# Pencel for Finance Team — Pencel.ai

> Agents for invoice intake into QuickBooks, overdue invoice follow-up, cash matching, reconciliation prep, and intercompany matching. Exceptions come to you, and nothing is posted to your books without your approval.

Canonical: https://pencel.ai/solutions/finance

[Solutions](https://pencel.ai/solutions) Finance

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.

Download Free

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

Workflows

## What it does for you

- ### Finance inbox

Inbox

Sorts the finance mailbox every morning and drafts the replies.

Less time in email, faster replies

You approve each send

Ready now [Learn more](https://pencel.ai/agents/max)

- ### 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 now [Learn more](https://pencel.ai/agents/ivy)

- ### 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

- ### 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

- ### 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

- ### 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.

See the workflow builder

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 reminder Once or standing

- Post an entry Every time

- Suggest matches No approval

- Pay a bill Never

Team sharing is in pilot. [See the Teams plan](https://pencel.ai/pricing)

Cost

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

Results show up in QuickBooks Gmail Excel Home

Go deeper

## The Rooms behind it

- [Meet Max, your Email Chief of Staff](https://pencel.ai/agents/max)

- [Meet Ivy, your Invoice Agent](https://pencel.ai/agents/ivy)

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