Orizen + Pennylane — Intégration native, 0 ressaisie

I Who is it for

An integration for SMEs and accounting firms that want to stop re-entering data, not for those who love Excel.

Pennylane has become the go-to accounting management tool for modern SMEs in just a few years. When Pennylane handles the accounting and Orizen handles the business, the duo is unbeatable. Four profiles benefit particularly from this integration.

SMEs whose accountant already uses Pennylane

Your accountant has switched to Pennylane. You still send them monthly PDFs, which they re-enter. The partnership isn’t being used to its full potential.

Native synchronisation: your invoices issued in Orizen appear in Pennylane without intervention. Your accountant saves data entry time, you gain advice.

Pennylane accounting firm

You support 50 to 200 SME clients. Each file represents 4 to 8 hours of monthly re-entry for customer invoices.

Your Orizen clients feed Pennylane in real time. You move from data entry to advisory — 30 to 50% of time freed up for added value.

CFO/controller for growing SMEs

Every month, you consolidate your business and accounting data in Excel. Day+10 has become the accepted norm. Frustrating.

Real-time data alignment between operations (Orizen) and accounting (Pennylane). Management reporting is generated without manual consolidation.

SME founder who wants to manage

You discover your financial situation two months after the end of the quarter. Management is retrospective, never preventive.

Real-time revenue in Orizen, projected cash flow in Pennylane, cross-referenced data. Management becomes predictive, not just retrospective.

II The operations + accounting duo

Orizen for operations, Pennylane for accounting. Each does what it does best.

The visual breakdown below: the principle of native integration (two complementary layers), the flows that move automatically, the value chain all the way to the accountant, and a real-world testimonial.

Two tools, one business

Orizen and Pennylane don’t do the same job.
That’s precisely why they work so well together.

Each tool excels in its field. Together, they cover 100% of your value chain with no silos.

Operational layer

Orizen — what’s happening in your business

Everything related to your customers, sales, deliveries and projects. Orizen is the engine of your daily business.

CRM: prospects, customers, sales cycles
Sales management: quotes, purchase orders, pipeline
Billing: invoices, credit notes, automatic reminders
Projects: milestones, tasks, client portal, cost tracking
Purchases / subcontracting / stock: supplier orders, receipts, costs
Orizen AI assistant: alerts, scoring, revenue predictions

auto sync

Financial & accounting layer

Pennylane — what’s happening in your accounts

Everything related to your accounting, cash flow and relationship with your accountant. Pennylane receives the data, structures it and analyses it.

Customer accounting: automatic entries for each Orizen invoice
Supplier accounting: expenses from Orizen purchases
Bank reconciliation: receipts linked to invoices
Collected and deductible VAT: calculated without re-entry
Forecast cash flow: fed by the Orizen pipeline
Accountant portal: real-time data, no follow-ups

The integration in detail

Every Orizen module feeds Pennylane.

Here’s exactly what transfers automatically, without you having to export anything.

Invoicing

The main flow

Issued invoices Credit notes Deposits Recurring invoices Payment statuses Collected VAT

Pennylane client accounting

Commercial management

From quote to payment

Accepted quotes → invoices Customer purchase orders Forecast revenue (pipeline) Conversion rate

Forecast cash flow

CRM

Unified customer directory

Client/prospect records SIRET, intra-Community VAT Client financial scoring Transaction history

Pennylane accounting third parties

Project management

Costs and re-invoicing

Billable hours Deliverables → progress invoices Internal costs per project Margin per project

Accounting analytics

Purchases · Subcontracting · Stock

Supplier flows

Coming soon

Supplier orders Supplier invoices Subcontracting costs per project Stock value (inventory) Deductible VAT

Supplier accounting

Orizen AI Assistant

Predictive intelligence

Revenue predictions at 30/90 days Overdue receivables alerts Billing anomalies High-risk customers

Cash flow + accountant alerts

The full chain

From prospect to balance sheet, with no data breaks.

Every action in Orizen triggers the next. Pennylane receives the data at the right time, without you having to think about syncing.

Qualified lead

Orizen CRM

Quote sent

Sales management

Quote signed

Orizen e-sign

Project created

Orizen projects

Delivery/milestone

Back office

Invoice issued

Invoicing

Automatic sync

Integration

Accounting entry

Pennylane

Accountant

Real time

Zero re-entry — every piece of data entered in Orizen is the single source of truth for Pennylane.

Real-time up-to-date accounting — your accountant no longer waits until month-end for your figures.

No duplicates, no entry errors — VAT, third parties and amounts are calculated once, in Orizen.

For you and your accountant

Does your accountant use Pennylane?
They’ll love Orizen.

The Orizen + Pennylane combination is designed for those who want solid operations and clean accounting, without the two teams stepping on each other's toes.

What this changes for you

in your day-to-day business

You create an invoice in Orizen—it automatically appears in Pennylane. Your accountant sees it in real time.
Your reminders are managed in Orizen. Pennylane sees overdue receivables without any duplication.
Your sales pipeline feeds the cash flow forecast in Pennylane. Your accountant can plan ahead with you.
Your supplier orders and purchases are tracked in Orizen. Expenses arrive in Pennylane without Excel exports.
2026 e-invoicing is handled natively: Orizen issues, Pennylane archives and declares.

