Scheduled Excel reports from Pennylane
For French-speaking finance teams and cabinets who keep the books in Pennylane but still deliver .xlsx packs to clients and boards.
Why Pennylane
Pennylane is the default cloud ledger for many French SMEs and accounting firms. Ilka adds locked Excel packs on a schedule without a partner OAuth agreement — customers paste a read-only Company API token.
How Ilka connects
Create a Company API token in Pennylane (Settings → Connectivity → Developers) with read-only scopes, paste it into Ilka, pick invoices / customers / aged receivables / ledger accounts. The token is encrypted at rest; disconnect purges it.
- customer_invoices:readonly · customers:readonly · ledger_accounts:readonly
- Aged receivables derived from open invoices with 1–30 / 31–60 / 61–90 / 90+ buckets
- No Ilka-side OAuth app required
Best-fit workflows
Balance âgée clients, monthly close supplements, and client packs for cabinets using Pennylane as the system of record.
- AR aging / balance âgée
- Factures clients
- Plan comptable export
Pourquoi Pennylane / Why Pennylane
Pennylane is the most common cloud accounting tool among French SMEs and cabinets. Adding it next to Xero and QuickBooks covers Ilka’s French-speaking customers without waiting on a partner OAuth approval.
- Company API token (no partner app)
- Balance âgée from open invoices
- Plan comptable via ledger accounts
Workflows by use case
FAQ
Do I need a Pennylane partner OAuth app?
Quels scopes en lecture seule ? / Which read-only scopes?
What happens on disconnect?
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