1. Introduction
Finstack supports Pennylane as a data source. Sync transactions, account data, and other financial details directly from Pennylane to streamline reporting and analysis.
2. Requirements
To activate an integration with Pennylane, you need to have a client plan Essential or above.
The user also needs to have a specific role : at least "gestionnaire". Configure this in Company settings > Team management
3. Step-by-Step Guide
Follow the steps below to set up the connection with Finstack.
Step 1: Setting up the connection
In Finstack, go to Setup > Sources
Select Add source and select Pennylane
Fill all the fields in the setup form
Choose a name for your connection.
Click "Authorise" to finalise the connection.
That should be it! The data will now be synced to Finstack.