> ## Documentation Index
> Fetch the complete documentation index at: https://nango.dev/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Pennylane

## Overview

> [card] [Pre-built tooling](#pre-built-tooling)

> [card] [Pre-built integrations](#pre-built-integrations)

> [card] [Access requirements](#access-requirements)

> [card] [Setup guide](#setup-guide)

> [card] [Useful links](#useful-links)

> [card] [API gotchas](#api-gotchas)

## Pre-built tooling

> [accordion] ✅ Authorization
>
> | Tools | Status |
> | - | - |
> | Pre-built authorization (OAuth) | ✅ |
> | Credentials auto-refresh | ✅ |
> | Auth parameters validation | ✅ |
> | Pre-built authorization UI | ✅ |
> | Custom authorization UI | ✅ |
> | Expired credentials detection | ✅ |

> [accordion] ✅ Read & write data
>
> | Tools | Status |
> | - | - |
> | Pre-built integrations | ✅ |
> | API unification | ✅ |
> | 2-way sync | ✅ |
> | Webhooks from Nango on data modifications | ✅ |
> | Real-time webhooks from 3rd-party API | 🚫 (time to contribute: \<48h) |
> | Proxy requests | ✅ |

> [accordion] ✅ Observability & data quality
>
> | Tools | Status |
> | - | - |
> | HTTP request logging | ✅ |
> | End-to-end type safety | ✅ |
> | Data runtime validation | ✅ |
> | OpenTelemetry export | ✅ |
> | Slack alerts on errors | ✅ |
> | Integration status API | ✅ |

> [accordion] ✅ Customization
>
> | Tools | Status |
> | - | - |
> | Create or customize use-cases | ✅ |
> | Pre-configured pagination | 🚫 (time to contribute: \<48h) |
> | Pre-configured rate-limit handling | ✅ |
> | Per-customer configurations | ✅ |

