Accounting

Pennylane Data Extractor

When a new customer signs up with their Pennylane account, Vern's Pennylane extractor pulls their full accounting history — customers, products, categories, and category groups — straight into your product through a single managed migration. You don't ask them to export spreadsheets or wire up Pennylane's auth flow yourself. It's built for teams onboarding users off Pennylane and getting their books into your app on day one.

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Pennylane

SaaS API (REST)

Managed auth, retries, and throttling

Normalized JSON, CSV, and DB-ready output

Cleaned JSON, CSV, and DB-ready output

Export coverage

Know exactly what Vern pulls before you migrate.

Objects Vern extracts

Vern extracts the full set of queryable Pennylane objects (9 total), including: Categories, Category Groups, Customer Estimates, Customer Invoices, Customers, Plan Items, Products, Supplier Invoices, and Suppliers. 7 of these support incremental change tracking, so syncs pull only what changed.

Output schema

Normalized JSON per object with referential keys preserved, so the relationships between your user's records survive the import. Timestamps are returned in ISO 8601. Delivered as JSON or CSV, or loaded straight into your own application database or pushed to your API — whatever your product expects.

Where it can land

Your own application database (Postgres, MySQL), a direct push to your API or webhook, or JSON/CSV files, plus another accounting system (e-conomic, Fastbill, FreeAgent) when a user is switching tools.

Source details

Built for the source type shown above, with extractor content refreshed from the collection record.

Managed by Vern

The details you normally have to build yourself.

Authentication

API key / access token. Your user pastes their Pennylane API key once when they sign up; Vern stores it encrypted and attaches it to every request, handling header signing and retries so you never touch the raw credential.

Pagination

Vern detects and handles Pennylane's paging model (cursor, page-number, or offset) internally and returns one consistent, de-duplicated result set — so you import a user's complete data without ever managing page tokens.

Rate limits and gotchas

Pennylane enforces its own API rate limits. Vern queues and throttles requests internally so importing a new user's data never trips a 429 — even on a large account.

API-key sources rarely surface their true rate ceilings until you hit a 429 mid-import, and many silently cap page size. Vern throttles to stay under the limit and normalizes paging so a partial pull never lands a user in your product with missing data.

API quickstart

1. Create a migration for Pennylane
curl -X POST https://app.vern.so/api/v1/migrations \
  -H "x-api-key: $VERN_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "name": "Pennylane → Postgres", "source": "Pennylane" }'
→ { "migration_id": "mig_..." }
2. Generate the extraction recipe (pulls live via the Pennylane API)
curl -X POST https://app.vern.so/api/v1/migrations/$MIGRATION_ID/runs \
  -H "x-api-key: $VERN_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "kind": "generate", "extract_via_api": true }'
3. Run the approved extraction
curl -X POST https://app.vern.so/api/v1/migrations/$MIGRATION_ID/runs \
  -H "x-api-key: $VERN_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "kind": "execute" }'
4. Download the normalized CSV export
curl https://app.vern.so/api/v1/migrations/$MIGRATION_ID/exports/{template} \
  -H "x-api-key: $VERN_API_KEY" -o pennylane_export.csv

A cleaner way to extract without rebuilding source-specific plumbing.

View docs

Common questions

Can I keep a user's Pennylane data in sync after the first import? Yes — 7 Pennylane objects support incremental change tracking, so after the first full import Vern pulls only what changed on re-run.

Can I move a user from Pennylane to e-conomic? Yes — Vern normalizes the Pennylane data model into typed tables that map cleanly onto e-conomic and into your own product.

What does it cost to read the Pennylane API? Pennylane's own API access follows Pennylane's pricing/plan; Vern is billed separately per import. Check Pennylane's developer docs for their current limits.