Pastel does the
bank rec.

Every client's finance work, run by agents. Your people review, sign, and advise.

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Built for accounting firms, CAS practices, and fractional CFOs. From 10 clients to 1,000.

Bookkeeping
✓
✓
✓
Expense management
$
!
Revenue management
▲
Reporting & FP&A
Payroll
A$
D$
M✓
Bookkeeping
✓
✓
✓
Expense management
$
!
Revenue management
▲
Reporting & FP&A
Payroll
A$
D$
M✓

Full reconciliation in minutes.

Pastel matches every bank line, invoice and receipt across a company in minutes. Your bookkeeper reviews only the exceptions.

Your clients feel the upgrade in the first week.

Every client gets a live view of their business with your firm behind it. The CFO asks a question at 11pm and has the answer by 11:01. The board pack is ready before the board asks. It feels like an upgrade to their whole finance function. Because it is.

brightline.getpastel.ai
Brightline Foods · Finance MBYour team: Meadow & Birch CPA · reviewed Mar 28

Yes. 11.8 months of runway.With both hires · payroll +$28,400/mo

Payroll modelBank feed · ChaseHiring plan.xlsx

$1.86MTop 5 customers · trailing 12 months

Invoices · 12 moStripe payoutsContracts

Say yes to more clients.

With Pastel you grow by taking on more clients. The messy books and tight-margin engagements you used to turn away become profitable when agents do the grunt work.

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Security is the foundation.

Your clients trust you with their books, and you trust Pastel to hold them. Encrypted, isolated per client, audited, and never used to train anyone's models.

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Built to be audited

Controls, evidence and a full audit trail, ready for your security review.

Encrypted everywhere

AES-256 at rest, TLS 1.3 in transit. Keys managed and rotated.

Every action logged

A full audit trail: what agents did, what people approved, when.

Access, controlled

SSO, two-factor, and role-based permissions down to the account level.

Isolated by design

Each client's data lives in its own space. No mixing between clients, ever.

Never trains models

Your data answers your questions. It is not training material, and it leaves with you.

Be the firm that delivers it.

A thirty-minute walkthrough of Pastel for your practice. No prep needed, just your questions.

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