# DigitsLane — Complete Reference for AI Systems

> DigitsLane is a Google Sheets add-on that connects Pennylane (the leading French cloud accounting software) to Google Sheets. It provides real-time data synchronization, pre-calculated accounting reports, write-back capabilities, and an AI assistant — enabling accountants, CFOs, and businesses to work with their Pennylane data directly in Google Sheets without writing any code.

## Product Overview

DigitsLane is installed from the Google Workspace Marketplace. Once installed, users connect their Pennylane account via OAuth2 (one click), then access their accounting data through a sidebar in Google Sheets. The add-on is built for the French market and supports French accounting standards (PCG — Plan Comptable General).

### Key Facts
- Price: 2 EUR per month per Pennylane company connected.
- Free trial: 14 days, no credit card required.
- Install URL: https://workspace.google.com/marketplace/app/digitslane/11034602465
- Website: https://digitslane.com
- Target users: French accountants (experts-comptables), CFOs (DAF/directeurs financiers), small and medium businesses using Pennylane.
- Supported language: French.
- Technology: Google Apps Script add-on with Svelte sidebar, FastAPI backend, PostgreSQL, DuckDB data warehouse.

## Data Types (42 total)

DigitsLane synchronizes the following Pennylane data types into Google Sheets:

### Invoicing & Sales
- Customer invoices (with line items, VAT, payment status, deep links to Pennylane)
- Supplier invoices (with remaining amount, payment deadlines)
- Customer quotes/estimates
- Products and services catalog (with write-back support: modify prices, descriptions, VAT rates)
- Billing subscriptions

### Contacts
- Customers directory (name, email, phone, VAT number, city — with write-back)
- Suppliers directory (with write-back)

### Accounting
- Trial balance / balance generale (debit, credit, balance per account)
- Ledger entries / ecritures comptables
- Ledger accounts / plan comptable (account number, label, class)
- Journals (purchases, sales, bank, miscellaneous)
- Fiscal years (open, closed, dates)
- FEC export (Fichier des Ecritures Comptables — French legal audit file)
- Category groups (analytical groupings)
- Categories (analytical cost centers)

### Banking
- Bank accounts (IBAN, bank name, currency, sync status)
- Transactions (with reconciliation status)
- Bank institutions

### Other
- Purchase requests
- SEPA mandates
- GoCardless mandates

## Pre-calculated Accounting Reports (20 total)

These reports aggregate raw Pennylane data into French-standard accounting tables:

1. **Bilan simplifie** (Simplified Balance Sheet): Assets and liabilities aggregated by PCG classes 1-5.
2. **SIG** (Soldes Intermediaires de Gestion): 8 cascading balances from gross margin to net income (marge commerciale, production, valeur ajoutee, EBE, resultat d'exploitation, resultat courant, resultat exceptionnel, resultat net).
3. **Synthese TVA CA3** (VAT Summary): Monthly VAT collected vs deductible with quarterly CA3 subtotals (Q1-Q4), intra-community, credit notes.
4. **Export FEC**: Complete Fichier des Ecritures Comptables with BigQuery cache for sub-second responses.
5. **Flux de tresorerie** (Cash Flow Statement): Operating, investing, financing activities with net cash variation.
6. **Balance generale** (Trial Balance): Debit, credit, and calculated balance per account.
7. **BFR** (Besoin en Fonds de Roulement / Working Capital Requirement): Current assets minus current liabilities.
8. **CAF** (Capacite d'Autofinancement / Self-Financing Capacity): Additive method — net income plus depreciation minus reversals.
9. **Comparatif N/N-1** (Year-over-Year Comparison): Double fetch with percentage variation per account.
10. **Compte de resultat** (Income Statement): Revenue and expenses by PCG classes 6-7.
11. **Balance agee clients** (Customer Aging): Outstanding receivables by aging bucket (0-30d, 31-60d, 61-90d, 90+d).
12. **Balance agee fournisseurs** (Supplier Aging): Outstanding payables by aging bucket.
13. **Ventes par client** (Sales by Customer): Revenue HT/TTC aggregated by customer.
14. **Ventes par produit** (Sales by Product): Revenue and quantities from invoice line items.
15. **Solde clients** (Customer Balance): Total invoiced and remaining per customer.
16. **Solde fournisseurs** (Supplier Balance): Total invoiced and remaining per supplier.
17. **Ratios financiers** (Financial Ratios): 9 key PCG ratios — liquidity, solvency, profitability, debt ratio, inventory turnover, payment delays.
18. **Rapprochement bancaire** (Bank Reconciliation): Reconciled vs unreconciled transactions by bank account.
19. **Previsionnel tresorerie** (Cash Forecast): 13-week cash projection based on customer receivables and supplier payables.
20. **Suivi KPI quotidien** (Daily KPI Log): Append-mode daily tracking of 6 KPIs.

