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 🐳 is currently syncing the following data:

Referential

• 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.