details, identifiers)
Your client invoices and electronic invoices (amounts, dates, statuses)
Access is read-only: Afakto does not modify any data in your Pennylane account.
Prerequisites
An active Afakto account with at least one company set up
An active Pennylane account with a valid subscription
Admin rights on your Pennylane account (required to authorize the connection)
Step 1: Open the company profile
Log in to your Afakto workspace at app.afakto.com
In the left sidebar, click Administration, then Companies
Select the company you want to connect to Pennylane
Step 2: Start the Pennylane connection
On the company profile page, click the Connect ERP button at the bottom
From the list of available connectors, select Pennylane
You will be redirected to the Pennylane website to authorize the connection
Step 3: Authorize access in Pennylane
A "Demande d'autorisation" (Authorization request) page is displayed on Pennylane
Select the Pennylane company you want to connect from the Entreprise dropdown
Review the permissions requested by Afakto:
Read client invoices and electronic invoices
Read clients
Click Autoriser (Authorize) to confirm the connection
You are automatically redirected back to Afakto
Step 4: Sync your data
Back in Afakto, the company profile now displays a Pennylane section
Click the Sync button to launch the first synchronization
A "Synchronizing with Pennylane..." message appears while data is being processed
Once the sync is complete, your clients and invoices are available in Afakto
Managing the connection
From the company profile in Afakto, the Pennylane section allows you to:
Sync: trigger a synchronization at any time to pull the latest data
Log out: disconnect your Pennylane account from this company
Frequently asked questions
Is synchronization automatic?
Yes. An automatic sync runs every morning at 6:00 AM CET to pull the latest clients and invoices from Pennylane. You can also trigger a manual sync at any time by clicking the Sync button on the company profile.
Can Afakto modify my Pennylane data?
No. The integration is read-only. Afakto retrieves your clients and invoices but does not create, modify, or delete any data in Pennylane.
Can I connect multiple companies?
Yes. Each company in Afakto can be connected to a different Pennylane account. Simply repeat the process for each company.
How do I disconnect Pennylane?
Go to the relevant company profile in Afakto and click Log out in the Pennylane section.
Need help?
If you encounter any issues during setup, reach out to our support team via the Intercom chat in the bottom-right corner of your screen, or send an email to [email protected].