Pencel for Finance Team

Your books, kept by agents that ask before every entry

Pencel turns emailed receipts into QuickBooks entries, chases overdue invoices and prepares the close. You review the exceptions and approve every entry.

Set up by the controller in one session. No IT ticket. Connects to QuickBooks Online, Gmail, Excel.

Workflows

What it does for you

  1. Finance inbox

    Inbox

    Sorts the finance mailbox every morning and drafts the replies.

    Less time in email, faster replies

    You approve each send

    Ready nowLearn more

  2. Invoice intake and coding

    Accounts payable

    Turns emailed receipts and invoices into QuickBooks expenses, checks for duplicates and suggests the account.

    Less data entry, fewer duplicate payments

    You confirm each one

    Ready nowLearn more

  3. Overdue invoice follow-up

    Accounts receivable

    Follows up with customers on overdue invoices and tracks each reply.

    Lower DSO and faster cash collection

    Disputes come to you

    Coming soon

  4. Cash matching

    Cash and bank reconciliation

    Matches bank activity and payments to invoices and ledger entries.

    Fewer manual matches, faster daily reconciliation

    Only exceptions come to you

    Coming soon

  5. Reconciliation prep

    Month-end close

    Prepares each balance-sheet reconciliation with its supporting evidence.

    A faster close with fewer errors

    You review the package

    Coming soon

  6. Intercompany matching

    Intercompany accounting

    Matches balances between entities and flags breaks before close.

    Fewer breaks, faster consolidation

    You approve each fix

    Coming soon

Need a workflow that isn’t listed?

Use the workflow builder to create any workflow your team needs. Describe it in plain words, and Pencel builds it, tests it on your data, and runs it with the same memory, approvals and spending cap.

Built for teams

Learns your business, runs under your rules

Memory and knowledge

Every agent shares your company facts and learns from each correction, so it gets better with every run.

  • Customer payment terms
  • Chart of accounts
  • Legal entities

Access and governance

Share workflows with your team. Each one uses only the tools it needs, and these actions are gated:

  • Send a payment reminderOnce or standing
  • Post an entryEvery time
  • Suggest matchesNo approval
  • Pay a billNever

Team sharing is in pilot. See the Teams plan

Cost

Each room has a monthly spending cap you set. It cannot spend past it.

Results show up inQuickBooksGmailExcelHome

Go deeper

The Rooms behind it