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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

This all-in-one platform facilitates smooth communication between teams and clients while enhancing workflow management. By centralizing your operations, you can streamline processes, increase productivity, and elevate client satisfaction, all from a single location for maximum efficiency.

Description

A comprehensive solution designed to enhance the management of your clients' accounts. Automated journal entries for sales and purchases are generated along with their related documents. Take advantage of an advanced and insightful accounting review tool to effectively track the status of your financial statements. Ensure compliance with all tax responsibilities, including VAT returns, tax packages, and brochure management. Pennylane serves as an integrated accounting software and a holistic financial management system for your clients. Through Pennylane, your clients can oversee and settle their purchases, handle invoicing, connect their sales platforms, and keep an eye on their cash flow. Every action they complete on the platform contributes to your data input. Simplify your communication with clients and colleagues by engaging directly within Pennylane, allowing for chat and comments on invoices and transactions, while also tracking activities and deadlines associated with each task. This interconnected approach fosters a more organized workflow and enhances collaboration.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

Chift
Defacto
Dropbox
GetMyInvoices
GoCardless
Google Drive
Ivee
Karmen
L'Addition
Najar
Nango
Nekton.ai
Qonto
Shopify
Stripe
Zapier
Zelty
elba
erplain
manager.one

Integrations

Chift
Defacto
Dropbox
GetMyInvoices
GoCardless
Google Drive
Ivee
Karmen
L'Addition
Najar
Nango
Nekton.ai
Qonto
Shopify
Stripe
Zapier
Zelty
elba
erplain
manager.one

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

€19 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Bright Return

Founded

2023

Website

brightreturn.com

Vendor Details

Company Name

Pennylane

Country

France

Website

www.pennylane.com/expert-comptable

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Alternatives

Alternatives

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