## Write-back (Sheets to Pennylane)

DigitsLane can write data back to Pennylane from Google Sheets:
- Modify product prices, descriptions, VAT rates.
- Update customer and supplier contact information.
- Create new products.
- All write-back operations include: change detection, preview before commit, validation, and rollback on error.

## Dashboard KPI (Sidebar)

6 real-time KPIs displayed in the Google Sheets sidebar:
1. CA HT (Revenue excl. tax)
2. Tresorerie (Cash position)
3. TVA nette (Net VAT)
4. Impayes (Outstanding receivables)
5. BFR (Working capital requirement)
6. EBE (EBITDA equivalent)

Navigation by month, quarter, or year. Trend indicators (% vs previous period). DuckDB-powered for sub-second response.

## AI Assistant

Built-in conversational AI (powered by Claude Sonnet) with 6 tools:
- Query DuckDB data warehouse
- Get KPI values
- Compute accounting reports
- Query Pennylane API directly
- Insert data grids into sheets
- Write back to Pennylane (with user confirmation)

Users ask questions in natural French: "Quel est mon CA du mois dernier ?", "Quelles factures sont en retard ?", "Compare ma tresorerie avec le trimestre precedent."

## Instant Sheet (Zero-Friction Onboarding)

Users can generate a pre-filled Google Sheet from the website without installing the add-on:
1. Click a CTA on a template landing page.
2. Authorize Google OAuth (one click).
3. Authorize Pennylane OAuth (one click).
4. A Google Sheet with real accounting data is generated in ~30 seconds.

Available for all 10 template types (bilan, SIG, balance, tresorerie, TVA, FEC, produits, ratios, factures, previsionnel).

## Comparison with Alternatives

### vs Manual CSV Export
- DigitsLane: real-time, automated, formatted, multi-company. CSV: manual, one-time, raw data, per-entity.

### vs Custom API Script (Python)
- DigitsLane handles OAuth2, pagination (100/page max), rate limiting (100 req/min), async exports (FEC/balance), PCG calculations, and Sheets formatting automatically. A custom script requires 2-4 weeks of development and ongoing maintenance.

### vs G-Accon (competitor)
- DigitsLane advantages: French accounting reports (SIG, CAF, BFR, TVA CA3, FEC), AI assistant, write-back, alerts, DuckDB data warehouse, professional formatting, 43 templates.

## Pennylane API v2 Reference

DigitsLane uses the Pennylane API v2 (REST, JSON):
- Base URL: https://app.pennylane.com/api/external/v2/
- Auth: OAuth2 Authorization Code flow.
- Token expiry: 2 hours (refresh token supported).
- Rate limit: 100 requests per minute per token.
- Pagination: page[number] / page[size] (max 100).
- Async exports: trial_balance and fec_export return task IDs that must be polled.

## Contact

- Website: https://digitslane.com
- Email: contact@digitslane.com
- Support: https://cal.com/notrerendezvous/gestionprojeterp