Connect Cadulis to Pennylane

Pennylane Overview

To streamline collaboration between business leaders and accounting professionals, Pennylane has developed the first all-in-one financial management platform, combining a comprehensive accounting production software for accountants with a financial management tool and business account for company leaders. Pennylane thus provides both managers and their accountants with real-time access to reliable, actionable data.

Launched in 2020, Pennylane already supports 2,500 accounting firms and 150,000 businesses. The Pennylane team now has over 350 members, the vast majority of whom are dedicated to product development.

The Pennylane teams are highly responsive—contact them: Discover Pennylane

Connect Pennylane to Cadulis

By connecting Pennylane to Cadulis, you can automatically send quote/invoice information to Pennylane, and even trigger email delivery to your client.

Your Pennylane subscription must be at least of the Essential type to receive invoices/quotes from Cadulis.

Enable Financial and Billing Management

On the activity type for which you want to send billing information to Pennylane: click “configure” and check the corresponding boxes.

In the financial section of the activity type, you specify a sales price.

This is the price that will be sent to Pennylane. You can also modify it individually on your activities.

Create Your Pennylane Trigger

In the settings, create a trigger of type “Pennylane”.

• Click the connect button to link your Pennylane account to Cadulis,
• Set the conditions under which you want to send billing information to Pennylane,
• Specify the elements you want to send (items, included activities, etc.)

By clicking the connect button, you link your Cadulis trigger to your Pennylane account.

Billing information will be sent automatically!

Access Your Pennylane Quotes and Invoices

When billing information is sent to Pennylane, you can instantly access the documents generated by Pennylane!