Instruction Guide: Sync Pennylane in Albato

How to Connect Pennylane to Albato
4/29/2025
·
3 min. read

Pennylane is a financial management platform that helps businesses streamline their accounting, invoicing, and cash flow tracking — all in one place. With Pennylane and Albato, you can easily automate routine tasks and keep your finances under control. Just follow these steps to integrate Pennylane into your workflow.

  1. Sign in to your Albato account.

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  1. Go to the Apps section and click Add a connection.

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  1. Search for Pennylane and select it.

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  1. Create a name for your connection and click Continue.

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  1. Tap the Grant the access button to give access.

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  1. Log in to your Pennylane account in a new pop-up window.

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  1. Click the Grant access button to connect your account to Albato.

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  1. Once connected, you’ll see a green checkmark confirming Connection successfully created.

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That's it! Now you can create automations with Pennylane in Albato. If you need any help, contact our support via the live chat on our website.

 

About Pennylane

Pennylane offers a full and detailed overview of financial data that helps business owners make smarter decisions and manage their assets.

With Pennylane, your team can:

  • Manage accounting, invoicing, and expenses from a single platform.
  • Share live financial data directly with your accountant.
  • Monitor cash flow with intuitive, easy-to-read dashboards.
  • Stay tax-ready and compliant without last-minute headaches.

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