> For the complete documentation index, see [llms.txt](https://boza.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://boza.gitbook.io/docs/integrations/pennylane.md).

# Pennylane

The Pennylane integration connects Boza to your accounting platform, allowing you to automatically identify and structure your software and SaaS expenses. It gives you a clear, up-to-date view of your SaaS costs without manual data entry.

## What Boza Does with Pennylane

Once connected, Boza uses Pennylane data to:

* Identify software and SaaS-related expenses from your accounting records.
* Centralize invoices linked to SaaS tools in one place.
* Compare recurring payments with contract information.
* Keep SaaS cost data continuously up to date.

Boza does not modify any data in Pennylane. The integration is strictly read-only.

## What Data Is Synced

Boza retrieves the following data from Pennylane:

| Data Type                                                     | Purpose                               |
| ------------------------------------------------------------- | ------------------------------------- |
| Supplier and expense information related to software and SaaS | Identify SaaS vendors and costs       |
| Invoices associated with SaaS tools                           | Centralize SaaS billing               |
| Recurring payments                                            | Track subscription spending over time |

No financial data beyond SaaS-related expenses is collected.

## Setup

1. Open **Integrations** from the main navigation.
2. Select **Pennylane**.
3. Click **Connect**.
4. Authenticate with your Pennylane account.
5. Confirm the access permissions.

Synchronization starts automatically after the connection is established.

## Prerequisites

Only users with administrator permissions in both Boza and Pennylane can activate this integration.

## Need Help?

If you have questions or encounter issues, contact us at **<support@getboza.io>**.


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