Pennylane connector for Okou
Connect Pennylane to read company accounting, invoicing, customer, supplier, banking, and financial data.
Sales & operations · Company API Token
Use Pennylane in Okou
Pennylane Company API for read-only accounting, invoice, customer, supplier, banking, and financial-data workflows.
Once connected, supported Pennylane actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Pennylane
- Read recent Pennylane change events for invoices, customers, suppliers, products, quotes, transactions, and ledger data.
- Read customer billing subscriptions and their invoice-line details.
- Read supplier invoice lines, categories, payments, and matched transactions.
- Read Pennylane bank account records for the connected company.
- Read Pro Account payment mandates and their provider-hosted PDF URLs.
- Read the company and user context associated with the configured token.
- Read analytical categories and category lists for the connected company.
- Read commercial documents and provider-hosted document or appendix URLs, which may be expiring bearer links.
How the Pennylane connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Pennylane
Choose Company API Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Pennylane securely
Use the connection method that fits your account and grant only the access the workflow needs.
- Company API Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Pennylane covers
The topics this connector's published operations touch.
- accounting
- bookkeeping
- invoicing
- finance
- business operations
Pennylane connector questions
- What can Okou do with Pennylane?
- Connect Pennylane to read company accounting, invoicing, customer, supplier, banking, and financial data. Documented actions include: Read recent Pennylane change events for invoices, customers, suppliers, products, quotes, transactions, and ledger data. Read customer billing subscriptions and their invoice-line details.
- How do I connect Pennylane to Okou?
- Connect Pennylane using Company API Token. The connection controls which supported actions a workflow can use.
- Can Pennylane run in an automated workflow?
- Yes. After it is connected, supported Pennylane actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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