Ideas to put to work
Books that close sooner, with analysis your clients read.
Bank transactions matched
Sofia matches each bank transaction to its invoice and categorizes the rest, with your approval, so the books close sooner.
Monthly client analysis
Sofia reads ledger entries and invoices for the period, builds the analysis in Excel, and drafts the client's monthly letter in Word.
Quotes from the agreed scope
Sofia reads the agreed scope in Word and creates the Pennylane quote with the right products, with your approval.
Supplier bank changes checked
When a supplier emails new details in Outlook, Sofia compares them with Pennylane and flags any change to bank details for a person to verify.
Overdue invoices chased
Sofia lists overdue customer invoices and sends each customer a reminder from Pennylane, with your approval.
What Sofia can do with Pennylane
Sofia reads and keeps current
- Customer invoices
- Supplier invoices
- Customers and suppliers
- Bank transactions
- Ledger entries
- Quotes
- Products
- Journals and ledger accounts
Sofia does, with your approval where you want it
- Create a customer invoice
- Send an invoice by email
- Create a quote
- Match a transaction to an invoice
- Mark an invoice as paid
- Create or update a supplier
- Categorize a transaction
- Create a ledger entry
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft WordWord processor for letters, reports and contracts
- Microsoft OutlookMicrosoft's email and calendar
QuickBooksAccounting software for small and mid-sized businesses
XeroCloud accounting for small businesses
NetSuiteCloud ERP for finance and operations- FreshBooksInvoicing and accounting for service businesses
StripeOnline payments, invoicing and subscriptions
Put Sofia to work in Pennylane
Score your firm in three minutes, or talk to our team.