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Connect Pennylane to Layerz

Pull your Pennylane ledger into a structured financial model. Map your accounts once, sync your actuals every month, branch scenarios and export a clean Excel your board can trust. Pennylane stays your source of truth. Layerz is the modelling layer on top.

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Why connect Pennylane

Pennylane is where your accounting lives. It is not where you build a three-year plan, run a hiring scenario or reforecast against budget. That work usually ends up in a throwaway spreadsheet, rebuilt every month from a fresh export.

Layerz closes that loop. Your Pennylane actuals land in a model that persists: assumptions stay separate from data, the structure is reusable, and every month you sync the latest figures instead of starting over.

What you get

  • Actuals vs budget in one model. Your Pennylane figures sit next to your plan, on the same structure.
  • Reforecast in minutes. Sync the month, adjust the forward assumptions, done.
  • Scenarios that hold. Branch a change without touching your base or breaking the links.
  • Audit-ready Excel. Export a defensible workbook any time. Never paywalled.

Honest limits

  • Layerz reads from Pennylane. It does not write back to your books.
  • Mapping is set up once per model. New accounts appearing later may need a quick re-map.
  • Layerz keeps your ledger structure, not your invoicing workflow. It is a modelling layer, not an accounting tool.

How to connect Pennylane

  1. 1

    Open Sources

    In the Layerz web app, open your model and go to Sources.

  2. 2

    Add the Pennylane connector

    Add a connector and pick Pennylane.

  3. 3

    Enter your credentials

    Enter your credentials — slug: your Pennylane organisation identifier; secret: your Pennylane API key. Get your key from your Pennylane account settings (API / integrations).

  4. 4

    Map your accounts

    Layerz pulls your ledger. Map your accounts to your model items (revenue, COGS, opex, and balance-sheet lines) using the French chart-of-accounts template as a starting point.

  5. 5

    Land the actuals branch

    Land the mapped data as an actuals branch. Trigger a sync whenever you want the latest figures.

Prefer to let Claude do it? With the MCP plugin, ask your agent to pull Pennylane, map the accounts and branch the actuals for you.

FAQ

Does this change anything in Pennylane?
No. Layerz only reads. Your books are untouched.
How often does it sync?
On demand. You trigger a pull when you want fresh actuals, so your model never drifts silently.
Can I use Claude to build the model from Pennylane?
Yes. The Layerz MCP plugin lets Claude pull your ledger, map it and reforecast from the chat.
Is Pennylane connection free?
Yes. Connecting a source and exporting Excel are on the free plan.

Further reading

How to Use AI with Pennylane for Financial Analysis

Hand your Pennylane ledger to Claude and get real financial analysis. Here's the workflow that works, where it breaks, and how to make it last next month.

Your Pennylane ledger, in a model that lasts.

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Last updated July 2026