How can you automate invoice retrieval with Pennylane?
Automatic invoice collection on Pennylane: save time and avoid duplicates with Sanso
Automate the retrieval and sending of your supplier invoices into Pennylane, with no errors or wasted time.
Pennylane has established itself as one of the most widely used financial management tools for SMEs.
But collecting supplier invoices is still, for many companies, a manual and time-consuming task.
Fortunately, Sanso automates this critical step: the platform detects, collects, and sends your invoices directly into Pennylane — in real time and without duplicates.
Invoice collection: a weak point in the Pennylane workflow
Pennylane provides a dedicated email address for forwarding received invoices.
In theory, it’s convenient.
In practice, two major problems remain.
No smart identification of attachments
When an email is forwarded, Pennylane imports all attachments: invoices, yes, but also quotes, order confirmations, and even greeting cards.
Result: your “Purchases” tab gets filled with irrelevant documents.
No direct connection to supplier websites
Invoices hosted on supplier portals (EDF, Orange, Amazon, etc.) are not retrieved automatically.
Teams must download them, then resend them to Pennylane.
These repetitive actions lead to time loss, data-entry errors, and duplicates.
These manual steps are sources of lost time, errors, and duplicates.
⚠️ In summary: Pennylane is an excellent financial management solution, but it is not dedicated to automatic invoice collection.
Sanso, the automation layer that complements Pennylane
Sanso acts as a smart extension of Pennylane.
Its automatic invoice import technology makes it possible to:
retrieve PDF invoices directly from your emails (Gmail, Outlook, etc.),
collect those available on supplier portals,
and send them in real time to Pennylane, with no manual action whatsoever.
🔁 Invoices imported by Sanso appear directly in the Pennylane interface, ready to be processed by the administrative manager or accountant.
How the Sanso x Pennylane integration works
Step 1: Connect to your invoice sources
Sanso connects to your mailboxes and supplier customer portals via secure connections (OAuth 2.0).
AI identifies only relevant attachments: invoices, credit notes, receipts.
Step 2: Automatic sending to Pennylane
As soon as an invoice is detected, Sanso automatically sends it to Pennylane via API, in real time.
No exports, no email forwarding, no manual handling.
Step 3: Smart processing in Pennylane
If payment has been made in Pennylane, the invoice is automatically linked to the correct settlement.
Otherwise, it appears in the Pennylane inbox, ready to be validated or categorized.
Duplicates are avoided by design: Sanso does not re-import a document that is already present.
Tangible benefits for your business
Benefit | Sanso + Pennylane | Pennylane alone |
|---|---|---|
Collection of invoices received by email | ✅ Automatic and filtered | ⚠️ Manual import or unfiltered sending |
Retrieval from supplier portals | ✅ Yes (EDF, Amazon, Orange, etc.) | ❌ Not available |
Sending into Pennylane | ✅ Real time via API | ⚙️ By email or manual import |
Time savings | ⏱️ Up to 8 h/month | — |
Why adopt Sanso when you already use Pennylane?
Pennylane centralizes your accounting data.
Sanso automates how it gets there.
By combining both:
You eliminate manual invoice searching in mailboxes,
You also retrieve those uploaded to supplier portals,
You guarantee your accounting a 100% reliable and up-to-date foundation.
That is the difference between “connected” accounting management and truly automated management.
Conclusion: the winning combination for your back office
Automating invoice collection is no longer a luxury: it is a necessity for SMEs that want to make their financial management more reliable.
With Sanso, you fully leverage Pennylane: your invoices arrive on their own, sorted, and ready to be booked.
Sanso + Pennylane = smooth, reliable financial management with no wasted time.
