Pastel
Pastel provides AI-powered finance automation for accounting firms, CAS practices, and fractional CFOs, handling bank reconciliation, bookkeeping, expense management, payroll, and FP&A reporting. The platform's agents match bank lines, invoices, and receipts across a company in minutes, surfacing only exceptions for human review, with AES-256 encryption, SSO, and a complete audit trail for security and compliance.
- Financial Technology
- AI Agents
- Enterprise Software
- Artificial Intelligence
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Accounting firms and fractional CFOs spend excessive time on manual bank reconciliation and routine finance tasks, limiting their capacity to take on new clients and provide strategic advisory services. Messy books and tight-margin engagements are often unprofitable when handled manually, forcing firms to turn away business.
Solution
Pastel provides automated bank reconciliation and full-service finance automation for accounting firms, CAS practices, and fractional CFOs. The platform's AI-driven engine matches every bank line, invoice, and receipt across a company within minutes, surfacing only exceptions for bookkeeper review. Pastel handles bookkeeping, expense management, revenue management, payroll, and reporting and FP&A, allowing firms to scale from 10 to 1,000 clients profitably. Clients receive a live view of their business with real-time answers to CFO questions, and firms can grow by taking on previously unprofitable engagements.
Target Audience
Primary customers are accounting firms, client advisory services (CAS) practices, and fractional CFOs managing finance operations for multiple clients, from small practices to those handling 1,000+ clients.
Features
- AI-driven matching engine that reconciles bank lines, invoices, and receipts in minutes, flagging only exceptions for human review
- Full-service finance automation covering bookkeeping, expense management, revenue management, payroll, and FP&A reporting
- Live client dashboards providing real-time business visibility and instant answers to CFO questions
- AES-256 encryption at rest, TLS 1.3 in transit, with managed and rotated keys
- SSO, two-factor authentication, and role-based permissions down to the account level
- Complete audit trail logging all agent actions and human approvals, with isolated data spaces per client