Pennylane (Redshift) - General Ledger & Trial Balance

Why syncing my Pennylane to Whaly?

Syncing your Pennylane account can be useful for various cases:

  • Consolidate your customer database (Postgres, CRM) and the status of your customer payments

  • Track and share your company revenue internally

  • ...

Which Pennylane data is synced by Whaly?

Whaly ๐Ÿณ is currently syncing the following data:


  • Company: Companies are business whose accounts are tracked within Pennylane.

  • General Ledger: The book in which company transactions are recorded.

  • Analytical Ledger: The book in which company transactions are recorded with analytical tags.

  • Trial Balance: This is the trial balance of the companies.

  • Customer Invoices: Customer invoices are invoices sent to your customers.

  • Supplier Invoices: Supplier invoices are invoices received from your suppliers.

You can find the relationship between all those objects here.

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