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Pennylane connector

Set up the Pennylane connector in Kaivo: authentication, configuration, the 9 BigQuery tables it syncs, and answers to common questions.

Written By Lauri Raivio

Last updated 16 days ago

Kaivo is a fully managed data platform that syncs your Pennylane data into a Google BigQuery warehouse and keeps it up to date automatically. There is no pipeline to build and no infrastructure to run, so you can spend your time analysing your payment and finance data instead of moving it.

What is the Pennylane connector

Sync your Pennylane accounting data into BigQuery with Kaivo to analyse invoices, customers, and suppliers in one place.

CategoryFinance & Payments
AuthenticationAPI key
SetupSelf-service

Getting started with the Pennylane connector

  1. Sign up for Kaivo and create a workspace.
  2. Connect your Pennylane account.
  3. Choose which tables to sync.
  4. Wait for the initial sync to finish.
  5. Query your data in BigQuery or your favourite AI or BI tool.

Authenticating Pennylane

Authenticate with your API Key.

FieldDescription
API Key

Configuring the Pennylane connector

When you set up the connector, you provide:

FieldDescription
Start Date

Any data before this date will not be fetched.

Tables and columns synced from Pennylane

Kaivo syncs 9 tables from Pennylane into a dedicated dataset in your BigQuery warehouse. Click any table to see its columns and types.

ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
created_atSTRING
directionSTRING
group_labelSTRING
group_source_idSTRING
group_v2_idFLOAT64
idFLOAT64
is_editableBOOL
labelSTRING
source_idSTRING
updated_atSTRING
v2_idFLOAT64
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
idFLOAT64
labelSTRING
source_idSTRING
v2_idFLOAT64
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: category_groups__categories

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
created_atSTRING
directionSTRING
group_labelSTRING
group_source_idSTRING
is_editableBOOL
labelSTRING
source_idSTRING
updated_atSTRING
v2_idFLOAT64
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
amountSTRING
currencySTRING
currency_amountSTRING
currency_amount_before_taxSTRING
currency_taxSTRING
customer__billing_address__addressSTRING
customer__billing_address__citySTRING
customer__billing_address__country_alpha2STRING
customer__billing_address__postal_codeSTRING
customer__billing_ibanSTRING
customer__customer_typeSTRING
customer__delivery_address__addressSTRING
customer__delivery_address__citySTRING
customer__delivery_address__country_alpha2STRING
customer__delivery_address__postal_codeSTRING
customer__first_nameSTRING
customer__last_nameSTRING
customer__nameSTRING
customer__payment_conditionsSTRING
customer__phoneSTRING
customer__recipientSTRING
customer__referenceSTRING
customer__reg_noSTRING
customer__source_idSTRING
customer__updated_atSTRING
customer__v2_idFLOAT64
customer__vat_numberSTRING
dateSTRING
deadlineSTRING
discountSTRING
discount_typeSTRING
estimate_numberSTRING
estimate_typeSTRING
exchange_rateFLOAT64
file_urlSTRING
idSTRING
labelSTRING
languageSTRING
pdf_invoice_free_textSTRING
pdf_invoice_subjectSTRING
sourceSTRING
statusSTRING
updated_atSTRING
v2_idFLOAT64
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: customer_estimates__customer__emails

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
valueSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: customer_estimates__line_items

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
descriptionSTRING
amountSTRING
currency_amountSTRING
currency_price_before_taxSTRING
currency_taxSTRING
idFLOAT64
labelSTRING
product_idSTRING
product_v2_idFLOAT64
quantitySTRING
raw_currency_unit_priceSTRING
unitSTRING
v2_idFLOAT64
vat_rateSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
amountSTRING
currencySTRING
currency_amountSTRING
idSTRING
labelSTRING
paidBOOL
quote_group_uuidSTRING
v2_idFLOAT64
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
amountSTRING
currencySTRING
currency_amountSTRING
currency_amount_before_taxSTRING
currency_taxSTRING
customer__billing_address__addressSTRING
customer__billing_address__citySTRING
customer__billing_address__country_alpha2STRING
customer__billing_address__postal_codeSTRING
customer__customer_typeSTRING
customer__delivery_address__addressSTRING
customer__delivery_address__citySTRING
customer__delivery_address__country_alpha2STRING
customer__delivery_address__postal_codeSTRING
customer__first_nameSTRING
customer__last_nameSTRING
customer__nameSTRING
customer__payment_conditionsSTRING
customer__phoneSTRING
customer__recipientSTRING
customer__referenceSTRING
customer__reg_noSTRING
customer__source_idSTRING
customer__updated_atSTRING
customer__v2_idFLOAT64
customer__vat_numberSTRING
dateSTRING
deadlineSTRING
discountSTRING
discount_typeSTRING
exchange_rateFLOAT64
file_urlSTRING
filenameSTRING
idSTRING
invoice_numberSTRING
is_draftBOOL
labelSTRING
languageSTRING
paidBOOL
pdf_invoice_free_textSTRING
pdf_invoice_subjectSTRING
public_urlSTRING
quote_group_uuidSTRING
remaining_amountSTRING
sourceSTRING
special_mentionSTRING
statusSTRING
updated_atSTRING
v2_idFLOAT64
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: customer_invoices__categories

