Make ends meet
How to bridge the gap between your sales teams and your finance teams while gaining visibility into the overall performance of your company?
You already use a CRM for your sales teams and an accounting software for your finance teams. To get an overview of your operating costs, your turnover and your profits, do you have to manually integrate your sales invoices into your accounting system?
Did you know that by combining two apps, Sellsy and Pennylane, you will be able to accelerate your financial processes to save precious time and better visibility on the overall performance of your digital business ?
Pennylane boosts your financial performance
Pennylane is the ideal all-in-one solution for managing finances and the accounting of your company: your sales , your purchases and your treasury and much more...
An application that allows you to simplify your administrative tasks, save time, and streamline your finance process . And above all to gain visibility on the performance of your business in real time.
Pennylane thus allows:
The creation of quotes and of invoices customizable, with the possibility of transforming your quotes into invoices in a few clicks and automatic workflows to restart them.
Monitoring your cash flow, your customer and supplier payments with a detailed view of the status of each invoice and each client and supplier .
The ability to offer different payment methods to your customers, such as bank cards , les transfers , automatic direct debits , etc.
Support for your teams' expense reports via the mobile application, for direct import into your accounting
And more...
Sellsy facilitates your commercial performance
Sellsy is a customer relationship management (CRM) and sales management software.
It offers a complete solution for companies wishing to centralize their prospecting, contact management, sales tracking and invoice management.
With Sellsy manage the entire pre-sales and after-sales commercial process for your customers and prospects.
Manage the task planning of your sales teams
Easily track your prospects , your leads and your opportunities sales thanks to performance analysis tools for sales and marketing.
Create and send your quotes, contracts, invoices and even payment reminders in just a few clicks.
Combine Pennylane and Sellsy to streamline your workflows
Connect Sellsy to Pennylane allows you to gain visibility on the overall performance of your company for better decision-making .
You no longer have to switch from one tool to another to access the necessary information and can consult all your commercial and financial information in a single place.
Invoices created on Sellsy are automatically synchronized with Pennylane, which obviously reduces the risk of errors. This also allows you to view all invoices generated from your Sellsy account directly in Pennylane.
This allows you to monitor the commercial and financial performance of your company more quickly and easily. Access your turnover in real time. Follow the acquisition cost and the purchases . Analyze and monitor cash flow and profitability overall of your activity.
In summary, connecting Sellsy to Pennylane allows business managers and finance teams to bring together all customer relationship management and accounting information in one place, to facilitate task management and decision-making.
Thanks to its expertise in finance apps, Blendy, a digital accountant, helps you connect your business apps to your system accountant such as Pennylane. We ensure that synchronizations take place without hiccups or delays. And we support you with our teams Coach Success to better understand your Finance KPI and take the best decisions to support the growth of your business.
Contact us to find out how we can help you exploit the full potential of Pennylane for your financial management!
With Blendy , French digital accountant take advantage of digital accounting to accelerate your finance process and develop your business.
Pennylane , Dext , QuickBooks and Stripe experts, we support digital and IT service companies, e-Commerce, SaaS, SMBs, in France and internationally.