At a Glance

"Linkup met our EU security requirements from the start. The API is easy to use and covers exactly what we need – multiple search and fetch modes, domain filters, date parameters, output types. It integrates naturally into our automation workflows and handles the volume we throw at it" – PM at Pennylane

Introduction

Pennylane is a leading financial management platform helping businesses and accountants manage their finances in a single shared workspace. With 1M+ of clients, Pennylane's teams depend on accurate, up-to-date company and contact data to operate efficiently at scale. To enrich their workflows and automate data research without adding manual overhead, Pennylane integrated Linkup.

The Challenge

Pennylane's workflows relied heavily on external company research, including identifying key stakeholders and extracting relevant business information. Their pain points before Linkup were:

• No fast, consistent way to enrich company profiles with publicly available information at the point of need

• Identifying the right contact within a target organisation required time-consuming manual investigation

• Contact details sourced from generic directories were often incomplete, outdated, or insufficiently matched to the relevant role

Why They Chose Linkup

Before Linkup, surfacing accurate company and contact intelligence meant continuous, often painstaking research across company websites, and business registries, a workload that couldn't scale with the pace of Pennylane's operations. Linkup stood out from other search providers for four key reasons:

EU data sovereignty and security compliance: Operating under European privacy standards, Pennylane required a search provider that processes data within EU boundaries and meets strict security criteria. Linkup is the only EU-based search provider, ensuring every query stays within jurisdiction and aligns with Pennylane's internal compliance requirements.

A flexible, developer-friendly API built for automation: Linkup's API was easy to integrate and powerful enough to support Pennylane's agent-based workflows and automations. With multiple modes – search and fetch – and a rich set of parameters including domain filters, date filtering, and output type controls, the API mapped directly to Pennylane's use cases without requiring workarounds.

Volume handling at scale: Pennylane's workflows operate at high throughput. Linkup's infrastructure reliably handles the volume of queries required to support continuous data enrichment without degradation in performance.

Responsive team and ongoing product development: Beyond the product itself, Pennylane valued the accessibility of Linkup's team – for support, for troubleshooting, and for collaborating on new features as their workflows evolved. Linkup provides a dedicated Slack channel for each enterprise customer, with direct access to the core team.

Implementation

Linkup is embedded in Pennylane's workflow as the research layer invoked whenever company or contact data needs to be enriched. The flow:

1. A target company is identified

2. Linkup queries the public web, including the company's website, high authority news pages, LinkedIn, and relevant business directories, to extract company information such as registration details, structure, and key business context

3. Linkup identifies the most relevant contact within the organisation for a given function (e.g., the person responsible for finance, risk, or advisory), filtering for seniority and role relevance where the exact title is ambiguous

4. Results are returned with source citations, allowing teams to verify and act on findings directly

5. The enriched profile company context plus identified contact, feeds into downstream workflows, enabling more informed and personalized interactions

Results

As Pennylane expands across its markets, Linkup scales with it, maintaining EU data sovereignty in every new market while delivering consistent data enrichment across their workflows. With Linkup, Pennylane achieved:

• 25% reduction in manual validation, teams identify the right contact faster and with greater consistency, reducing time lost on incorrect or incomplete data

• Source-cited insights for every result, giving teams the context needed to act on findings with confidence and reference specific company details when needed

• 10,000+ enriched data points per month

• 5x increase in research capacity without additional headcount

FAQ

Q: How does Linkup identify the right contact within a target organisation? A: Linkup queries public sources – including company websites, LinkedIn, and professional directories – to identify the most relevant person for a given function, even when the exact title varies or is not explicitly listed. It filters for seniority and role relevance, returning the best available match with source attribution.

Q: How does Linkup's API support agent-based workflows and automations? A: Linkup's API offers multiple modes – search and fetch – along with parameters such as domain filters, date filtering, and output type controls. This flexibility allows teams to build automated research pipelines and AI agents that retrieve precisely the data they need, in the format they need it.

Q: How does Linkup handle high query volumes? A: Linkup's infrastructure is built to support high-throughput workflows, maintaining consistent performance across large volumes of queries without degradation.

Q: How does Linkup integrate into existing workflows and tools? A: Linkup integrates via API and MCP, allowing teams to enrich companies and contacts directly within their existing tools with minimal engineering overhead.

Q: What types of data can Linkup extract? A: Linkup can extract company identifiers (e.g., tax IDs, registry numbers), executive contacts, job titles, LinkedIn profiles, and other structured business intelligence from public sources (e.g., 10-K, 10-Q filings, business registries, and more).