How Penfolio works

A beginner-friendly walkthrough of your publishing workspace.

  1. 1

    Create an account

    Sign up with your email or Google account. Verify your email to get started.

    Create your account →

  2. 2

    Review and accept legal agreements

    Read and accept the Terms of Service. Your data rights remain available even if you decline.

  3. 3

    Configure your workspace

    Set up your publishing preferences, production stages, and notification settings.

  4. 4

    Add books or import KDP reports

    Manually add books to your catalog, or import Amazon KDP reports for automatic matching and royalty reconciliation.

    KDP import supports Royalties Estimator, Prior Months Royalties, and KDP Dashboard reports. Direct Amazon connection is not available.

  5. 5

    Organize pen names and series

    Create pen names with brand profiles, group books into series, and track cross-book relationships.

  6. 6

    Track production, stories, and analytics

    Monitor production stages, plan stories with Series Intelligence, and analyze royalty performance.

  7. 7

    Export data and manage preferences

    Export your metadata, create metadata backups, and manage your communication and privacy preferences anytime. Metadata exports do not include uploaded file contents.

Optional features

Workflow Automation

Automated deadline reminders, production stage tasks, backup reminders, and monthly performance digests. Available as optional, configurable workflows.

Base44 Platform

Penfolio runs on the Base44 platform. Certain features like scheduled workflow automation may require specific Base44 plan capabilities.

Ready to start?

Create your account and begin organizing your publishing world.