Pennylane Integrator — Deployment, Migration, Training

Pennylane Integrator: Deployment, Migration and Training — Hayot Expertise#

A Pennylane integrator installs, configures and brings the platform into service in your business: recovery of your data, connection of your banks and tools, setup of accounting and VAT, then training of your teams. Hayot Expertise, a certified Pennylane partner firm registered with the Ordre des experts-comptables (Paris Île-de-France), handles this deployment end to end, in Paris and across France, with scoping within 48 hours and a fixed quote within 24 hours.

The difference with a purely technical provider comes down to one point: we do not just install the tool, we then produce the accounting inside it. Whoever configures Pennylane is whoever runs it. You avoid the classic break between an integrator who delivers a theoretical setup and a firm that discovers the file afterwards.

Integration covers everything needed to make Pennylane operational: scoping, recovery of the accounting history and FEC, setup of the chart of accounts, VAT regime and analytical axes, connection of bank accounts, payroll solutions and capture tools, then user training. It is a project, not just a subscription.

Pennylane distinguishes two roles around its platform: the partner accountant, who produces the bookkeeping, and the integrator, who deploys the tool at the client. Hayot Expertise combines both: we deploy Pennylane and we keep the accounting. For the daily use of the tool and our positioning as a firm, see our Pennylane accountant page.

A purely technical integrator installs a configuration, then hands over. The setup may look elegant on paper, but it was not designed to hold a year-end close, a review or an audit. A certified partner firm reasons the other way round: it configures Pennylane so that VAT is correct, the FEC is compliant, the close is possible, and the owner reads cash effortlessly.

• A single contact from deployment to accounting production: no grey area between the installer and the bookkeeper.
• A setup designed for the close: chart of accounts, VAT, analytics and automations tuned to produce filable accounts, not just a nice interface.
• The firm's professional liability: Samuel Hayot, a chartered accountant registered with the Ordre and a statutory auditor, is professionally accountable, covered by the profession's mandatory insurance.

1. Scoping and deployment plan (48h). We analyse your current software, the data volume to recover, the banks and tools to connect, your VAT obligations and your analytical needs. You receive a clear plan and a fixed quote.
2. Data and FEC recovery. Recovery of history, opening balances, customer and supplier records, and a FEC compliant with Article L. 47 A LPF, to keep accounting continuity and avoid double entry.
3. Accounting, VAT and analytical setup. Configuration of the chart of accounts, VAT regime and rates, analytical axes and cost centres suited to your business, with the useful automations and validation flows.
4. Bank, payroll and third-party connectors. Connection of banks and neobanks, payroll solutions, document capture (Dext) and, where relevant, e-commerce platforms, followed by testing to confirm flows come through correctly.
5. Training and follow-up. Training your teams on daily use (invoicing, reminders, expenses, cash reading), delivery of usage guides, then follow-up to stabilise the monthly routine.

Migration is the main perceived barrier to changing tools. That is precisely where an experienced integrator makes the difference. We recover your history from Sage, Cegid, Tiime, EBP or a simple spreadsheet, retrieving the FEC where it exists and rebuilding opening balances where it is missing. The switch happens on a chosen date, without interrupting your VAT or your close. For the detailed operational method, see our article on switching to Pennylane step by step.

One of Pennylane's strengths is its open ecosystem. The scoping identifies the connectors genuinely relevant to your business, and those that last:

• Banks and neobanks: Qonto, Shine, Revolut, traditional bank accounts.
• Payroll: PayFit and equivalent solutions, for automatic reporting of social entries.
• Document capture: Dext, for invoices and expense receipts.
• Payments and e-commerce: Stripe, GoCardless, Shopify, PrestaShop and marketplaces, often via a reconciliation connector.

Deploying Pennylane today also prepares the e-invoicing reform. Pennylane is a platform registered by the tax administration (former PDP) and natively handles issuing and receiving in Factur-X format. The official timetable is:

• 1 September 2026: mandatory receiving of electronic invoices for all businesses, and issuing for large companies and mid-sized businesses.
• 1 September 2027: issuing for SMEs, very small businesses and micro-businesses.

A clean deployment (reliable data, clear validation flow, up-to-date third-party master data) directly prepares this obligation. For the dedicated engagement, see our French e-invoicing 2026 service.

Our fees depend on the data volume, the number of connectors and the complexity of the existing setup. The grid below shows the entry points; the fixed quote is issued within 24 hours of scoping. The Pennylane platform subscription is billed separately by the vendor.

A successful deployment leads naturally to accounting production. At the end of the engagement we propose, with no obligation, the logical next step: monthly bookkeeping and review inside Pennylane, with a VAT check and cash reading, and SME financial steering to make full use of the data. If your accounting is behind before the switch, we first handle the bookkeeping catch-up.

Describe your need in a few lines (quote form or phone): within 48 hours we send you a deployment plan and a fixed quote. The first scoping call is free and without obligation.