What this changes for your accountant

what they can finally do without chasing you

It accesses all your accounting documents without waiting for your monthly upload—they arrive as they’re generated.
Third parties are automatically created with SIRET and intra-Community VAT numbers from your Orizen CRM.
Bank reconciliation is faster: invoices and their status are already in Pennylane when transfers arrive.
VAT returns are pre-filled: VAT collected (Orizen invoices) + deductible VAT (Orizen purchases) = no manual entry.
It can advise on cash flow in real time by cross-referencing the Orizen pipeline with Pennylane balances.

Module coming soon

Purchases, subcontracting and stock.
The final link in the chain to Pennylane.

The Purchasing module completes the loop: your supplier expenses will arrive in Pennylane with the same smoothness as your customer revenue.

Supplier orders

Create your supplier purchase orders in Orizen, link them to a project or stock. The corresponding supplier invoice automatically flows to Pennylane with the correct analytical allocation.

Pennylane supplier accounting

Subcontracting per project

Every subcontracted service is linked to an Orizen project. Its cost is included in the deal’s margin and flows to Pennylane as an analytical expense—no re-entry in your accounting software.

Pennylane analytical margin

Stock and valued inventory

Stock entries and exits are tracked in Orizen. Stock value is synced to Pennylane with every movement, eliminating manual end-of-year inventories.

Updated Pennylane balance sheet

III How it works

Pennylane connection in 10 minutes, re-entry eliminated for good.

Three clear milestones: OAuth connection on Day 1, first monthly flow in Week 1, and streamlined accountant collaboration by Month 1.

Day 1 – The connection

Orizen and Pennylane talk to each other.

Pennylane OAuth connection in a few clicks
Mapping of accounting accounts with your accountant
First test invoice synchronised

Week 1 — The monthly flow

Your first invoices appear on the accounting side.

All invoices for the month are automatically transferred
First payment reconciliation validated
Automatic operational reconciliation

Month 1 — Accountant collaboration

You’re aligned on the same figures.

Valid accounting entry format
Purchases and expense reports in Orizen → Pennylane flow
First monthly statement in D+2 instead of D+15

IV Frequently asked questions

Answers to the questions we get asked the most.

Why Pennylane instead of another accounting tool?

Pennylane has established itself in France as the accounting management tool adopted by most modern accounting firms. Its fluid interface, native connectors with fintech companies and collaboration with accountants make it the ideal partner for an SME that wants an efficient "operational + accounting" duo. Orizen complements Pennylane on the business side (CRM, quotes, projects) which Pennylane does not cover.

How does the integration work in practice?

Every customer invoice issued in Orizen is automatically sent to Pennylane in structured format (UBL + PDF). Payments received in Pennylane are updated in Orizen (status "Paid"). Reconciliation is automatic: the invoice is matched with the payment without manual intervention. The same principle applies to credit notes, supplier purchases and expense reports. Initial setup takes 10 minutes (Pennylane OAuth).

Is the integration billed separately?

No, the Pennylane integration is included in all Orizen packs (Sales, Back-office, 360°) at no extra cost. On Pennylane’s side, using the connector is also free. You only pay for your respective subscriptions: Orizen for business operations, Pennylane for accounting.

What if my accountant doesn’t use Pennylane?

Orizen offers a standard FEC (Fichier des Écritures Comptables) export that all French accounting software accepts (Sage, Cegid, EBP, Quadratus, ACD, etc.). Your accountant can import the file in seconds. The result is less seamless than real-time Pennylane sync, but far superior to manually sending PDFs.

Is my data kept in France?

Yes. Orizen is hosted on OVH Gravelines (France). Pennylane is also hosted in France. Data exchanges between the two tools transit via TLS 1.3 encrypted APIs. No transfers outside the EU, full GDPR compliance. Your accounting data remains under French jurisdiction.

What happens if I deactivate the Pennylane connection?

You can deactivate the connection at any time from your Orizen settings (and symmetrically from Pennylane). Already synchronised data remains in Pennylane (it’s yours). You can also export the full history in CSV/FEC at any time. No vendor lock-in: it’s the opposite of a "closed ecosystem" model.

V Our conviction

A business tool should never compete with accounting. It should feed it.

Many SaaS vendors end up adding 'their own accounting module' to lock in customers financially. The result is usually poor: a business tool’s accounting coverage lacks the depth and professional habits of a dedicated accounting solution.

Pennylane has shown that a modern accounting tool, designed for accountant + business owner collaboration, can transform an SME’s accounting relationship. The accountant reclaims their advisory role. The business owner gets fresh figures.

We’ve seen too many SMEs juggle between a business tool that claims to do accounting and an accountant re-entering data in their own system. Too many vendors claim to be "Pennylane-compatible" without a real integration.

So we made Orizen complementary to Pennylane, not a competitor. Orizen excels at operations (CRM, quotes, projects, issued invoices). Pennylane excels at accounting. The duo is unbeatable because each does what it does best—not what it claims to do.

Your operations in Orizen.Your accounting in Pennylane.No data lost between the two.