Pennylane

Pennylane is a leading European cloud accounting, financial management, and invoicing SaaS platform. This plugin enables end-to-end automation with Pennylane by orchestrating supplier invoices, customer invoices, bank transactions, and master data entities.

Authentication

Authentication against the Pennylane API is handled via an API token generated in your company or firm settings:

• Provide your token via the apiToken property (recommended: use {{ secret('PENNYLANE_API_TOKEN') }}).
• The base URL defaults to https://app.pennylane.com/api/external/v2 and can be overridden via baseUrl.

Core Features

• Cursor-based Pagination: Automatically pages through multi-page result sets until the API reports the last page, with no page limit by default and an optional cap via maxRecords.
• Flexible Ingestion Modes (fetchType):
  • FETCH: In-memory list available as {{ outputs.taskId.rows }}.
  • FETCH_ONE: Stops at the first matching record; it is available as {{ outputs.taskId.row }} (count is 1, or 0 when nothing matches).
  • STORE: Streams items directly into Kestra internal storage (.ion format) for large-volume batch workflows.
  • NONE: Counts records without retaining them in memory.
• Resilient Rate Limiting: Built-in exponential backoff and Retry-After header parsing gracefully handles HTTP 429 rate limits.
• Rich Querying & Filtering: Supports Pennylane's filter DSL as well as typed properties (dateFrom, dateTo, supplierId, customerId, paymentStatus, etc.).

Accounting

• accounting.ledgeraccounts.List reads the chart of accounts.
• accounting.ledgerentrylines.List reads general-ledger lines. Filters include date and ledger_account_id.
• accounting.ledgerentries.List reads GET /ledger_entries. API v2 has no journal_entries resource. Pagination uses page and per_page (total_pages tells the plugin when to stop). Filter by journalId and dateFrom / dateTo. Sort defaults to -date.
• accounting.trialbalance.Get calls GET /trial_balance. periodStart and periodEnd are required (period_start, period_end). The body is a cursor page of number, formatted_number, label, debits, and credits (limit 1–1000). The task follows next_cursor. The token needs the trial_balance: readonly scope.

Changelogs

changelogs.List reads GET /changelogs/{resource} for supplier_invoices, customer_invoices, transactions, ledger_entry_lines, customers, or suppliers.

Each item is:

• id: the resource id
• operation: insert, update, or delete
• processed_at, updated_at, created_at

Events are oldest-first and kept for about four weeks. since is sent as start_date on the first request only. The next page sends cursor and limit and drops start_date (sending both returns HTTP 400). A start_date older than the retention window returns HTTP 422. pageSize may be up to 1000 and defaults to 100.

Triggers and the namespace KV watermark

• supplierinvoices.SupplierInvoiceTrigger emits supplier invoices created or updated since the watermark.
• customerinvoices.CustomerInvoicePaidTrigger emits customer invoices whose paid field is true. paid is not a list filter.
• transactions.TransactionTrigger reads changelogs/transactions, then GET /transactions with id in batches of 100. Optional bankAccountId is bank_account_id eq. categorized is a post-filter, not a query parameter. The live transaction object exposes bank_account and categories, not a categorized flag; the boolean is honored when a payload includes it.

The watermark key is pl_wm_<flowIdLength>_<flowId>_<triggerIdLength>_<triggerId> in the flow namespace. Its value is the last processed_at fully consumed, then the resource ids that share that timestamp. The checkpoint moves only after has_more is false, and it moves on empty polls too. A poll that only sees deletes, or whose invoice fetch fails, does not start an execution.

Supplier invoices

paymentStatus accepts to_be_processed, to_be_paid, partially_paid, payment_error, payment_scheduled, payment_in_progress, payment_emitted, payment_found, paid_offline, and fully_paid. categoryIds is sent as category_id with operator in.

supplierinvoices.Download loads the invoice, then downloads public_file_url (about 30 minutes) or source_file_url without the Authorization header.

Master data search

masterdata.customers.List and masterdata.suppliers.List accept search, sent as name start_with.

Rate limit

HTTP 429 is retried up to 5 times. A numeric Retry-After header is honored; otherwise the plugin backs off from 1s, doubling up to 30s.