How Penfolio works
A beginner-friendly walkthrough of your publishing workspace.
- 1
Create an account
Sign up with your email or Google account. Verify your email to get started.
- 2
Review and accept legal agreements
Read and accept the Terms of Service. Your data rights remain available even if you decline.
- 3
Configure your workspace
Set up your publishing preferences, production stages, and notification settings.
- 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
Organize pen names and series
Create pen names with brand profiles, group books into series, and track cross-book relationships.
- 6
Track production, stories, and analytics
Monitor production stages, plan stories with Series Intelligence, and analyze royalty performance.
- 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.
Ready to start?
We're preparing for launch — leave your email and we'll tell you when accounts open.