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Capture invoice data in Pennylane using OCR

Capture invoice data in Pennylane using OCR

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Automate the extraction of key data from your supplier invoices from Pennylane with Koncile. Connect to the Pennylane API via the Retrieve a supplier invoice endpoint https://app.pennylane.com/api/external/v2/supplier_invoices/{id} Automatically download PDF or XLSX files associated with invoices. Send them to Koncile OCR using your private API key and a predefined document template. Retrieve structured data (amounts, dates, suppliers, purchase orders, etc.) ready to be used in your accounting or automation workflows.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Pennylane
Create a Customer

Create a Customer.

Action
Pennylane
Create a Customer Invoice

Create a New Invoice with a New Customer.

Action
Pennylane
Create a Product

Create a Product.

Action
Pennylane
Create an Estimate

Creates an Estimate.

Action
Pennylane
Create an Invoice for an Existing Customer

Creates a new invoice for an existing customer.

Action
Koncile OCR
Fetch all folders and templates

Fetches all the folders and templates within your Koncile account

Search
Pennylane
Get the User Info

Get the User Info.

Action
Pennylane
List all Categories

List all Categories.

Search
Pennylane
List all Customers

List all Customers.

Search

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