Pennylane is the accounting and invoicing platform most widely adopted by French small and mid-sized companies: financial steering, compliant invoices, bank connection and a direct line to the accounting firm.
A quote signed in Charik becomes a Pennylane invoice in one click. Customer payments come back onto the sales record. Accounting and sales finally on the same page.
Pennylane is the accounting and invoicing platform most widely adopted by French small and mid-sized companies: financial steering, compliant invoices, bank connection and a direct line to the accounting firm.
A quote accepted in Charik automatically creates the Pennylane invoice, with the right line items and the right customer.
A payment recorded in Pennylane moves the Charik deal to 'Paid', with no manual step.
When a Pennylane invoice is overdue, Charik creates a follow-up task for the rep who owns the account.
Your reps see invoiced revenue month by month, without waiting for the accounting report.
A few minutes to set up, then it runs on its own.
Pennylane OAuth, one click, and the integration is live.
Select the sales and VAT accounts to use for invoices coming from Charik.
Your signed quotes create the invoices, and payments come back into the customer history.
Charik creates the quotes. Invoicing is delegated to Pennylane through the native connector: compliance, VAT and accounting are handled by a dedicated tool.
Yes, at no extra cost on the Charik side. You only pay for your Pennylane subscription.
The change comes back onto the Charik customer record without overwriting the sales data on the deal.
The Pennylane integration is included in your Charik subscription, at no extra cost. A 7-day free trial, no credit card, to try it before you commit.
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