Pennylane Partner | Invoicing & Financial Management Platform

Our Partners

Align your financial management with your HubSpot sales engine

As a Pennylane partner, Make the Grade helps you connect your CRM with your accounting management tool. We deploy automated flows to unify your data, from quote generation to bank reconciliation. Our mission: eliminate manual entries and information gaps between your Sales and Finance teams.

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Pennylane Partner Agency

Why integrate Pennylane with your HubSpot ecosystem ?

Integrating Pennylane via HubSpot allows you to manage your revenue cycle (Order-to-Cash) without leaving your CRM.

Invoicing Flow Synchronization

Generate your invoices or deposit invoices in Pennylane directly from your HubSpot deals or quotes. The document history remains accessible to sales reps.

Reliability of Third-Party Data

Synchronize your Company records with Pennylane. Legal information (VAT numbers, registration IDs) is transmitted without error to guarantee the compliance of accounting documents.

Visibility on Collection

Invoice status (paid, overdue, draft) automatically appears in the HubSpot side-panel, allowing sales teams to track payments in real-time.

Demo

Discover the power of Pennylane x HubSpot

Would you like to eliminate entry errors and reduce your Day Sales Outstanding (DSO)? We offer a technical demonstration based on your business processes.

This demo allows you to :

Map taxes and units of measure between HubSpot and Pennylane.
Visualize the creation of invoices and deposits from the Deal or Quote object.
Structure reports crossing signed revenue (HubSpot) and billing statuses (Pennylane).

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Our Support

What Make the Grade implements with Pennylane

We technically set up the Pennylane connector to secure your data exchanges.

Expert Property Mapping

We map Pennylane’s accounting requirements (product accounting plans, specific VAT rates) with your HubSpot fields.

Automated Invoicing Cycle

We develop custom API automations to generate your deposit and final invoices as soon as a quote is signed or a deal is marked as Closed Won.

Subscription Management

We align your HubSpot contracts and recurrences with Pennylane’s periodic billing models for SaaS or service models.

Unified Revenue Reporting

We synchronize billed, collected, and overdue amounts into dedicated HubSpot properties to manage your signed, billed, and collected turnover in a single dashboard.

Use Cases

Where does Penylane add value ?

Pennylane is designed for B2B organizations that want to automate their invoicing cycle and synchronize their financial flows with their HubSpot CRM.

Use Cases:

Quote-to-Cash Automation: Instantly transform signed HubSpot quotes into Pennylane invoices, removing manual entry and error risks.
Collection Tracking in the CRM: Provide Sales teams with real-time visibility on payment statuses and trigger automatic reminders when a delay is detected.
Fluid Management of Deposits and Balances: Secure your cash flow from contract signing and simplify collaboration between sales and accounting departments.
Financial Data & RevOps Management: Reconcile your real revenue with sales forecasts and get a unified view of your revenue cycle performance.

Why choose Make the Grade as your Pennylane integrator?

Entrusting your invoicing to Make the Grade means choosing a partner capable of linking your financial flows to your sales cycle and revenue, not just to accounting entries.

HubSpot Elite Partner : The highest level of CRM expertise for accurate technical synchronization.
Quote-to-Cash Vision : We optimize your entire revenue cycle, from quote signature to collection.
Data Reliability : We guarantee a healthy CRM database that serves as the single source of truth for your accounting.
Finance and Sales Adoption : We create smooth processes so your teams collaborate without friction or manual entry.

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FAQ

Pennylane, HubSpot & Order-to-Cash cycle

What types of documents can be generated from HubSpot ?

The connector allows you to generate invoices (draft or finalized) via the native Quotes app or credit notes via a custom API. These documents include the line items from your HubSpot deals.

Is the payment status updated in real-time ?

As soon as the invoice is reconciled with the bank transaction in Pennylane, the invoice status is updated in HubSpot. This can trigger customer success or reminder automations (via API).

How are VAT rates handled ?

During implementation, we map your Pennylane tax codes with HubSpot properties. This ensures the correct VAT is applied based on the customer’s location or the nature of the product.

Does the integration handle subscriptions ?

Yes. For recurring revenue models, we synchronize your HubSpot contracts with Pennylane’s subscription features to automate periodic invoice sending.

What are the benefits of working with Make the Grade ?

Poor mapping configuration can lead to major accounting errors (VAT mistakes, duplicates). Make the Grade secures the technical deployment and trains your teams to maximize tool adoption.

Our approach

Results and that's it

We test, we iterate and we're constantly on the lookout. To exceed your B2B growth targets, there's no magic formula, just method, challenge and know-how.

How do we work ?