Pennylane by Hayot Expertise: Your co-pilot for financial management 3.0

In an economic environment where responsiveness is the key to success, Samuel Hayot and the Hayot Expertise firm have chosen Pennylane as their technological pillar. More than just accounting software, it is a real financial operating system designed for demanding entrepreneurs.

Mastering Pennylane cannot be improvised. At Hayot Expertise, we are advanced users of the platform. We don't just use the tool to do your assessment; we leverage it to drive your growth.

• ▸A tailor-made configuration: We don't just open your access. We configure your analytical axes, your cost centers and your automation rules so that the tool adapts to your business (SaaS, E-commerce, BTP, Freelance).
• ▸Change support: We know that data migration (accounting history, customer/supplier databases) is a hindrance. Our firm takes care of the technical aspect for a seamless transition.
• ▸Continuing training: We train your administrative teams so that they exploit 100% of the tool's potential, from automatic reminders to the management of expense commitments.

Ready to digitalize your finance?

Make an appointment for a personalized demo with Samuel Hayot and discover how we can transform your daily management.

The reform of the electronic invoice is fast approaching. Don't endure change, anticipate it with a tool already ready for the future.

• ▸Full compliance: Pennylane is already positioned to meet the requirements of the PPF (Public Billing Portal). By adopting this tool now, you guarantee the tax validity of your commercial transactions.
• ▸Factur-X Format: The software natively manages the issuance and reception of invoices in Factur-X format (mixture of PDF and XML structured data), simplifying automatic data extraction and reducing the risk of human error.
• ▸Legal Archiving: Your documents are stored securely and time-stamped, meeting 10-year retention obligations, accessible in the event of a one-click check.

The time when we waited for the balance sheet to know if we could invest is over. With Pennylane's banking synchronization and Samuel Hayot's expertise, you have a financial control tower.

• ▸Automated reconciliation: Your bank flows are linked in real time to your invoices. You instantly know who owes you money and which supplier debts need to be honored.
• ▸Cash flow scenarios: We help you build cash flow forecasts directly in the tool to anticipate your working capital needs (WCR) over 3, 6 or 12 months.
• ▸Profitability management: Thanks to our analyses, identify your most profitable products or services and adjust your commercial strategy without waiting for the end of the financial year.

One of Pennylane's greatest assets is its ability to "talk" to your other tools. At Hayot Expertise, we help you connect your ecosystem:

• ▸Payment & Neo-banks: Native connections with Qonto, Shine, Revolut, Stripe.
• ▸E-commerce & CRM: Integration of your sales flows via Shopify, PrestaShop or HubSpot.
• ▸HR management: Link with your payroll solutions (PayFit type) for automatic reporting of social entries.

If you are still using “legacy” (old) solutions, you are wasting valuable time on manual entry and telephone reminders.

Can Samuel Hayot help me if I am already on Pennylane with another accountant? Absolutely. It’s even one of our strong points. Migration is purely administrative and ethical. We contact your colleague for the termination letter, and in a few days, we regain control of your file without you having to re-import anything. Your data stays where it is, we simply add our “layer” of advice and optimization.

How long does it take to set up the tool? Thanks to our perfect mastery of the ecosystem, implementation (configuration, banking connection and initial training) is done in less than a week. We immediately provide you with all the educational content necessary to get you and your colleagues up and running without delay.

Is the software secure? Yes, without any concession. Pennylane uses the highest security standards. The servers are hosted in Europe, guaranteeing full compliance with the GDPR and optimal protection of your sensitive financial data.

Want to see the tool in action with an expert who masters each feature? Don't let your accounting be a hindrance to your growth. Whether you are a Startup in the midst of fundraising, a real estate investor or a liberal profession, we adapt Pennylane to your reality.