🎉 Congrats, you’ve reached the assignment!

We’re super happy you’ve made it to the home assignment !

Please keep in mind this exercise is meant to help us understand how you think. Do not hesitate to share any ideas, processes and notes you use throughout this assignment.

First things first

• We understand you do not have full knowledge and context of the accounting world, or our product. We expect you to make assumptions and rely on them throughout your work.
• We are all busy people and we’re not expecting the moon. Be reasonable with how much time you spend on this assignment! (2-5h seems like a fair bracket).

A bit of context

“Pennylane is the all-in-one financial operating system for the companies and their accountants.”

That’s usually the headline we use to introduce what we do. What that actually means is that we provide tools to SMEs (Small and Medium Enterprises) and accountants in a single, unified platform.

Our platform targets two main user types :

• Accountants, by providing a complete production tool to perform all of their accounting related day-to-day tasks and duties.
• SMEs owners and employees, with a complete product to manage all the administrative and financial tasks that come with running a business.

<aside> 💡 Disclaimer: For this assignment, you will be solely focusing on the SME side of the product.

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The SME side of the product has 5 main pages:

Expenses: allows companies to track and pay their bills, manage their debts;

Invoicing: allows companies to sell goods or services, create custom invoices template and remind clients to pay their invoices;

Transactions: cash flow aggregation from all the company bank accounts that allows to track all the bank movements and match them with corresponding receipts;