Power BI × Pennylane: when accounting finally becomes manageable data
- Noham Layani
- Nov 25
- 4 min read
You already use Power BI, but not the accounting data that goes with it.
You've invested in Power BI , trained your teams, and built your first dashboards. Your CRM, e-commerce, ERP, and marketing data are already circulating, updating, and telling a story. But there's still a blind spot, and certainly one of the most important: accounting.
Not because you don't want to integrate it. But because extracting balances, reprocessing journals, consolidating Excel files… has never produced reliable financial reporting, let alone automated reporting.
In many SMEs, accounting data remains the last unconnected silo, preventing Power BI from fully playing its role.
The Pennylane × Power BI integration changes everything! It allows you to automatically populate your dashboards with clean, structured and up-to-date accounting data… without any manual manipulation .
In short: You finally unlock the financial use of Power BI without having to change tools.
The Power BI x Pennylane mechanics: a continuous, Excel-free, and seamless workflow.
The integration relies on a native Pennylane feature: secure data sharing. Once enabled, Power BI connects directly to the Pennylane data warehouse via the “Amazon Redshift” option.
Here are the main steps:
You enable data sharing in Pennylane.
Pennylane generates a dedicated server + access credentials.
Power BI connects to it directly.
Accounting data (general ledger, journals, trial balance, invoices, VAT, suppliers…) are updated automatically.
Detailed steps:
No more exporting, cleaning, importing or verifying. Financial reporting goes into automatic mode .
Pennylane even provides French businesses official training via Pennylane Academy to get to grips with this integration, proof that its use is encouraged and secure.
Why this combination is suitable for growing SMEs based in France
Because it transforms "cold" accounting into living, updated, actionable data.
Instant visibility on performance
With Power BI, accounting ceases to be a monthly PDF. It becomes an intelligent and understandable dashboard, and above all, useful for your financial management.
And as a manager, you will be able to continuously monitor:
Net margin per channel / customer / BU,
Available cash vs. committed cash
cash flow forecast,
actual DSO/DPO
salary costs per team.
Result: What used to take hours becomes immediate.
A massive time saving for the teams
Previously, it took you 2 to 3 days per month to "do the reporting". With the Power BI x Pennylane integration, the data is updated automatically.
This allows data to circulate, and teams can analyze the company's financial performance in just a few clicks and using always up-to-date data.
A BI model that keeps pace with growth
Power BI naturally handles:
multi-entities,
currencies,
the canals,
the increasing volumes of data,
the complex needs of international businesses.
Perfect for SMEs that are scaling up.
A concrete example: the shift from manual reporting to real-time management
An e-commerce SME operating in France and Spain uses Pennylane for accounting and Power BI for operational reporting.
Previously: it was impossible to obtain a reliable margin per country without manually reprocessing dozens of files.
After integration:
Invoices, logistics costs, and journal entries are automatically synchronized in Power BI.
Net margins are displayed by country, channel, carrier, SKU,
Budgetary decisions are made based on up-to-date data.
Result :
The SME reallocates its Spanish marketing budget from the 5th of the month… and recovers 4 points of margin in one quarter.
Why Blendy recommends Power BI × Pennylane
✔ Simple and secure integration
We assist you in configuring Pennylane data sharing, and we ensure that it properly feeds your BI models to work with clean and usable data.
✔ Dashboards tailored to the reality of your business
A SaaS company, an IT services company, or an e-commerce business don't all have the same KPIs. Blendy helps you define the useful and/or essential KPIs to build your custom dashboards using Power BI , aligned with your strategic objectives.
✔ A transition from passive reporting to active management
We primarily help leaders to interpret their data in order to transform each financial dashboard into a lever for business development: reduce, optimize, invest, arbitrate.
The moment your numbers become a strategic advantage
Integrating Pennylane into Power BI activates the final missing piece for modern business management. Power BI × Pennylane enables you to:
from isolated accounting → to connected data,
from manual reporting → to real-time monitoring,
from an underutilized analytical tool → to a true financial cockpit.
Finance is finally becoming a growth accelerator. Accounting data becomes a continuous, readable, and actionable flow. You gain speed, visibility, and control.
At Blendy, we help SMEs build this next-generation management system: connected, reliable, and growth-oriented. Because with the right tools and the right data, an SME can go much further than it ever imagined.
Would you like more details about our support dedicated to growing businesses? Contact the Blendy experts today.
With Blendy an international CPA based in France, Canada and the USA, take advantage of digital accounting to accelerate your financial processes and grow your business.
Certified by Pennylane, Dext, QuickBooks and Stripe, we support digital, eCommerce, IT services, and SaaS companies in France and internationally.
