To help accountants work more efficiently, Penneo created a strong partnership with Silverfin to automate accounting processes. With the integration between Silverfin and Penneo, you can create and sign audit & accounting documents seamlessly. It is easier, faster, and more convenient to manage your processes.
Connect your Penneo Sign account to Silverfin
In order to set up the connection, you will need to have Admin rights in both Silverfin and Penneo. You will need to use the same email address in order to set up the connection. This only has to be done once by the admin, then the users will be able to make use of the integration once it is connected.
Under configure, in the company settings, you will see a button labeled "Manage third party Integrations." Click on this button to begin the integration process.
Enter the Silverfin domain towards where you want the integration to connect. This can be either the sandbox domain "sandbox", the production domain "live", or your own SSO domain. Once you have entered the appropriate domain, click the "enable" button to continue.
Follow the prompts to log in to Silverfin and give consent for the Penneo integration to use your Silverfin data.
Once the integration is active, you will see the status displayed as "active" and a red deactivation button will be available.
Send documents from Silverfin to Penneo Sign
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Make sure that you are logged into both your Penneo and Silverfin accounts
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Once logged into Silverfin, on the “Start” page, you should be able to see your list of clients
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Open the customer / client that you want to send contracts to in Silverfin and follow the steps listed below
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Remove the star next to the documents that you don’t want to add to your Penneo case file.
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Click “Send to Penneo”.
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Select the applicable signing flow. You can use the one set by default or choose a different one from the list in the dropdown, which will show all the signing flows enabled on your Penneo user account. *
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Click “Continue”, and your case file draft will be created in Penneo Sign.
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The documents marked with a star will be assigned to signers based on their roles according to the signing flow chosen. You can still view your case file draft and edit it before sending out your documents for signature.
Please note: At the moment, you will need to download the Annual Accounts / Financial Statements from Silverfin first, and upload it in the document section in Penneo after the export is done. This way, you can send the statements in one bundle together with the legal documents.
Signing flow selection*
When sending your documents to Penneo (step 3 listed above), you can choose the signing flow that you want to use for your Penneo case file from Silverfin. The case file draft created in Penneo will then automatically include the signer roles, names, email address and document types determined by the chosen signing flow. You can read more about how signing flows work in Penneo here.
Please note that you won't be able to view the signing flow structure within Silverfin, but this functionality is available once logged into your Penneo account.
The Legal Documents / Wettelijke verslaggeving / Rapports légaux workflow in Silverfin have been preconfigured by Silverfin to use the following signing flows in Penneo:
EN - Formal Bundle - Annual Accounts
BE - Formele Bundel - Jaarrekening
FR Liasse Fiscale - Comptes Annuels
If these signing flows are not enabled in your Penneo account, or if you choose another signing flow, then the document types and signer roles may not be matched correctly and you'll need to edit them within Penneo before sending out the documents for signature.
Each client in your Silverfin account has a preferred language selected in their settings. The language used in the signing flow should correspond to the language chosen for the customer.
For developers
To find further information on how to set up the integration from a developer point of view, please see this page: https://penneo.readme.io/docs/silverfin-integration-for-developers
Want to learn more? Please do not hesitate to contact us.