This connector bridges AI tools with PennyLane, offering real-time access to critical financial information. It allows seamless querying of invoices, bank transactions, profit & loss statements, balance sheets, and journal entries directly from your PennyLane account. Designed for quick deployment, it enables AI assistants to leverage live financial data for reporting, analysis, and informed decision-making, enhancing productivity and accuracy in financial operations.
주요 기능
01Get real-time bank transactions from all banks connected to PennyLane
02Query client invoices and supplier invoices
03Retrieve profit and loss statements for specified periods
04Access balance sheets at any given date
05Fetch detailed journal entries, filterable by account
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