### Others

| Function name | Description | Type |
| - | - | - |
| `categorize-customer-invoice` | Replace categories assigned to a customer invoice. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `categorize-customer` | Replace the analytical categories assigned to a customer. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `categorize-supplier-invoice` | Replace categories assigned to a supplier invoice. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `categorize-supplier` | Replace categories assigned to a supplier | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `categorize-transaction` | Replace categories assigned to a bank transaction. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `create-analytical-general-ledger-export` | Create an Analytical General Ledger export job. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `create-bank-account` | Create a bank account | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `create-company-customer` | Create a company customer | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `create-customer-invoice-from-quote` | Create a customer invoice from an existing quote | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `create-customer-invoice` | Create a draft or finalized customer invoice or credit note | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `create-fec-export` | Create a FEC export job. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `create-general-ledger-export` | Create a General Ledger export job. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `create-individual-customer` | Create an individual customer. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `create-journal` | Create an accounting journal | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `create-ledger-account` | Create a ledger account | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `create-ledger-entry` | Create a balanced ledger entry. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `create-product` | Create a product in Pennylane | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `create-quote` | Create a quote. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `create-sepa-mandate` | Create a SEPA mandate. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `create-supplier` | Create a supplier in Pennylane | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `create-transaction` | Create a bank transaction. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `delete-draft-customer-invoice` | Delete a draft customer invoice or draft credit note. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `delete-sepa-mandate` | Delete a SEPA mandate. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-analytical-general-ledger-export` | Retrieve Analytical General Ledger export job metadata | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-bank-account` | Retrieve a bank account. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-category-group` | Retrieve an analytical category group. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-category` | Retrieve an analytical category. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-company-customer` | Retrieve a company customer by ID. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-current-user-profile` | Retrieve the Pennylane company and user associated with the token. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-customer-invoice` | Retrieve a customer invoice or credit note. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-customer` | Retrieve a customer by ID. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-fec-export` | Retrieve FEC export job metadata | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-general-ledger-export` | Retrieve General Ledger export job metadata. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-individual-customer` | Retrieve an individual customer by ID. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-journal` | Retrieve an accounting journal. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-ledger-account` | Retrieve a ledger account. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-ledger-entry-line` | Retrieve a ledger entry line. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-ledger-entry` | Retrieve a ledger entry. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-product` | Retrieve a product. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-purchase-request` | Retrieve a purchase request | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-quote` | Retrieve a quote. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-sepa-mandate` | Retrieve a SEPA mandate | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-supplier-invoice` | Retrieve a supplier invoice | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-supplier` | Retrieve a supplier. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-transaction` | Retrieve a bank transaction. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `get-trial-balance` | Retrieve the trial balance for a period. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `letter-ledger-entry-lines` | Letter ledger entry lines together | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `link-credit-note-to-customer-invoice` | Link a credit note to a customer invoice | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `link-ledger-entry-line-categories` | Replace categories assigned to a ledger entry line. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `link-purchase-request-to-supplier-invoice` | Link one purchase request to a supplier invoice | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-bank-accounts` | List bank accounts | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-bank-establishments` | List bank establishments. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-billing-subscriptions` | List billing subscriptions | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-categories` | List analytical categories. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-category-group-categories` | List categories belonging to a category group. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-category-groups` | List analytical category groups. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-customer-categories` | List categories assigned to a customer. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-customer-changes` | List customer change events from the changelog API. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-customer-contacts` | List contacts for a customer | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-customer-invoice-appendices` | List appendices for a customer invoice | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-customer-invoice-categories` | List categories for a customer invoice | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-customer-invoice-changes` | List customer invoice change events from the changelog API. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-customer-invoice-custom-header-fields` | List custom header fields for a customer invoice. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-customer-invoice-line-sections` | List invoice line sections for a customer invoice. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-customer-invoice-lines` | List invoice lines for a customer invoice | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-customer-invoice-matched-transactions` | List transactions matched to a customer invoice. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-customer-invoice-payments` | List payments for a customer invoice. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-customer-invoice-templates` | List customer invoice templates. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-customer-invoices` | List customer invoices and credit notes. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-customers` | List company and individual customers. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-fiscal-years` | List company fiscal years. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-gocardless-mandates` | List GoCardless mandates | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-journals` | List accounting journals. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-ledger-accounts` | List ledger accounts | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-ledger-entries` | List ledger entries. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-ledger-entry-line-categories` | List categories assigned to a ledger entry line | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-ledger-entry-lines-for-entry` | List ledger entry lines of a ledger entry. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-ledger-entry-lines` | List ledger entry lines. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-lettered-ledger-entry-lines` | List ledger entry lines sharing the same lettering as a given line. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-pa-registrations` | List PA registrations for the company. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-pro-account-mandates` | List Pro Account payment mandates | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-product-changes` | List product change events from the changelog API. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-products` | List products. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-purchase-requests` | List purchase requests. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-quote-appendices` | List appendices for a quote. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-quote-changes` | List quote change events from the changelog API. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-quote-invoice-line-sections` | List invoice line sections for a quote | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-quote-invoice-lines` | List invoice lines for a quote | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-quotes` | List quotes. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-sepa-mandates` | List SEPA mandates. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-supplier-categories` | List categories assigned to a supplier. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-supplier-changes` | List supplier change events from the changelog API. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-supplier-invoice-categories` | List categories for a supplier invoice | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-supplier-invoice-changes` | List supplier invoice change events from the changelog API. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-supplier-invoice-lines` | List invoice lines for a supplier invoice. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-supplier-invoice-matched-transactions` | List transactions matched to a supplier invoice. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-supplier-invoice-payments` | List payments for a supplier invoice | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-supplier-invoices` | List supplier invoices. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-suppliers` | List suppliers. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-transaction-categories` | List categories assigned to a bank transaction. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-transaction-changes` | List transaction change events from the changelog API. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-transaction-matched-invoices` | List invoices matched to a bank transaction | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `list-transactions` | List bank transactions. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `mark-customer-invoice-paid` | Mark a customer invoice as paid without automatic reconciliation. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `match-transaction-to-customer-invoice` | Match one bank transaction to a customer invoice | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `match-transaction-to-supplier-invoice` | Match one bank transaction to a supplier invoice | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `send-customer-invoice-by-email` | Send a finalized or imported customer invoice by email. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `send-gocardless-mandate-email-request` | Send a GoCardless mandate email request | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `send-quote-by-email` | Send a quote by email | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `unletter-ledger-entry-lines` | Unletter ledger entry lines. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `unmatch-transaction-from-customer-invoice` | Unmatch a bank transaction from a customer invoice | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `unmatch-transaction-from-supplier-invoice` | Unmatch a bank transaction from a supplier invoice | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `update-company-customer` | Update a company customer | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `update-customer-invoice` | Update a customer invoice. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `update-imported-customer-invoice` | Update an imported customer invoice or credit note. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `update-individual-customer` | Update an individual customer | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `update-ledger-account` | Update a ledger account | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `update-ledger-entry` | Update a ledger entry. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `update-product` | Update a product in Pennylane | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `update-quote-status` | Update the status of a quote. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `update-quote` | Update a quote. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `update-sepa-mandate` | Update a SEPA mandate. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `update-supplier-invoice-payment-status` | Update a supplier invoice payment status. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `update-supplier-invoice` | Update a supplier invoice. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `update-supplier` | Update a supplier in Pennylane | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `update-transaction` | Update a bank transaction | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `validate-supplier-invoice-accounting` | Validate accounting for a supplier invoice. | [Tool](https://nango.dev/docs/guides/functions/tools.md) |
| `bank-accounts` | Sync bank accounts. | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `bank-establishments` | Sync bank establishments | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `billing-subscriptions` | Sync billing subscriptions. | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `categories` | Sync analytical categories | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `category-groups` | Sync analytical category groups | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `customer-invoice-templates` | Sync customer invoice templates | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `customer-invoices` | Continuously sync customer invoices and credit notes. | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `customers` | Fetches a list of customers from pennylane | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `fiscal-years` | Sync company fiscal years. | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `gocardless-mandates` | Sync GoCardless mandates. | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `invoices` | Fetches a list of customer invoices from pennylane | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `journals` | Sync journals. | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `ledger-accounts` | Sync ledger accounts. | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `ledger-entries` | Sync ledger entries. | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `ledger-entry-lines` | Sync ledger entry lines | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `mandate-migration-candidates` | Sync mandates eligible for Pro Account migration. | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `pa-registrations` | Sync PA registrations. | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `pro-account-mandates` | Sync Pro Account payment mandates | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `products` | Fetches a list products from pennylane | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `purchase-requests` | Sync purchase requests. | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `quotes` | Continuously sync quotes. | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `sepa-mandates` | Sync SEPA mandates. | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `supplier-invoices` | Continuously sync supplier invoices. | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `suppliers` | Fetches a list of suppliers from pennylane | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |
| `transactions` | Continuously sync bank transactions. | [Sync](https://nango.dev/docs/guides/functions/syncs/sync-functions.md) |

## Access requirements

| Pre-Requisites | Status | Comment |
| - | - | - |
| Paid dev account | ❓ | |
| Paid test account | ❓ | |
| Partnership | ❓ | |
| App review | ❓ | |
| Security audit | ❓ | |

## Setup guide

*No setup guide yet.*

> [!TIP]
>
> Need help getting started? Get help in the [community](https://nango.dev/slack).

> [!NOTE]
>
> Contribute improvements to the setup guide by [editing this page](https://github.com/nangohq/nango/tree/master/docs/integrations/all/pennylane.mdx)

## Useful links

* [How to register an Application](https://pennylane.readme.io/reference/oauth-20-protocol)
* [OAuth-related docs](https://pennylane.readme.io/reference/oauth-20-protocol)
* [List of OAuth scopes](https://pennylane.readme.io/reference/scopes)
* [Web API docs (their REST API)](https://pennylane.readme.io/reference/presentation)

> [!NOTE]
>
> Contribute useful links by [editing this page](https://github.com/nangohq/nango/tree/master/docs/integrations/all/pennylane.mdx)

## API gotchas

> [!NOTE]
>
> Contribute API gotchas by [editing this page](https://github.com/nangohq/nango/tree/master/docs/integrations/all/pennylane.mdx)


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