Average Ratings 1 Rating

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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

A user-friendly accounting practice management tool that encompasses all necessary features to effectively oversee your team, expand your firm, and meet critical deadlines. Assign tasks and monitor your team’s progress from a comprehensive perspective. Manage billing hours, generate reports, and send invoices to clients seamlessly. Keep all client information consolidated in a single platform for easy access by your team. Automate the collection of client data through automatic follow-up reminders. Safeguard your passwords in one central location for your team’s convenience. Easily synchronize your data and client information by integrating with QuickBooks. Share and exchange documents both with your team and clients effortlessly. Enhance your firm's profitability by pinpointing clients that may not be financially beneficial. Utilize our pre-designed workflow templates to optimize your operations and ensure quality control as your team expands, or customize your own to fit specific needs. By streamlining these processes, your firm can operate more efficiently and effectively than ever before.

Description

A comprehensive solution designed to enhance the management of your clients' accounts. Automated journal entries for sales and purchases are generated along with their related documents. Take advantage of an advanced and insightful accounting review tool to effectively track the status of your financial statements. Ensure compliance with all tax responsibilities, including VAT returns, tax packages, and brochure management. Pennylane serves as an integrated accounting software and a holistic financial management system for your clients. Through Pennylane, your clients can oversee and settle their purchases, handle invoicing, connect their sales platforms, and keep an eye on their cash flow. Every action they complete on the platform contributes to your data input. Simplify your communication with clients and colleagues by engaging directly within Pennylane, allowing for chat and comments on invoices and transactions, while also tracking activities and deadlines associated with each task. This interconnected approach fosters a more organized workflow and enhances collaboration.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Anchor Yes 
Bonx No 
Defacto No 
Dropbox No 
GetMyInvoices No 
Karmen No 
Motileo No 
Nango No 
Nekton.ai No 
Palette No 
Qonto No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Stripe No 
Stripe Billing No 
Uber Eats No 
Workers by Delos No 
Zapier No 
Zelty No 
manager.one No 

Integrations

Anchor No 
Bonx Yes 
Defacto Yes 
Dropbox Yes 
GetMyInvoices Yes 
Karmen Yes 
Motileo Yes 
Nango Yes 
Nekton.ai Yes 
Palette Yes 
Qonto Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
Stripe Yes 
Stripe Billing Yes 
Uber Eats Yes 
Workers by Delos Yes 
Zapier Yes 
Zelty Yes 
manager.one Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

€19 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Financial Cents

Founded

2018

Country

United States

Website

financial-cents.com

Vendor Details

Company Name

Pennylane

Country

France

Website

www.pennylane.com/expert-comptable

Product Features

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms Yes 
Project Management Yes 
Staff Management Yes 
Time Tracking Yes 

Tax Practice Management

Approval Process Control Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
Scenario Planning Yes 
Tax Filing Yes 
Tax Forms Yes 
Workflow Management Yes 

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

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