# Pencel.ai — Agents run the operations. You run the business.

> Pencel is a local-first desktop app where knowledge workers and AI agents run business operations together: plug-and-play solutions for the inbox, expenses, RFPs and shipments, each in its own room, with your approval where it matters. macOS, Windows, Linux.

Canonical: https://pencel.ai

## About Pencel

Pencel (pronounced "pencil") is a desktop app for macOS, Windows, and Linux that gives business teams AI teammates for the operations they run every week — research, reporting, briefings, monitoring, follow-through. It is built for the person who knows the work but does not write code: you judge the output; Pencel handles prompts, tools, and evals underneath.

Why it exists: AI models keep getting smarter while most business users feel little of it. Work is scattered across a dozen tools; a general assistant knows nothing about your company, policies, or past decisions; agents can reason but cannot be trusted with anything irreversible; and agent tools assume you are an engineer. Pencel closes those four gaps.

How it works:

- **Programs and rooms** — each recurring responsibility becomes a Program with its own room, a Slack-style conversation with the AI teammate that owns that work. Ask it for something, drop in a file, set a standing rule; it acts, drafts, and reports back in the room.
- **Knowledge graph and memory** — Pencel builds a graph of your company's people, projects, and facts from your own documents (with a confidence level on every fact) and keeps a memory of your rules and decisions, so it gets better with every run instead of starting over.
- **Compiled, governed workflows** — anything that should run the same way every time is compiled from the conversation into a concrete plan: scheduled, scoped to specific tools, with approval gates before an external send or a financial write, and an evidence trail on every run.
- **Home and to-dos** — results roll up to Home, a chief-of-staff view of what needs your decision, and into one to-do list across every Program; any to-do can be handed to an agent to run now or turned into a standing responsibility.
- **Real documents** — agents produce and edit documents, spreadsheets, slide decks, and email drafts, including tracked changes in your existing Word, Excel, and PowerPoint files that you accept or reject.
- **Your tools, your model** — connects to Google Workspace (Gmail, Calendar, Drive), Slack, QuickBooks Online, GitHub, Notion, Atlassian, Linear, Stripe, databases, browser automation, and any MCP server; runs on Claude, GPT, Gemini, or an open-weight model.
- **Local-first** — your workspace, documents, and run history stay on your machine; only model calls leave it.

Ready-made Programs install in minutes — RFP Operations (scan procurement portals, score fit, draft proposals), Email Chief of Staff (scheduled Gmail triage with held drafts), Accounting (QuickBooks questions and confirmed expense entries) — or define your own around any connected system.

Company: Pencel.ai was founded by Bo Wang (Founder & CEO), who spent over a decade shipping AI/ML products used by millions — most recently as an Applied Science Manager at AWS leading GenAI launches, and before that leading data science at Ford Motor Company. Today Pencel is a single-user desktop app; shared team workspaces are offered on the Enterprise plan.

Pricing: Free (bring your own model API keys, local only), Pro Desktop at $49/month with managed AI credits and no API keys needed, and Enterprise (custom, annual) for shared workspaces, SSO/SCIM, approval workflows, and audit export.

Getting started: download the installer for macOS, Windows, or Linux at https://pencel.ai/download — no invitation code is required. A ready-made Program gives a first real result in one session.

## Page text

✎ Pencel Desktop Private beta

Human and agent collaboration for knowledge workers

# Agents run the operations. You run the business.

Hand off the day to day. Keep the judgment where it matters.

[Download for Mac](https://pencel.ai/download) Join the private beta →

Hand off today Win the RFPs you can win Close the books every week Inbox handled by 9am Know the moment a shipment slips

Right now

01 · Watch

## It knows what's happening right now.

Pencel sits on your inbox, ledger, CRM and shipments all day. Not a search over last quarter's files: **a live picture of the business**, so the moment a customer goes quiet or a lane slips, it already knows. So do you.

**Pencel** learning

Slack

Gmail

Salesforce

QuickBooks

Jira

Notion

Postgres

Docs

Policies

Sales

Ops

Finance

Hover a node to see what Pencel found live

Say it once

02 · Name it

## Name the outcome. Pencel builds the how.

Say what you want in a sentence. No flowcharts, no agent to configure. Pencel compiles a plan you can read, binds the right tools with guardrails, and **stops at the gate you set** before anything irreversible. Run it, then approve the send →

You "No customer should hear about a delay from the carrier before they hear it from us."

