FinancePennylane + Atako
Your AI agents query your Pennylane customers, suppliers, invoices and products, and create new customers.
What your agents do in Pennylane
Connected to Pennylane, your agents act in it directly, not just read from it.
Customers
Your agents browse your customer list, view their details and create new ones.
- List all your customers
- View a customer's details
- Create a new customer with billing information
Suppliers
Your agents look up your suppliers and access their contact details.
- List your suppliers
- View a supplier's details
Customer invoices
Your agents review customer invoices, with filtering by status or period.
- List customer invoices
- View the details of an invoice
- Filter invoices by status or date
Supplier invoices
Your agents review invoices received from your suppliers.
- List supplier invoices
- View the details of a supplier invoice
Products & categories
Your agents browse your product catalogue and analytical categories.
- List referenced products
- View analytical categories
- Look up a product by its ID
How it works
A secure connection, fully under your control.
One-click connection
Paste your Pennylane API key: the connection is live in a minute.
Per-agent permissions
Read, write, or both: each agent gets exactly the access it needs.
Encrypted secrets
Your credentials are encrypted and never exposed to the agent.
Full audit trail
Every call to Pennylane is logged and reviewable.
Real-world scenarios
What changes day to day.
Customer invoice tracking
The agent reviews your invoices and presents them so you can track customer payments.
Supplier invoicing verified
The agent reviews supplier invoices to check amounts and due dates.
Catalogue maintained
The agent reviews your products and analytical categories to keep your data consistent.
Customer creation
The agent creates new customers with the required billing information.
Frequently asked questions
How do my agents connect to Pennylane?
Via a Pennylane API token. The connection is set up once, from the Atako integration settings.
Is my Pennylane API token safe?
Yes. Your API token is encrypted and never exposed to the agent: it acts through a secure access layer, without ever seeing or handling your credentials.
Can I limit what each agent is allowed to do?
Yes, read and write permissions are configured per agent: some can only view Pennylane, others can create customers.
What can an agent actually do in Pennylane?
Browse customers, suppliers, invoices, products and categories, and create new customers, depending on the permissions you grant.
Can I revoke access at any time?
Yes, in one click from the integration settings. The agent immediately loses all access to Pennylane, no action needed on the Pennylane side.
What Pennylane data is covered?
Token profile, customers, suppliers, customer and supplier invoices, products and categories. Invoice creation and sending, payments, accounting entries and file imports are not exposed to agents.
Understand autonomous AI agents
Connect Pennylane to your AI agents
14-day free trial, no credit card required.