How to connect Pennylane to your Gifts and Benefits area?

Take advantage of the Pennylane integration directly from your Gifts and Benefits area 🙌

🧐 What is Pennylane?

With the Pennylane integration, you can transfer your data from Swile straight into your Pennylane account for accounting purposes (you’ll need to have a Pennylane subscription already).

The data transfer covers:

• All invoices issued by Swile
• All invoice reimbursements to your beneficiaries that you’ve approved in Swile, including the information needed to create the beneficiary as a supplier in Pennylane’s accounting system.

👨‍💻 How do I enable data transfer from Swile to Pennylane?

To connect your Pennylane account to your Swile admin area:

• Go to your Gifts and Benefits area
• Click on the Accounting tab
• Click on the Pennylane tab
• Enter the required details
• Accept the terms and conditions
• And click Connect 🚀

🤝 How do I sign up for Pennylane if I don’t have an account yet?

If you don’t have Pennylane yet, you can check out their offer and sign up. Here’s how:

1. Contact your Swile account manager to arrange a Pennylane demo
2. Speak with a Pennylane advisor
3. Interested? Sign your contract with Pennylane
4. Pennylane will help you set up your account and import your history
5. You’re all set! 🚀