Weekly workflow Plan ready · 3 guardrails

Read shipment status & customer record

logistics · crm ~0.9s

Draft the delay notice in your voice

write ~1.4s

Send delay notice to **Acme Logistics**

email · send ~1.1s

Approve

Log the note & update the ETA

update ~0.4s

Guardrails

Scope · shipping + email Gate · external send Evidence · recording

Run

↺ Reset

Workflow complete: notice sent, ETA updated evidence saved · 4 sources · 1 send · fully auditable

6:04 am

03 · Hand it off

## It owns it end to end. You only see the calls that are yours.

Each program runs in its own room. Pencel does the reading, the reconciling, the drafting, the follow-ups, and posts the result. When a decision is genuinely yours, **it asks, right there**. Nothing else lands on your plate.

**#** expenses **#** inbox **#** rfp-scout **#** ops **#** weekly-brief

✎ Acme Freight

Rooms

\# inbox

\# expenses

\# ops

\# rfp-scout

\# weekly-brief

Colleagues

Finance agent

Inbox agent

Ops agent

\# expenses Finance program · QuickBooks 3 agents + you

Finance 8:04 am

Reconciled this week's receipts against QuickBooks. **12 of 14 match.** Two need a look:

Needs a look

Uber · Sam · Mar 12 no receipt $48.20

Adobe · Mar 14 duplicate of Mar 3? $59.99

Finance 8:04 am

◆ Needs your approval

Submit the 12 matched expenses to QuickBooks? Total $1,284.10.

Approve 12

Hold

You 8:07 am

Approved. Ask Sam for the Uber receipt and hold the Adobe one.

Finance is working…

Finance 8:07 am

Done.

Outcome

submitted 12 expenses → QuickBooks $1,284.10

sent Asked Sam for the Uber receipt in #inbox

held Adobe $59.99, flagged for next week

Ops is typing in #ops…

✎ Message #expenses…

↻ replay

8:13 am

04 · Delivered

## The outcome lands in your files.

Not a to-do, not a draft in a chat window. Pencel edits your real Word, Excel and PowerPoint, **as tracked changes you can see and accept**. Nothing is applied until you say so. Accept the change →

\# Inbox reply

W Doc edit

\# Slack · #cs-acme-corp 11m ago

Acme Co

Customer escalation thread

"This is the third API timeout this week. Are we considering switching providers?"

✦ AI-drafted reply for Slack in your voice

Thanks for flagging this directly. I've pulled the timeout logs and looped in engineering. Root cause is identified and a fix ships tonight. I'll send a short postmortem by Friday, and I'm glad to hop on a call before then.

Approve & send to Slack

↻ Regenerate

Sent to #cs-acme-corp · just now

reset demo

You "Make the summary lead with the outcome, not the method."

brief-Q3.docx 2 changes

#### Executive summary

This document summarizes our weekly operational review across shipping, billing, and customer accounts. Newark lanes ran 2 days slow, one $40k invoice slipped to Q4, and Acme is trending toward churn. Details below.

Accept

Reject

+31 / −18 words

Changes accepted brief-Q3.docx updated · saved to your workspace

undo

✕ Changes rejected brief-Q3.docx unchanged

undo

Not another agent builder

Agent tools

- You write the plan.

- You dispatch the tasks.

- You check the work.

- You're still the manager.

✎ Pencel

- You name the outcome.

- It runs, watches and follows up.

- It asks only when the call is yours.

- It reports back. *You keep the judgment.*

Connect

### The hard parts of connecting are already done.

Every integration arrives **pre-vetted**: security reviewed, OAuth tested, permission scopes documented. Credentials live in your **OS keychain**, never our database, never the model. Each workflow is **scoped** to only the tools it needs.

Slack Gmail Salesforce QuickBooks Jira Notion Postgres + Bring your own

Run it your way

### Start on your laptop. Move to the cloud when you're ready.

Pencel Desktop

#### Own your data

A full workspace for AI operations, running entirely on your Mac or PC.

- **Nothing leaves your machine.** Workspace, memory and credentials stay on-device, encrypted.

- **Bring your own model.** Claude, GPT, or local. Never used to train.

- **Full visibility.** Inspect every source read, tool call and action taken.

Pencel Cloud

#### Runs 24/7

Same product, hosted securely, for teams that need always-on operations.

- **Workflows that never sleep.** Overnight and event-driven runs, even when your laptop's closed.

- **Shared workspace.** Knowledge, workflows and memory travel with the whole team.

- **Enterprise-ready.** SSO, audit logs, per-user permissions, SOC 2 in progress.

Get in touch

## Let's talk.

Whether you want to use Pencel, invest, or just say hello — drop us a note and we'll get back to you.

A real first result in one session

## Hand off one outcome at a time.

Installs in a minute. Your first outcome is handled in a single session. Real work, not an empty workspace.

[Download for Mac](https://pencel.ai/download) Join the private beta →

**Inbox agent** *idle* **Finance agent** *idle* **You** *reviewing* **Sales agent** *idle* **Ops agent** *idle* **Research agent** *idle*