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
created_atSTRING
directionSTRING
labelSTRING
source_idSTRING
updated_atSTRING
v2_idFLOAT64
weightSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: customer_invoices__credit_notes

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
amountSTRING
currencySTRING
currency_amountSTRING
currency_price_before_taxSTRING
currency_taxSTRING
draftBOOL
idSTRING
invoice_numberSTRING
taxSTRING
v2_idFLOAT64
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: customer_invoices__customer__emails

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
valueSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: customer_invoices__line_items

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
descriptionSTRING
amountSTRING
currency_amountSTRING
currency_price_before_taxSTRING
currency_taxSTRING
discountSTRING
discount_typeSTRING
idFLOAT64
labelSTRING
product_idSTRING
product_v2_idFLOAT64
quantitySTRING
raw_currency_unit_priceSTRING
section_rankFLOAT64
unitSTRING
v2_idFLOAT64
vat_rateSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: customer_invoices__line_items_sections_attributes

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
descriptionSTRING
rankFLOAT64
titleSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: customer_invoices__matched_transactions

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
amountSTRING
currencySTRING
dateSTRING
feeSTRING
group_uuidSTRING
labelSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: customer_invoices__payments

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
created_atSTRING
currency_amountSTRING
labelSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
billing_address__addressSTRING
billing_address__citySTRING
billing_address__country_alpha2STRING
billing_address__postal_codeSTRING
customer_typeSTRING
delivery_address__addressSTRING
delivery_address__citySTRING
delivery_address__country_alpha2STRING
delivery_address__postal_codeSTRING
first_nameSTRING
last_nameSTRING
nameSTRING
payment_conditionsSTRING
phoneSTRING
plan_item__descriptionSTRING
plan_item__country_alpha2STRING
plan_item__enabledBOOL
plan_item__labelSTRING
plan_item__numberSTRING
plan_item__v2_idFLOAT64
plan_item__vat_rateSTRING
recipientSTRING
referenceSTRING
reg_noSTRING
source_idSTRING
updated_atSTRING
v2_idFLOAT64
vat_numberSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: customers__emails

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
valueSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
descriptionSTRING
country_alpha2STRING
enabledBOOL
labelSTRING
numberSTRING
v2_idFLOAT64
vat_rateSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
descriptionSTRING
created_atSTRING
currencySTRING
labelSTRING
priceFLOAT64
price_before_taxFLOAT64
referenceSTRING
source_idSTRING
substanceSTRING
unitSTRING
updated_atSTRING
v2_idFLOAT64
vat_rateSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
amountSTRING
currencySTRING
currency_amountSTRING
currency_amount_before_taxSTRING
currency_taxSTRING
dateSTRING
deadlineSTRING
discountSTRING
discount_typeSTRING
exchange_rateFLOAT64
file_urlSTRING
filenameSTRING
idSTRING
invoice_numberSTRING
is_draftBOOL
labelSTRING
languageSTRING
paidBOOL
payment_statusSTRING
pdf_invoice_free_textSTRING
pdf_invoice_subjectSTRING
quote_group_uuidSTRING
remaining_amountSTRING
sourceSTRING
supplier__billing_address__addressSTRING
supplier__billing_address__citySTRING
supplier__billing_address__country_alpha2STRING
supplier__billing_address__postal_codeSTRING
supplier__billing_ibanSTRING
supplier__ibanSTRING
supplier__nameSTRING
supplier__payment_conditionsSTRING
supplier__phoneSTRING
supplier__recipientSTRING
supplier__referenceSTRING
supplier__reg_noSTRING
supplier__source_idSTRING
supplier__updated_atSTRING
supplier__v2_idFLOAT64
supplier__vat_numberSTRING
updated_atSTRING
v2_idFLOAT64
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: supplier_invoices__categories

