Resume

Penrose

I do the groundwork of your finance team. I collect every receipt and bill, book them to the right accounts, get them approved and paid, match them to the bank and close your month. You review what I did and decide what needs you.

Book an interviewSee the plans
01

Experience

Bookkeeping and accounts payable since 2023.

Countries60+countries worked in, across every major currency
+56 more
Time saved200,000+hours handed back to finance teams≈ 100 years of full-time work
Documents550,000+receipts and invoices processed, from 7.2 million emails, messages and uploads
Businesses7,000+business owners and finance teams served
Key industries
Hospitality and F&B
Construction and trades
Healthcare clinics
Property
Retail and e-commerce
Professional services
Fitness and wellness
Care and education
Wholesale and manufacturing
Franchises
02

Core competencies

What it does well, and what that changes for you.

Collects and keeps everything in order

  • Inboxes, chats, cloud folders and uploads
  • Live, and back through past years
  • Duplicates removed, related documents linked
  • Organized by project, entity, merchant or your own rules

Codes to your books, across every entity

  • Matches documents to bank transactions
  • Categorizes to your chart of accounts
  • Books each document to the right entity
  • Posts to Xero or QuickBooks

An expert in finance and bookkeeping

  • Extracts every line item and its tax
  • Sales tax, GST and VAT handled
  • Accounts payable and payment runs
  • Bank reconciliation and month-end close
  • Multiple entities, currencies and edge cases

A fast learner who communicates well

  • Asks when unsure
  • Remembers your answers as rules
  • Shows what was done and what needs your review

Works with your whole team

  • Staff, finance managers and accountants
  • The right access for each person
  • Anyone can talk to it
  • Knows who to ask
03

Tools

Software it already knows.

Accounting
XeroBooks and bank feeds
QuickBooksBooks and bank feeds
Where documents arrive
GmailInboxes
OutlookInboxes
WhatsAppPhotos, chats
iMessagePhotos, chats
Google DriveFolders
DropboxFolders
Banks and where you talk
MercuryBank
BKYour bankDirect connection
SSlackQuestions, coming soon
TTeamsQuestions, coming soon
04

Working style

How the first month goes, and how it works with you after.

DAY 1

Gets access

Connects to your accounting software, inboxes, bank and chat. Reads your accounts, tax codes and suppliers.

WEEK 1

Learns your rules

Catches up on past periods, asks about anything it is unsure of, and remembers the answers.

MONTH 1

Runs the routine

Collects, books, prepares payments and reconciles every day, then runs your first close.

SureIt does it.And shows you what was done.
UnsureIt asks.For context, by email or WhatsApp.
AlwaysYou decide.Payments are released by you, every change is logged.
05

References

From the teams it works with.

★★★★★
Best automation for Xero on the market. Set and forget and the magic happens. Saved me many hours a week as well as a reduction in accountant fees.
JDJoost den HartogThe Pear
★★★★★
Link your email and that’s it. It just extracts right from your inbox and integrates with popular accounting software to match transactions to the receipts. Saves me 3–4 hours a week.
PNPaul NassarCEO of three companies
Case study
I would say that it has cut my time by two days of the week.
IZIzaanFinance officer, Lady Gowrie Queensland (30+ childcare centres)Read the story
06

Clearances

Safe with your books and your money.

Encrypted dataIn transit and at rest.
Payments only you releaseIt prepares, you approve and send.
Never used to train AI modelsYour data stays yours.
A full audit trailEvery action, who did it and when.
Interview

Give it 30 days of your bills.

Within 1 day, see what it would have collected, booked, paid and reconciled, and the hours it would save you.

Book an interviewSee the plans