How you run finance with Pastel.

One clean picture of your company. Your rules, written down. Agents doing the work.

All your data. One picture.

Connect your systems once: the ledger, the banks, credit cards, payroll, invoices, contracts, and the spreadsheets in between. Pastel reads them all day and resolves everything into one current picture of your company.

PrioritySAPNetSuiteQuickBooksXeroBank feedsCredit cardsPayrollExcel & SheetsEmail & contracts

Answers that don't hallucinate.

Everything you see is read from the ledger, the bank, the invoice. If it isn't in your data, Pastel doesn't say it.

−3.2 pts gross marginOne freight charge · $14,300

Ledger row · 4021Invoice #2291Contract · Acme Co.
Vendor reconciliation33 items
Tidewater Logistics · $179,461Resolved ✓
Juniper Dental · $2,820Resolved ✓
Northgate Freight · $14,300Draft · for review
Alder & Vine · $4,600Resolved ✓
30 resolved ✓3 for your review

$1.86MTop 5 customers · trailing 12 months

Invoices · 12 moStripe payoutsContracts
Vendor communicationagent · autonomous
Northgate Freight · $1,420 statement differenceinvestigating
Re: March statement · missing credit note
Sent ✓
Reply · credit note #CN-118 attachedreceived ✓
Resolved · credit note applied ✓
Brightline Foods · Playbook applies every month
Flag any journal entry over $5,000 posted after day 3
Two-step review on all revenue reclassifications
Accrue freight on all COGS invoices
Cash-basis view for the founder, on demand

Your company's knowledge, written down at last.

Close checklists, review thresholds, the treatments specific to your business. It all becomes rules that Pastel follows, every month, without drift. New hires inherit it on day one. When someone leaves, the knowledge stays.

Agents do the work. You see all of it.

Every module runs on agents that follow your playbook and show their sources. The console shows status, open items and deadlines in one place, and lets you drill from the P&L down to a single journal entry.

Bookkeeping

Every line coded by your rules, every feed matched, and the close prepared as the month runs, not on day twelve.

Expense management

Supplier invoices read in, checked, caught if duplicated, queued for approval and payment.

Revenue management

Invoices out on schedule, reminders sent, money matched to invoices the day it lands.

Reporting & FP&A

The board pack built from live numbers, budgets against actuals with causes attached, scenarios on demand.

Ask anything

Plain questions answered in seconds, with the source attached to every figure.

Payroll

Runs prepared on your calendar, approved by a person, filings kept.

Watching the books

Your books monitored against your rules. Problems surface the same day, not at month end.

Every agent follows your playbook, shows its sources, and sends judgment calls to a human.

Brightline FoodsMarch close · in review
Cash
$412,908
Runway
14.2 mo
Gross margin
61.3%
Exceptions · 2 open

Possible duplicate vendor payment. Ck #2291, $14,300 to Northgate Freight.Sources: 3

JE over threshold, posted after day 3. $8,750 accrual, needs reviewer sign off.Sources: 2

Why did gross margin dip in March?

−3.2 pts gross margin. One freight charge · $14,300.

Ledger row · 4021Invoice #2291Contract · Acme Co.

Every number shows its source.

Click any figure and see where it came from. Every agent action and every sign-off is logged.

Read about security →

$412,908 Bank feed · Chase …4402 Balance verified Apr 1 Ledger · account 1010 Reconciled · 0 unmatched Stripe payout · Mar 31 Settled · $18,220
03-31 22:04agent · reconcilematched 214 transactions
04-01 08:12agent · monitorflagged Ck #2291 · cited 3 sources
04-01 09:31j.meadow · reviewersigned off March close
REVIEWED · MEADOW & BIRCH CPA · MARCH CLOSE · JM Mar 28

See Pastel in action.

A thirty-minute live walkthrough. No prep and no data needed. Just come with your questions.

Book a demo