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
created_atSTRING
labelSTRING
source_idSTRING
updated_atSTRING
v2_idFLOAT64
weightSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: supplier_invoices__line_items

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
descriptionSTRING
amountSTRING
currency_amountSTRING
currency_price_before_taxSTRING
currency_taxSTRING
idFLOAT64
labelSTRING
quantitySTRING
v2_idFLOAT64
vat_rateSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: supplier_invoices__matched_transactions

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
amountSTRING
currencySTRING
dateSTRING
feeSTRING
group_uuidSTRING
labelSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: supplier_invoices__payments

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
created_atSTRING
currency_amountSTRING
labelSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: supplier_invoices__supplier__emails

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
valueSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
billing_address__addressSTRING
billing_address__citySTRING
billing_address__country_alpha2STRING
billing_address__postal_codeSTRING
billing_ibanSTRING
ibanSTRING
nameSTRING
payment_conditionsSTRING
phoneSTRING
plan_item__descriptionSTRING
plan_item__country_alpha2STRING
plan_item__enabledBOOL
plan_item__labelSTRING
plan_item__numberSTRING
plan_item__v2_idFLOAT64
plan_item__vat_rateSTRING
recipientSTRING
referenceSTRING
reg_noSTRING
source_idSTRING
updated_atSTRING
v2_idFLOAT64
vat_numberSTRING
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: suppliers__emails

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
valueJSON
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

How the Pennylane sync works

After the first load, Kaivo keeps your BigQuery warehouse up to date for you. Where Pennylane supports it, each sync pulls only new and changed records so it stays fast; otherwise it refreshes the whole table. Every record keeps its original ID, so you won't get duplicate rows.

Frequently asked questions

How long does the initial sync take for Pennylane?

It depends on how much history is in your Pennylane account. Most initial syncs finish within minutes, while large accounts can take a few hours. After that, syncs only fetch new and changed records, so they're much faster.

Can I sync only some tables or columns?

Yes. You pick which tables to sync when you set up the connection and can change the selection later. Tables you don't select are never copied to your warehouse.

What happens when Pennylane's schema changes?

New fields are never added automatically. You choose which fields to sync, so data you haven't selected (sensitive personal data, for example) never lands in your warehouse. When a new field appears, it becomes available for you to add. What happens to removed or renamed fields depends on a table's sync mode: full-refresh tables always match what's currently in Pennylane, so dropped fields disappear, while incremental tables keep their existing columns and history, so an old field stays and newly added fields fill in over time.

How do I handle GDPR or data deletion requests?

Your data lives in your own Kaivo-managed BigQuery warehouse, so the most direct option is to delete or anonymise specific records right in BigQuery. If you delete data in Pennylane instead, full-refresh tables drop it on the next sync, while incremental tables keep it, so you would remove the row in BigQuery or ask us to run a full refresh. To remove everything, delete the Pennylane connector in Kaivo and all of its synced data is deleted with it.

Common use cases for Pennylane data

Revenue reporting

Use customer_invoices and products to track revenue and what sells over time.

Accounts payable

Join supplier_invoices with suppliers to monitor what you owe.

Customer view

Use customers and customer_estimates to follow your sales relationships.

Use Pennylane data in your AI and BI tools

Once Pennylane data lands in your Kaivo-managed BigQuery warehouse, you can explore it with AI tools or any BI tool that connects to BigQuery. Here's how the most common destinations work with Pennylane data.

Claude

Use Kaivo's MCP server to give Claude secure, workspace-scoped access to your data. Setup guide →

Power BI

Microsoft's BI tool with a native BigQuery connector. Supports direct query and scheduled refresh. Setup guide →

Data Studio

Free Google BI tool with native BigQuery support. One-click connection to your Kaivo warehouse; great for SMB teams on Google Workspace. Setup guide →

Tableau

The premium analytics standard, with native BigQuery integration. Setup guide →

Google Sheets

Use Connected Sheets to query BigQuery directly from a spreadsheet, with no SQL. Setup guide →

Excel

Connect via Power Query's BigQuery connector. Setup guide →

Metabase

Open-source BI tool with strong BigQuery support. Setup guide →

See our pricing page for Pennylane connector pricing and plan details.

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