Choosing the Right Pennylane API
Before You Get Started
Pennylane provides different APIs depending on your role and integration needs. Each API offers specific features, authentication methods, and access conditions.
This guide explains when and why to use each API, what they are best for, and how to choose the right one for your use case.
API Overview
API | Target Users | Authentication | Main Features | Access |
|---|---|---|---|---|
Company API | Companies, Integration partners | Company API Token or OAuth 2.0 | > Manage sales (invoices, customers, products) > Manage purchases (supplier invoices, suppliers) > Create and retrieve accounting entries > Manage analytical tags > Retrieve accounting reports (trial balance, FEC, ledger, etc.) | Default for all accounts with an Essential plan or higher |
Firm API | Accounting firms, Integration partners | Firm API Token or Firm OAuth | > Access your portfolio of client companies > Retrieve company list > Retrieve accounting reports (trial balance, FEC, analytical ledger, etc.) > Create and retrieve accounting entries | Default for firms |
Firm Group API | Accounting firms (advanced use cases) | Firm Group Token or OAuth 2.0 | > Create companies in the firm context > Create users in the firm context | On request via Support or your Account Manager |
Choosing the Right API
- Choose the Company API if you are company, using Pennylane or an integration partner building features for companies, and you need to automate financial and accounting operations (e.g., invoice generation, bookkeeping).
- Choose the Firm API if you are an accounting firm managing multiple client companies, or an integration partner building solutions for firms, and you need consolidated access to client data and reports.
- Choose the Firm Group API only if you require advanced management features such as creating companies or users in bulk within the firm context.
Updated 12 days ago