Pennylane Get
CertifiedGet Pennylane trial balance
Pennylane Get
Get Pennylane trial balance
Retrieves the trial balance for a required period. GET /trial_balance returns a cursor page of rows with number, formatted_number, label, debits, and credits. Requires the trial_balance: readonly scope.
type: io.kestra.plugin.pennylane.accounting.trialbalance.GetExamples
Get trial balance for Q1 2026
id: pennylane_trial_balance
namespace: company.finance
tasks:
- id: trial_balance
type: io.kestra.plugin.pennylane.accounting.trialbalance.Get
apiToken: "{{ secret('PENNYLANE_API_TOKEN') }}"
periodStart: "2026-01-01"
periodEnd: "2026-03-31"
fetchType: STORE
Properties
apiToken *string
Pennylane API token
Company or firm API token used to authenticate against the Pennylane API. Store it securely as a Kestra secret.
periodEnd *string
Period end date
Required end of the accounting period (YYYY-MM-DD), sent as period_end.
periodStart *string
Period start date
Required start of the accounting period (YYYY-MM-DD), sent as period_start.
assets
Assets this task consumes as inputs or produces as outputs, for lineage tracking and the asset graph (Enterprise Edition). A flow declaring this property on a task is rejected in the open-source edition.
io.kestra.core.models.assets.AssetsDeclaration
IGNOREFAILWARNAsset failure behavior
Behavior applied to the task state when a declared asset fails to render, emit, or be persisted (e.g. a lock conflict): FAIL escalates it to FAILED, WARN (default) warns it if it would otherwise succeed, IGNORE leaves the state untouched.
Whether to auto-register assets referenced dynamically at runtime that are not statically declared in inputs or outputs.
The assets consumed as inputs.
io.kestra.core.models.assets.AssetIdentifier
1The assets produced as outputs.
io.kestra.plugin.ee.assets.Dataset
1150{}1150io.kestra.plugin.ee.assets.File
1150{}1150io.kestra.plugin.ee.assets.Table
1150{}1150io.kestra.plugin.ee.assets.VM
1150{}1150io.kestra.core.models.assets.External
1150{}1150io.kestra.core.models.assets.Custom
11501Custom asset type
{}1150baseUrl string
https://app.pennylane.com/api/external/v2Pennylane API base URL
Base endpoint URL for Pennylane API calls. Defaults to https://app.pennylane.com/api/external/v2.
fetchType string
FETCHSTOREFETCHFETCH_ONENONEFetch type
Defines how results are emitted: FETCH, FETCH_ONE, STORE, or NONE. FETCH_ONE stops at the first matching record and returns it as row (count is 1, or 0 when nothing matches). Defaults to FETCH.
maxRecords integerstring
Maximum records
Maximum total number of rows to retrieve across all pages. Omit to fetch every row. Must be at least 1 when set. No limit by default: pagination follows the API until the last page. Set maxRecords to cap the number of records, especially with fetchType: FETCH, which keeps all rows in memory; prefer STORE for large exports.
options
HTTP client options
Optional HTTP client configuration (timeouts, proxy, SSL) applied to every request.
io.kestra.core.http.client.configurations.HttpConfiguration
falseIf true, allow a failed response code (response code >= 400)
List of response code allowed for this request
The authentication to use.
io.kestra.core.http.client.configurations.BasicAuthConfiguration
The password for HTTP basic authentication.
The username for HTTP basic authentication.
io.kestra.core.http.client.configurations.BearerAuthConfiguration
The token for bearer token authentication.
io.kestra.core.http.client.configurations.DigestAuthConfiguration
The password for HTTP Digest authentication.
The username for HTTP Digest authentication.
UTF-8The default charset for the request.
java.nio.charset.Charset
trueWhether to enable TCP Keep-Alive extended socket options (TCP_KEEPIDLE, TCP_KEEPINTERVAL, TCP_KEEPCOUNT).
Set to false when running on Windows workers, as these extended socket options are not supported by the Windows JDK and will cause connection failures.
trueWhether redirects should be followed automatically.
REQUEST_HEADERSREQUEST_BODYRESPONSE_HEADERSRESPONSE_BODYThe enabled log.
The proxy configuration.
io.kestra.core.http.client.configurations.ProxyConfiguration
The address of the proxy server.
The password for proxy authentication.
The port of the proxy server.
DIRECTDIRECTHTTPSOCKSThe type of proxy to use.
The username for proxy authentication.
The SSL request options
io.kestra.core.http.client.configurations.SslOptions
Whether to disable checking of the remote SSL certificate.
Only applies if no trust store is configured. Note: This makes the SSL connection insecure and should only be used for testing. If you are using a self-signed certificate, set up a trust store instead.
The timeout configuration.
io.kestra.core.http.client.configurations.TimeoutConfiguration
The time allowed to establish a connection to the server before failing.
PT5MThe time allowed for a read connection to remain idle before closing it.
pageSize integerstring
100Page size
Number of trial balance rows per request (1 to 1000). Defaults to 100.
Outputs
count integer
Total number of trial balance rows retrieved
For FETCH_ONE, 1 when a row is returned and 0 when nothing matched.
row
First trial balance row (populated when fetchType is FETCH_ONE)
io.kestra.plugin.pennylane.models.TrialBalanceLine
{}Total credits for the period
Total debits for the period
Formatted ledger account number
Ledger account label
Ledger account number
rows array
Trial balance rows (populated when fetchType is FETCH)
io.kestra.plugin.pennylane.models.TrialBalanceLine
{}Total credits for the period
Total debits for the period
Formatted ledger account number
Ledger account label
Ledger account number
uri string
uriURI of the stored .ion internal storage file (populated when fetchType is STORE)
